AtlasClear Holdings, Inc. is classed by the SEC under Finance Services (industry code 6199), based in Tampa, FL. In its latest annual figures on file, for the fiscal year ended 2025-06-30, it reported revenue of $11 million and a profit of $6 million (its filed statements).
Lending businessFinance ServicesTampa, FLfilings since 20235 of 9 filed, 4 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a lending business: prior from its industry code (SEC 6199, Finance Services); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 4.3 out of ten, 5 of 9 metrics filed and 4 estimated: past 3.5 out of ten, present 4.2 out of ten, future 5.7 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 4.4 out of ten. 6 warning events since 2023; the latest 2025-02-18. 44th percentile among 130 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 5.0 out of ten. CrossAssetData estimate 5.0/10, confidence 20 of 100 (family median). 50th percentile among 107 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
Shareholder treatment (past): 1.2 out of ten. Share count grew 1992.3% a year. 0% of cash flow returned. Insiders: 0 sales, 9 purchases. 12th percentile among 54 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Financial health (present): 4.1 out of ten. ROE 9%: 9¢ of profit per shareholder dollar. Leverage 70%: owes 70¢ per asset dollar. 41st percentile among 117 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 6.6 out of ten. top 34% of 114 in its family; net margin 9.8%. 66th percentile among 114 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 0.9 out of ten. CrossAssetData estimate 0.9/10, confidence 35 of 100 (one part). 9th percentile among 93 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
Room to expand (future): 7.2 out of ten. top 28% of 108 in its family for room to expand. 72nd percentile among 108 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 4.9 out of ten. CrossAssetData estimate 4.9/10, confidence 20 of 100 (family median). 50th percentile among 105 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
Expectations vs reality (future): 4.8 out of ten. CrossAssetData estimate 4.8/10, confidence 20 of 100 (family median). 50th percentile among 79 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
The filing record
Newest annual report: Form 10-K filed 2026-09-24 for the period ended 2026-06-30 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-05-13 for the period ended 2026-03-31 (on EDGAR). Newest results release: Form 8-K filed 2026-09-24 for the period ended 2026-09-23 (on EDGAR). Newest filing: Form 4, 2026-10-02. Filings on record since 2023. Read from EDGAR 2026-10-12.
Who runs it
Schaible, John (Executive Chairman); Ridenhour, David Craig (President); Patel, Sandip I (CFO and General Counsel); Carlson, Steven J. (director); Hammond, Thomas Jon (director); Keyser, Robert Dawson Jr. (director). 6 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-02.
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