Do whatcha might will with buying or selling VCX. But there are a bunch of morons now like BagsofBabbish, BriefHistorical and Prestigious-Land etc shit posting and scaring people. There are also older posts from last week that looked like pumps. I think most people are adult enough to realize but no need to engage with these losers.
There are multiple SEC approved listed funds with Anthropic shares.
Big congrats to everyone who correctly identified Flagship as a way to keep rolling with the VCX gains!
I'd love to see an explainer from Fundrise on the mechanics and calculations...perhaps once all the unrestricted VCX shares held by Flagship are sold.
We are now at (or will soon arrive at) the part in the game where we hope VCX will issue more shares. Big ups to u/BurnsVail and others who have been tracking the sales out of Flagship.
Why is this important? Because as of today VCX is trading at roughly a 10x premium to NAV, assuming a fresh NAV along the lines of $25 per share. When a closed-end fund sells new shares at a price above current NAV, each new share brings in cash that exceeds the per-share claim on existing assets, so total assets rise faster than share count -- making the issuance accretive to existing shareholders. In other words, existing shareholders can make a lot of money if the new shares are issued at a significant premium to NAV.
There are currently 28.3 million shares of VCX. If Fundrise decides to do a primary issuance for an additional 10%, that would be 2.83 million new shares. At the current share price of say $250, that would be an additional $708 million (!) in cash flowing into VCX. Once the 2.83 million shares were sold, the NAV would jump from $25 to $45. I guess we should factor in fees as well. I’ll put the Claude math in the comments.
So what’s the play for us if they issue new shares? I don’t think it changes much. If you were lucky/smart enough to acquire restricted shares, sit back and enjoy the ride. If the price dips significantly, consider picking up more. I’m sure those that are comfortable with options can work some serious magic here, but I certainly don’t advocate that for beginners. Totally open to all ideas on how to profit from Fundrise’s hard work.
Looks like they will be going early-stage so different play than VCX. Interesting to see nonetheless. Sharing for awareness.
I originally invested $2,500 into the innovation fund through Fundrise in August of 2023 before the fund went public as VCX, now I have about 250 shares of VCX valued at about $190.99 as of 5/10/26. I wonder how much upside I can see in the future.
Like many of you I have many restricted shares. With options open has anyone found a decent way to hedge? I have sold a few bear credit spreads but already hit max loss. Anything you're playing?
Come someone please explain to me why it’s rising?
...or is there something more substantive here?
for day trading and fun its great. but of all the wild etfs you could invest in, and I do think there are some cool ones, this one needs to be delisted!
The financing values Anduril at $61 billion, double the $30.5 billion that it was valued at in June 2025.
I hope VCX was part of this round.
Here is the link to the recent announcement: https://support.claude.com/en/articles/13704655-unauthorized-anthropic-stock-sales-and-investment-scams
When these concerns were previously raised eight months ago, Ben Miller addressed them with this comment: https://www.reddit.com/r/FundRise/comments/1n6zuwk/comment/nclrwor/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button
Omg, THIS is why VCX is going nuts!! What I always thought was weird why VCX had such a large holding in Anthropic is now turning into the biggest thing EVER for this fund!! This now essentially gives added exposure to SpaceX within the fund, besides the already 5% exposure. Now Anthropic is the exclusive AI network for SpaceX!!!
This fund is going to go crazy now that it doubled its OpenAi position and now also might even double its SpaceX position!!
Missed the first price hike just after the listing. Is now the right time to sell my unrestricted shares?
On a serious note, how are we protecting ourselves from dilution as Anthropic continues to raise money at higher valuations?
I know the premium for puts is very expensive right now but the break evens for some of the strike prices is still around $100 per share. If the question was strictly about price, that would be high enough for me to hedge some of my shares. The question is, are we allowed to hedge restricted shares with puts? Is there an official contract that Fundrise would have sent us? I’m not aware of communications of this nature from them. Other relevant rules?
Has anyone successfully moved their restricted shares from Computershare to their personal brokerage like Etrade or Vanguard? Or do we need to wait until September to move them?
I have been long SATS for a while and added to my position after this. Market hasn't budged, I have listened to their conference calls and read the earnings reports. Still a good time if this makes sense to you. I hold calls for July and some stock. For reference this came out around 2:55 pm EST May 12th.
When the lock-up period ends for those of us holding restricted shares, do you think most people will sell? If so, how much of an impact do you expect it to have on the price?
Personally, I’m holding. I don’t really see a point in selling right away. If things go well, this could be a strong long-term opportunity over the next 2–3 years.
What do you all think? Are you planning to sell or hold?
It’s up $43 in pre market. I have 2500 shares. I am making plans that I am not sure will materialize.