Investview (INVU)

Investview Inc. is a diversified technology company leveraging the latest innovations in technology for financial education, services and interactive tools. Investview’s family of subsidiaries focus on delivering products that serve individuals around the world. From personal money management, to advancement in blockchain technologies, Investview companies are forging a path for individuals to take advantage of financial and technical innovations. For more information on Investview and all of its wholly owned subsidiaries please visit:investview.com

Company profile

Ticker

INVU, INVUP

Exchange

OTC

Website

investview.com

CEO

Ryan Smith

Incorporated

Nevada

Location

New Jersey

Fiscal year end

Dec 31

Sector

Technology Services > Other Technology

Industry (SIC)

Services - Business Services, NEC

Alibaba Group Holding • Visa • EBay • DiDi Global • Uber • PayPal • Accenture • Nielsen • Fidelity National Information Services • Mastercard ...

Former names

Global Investor Services, Inc., TheRetirementSolution.com, Inc., UINTAH MOUNTAIN COPPER COMPANY, Voxpath Holdings, Inc.

SEC CIK

0000862651

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

IRS number

870369205

INVU stock data

1M 1Y 5Y

News

From Benzinga Pro

Mid-Afternoon Market Update: Dow Gains 500 Points; Red Robin Gourmet Burgers Shares Spike Higher

27 May 22

U.S. stocks traded higher toward the end of trading, with the Dow Jones gaining 500 points on Friday.

Press releases

From Benzinga Pro

Investview ("INVU") Announces Expansion of Its Bitcoin Mining Farm Operation From Renewable Energy Sources of Hydro and Geothermal Energy - Operational Hash Rate Expected to grow by Nearly 50% to Over 400 PH/s Per Second

4 Aug 22

Eatontown, NJ, Aug. 04, 2022 (GLOBE NEWSWIRE) -- Investview, Inc. (OTCQB:INVU), a diversified financial technology company that through its subsidiaries and global distribution network provides financial technology,

Investview, Inc. (''INVU'') Announces Restructuring of Incentive Equity Awards

27 Jun 22

Leadership team confirms confidence in Company outlook by surrender of outstanding share awards in favor of long-term option grants Eatontown, NJ, June 27, 2022 (GLOBE NEWSWIRE) -- Investview, Inc. (OTCQB:INVU), a

Investview Announces Termination of Purchase Agreement with LevelX

17 Jun 22

Eatontown, NJ, June 17, 2022 (GLOBE NEWSWIRE) -- Investview, Inc. (OTCQB:INVU), a diversified financial technology company that through its subsidiaries and global distribution network provides financial technology,

Investview ("INVU") Announces First Quarter Fiscal Year 2022 Financial Results

23 May 22

Investment data

Data from SEC filings

Securities sold

Number of investors

Calendar

15 Aug 22

16 Aug 22

31 Dec 22

Financial summary

Financial statements Chart INVU financial data

Quarter (USD)	Jun 22	Mar 22	Sep 21	Jun 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Mar 21	Mar 20	Mar 19	Mar 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	21.16M	21.16M	21.16M	21.16M	21.16M	21.16M
Cash burn (monthly)	1.51M	(no burn)	(no burn)	2.32M	(no burn)	(no burn)
Cash used (since last report)	2.36M	n/a	n/a	3.63M	n/a	n/a
Cash remaining	18.8M	n/a	n/a	17.53M	n/a	n/a
Runway (months of cash)	12.5	n/a	n/a	7.6	n/a	n/a

Beta Read what these cash burn values mean

Financial data from Investview earnings reports.

Recent insider trades

INVU insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
24 Jun 22	James R. Bell	Common Stock, $0.001 par value	Sale back to company	Dispose D	No	No	0	30,000,000	0	10,320,000
24 Jun 22	James R. Bell	Employee Stock Option Common Stock	Grant	Acquire A	No	No	0.05	75,000,000	3.75M	112,500,000
24 Jun 22	James R. Bell	Employee Stock Option Common Stock	Grant	Acquire A	No	No	0.05	37,500,000	1.88M	37,500,000
24 Jun 22	David B. Rothrock	Common Stock, $0.001 par value	Sale back to company	Dispose D	No	No	0	33,333,334	0	11,466,666
24 Jun 22	David B. Rothrock	Employee Stock Option Common Stock	Grant	Acquire A	No	No	0.05	41,666,668	2.08M	85,416,668
24 Jun 22	David B. Rothrock	Employee Stock Option Common Stock	Grant	Acquire A	No	No	0.05	43,750,000	2.19M	43,750,000
24 Jun 22	Ralph R. Valvano	Common Stock, $0.001 par value	Sale back to company	Dispose D	No	No	0	5,200,000	0	0
24 Jun 22	Ralph R. Valvano	Employee Stock Option Common Stock	Grant	Acquire A	No	No	0.05	29,375,000	1.47M	29,375,000
24 Jun 22	Ralph R. Valvano	Employee Stock Option Common Stock	Grant	Acquire A	No	No	0.05	8,125,000	406.25K	8,125,000
24 Jun 22	Myles P Gill	Employee Stock Option Common Stock	Grant	Acquire A	No	No	0.05	25,000,000	1.25M	25,000,000

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

Institutional ownership, Q1 2021

INVU institutional ownership history Ownership history

7.3% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	2	1	+100.0%
Opened positions	1	1	–
Closed positions	0	0
Increased positions	0	0
Reduced positions	0	0

13F shares	Current	Prev Q	Change
Total value	5.81M	5.8M	+0.1%
Total shares	200.02M	200M	+0.0%
Total puts	0	0
Total calls	0	0
Total put/call ratio	–	–	–

Largest owners	Shares	Value	Change
Roma Jeremy James	200M	$5.8M	0.0%
Henry James International Management	18K	$7K	NEW

Largest transactions	Shares	Bought/sold	Change
Henry James International Management	18K	+18K	NEW
Roma Jeremy James	200M	0	0.0%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Content analysis

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. sophomore Avg

New words: ability, audit, audited, avoid, Black, broken, cautiously, check, choice, compliance, complicate, confidentiality, critical, damage, default, denominator, director, ensure, explanation, floating, harm, honor, introduced, issuable, logistical, manner, myriad, negatively, offline, offshore, older, Oneiro, optimistic, permanent, pose, pretax, promised, ratio, relationship, relevant, renounce, reorganization, reputation, requisite, salary, source, suitable, supplier, surrender, surrendered, suspended, suspension, Thursday, unable, unanimously, undertook, ungranted, unvested, vendor, withdrawn

Removed: LevelX, National, Operator, Pool, world

From filing 10-Q 2022 Q2

Financial reports

View all

Quarterly report (amended)

1 Jun 22