Komori
Thinca (149A) · RiskMitigated

Post-listing sale of shares held by venture capital firms

First written in FY2023. 2 of 3 entries say "Mitigated", first in FY2024. Latest entry: FY2025.

3entries
3years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2023MitigatedFY2024 – FY20252024: 120242025: 120252026: 12026
Same theme, other companies
Deterioration in Supply and Demand from Share Sales by Venture Capital Firms and OthersA theme 62 companies write about · 62 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2019: 2 of 13 companies on the "Worse" side.

20 other companies' latest entry also says "Mitigated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 62 companies compared. The sentences above are computed from all 62.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「As of the end of December 2025, the company had 3,206,320 shares issued, of which investment partnerships formed by venture capital firms held 1,002,220 shares, representing 31.3% of shares issued.」

    The VC holding ratio declined from 34.5% at the end of the previous fiscal year to 31.3%. The possibility of worsening supply and demand and a share-price decline due to future sales continues to be disclosed.
  2. FY2024MitigatedAnnual report

    「As of the end of December 2024, the company had 3,164,320 shares issued, of which investment partnerships formed by venture capital firms held 1,091,720 shares, representing 34.5% of shares issued.」

    The VC holding ratio declined from 48.2% at the end of the previous fiscal year to 34.5%. The possibility of future VC sales and share-price declines continues to be disclosed.
  3. FY2023First statedAnnual report

    「As of the end of December 2023, investment partnerships formed by venture capital firms held 1,298,840 shares, representing 48.2% of the total shares issued.」

    Identifies the possibility that VC sales after listing could temporarily worsen supply and demand and lower the share price.
Moved together

"Integrating Multiple Communication Channels and Strengthening Product Functionality" moved the same way as this thread, in the same document, in 2 of its 3 moves.

22222★12345
  1. ★This thread
  2. 1Integrating Multiple Communication Channels and Strengthening Product Functionality2×
  3. 2Visualization of Conversation Data and Generative AI Summarization Functionality2×
  4. 3Expansion of Customer Companies and Deployment Sites and Improvement in ARPA2×
  5. 4Talent Acquisition, Training and Flexible Work Arrangements2×
  6. 5Strengthening the Financial Base and Cash Flow Management2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Thinca yet.
News
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Post-listing sale of shares held by venture capital firms | Thinca Co.,Ltd. (149A) | Komori