VEEAVEEA INC. · NASDAQ Capital Market
Effective Supply — the real overhang

From what's tradeable today to what's realistically coming. Bigger = more selling pressure ahead.

21.96M
Reported Float
29.60M
Tradeable Now
(estimated float)
▲ data says 21.96Munderstated 35%
29.60M
Effective Supply
196.54M
Fully Diluted
Dilution risk9/10
CONFIDENCE: MEDIUM
EXTREMEAssessed Jul 2, 2026Trigger: EFFECT registration filingCRITICALPreferred stock conversion overhangCRITICALVariable-rate / floating-price convertible note (death-spiral structure)

Pending share supply (~135M shares) is ~457% of the 29.6M float and ~245% of the 55.1M shares outstanding. Two convertible preferred series (Series A + A-1 = 55.5M common) convert at $0.503 and $0.31 — at or above the current $0.24–$0.31 price and issued to the CEO affiliate NLabs — plus an active variable-rate White Lion convertible note (lesser of $0.75 or 90% of 10-day VWAP, 10M shares registered) and a live $25M ELOC with an unused ~$24.2M. Near-the-money NLabs warrants (13.3M @ $0.31 ATM, 33.6M @ $0.503) add massive overhang. Only the legacy $11.50 SPAC/public warrants (~11.6M) are truly dead. This is a live, large-scale, discount-to-market dilution machine.

Share Structure

Float to Fully Diluted Breakdown

LIKELY STALE

Reported float from Insight Sentry (NASDAQ:VEEA); as-of date unknown, based on stale 50,407,567 shares outstanding. Adjusted based on SEC filing analysis.

Float Discrepancy: our SEC analysis shows 29.60M vs 21.96M reported — understated 35%

Insight Sentry reports 20,082,135 float on a stale 50,407,567 share count. The S-3 (2026-06-24) discloses 55,116,953 shares out and 29,602,697 non-affiliate shares — the feed misses ~5M shares out and the June 8 note-conversion/share-issuance (3,656,684) and the March/June NLabs preferred settlements. Data services also have not ingested the 55M+ shares of preferred-conversion and 47M+ near-money ...

Reported Float21.96M11.2%
Float Adjustments9.52M4.8%
+1.89M sharesHIGH

1,891,388 shares issued on automatic conversion of September 2024 Notes at $0.4401

Source: 8-K 2026-06-11

+1.77M sharesHIGH

1,765,296 shares issued to four investors for release of late-delivery liability (Share Issuance Agreements)

Source: 8-K 2026-06-11

+5.86M sharesMEDIUM

Reconciliation to official non-affiliate float disclosed in S-3 (29,602,697 vs. stale feed) — captures issuances the data service has not yet ingested

Source: S-3 2026-06-26

Convertible Notes12.02M6.1%
White Lion Notes (variable-rate convertible, up to $2.5M program)
Conv. Price: floating_discount
Est. Shares: ~10.00M (agent-computed)
Crowdkeep Convertible Notes (related party, two $500K tranches)
Conv. Price: variable
Est. Shares: ~200K (agent-computed)
September 2024 Notes (residual, matured/default)
Conv. Price: variable
Est. Shares: ~1.82M (fixed)
Warrants69.60M35.4%
common33.55M shares at $0.503
common13.33M shares at $0.31
common9.19M shares at $1.1
common6.38M shares at $11.5
placement_agent5.26M shares at $11.5
common1.72M shares at $0.51
common159K shares at $10.19
Options / RSUs6.15M3.1%
Stock Options6.15M shares
≈ Estimated Actual Float

Reported float + filing adjustments

29.60M

MEDIUM confidence

Pending Shares as % of Float457%

Registered and convertible shares that could enter the float relative to current float size.

Fully Diluted196.54M100%

Share estimates are approximate. Convertible share counts based on current price. Review SEC filings for exact terms.

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Dilution profile
Active mechanisms
  • Series A Preferred (42.1M common, $0.503 conversion, senior)
  • Series A-1 Preferred (13.3M common, $0.31 conversion)
  • White Lion variable-rate convertible notes (floating 90% VWAP, 10M registered)
  • White Lion $25M ELOC (~$24.2M unused, 4.99%/19.99% caps)
  • NLabs near-money warrants (46.9M shares @ $0.31/$0.503)
  • $75M S-3 shelf (baby-shelf capped)

Market Data

Price

$0.16

Market Cap

$8.74M

Outstanding

55.12M

Float

21.96M

Avg Volume

1.25M

Exchange: NASDAQ|Source: Insight Sentry