USPTO trademark

HOLISTIC INVESTING

Under examinationUSPTOWord markClass 36

"HOLISTIC INVESTING" is a word mark owned by Hudson Bay Capital Management LP, filed at the USPTO on June 23, 2026. It is under examination and covers class 36 (Insurance and Financial).

View Hudson Bay Capital Management LP portfolioGet this data via the API
Official USPTO record
HOLISTIC INVESTING trademark as filed
As filed with the USPTO
Status
Under examination
Since October 7, 2026
Filed
June 23, 2026
Registered
Not yet
Expires
Not recorded
Application no.
99900760
Registration no.
Not yet
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
1 class
Ownership

Who owns HOLISTIC INVESTING

The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.

Owner

Hudson Bay Capital Management LP

Stamford, United States

14 trademarks in the portfolioView company

Representative

Scott Kareff

McDermott Will & Schulte LLP

Goods and services

What the mark covers

The products and services HOLISTIC INVESTING is filed for, grouped by Nice class.

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Notification of non-final action e-mailed
  2. Non-final action e-mailed
  3. Non-final action written
  4. Assigned to examiner
  5. Application filing receipt mailed
  6. New application office supplied data entered
  7. New application entered
FAQ

About HOLISTIC INVESTING

Who owns the trademark "HOLISTIC INVESTING"?

The USPTO trademark "HOLISTIC INVESTING" (application 99900760) is owned by Hudson Bay Capital Management LP.

What is the status of "HOLISTIC INVESTING"?

Its status at the USPTO is: under examination.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull HOLISTIC INVESTING and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019efd36-3211-7078-be9c-4d0c72eda8ec
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019efd36-3211-7078-be9c-4d0c72eda8ec",
  "object": "trademark",
  "mark_text": "HOLISTIC INVESTING",
  "status": {
    "primary": "pending",
    "stage": "examining"
  },
  "office_code": "US",
  "application_number": "99900760",
  "filing_date": "2026-06-23",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "Hudson Bay Capital Management LP",
      "entity_id": "ent_019eb713-9f9b-74d6-b3cb-e501199bd581"
    }
  ]
}