Nisa Investment Advisors LLC Has $1.24 Million Stake in Strategy Inc $MSTR

Key Points

• Nisa Investment Advisors cut its position in Strategy Inc by 69.6%, selling 18,629 shares and leaving a stake of 8,130 shares worth about $1.235 million.
• Company insiders engaged in notable selling on March 24 — CEO Phong Le sold 3,299 shares and CFO Andrew Kang sold 2,373 shares — and insiders net sold more than they bought this quarter, with insiders owning about 8.46% of the stock.
• Strategy reported a huge EPS miss (reported -$42.93 vs. a $46.02 estimate) and a -806% net margin, yet management continues heavy Bitcoin accumulation (about 94% of reported public-company BTC purchases in March), creating a potential BTC-driven upside amid crypto-market weakness and dilution concerns; analysts’ consensus is a Moderate Buy with a $368.21 price target.

Nisa Investment Advisors LLC trimmed its stake in Strategy Inc (NASDAQ:MSTR - Free Report) by 69.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 8,130 shares of the software maker's stock after selling 18,629 shares during the quarter. Nisa Investment Advisors LLC's holdings in Strategy were worth $1,235,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Fifth Third Wealth Advisors LLC acquired a new position in Strategy in the 4th quarter valued at approximately $495,000. Royal Fund Management LLC boosted its stake in shares of Strategy by 6.1% during the 4th quarter. Royal Fund Management LLC now owns 2,077 shares of the software maker's stock valued at $316,000 after buying an additional 120 shares during the period. Polianta Ltd boosted its stake in shares of Strategy by 93.0% during the 4th quarter. Polianta Ltd now owns 8,300 shares of the software maker's stock valued at $1,261,000 after buying an additional 4,000 shares during the period. J. Safra Sarasin Holding AG purchased a new position in shares of Strategy during the 4th quarter valued at $287,000. Finally, Woodward Diversified Capital LLC grew its holdings in shares of Strategy by 42.0% during the 4th quarter. Woodward Diversified Capital LLC now owns 3,999 shares of the software maker's stock valued at $608,000 after acquiring an additional 1,182 shares in the last quarter. 59.84% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Phong Le sold 3,299 shares of the stock in a transaction that occurred on Tuesday, March 24th. The stock was sold at an average price of $138.33, for a total transaction of $456,350.67. Following the completion of the sale, the chief executive officer owned 22,923 shares in the company, valued at $3,170,938.59. This represents a 12.58% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Andrew Kang sold 2,373 shares of the firm's stock in a transaction that occurred on Tuesday, March 24th. The shares were sold at an average price of $138.33, for a total value of $328,257.09. Following the completion of the sale, the chief financial officer directly owned 26,772 shares in the company, valued at $3,703,370.76. This trade represents a 8.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders acquired 8,521 shares of company stock valued at $1,130,026 and sold 10,052 shares valued at $1,375,602. 8.46% of the stock is owned by company insiders.

Strategy Price Performance

NASDAQ MSTR opened at $119.83 on Friday. Strategy Inc has a 1 year low of $104.17 and a 1 year high of $457.22. The company has a fifty day simple moving average of $134.87 and a 200 day simple moving average of $194.98. The company has a current ratio of 5.62, a quick ratio of 5.62 and a debt-to-equity ratio of 0.18. The company has a market cap of $39.99 billion, a P/E ratio of -6.51 and a beta of 3.55.

Strategy (NASDAQ:MSTR - Get Free Report) last announced its earnings results on Thursday, February 5th. The software maker reported ($42.93) EPS for the quarter, missing the consensus estimate of $46.02 by ($88.95). The firm had revenue of $122.99 million during the quarter, compared to the consensus estimate of $117.42 million. Strategy had a negative return on equity of 8.74% and a negative net margin of 806.34%.The business's revenue was up 1.9% compared to the same quarter last year. During the same quarter last year, the business earned ($3.03) EPS.

Analyst Ratings Changes

Several analysts recently issued reports on the company. Canaccord Genuity Group set a $185.00 price objective on Strategy and gave the stock a "buy" rating in a report on Wednesday, February 4th. Mizuho set a $320.00 price target on Strategy and gave the stock an "outperform" rating in a research note on Tuesday, February 17th. Zacks Research upgraded Strategy from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. HC Wainwright reissued a "buy" rating on shares of Strategy in a research note on Friday, February 6th. Finally, TD Cowen restated a "buy" rating on shares of Strategy in a report on Thursday, January 15th. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $368.21.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Data show Strategy accounted for the vast majority of public-company bitcoin purchases in March (roughly 94% of reported buys), underscoring management’s continued commitment to growing its BTC treasury — a bullish catalyst if bitcoin recovers. Read More.
• Positive Sentiment: Coverage highlights Strategy’s decision to hold through the pullback while some peers sell, reinforcing the company’s long-term treasury approach and signaling conviction to investors focused on BTC upside. Read More.
• Positive Sentiment: Technical analyst commentary identifies a first “Buy” signal in months for MSTR, which some traders view as a potential end to the corrective phase and a short-term upside trigger. Read More.
• Neutral Sentiment: STRC preferred shares continue to offer a high yield (~11.5%), supporting demand from income-focused investors — this structure can provide stability for preferred holders while leaving common-stock dynamics tied to bitcoin moves. Read More.
• Neutral Sentiment: A small MSTR-linked ETF (Tuttle Capital’s MSTK, a covered-call product) is being liquidated — removes one options-linked vehicle tied to the name but is unlikely to be a major demand driver for the common stock. Read More.
• Negative Sentiment: Broad crypto-market weakness and a pullback in bitcoin have pressured crypto equities, reducing risk appetite for MSTR despite company-level accumulation. Macro crypto declines remain the primary headwind for the stock. Read More.
• Negative Sentiment: Analysts and commentary flag dilution and NAV compression concerns (rise in share count, preferred issuance and debate over MSTY-like yield plays), which can keep the common stock depressed even if BTC rebounds. Read More.
• Negative Sentiment: Insider selling: a Strategy director disclosed a sale of 700 shares (small in size but negative optics), adding to caution amid other headwinds. Read More.

Strategy Company Profile

Strategy, formerly known as MicroStrategy, Incorporated NASDAQ: MSTR is a global provider of enterprise analytics and mobility software. The company’s flagship platform offers business intelligence, data discovery, and advanced visualizations that enable organizations to analyze large volumes of data and deliver actionable insights. In addition to traditional on-premises deployments, Strategy provides a range of cloud-based services and managed offerings that allow customers to leverage the power of its analytics tools without managing complex infrastructure.

Founded in 1989 by Michael J.

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