Rhumbline Advisers Raises Stock Position in Strategy Inc $MSTR

Key Points

• Rhumbline Advisers increased its stake in Strategy Inc (MSTR) by 16.1% in Q3, now owning 313,565 shares—about 0.11% of the company—valued at roughly $101.0 million.
• Strategy continues to accumulate bitcoin (reported purchase of 1,142 BTC, ~ $90M) and has pivoted to issuing perpetual preferred shares to fund future BTC buys, a move that has drawn mixed reactions and pressured the stock amid heavy debt and a steep quarterly EPS loss.
• The stock is down recently (opened around $126.19), while analysts maintain a consensus rating of “Moderate Buy” with a wide consensus target (~$374.14), highlighting a large gap between price and average analyst expectations.

Rhumbline Advisers boosted its stake in Strategy Inc (NASDAQ:MSTR - Free Report) by 16.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 313,565 shares of the software maker's stock after purchasing an additional 43,509 shares during the period. Rhumbline Advisers owned approximately 0.11% of Strategy worth $101,034,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of MSTR. Mutual Advisors LLC grew its stake in shares of Strategy by 2.0% in the second quarter. Mutual Advisors LLC now owns 1,350 shares of the software maker's stock valued at $548,000 after buying an additional 27 shares in the last quarter. Bernardo Wealth Planning LLC lifted its position in Strategy by 3.9% during the 2nd quarter. Bernardo Wealth Planning LLC now owns 772 shares of the software maker's stock worth $312,000 after acquiring an additional 29 shares in the last quarter. GPS Wealth Strategies Group LLC boosted its holdings in Strategy by 2.7% in the 2nd quarter. GPS Wealth Strategies Group LLC now owns 1,163 shares of the software maker's stock worth $470,000 after acquiring an additional 31 shares during the period. HBW Advisory Services LLC grew its position in Strategy by 3.5% in the third quarter. HBW Advisory Services LLC now owns 1,078 shares of the software maker's stock valued at $347,000 after acquiring an additional 36 shares in the last quarter. Finally, SOA Wealth Advisors LLC. raised its stake in shares of Strategy by 44.4% during the third quarter. SOA Wealth Advisors LLC. now owns 117 shares of the software maker's stock valued at $38,000 after purchasing an additional 36 shares during the period. Institutional investors and hedge funds own 59.84% of the company's stock.

More Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Zacks upgraded Strategy from “hold” to “strong‑buy,” a near‑term positive for share sentiment and could attract some buy‑side interest. Zacks Research upgrade
• Positive Sentiment: Strategy reported a fresh purchase of 1,142 BTC (~$90M, avg ~$78,815), reinforcing its commitment to grow BTC reserves — bullish for investors who treat MSTR as a bitcoin proxy. InsiderMonkey: BTC purchase filing
• Neutral Sentiment: Coverage pointing to MSTR as “oversold” argues the pullback could be a buying opportunity — useful framing for long‑term investors but not an immediate catalyst while BTC and leverage concerns persist. Yahoo Finance: Oversold thesis
• Negative Sentiment: Market reacted poorly to Strategy’s pivot toward issuing perpetual preferred shares (STRC) to fund future bitcoin buys — preferred issuance can be expensive (high coupon) and signaling that common‑share dilution or other equity moves are less favored; the shift has been tied to the recent share weakness. Blockonomi: Transition to preferred stock
• Negative Sentiment: CEO/Executive commentary (Michael Saylor / Phong Le) doubling down — “we’ll keep buying every quarter” and “we’ll refinance the debt” — has reassured some holders but worried credit‑sensitive investors given ~\$8B+ of debt and rising short interest; that combination is pressuring the stock during BTC weakness. CNBC: Saylor downplays credit risk
• Negative Sentiment: Prominent short‑seller criticism (e.g., Jim Chanos) and headline coverage of large drawdowns in bitcoin have amplified investor concern about concentration risk and volatility, contributing to downward pressure on MSTR. Benzinga: Jim Chanos criticism

Insider Activity at Strategy

In related news, Director Jane A. Dietze acquired 1,000 shares of Strategy stock in a transaction that occurred on Tuesday, January 20th. The stock was acquired at an average price of $99.48 per share, for a total transaction of $99,480.00. Following the transaction, the director directly owned 3,600 shares of the company's stock, valued at $358,128. This trade represents a 38.46% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Carl J. Rickertsen acquired 5,000 shares of the stock in a transaction that occurred on Monday, January 12th. The shares were bought at an average price of $155.88 per share, with a total value of $779,400.00. Following the completion of the purchase, the director owned 5,000 shares in the company, valued at $779,400. The trade was a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last quarter, insiders acquired 7,112 shares of company stock valued at $984,888 and sold 5,243 shares valued at $1,054,220. Insiders own 8.46% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the stock. China Renaissance began coverage on shares of Strategy in a report on Wednesday, October 15th. They set a "buy" rating and a $473.00 price target for the company. Canaccord Genuity Group set a $185.00 price objective on shares of Strategy and gave the company a "buy" rating in a research report on Wednesday, February 4th. Monness Crespi & Hardt upgraded Strategy from a "sell" rating to a "neutral" rating in a research note on Monday, November 10th. Sanford C. Bernstein set a $450.00 price target on Strategy and gave the stock an "outperform" rating in a research note on Monday, December 8th. Finally, Cantor Fitzgerald assumed coverage on Strategy in a research note on Tuesday, January 27th. They set an "overweight" rating for the company. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have issued a Hold rating to the company's stock. According to MarketBeat.com, Strategy currently has a consensus rating of "Moderate Buy" and a consensus target price of $374.14.

Strategy Stock Down 5.1%

NASDAQ:MSTR opened at $126.19 on Thursday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.66 and a current ratio of 5.62. The company has a market capitalization of $36.26 billion, a price-to-earnings ratio of -6.86 and a beta of 3.54. Strategy Inc has a one year low of $104.17 and a one year high of $457.22. The stock has a 50-day simple moving average of $159.41 and a 200 day simple moving average of $253.21.

Strategy (NASDAQ:MSTR - Get Free Report) last issued 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 analyst estimates of $117.42 million. Strategy had a negative return on equity of 8.74% and a negative net margin of 806.34%.Strategy's revenue was up 1.9% compared to the same quarter last year. During the same quarter in the previous year, the business posted ($3.03) EPS.

Strategy 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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