SBI Securities Co. Ltd. Has $3.63 Million Stock Holdings in Strategy Inc $MSTR

Key Points

• SBI Securities Co. Ltd. reduced its stake in Strategy by 27.3%, selling 8,988 shares and ending the quarter with 23,889 shares worth $3.63 million.
• Strategy reported a roughly $12.5 billion Q1 net loss (EPS -$38.25) driven by unrealized Bitcoin markdowns, and management signaled it “will probably sell some bitcoin” to fund preferred dividends, marking a major policy shift.
• Management has used equity funding (ATM) and recently raised about $82M via stock sales, while insiders sold ~25,452 shares (≈$3.71M) in the past 90 days, raising dilution and governance concerns.

SBI Securities Co. Ltd. lessened its holdings in shares of Strategy Inc (NASDAQ:MSTR - Free Report) by 27.3% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 23,889 shares of the software maker's stock after selling 8,988 shares during the period. SBI Securities Co. Ltd.'s holdings in Strategy were worth $3,630,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Binnacle Investments Inc lifted its position in shares of Strategy by 492.9% during the 2nd quarter. Binnacle Investments Inc now owns 83 shares of the software maker's stock worth $34,000 after purchasing an additional 69 shares during the last quarter. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of Strategy during the 3rd quarter worth about $32,000. Quent Capital LLC acquired a new position in shares of Strategy during the 3rd quarter worth about $33,000. Cheviot Value Management LLC acquired a new position in shares of Strategy during the 3rd quarter worth about $39,000. Finally, Bessemer Group Inc. lifted its position in shares of Strategy by 356.7% during the 3rd quarter. Bessemer Group Inc. now owns 137 shares of the software maker's stock worth $44,000 after purchasing an additional 107 shares during the last quarter. Institutional investors and hedge funds own 59.84% of the company's stock.

Strategy News Roundup

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Bitcoin strength and bullish industry forecasts boost the value of Strategy’s BTC treasury — Bitcoin trading above $80k and bullish commentary (VanEck research head projecting dramatic long‑term upside) increase the market value of Strategy’s bitcoin holdings and improve the company’s balance‑sheet outlook if prices hold. VanEck Forecast: Bitcoin Could Climb To $1,000,000 By 2031
• Positive Sentiment: STRC preferred shares gain wider distribution — A London listing for the Strategy Yield ETN tied to STRC increases access for U.K. investors, supporting demand for Strategy’s preferred financing vehicle and easing funding pressure. U.K. Investors Gain Access to Strategy STRC Shares
• Neutral Sentiment: Analyst target moves—mixed signal — Benchmark trimmed its target (from $705 to $570) but kept a buy stance; analysts remain polarized, implying continued upside from current levels but with divergent valuations. Benchmark Lowers Target on Strategy — Benzinga
• Neutral Sentiment: ATM equity program and recent $82M stock sales provide cash but can be dilutive — Management continues to use equity funding (ATM) to support treasury activities; this supplies liquidity but can pressure shares if repeated. Strategy Raises $82M Through MSTR Stock Sales — Yahoo Finance
• Negative Sentiment: Massive Q1 unrealized loss and earnings miss — Strategy reported a ~$12.5B Q1 net loss (EPS -$38.25), driven by unrealized bitcoin markdowns; that volatility makes reported earnings highly dependent on BTC price swings and is pressuring sentiment. Saylor's Strategy Posts Wider Quarterly Loss — Reuters
• Negative Sentiment: Management opens door to selling bitcoin — Michael Saylor and other executives signaled Strategy “will probably sell some bitcoin” to fund preferred dividends and “inoculate” markets, a major policy change that can be read as pragmatic liquidity management but risks depressing BTC upside and investor conviction in the pure‑treasury story. Strategy Breaks From 'Never Sell' Bitcoin Approach — CNBC
• Negative Sentiment: Insider share sales and pause in preferred‑funded buys raise governance & funding questions — Recent director sales and a halt to preferred‑share funded buys reduce a prior, predictable source of BTC demand and may increase perceived execution risk. SEC Filing — Insider Sales MicroStrategy Halts Preferred-Share Sales — BeInCrypto

Insider Buying and Selling at Strategy

In other news, Director Jarrod M. Patten sold 2,250 shares of the company's stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $173.84, for a total value of $391,140.00. Following the sale, the director directly owned 28,000 shares in the company, valued at approximately $4,867,520. This represents a 7.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. In the last 90 days, insiders sold 25,452 shares of company stock valued at $3,708,002. Corporate insiders own 8.46% of the company's stock.

Strategy Trading Down 0.0%

MSTR stock opened at $186.82 on Thursday. Strategy Inc has a 1-year low of $104.17 and a 1-year high of $457.22. The firm has a market cap of $62.35 billion, a P/E ratio of -4.65 and a beta of 3.59. The business's 50 day moving average is $143.11 and its 200-day moving average is $168.91. The company has a current ratio of 5.62, a quick ratio of 5.62 and a debt-to-equity ratio of 0.18.

Strategy (NASDAQ:MSTR - Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The software maker reported ($38.25) earnings per share for the quarter, missing the consensus estimate of ($0.86) by ($37.39). Strategy had a negative net margin of 2,482.01% and a negative return on equity of 25.37%. The company had revenue of $124.30 million during the quarter, compared to the consensus estimate of $120.75 million. During the same quarter in the prior year, the company posted ($16.49) earnings per share. The company's revenue for the quarter was up 11.9% on a year-over-year basis. Equities analysts anticipate that Strategy Inc will post 136.35 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on MSTR shares. Canaccord Genuity Group set a $185.00 price objective on Strategy and gave the stock a "buy" rating in a research report on Wednesday, February 4th. Mizuho set a $320.00 price target on Strategy and gave the company an "outperform" rating in a research note on Tuesday, February 17th. Truist Financial set a $268.00 price target on Strategy in a research note on Friday, January 9th. B. Riley Financial restated a "buy" rating on shares of Strategy in a research note on Wednesday, April 29th. Finally, Weiss Ratings restated a "hold (c)" rating on shares of Strategy in a research note on Friday, March 27th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $313.93.

About Strategy

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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