Strategy Inc $MSTR Shares Sold by Achmea Investment Management B.V.

Key Points

• Achmea Investment Management B.V. cut its stake in Strategy Inc. (NASDAQ: MSTR) by 94.9% in Q3, selling 16,824 shares and leaving just 901 shares valued at about $290,000, per its Form 13F filing.
• Strategy remains a de facto corporate Bitcoin treasury — disclosing holdings above ~761,000 BTC and using preferred-stock (STRC) and equity raises to fund further purchases, a strategy that boosts upside if BTC rallies but raises execution and funding risks if BTC or STRC weaken.
• The company reported a large quarterly earnings miss (EPS of -$42.93 vs. a $46.02 consensus) with deeply negative margins, while Wall Street averages a Moderate Buy and a consensus price target near $368.21.

Achmea Investment Management B.V. decreased its stake in shares of Strategy Inc (NASDAQ:MSTR - Free Report) by 94.9% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 901 shares of the software maker's stock after selling 16,824 shares during the period. Achmea Investment Management B.V.'s holdings in Strategy were worth $290,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of MSTR. Dorsey & Whitney Trust CO LLC purchased a new position in shares of Strategy in the 2nd quarter worth about $215,000. Pinnacle Wealth Planning Services Inc. acquired a new stake in Strategy during the 2nd quarter worth approximately $213,000. Wealthspire Advisors LLC increased its position in Strategy by 10.5% during the 2nd quarter. Wealthspire Advisors LLC now owns 2,289 shares of the software maker's stock worth $925,000 after purchasing an additional 217 shares in the last quarter. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co raised its holdings in Strategy by 9.9% in the second quarter. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co now owns 11,597 shares of the software maker's stock valued at $4,549,000 after buying an additional 1,046 shares during the period. Finally, FUKOKU MUTUAL LIFE INSURANCE Co purchased a new position in Strategy in the second quarter valued at approximately $314,000. Hedge funds and other institutional investors own 59.84% of the company's stock.

Key Stories Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy disclosed a massive purchase that lifted its disclosed holdings above ~761,000 BTC, reinforcing its identity as a pure-play corporate Bitcoin treasury and supporting upside if BTC rallies. Strategy Keeps Buying Bitcoin As Holdings Climb Past 761,000 BTC
• Positive Sentiment: Strategy’s preferred-stock fundraising (STRC) and equity raises have produced large near-term funding capacity, enabling the company to buy BTC at scale without immediate heavy common-share dilution. Strategy Bitcoin Bet Grows With Preferred Stock As Valuation Gap Widens
• Positive Sentiment: Some analysts remain constructive — e.g., B. Riley initiated a Buy with a $175 target — which gives investors a near-term bullish research view amid volatility. This is Why B. Riley Strategists Believe Strategy Inc (MSTR) is a Buy
• Neutral Sentiment: Models and media projects show it’s mathematically possible for Strategy to reach 1M BTC this year if funding pace continues — a headline-grabbing scenario but one that depends on sustained large-capital raises and market liquidity. Strategy Could Own 1 Million Bitcoin By September—Here's The Math
• Negative Sentiment: Short-term correlation with BTC price: recent weakness in Bitcoin (drops under ~$71k) has pulled MSTR lower as the market prices crypto exposure and near-term unrealized losses. Bitcoin falls under $71K but data shows BTC’s bullish momentum holding
• Negative Sentiment: Multiple outlets and analysts warn STRC-funded buying raises risk flags (high variable dividend, price sensitivity of STRC, and reliance on continuous investor confidence), which can amplify downside if BTC or STRC trade down. Strategy’s STRC-Fueled Bitcoin Buying Raises Risk Flags
• Negative Sentiment: Market reaction: MSTR has been sliding in recent sessions amid broader crypto-sentiment pullbacks and headlines highlighting execution and funding risks. Strategy and Bitmine Immersion Technologies Tumble 6%: Is the Crypto Treasury Trade Running Out of Steam?

Strategy Stock Down 1.7%

NASDAQ:MSTR opened at $138.24 on Friday. The firm has a market capitalization of $46.14 billion, a PE ratio of -7.51 and a beta of 3.55. Strategy Inc has a 52 week low of $104.17 and a 52 week high of $457.22. 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 stock has a 50 day moving average of $143.30 and a 200-day moving average of $211.39.

Strategy (NASDAQ:MSTR - Get Free Report) last issued its quarterly earnings data on Thursday, February 5th. The software maker reported ($42.93) EPS for the quarter, missing analysts' consensus estimates of $46.02 by ($88.95). The company had revenue of $122.99 million for 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%.Strategy's quarterly revenue was up 1.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned ($3.03) earnings per share.

Wall Street Analyst Weigh In

MSTR has been the subject of several research reports. Truist Financial set a $268.00 price objective on shares of Strategy in a research note on Friday, January 9th. Cantor Fitzgerald initiated coverage on shares of Strategy in a research note on Tuesday, January 27th. They issued an "overweight" rating on the stock. Zacks Research upgraded shares of Strategy from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Strategy in a research report on Monday, December 29th. Finally, Canaccord Genuity Group set a $185.00 price target on Strategy and gave the company a "buy" rating in a report on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, Strategy presently has an average rating of "Moderate Buy" and a consensus price target of $368.21.

Insiders Place Their Bets

In other news, Director Jane A. Dietze purchased 1,000 shares of the company's stock in a transaction on Tuesday, January 20th. The shares were bought at an average price of $99.48 per share, for a total transaction of $99,480.00. Following the completion of the purchase, the director owned 3,600 shares of the company's stock, valued at $358,128. This trade represents a 38.46% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Andrew Kang sold 916 shares of the business's stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $137.25, for a total value of $125,721.00. Following the transaction, the chief financial officer owned 23,815 shares of the company's stock, valued at approximately $3,268,608.75. This represents a 3.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have acquired 6,012 shares of company stock worth $880,080 and have sold 3,210 shares worth $440,573. 8.46% of the stock is currently owned by insiders.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.