Apollon Wealth Management LLC raised its holdings in Strategy Inc (NASDAQ:MSTR - Free Report) by 62.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 21,205 shares of the software maker's stock after acquiring an additional 8,116 shares during the quarter. Apollon Wealth Management LLC's holdings in Strategy were worth $3,222,000 at the end of the most recent quarter.
A number of other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its stake in Strategy by 7.3% in the third quarter. Vanguard Group Inc. now owns 19,884,275 shares of the software maker's stock valued at $6,406,912,000 after acquiring an additional 1,344,519 shares during the last quarter. Capital International Investors lifted its stake in Strategy by 2.6% in the third quarter. Capital International Investors now owns 15,014,295 shares of the software maker's stock valued at $4,837,778,000 after acquiring an additional 383,207 shares during the last quarter. State Street Corp lifted its stake in Strategy by 9.2% in the third quarter. State Street Corp now owns 5,989,048 shares of the software maker's stock valued at $1,929,731,000 after acquiring an additional 504,479 shares during the last quarter. Capital Research Global Investors lifted its stake in Strategy by 33.6% in the third quarter. Capital Research Global Investors now owns 4,205,258 shares of the software maker's stock valued at $1,354,982,000 after acquiring an additional 1,057,804 shares during the last quarter. Finally, Invesco Ltd. lifted its stake in Strategy by 13.9% in the third quarter. Invesco Ltd. now owns 1,593,085 shares of the software maker's stock valued at $513,308,000 after acquiring an additional 194,987 shares during the last quarter. 59.84% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling at Strategy
In related news, CEO Phong Le sold 3,299 shares of the business's stock in a transaction on Tuesday, March 24th. The shares were sold at an average price of $138.33, for a total transaction of $456,350.67. Following the transaction, the chief executive officer owned 22,923 shares of the company's stock, valued at approximately $3,170,938.59. The trade was a 12.58% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Jarrod M. Patten sold 1,400 shares of the business's stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $131.77, for a total transaction of $184,478.00. Following the transaction, the director directly owned 28,000 shares in the company, valued at $3,689,560. This trade represents a 4.76% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 12,152 shares of company stock valued at $1,646,257 in the last three months. 8.46% of the stock is owned by insiders.
Key Headlines Impacting Strategy
Here are the key news stories impacting Strategy this week:
- Positive Sentiment: Management and company-level crypto progress: STRC reached a $5B milestone and CEO framed it as a transformative moment, a positive narrative for MSTR’s crypto strategy. Read More.
- Positive Sentiment: Renewed crypto accumulation — Strategy resumed large Bitcoin purchases (~$330M reported) and March data shows meaningful BTC buys, reinforcing the company’s identity as a leveraged Bitcoin treasury vehicle. Read More.
- Positive Sentiment: Macro tailwind — a rally in Bitcoin (reclaiming key levels near $70–73k) is boosting investor appetite for crypto-tied equities like MSTR. Read More.
- Neutral Sentiment: Sell‑side and target dispersion: the street still shows wide disagreement — some firms reaffirm buy ratings and others cut targets, producing divergent signals for different investor types. Read More.
- Neutral Sentiment: Wall Street’s consensus price targets imply large upside versus the current price, but those targets reflect very different valuation approaches (BTC treasury value vs. legacy software business). Read More.
- Negative Sentiment: TD Cowen trimmed MSTR’s price target (from $440 to $350) citing a lower bitcoin price deck and reduced valuation multiple — a signal that some sell‑side models are becoming more conservative. Read More.
- Negative Sentiment: Rating downgrade: Zacks moved MSTR from “strong‑buy” to “hold,” which can reduce flows from certain model-based funds. Read More.
- Negative Sentiment: Insider selling: Director Jarrod Patten disclosed small open‑market sales (April 7–8), which some investors view as a near‑term negative signal. Read More.
- Negative Sentiment: Balance‑sheet headline risk — the company’s large BTC holdings carry substantial unrealized paper losses, increasing volatility and headline-driven price swings. Read More.
Wall Street Analyst Weigh In
A number of analysts have issued reports on the stock. B. Riley Financial began coverage on shares of Strategy in a research note on Tuesday, March 10th. They issued a "buy" rating for the company. Wall Street Zen cut shares of Strategy from a "hold" rating to a "sell" rating in a research note on Sunday, February 8th. BTIG Research restated a "buy" rating on shares of Strategy in a research note on Wednesday, April 8th. TD Cowen reduced their price objective on shares of Strategy from $440.00 to $350.00 and set a "buy" rating for the company in a research note on Friday. Finally, Zacks Research cut shares of Strategy from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, April 7th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, Strategy has a consensus rating of "Moderate Buy" and an average target price of $361.79.
Read Our Latest Report on MSTR
Strategy Price Performance
Shares of Strategy stock opened at $128.64 on Monday. Strategy Inc has a 1-year low of $104.17 and a 1-year high of $457.22. The firm has a fifty day simple moving average of $132.14 and a 200-day simple moving average of $186.68. The stock has a market capitalization of $42.93 billion, a price-to-earnings ratio of -6.99 and a beta of 3.55. 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 announced its earnings results on Thursday, February 5th. The software maker reported ($42.93) earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $46.02 by ($88.95). Strategy had a negative return on equity of 8.74% and a negative net margin of 806.34%.The company had revenue of $122.99 million for the quarter, compared to the consensus estimate of $117.42 million. During the same period last year, the firm posted ($3.03) EPS. The company's revenue was up 1.9% compared to the same quarter last year.
Strategy Profile
(
Free Report)
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.
Further Reading
Want to see what other hedge funds are holding MSTR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Strategy Inc (NASDAQ:MSTR - Free Report).
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