moatshark My

All holdings

Strategy

MSTR

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
2
In their latest 13F (Q3 2026)
See who
Value held
$15.6m
Combined value at quarter end
Last quarter
0 bought
2 sold or trimmed
Price at Q2 ’26 end
$86.93
-30.3% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+71.8%Q4 ’24
-0.5%Q1 ’25
+40.2%Q2 ’25
-20.3%Q3 ’25
-52.8%Q4 ’25
-17.9%Q1 ’26
-30.3%Q2 ’26
Q4 ’24: +71.8%; Q1 ’25: -0.5%; Q2 ’25: +40.2%; Q3 ’25: -20.3%; Q4 ’25: -52.8%; Q1 ’26: -17.9%; Q2 ’26: -30.3%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

1Q4 ’23
1Q1 ’24
1Q2 ’24
2Q3 ’24
2Q4 ’24
2Q1 ’25
2Q2 ’25
2Q3 ’25
2Q4 ’25
2Q1 ’26
2Q2 ’26
0Q3 ’26
Q4 ’23: 1; Q1 ’24: 1; Q2 ’24: 1; Q3 ’24: 2; Q4 ’24: 2; Q1 ’25: 2; Q2 ’25: 2; Q3 ’25: 2; Q4 ’25: 2; Q1 ’26: 2; Q2 ’26: 2; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Strategy.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Strategy
Miller Value Partners1.0%$4.4m$4.4mTrimmed -3.6%8 qtrs
Horizon Kinetics0.1%$11.3m$11.3mTrimmed -6.8%24 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Strategy
Bought or soldFiling
9 Oct 2026Patten Jarrod MDirector▼ Sold450$158.00$71kForm 4
9 Oct 2026Patten Jarrod MDirector▼ Sold450$156.00$70kForm 4
9 Oct 2026Patten Jarrod MDirector▼ Sold450$154.47$70kForm 4
8 Oct 2026Patten Jarrod MDirector▼ Sold950$150.54$143kForm 4
8 Oct 2026Patten Jarrod MDirector▼ Sold450$152.00$68kForm 4
22 Sep 2026Patten Jarrod MDirector▼ Sold475$171.00$81kForm 4
21 Sep 2026Patten Jarrod MDirector▼ Sold475$169.00$80kForm 4
21 Sep 2026Patten Jarrod MDirector▼ Sold475$167.00$79kForm 4
21 Sep 2026Patten Jarrod MDirector▼ Sold475$165.98$79kForm 4
4 Sep 2026Chow Thomas C.EVP & General Counsel▼ Sold106$138.75$15kForm 4
27 Aug 2026Patten Jarrod MDirector▼ Sold925$131.00$121kForm 4
27 Aug 2026Patten Jarrod MDirector▼ Sold925$129.00$119kForm 4
25 Aug 2026Patten Jarrod MDirector▼ Sold925$127.00$117kForm 4
25 Aug 2026Patten Jarrod MDirector▼ Sold925$125.00$116kForm 4
25 Aug 2026Patten Jarrod MDirector▼ Sold925$124.00$115kForm 4
24 Aug 2026Patten Jarrod MDirector▼ Sold925$122.34$113kForm 4
7 Aug 2026Patten Jarrod MDirector▼ Sold1,950$101.50$198kForm 4
7 Aug 2026Patten Jarrod MDirector▼ Sold925$104.03$96kForm 4
7 Aug 2026Patten Jarrod MDirector▼ Sold925$102.69$95kForm 4
27 Jul 2026Patten Jarrod MDirector▼ Sold1,950$98.48$192kForm 4

About the company

Sector
Financials · Finance Services
Incorporated in
Delaware
Financial year ends
31 December
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$576m2013
$530m2015
$504m2017
$486m2019
$511m2021
$496m2023
$477m2025
2013: $576m; 2014: $580m; 2015: $530m; 2016: $514m; 2017: $504m; 2018: $498m; 2019: $486m; 2020: $481m; 2021: $511m; 2022: $499m; 2023: $496m; 2024: $463m; 2025: $477m
Strategy revenue and net income by year
YearRevenueNet income
2025$477m−$3.8bn
2024$463m−$1.2bn
2023$496m$429m
2022$499m−$1.5bn
2021$511m−$535m
2020$481m−$7.5m
2019$486m$34.4m
2018$498m$22.5m
2017$504m$18.2m
2016$514m$92.2m
2015$530m$106m
2014$580m$5.0m
2013$576m$83.3m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.