Harvest Portfolios Group Inc. Purchases 842,480 Shares of Strategy Inc $MSTR

Harvest Portfolios Group Inc. lifted its position in shares of Strategy Inc (NASDAQ:MSTR) by 119.0% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 1,550,520 shares of the software maker’s stock after purchasing an additional 842,480 shares during the quarter. Strategy accounts for about 9.2% of Harvest Portfolios Group Inc.’s investment portfolio, making the stock its biggest holding. Harvest Portfolios Group Inc.’s holdings in Strategy were worth $499,593,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. RiverFront Investment Group LLC acquired a new stake in Strategy in the 2nd quarter valued at $3,561,000. J.W. Cole Advisors Inc. increased its position in shares of Strategy by 25.3% in the second quarter. J.W. Cole Advisors Inc. now owns 10,262 shares of the software maker’s stock valued at $4,148,000 after acquiring an additional 2,069 shares during the last quarter. Swiss National Bank raised its holdings in Strategy by 17.1% during the second quarter. Swiss National Bank now owns 749,300 shares of the software maker’s stock worth $302,890,000 after acquiring an additional 109,500 shares in the last quarter. Resona Asset Management Co. Ltd. boosted its position in Strategy by 13.6% during the second quarter. Resona Asset Management Co. Ltd. now owns 77,914 shares of the software maker’s stock valued at $31,298,000 after purchasing an additional 9,338 shares during the last quarter. Finally, Stevens Capital Management LP bought a new position in Strategy in the second quarter valued at approximately $35,967,000. 59.84% of the stock is currently owned by institutional investors.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Inclusion in new income products could create additional demand for MSTR exposure (structured/covered‑call flows that use MSTR as an underlying). REX rolls out income ETF tied to Coinbase, Strategy, tech stocks
• Positive Sentiment: Contrarian analyst pieces argue MSTR is a leveraged Bitcoin play with upside if BTC resumes a sustained rally — this can attract value/bull funds looking for asymmetric upside. My Ultimate Contrarian Bet For 2026: Strategy
• Neutral Sentiment: Executive Chair Michael Saylor’s “digital credit” vision and remarks on using other chains (Solana, Ethereum) expand Strategy’s narrative beyond pure BTC treasury management, but commercial impact and timing remain uncertain. Michael Saylor Unveils ‘Digital Credit’ Vision, Signals Expansion Beyond Bitcoin To Solana
• Neutral Sentiment: Management commentary that it may add to its BTC position keeps the company in the news and maintains headline volatility; such teasers boost attention but don’t guarantee share appreciation. Strategy Eyes More Bitcoin as Saylor Teases Bigger Bag
• Negative Sentiment: Very high short interest (reported ~14% of market cap) is keeping downside pressure on the stock — when BTC moves lower, short sellers amplify declines and volume spikes. Strategy (MSTR) Dominates Global Short Interest Rankings Among Large-Cap Stocks
• Negative Sentiment: Recent crypto pullbacks (BTC and altcoins easing after tech/earnings headlines) have translated into correlated selling in MSTR since the company’s valuation is tightly linked to Bitcoin price moves. Bitcoin, Ethereum, XRP Fall as Cryptos Unwind Gains. Blame Nvidia.
• Negative Sentiment: Fundamental concerns persist: Strategy’s GAAP results show large EPS losses and negative margins, and its ongoing BTC purchases (partly financed via stock issuance in past deals) raise dilution and institutional‑risk questions — a factor for risk‑averse investors. Strategy’s 100th Bitcoin Purchase Deepens Volatility And Institutional Risk Questions

Insider Buying and Selling

In other news, Director Carl J. Rickertsen acquired 5,000 shares of the firm’s stock in a transaction on Monday, January 12th. The shares were purchased at an average cost of $155.88 per share, with a total value of $779,400.00. Following the acquisition, the director directly owned 5,000 shares in the company, valued at $779,400. This represents a ∞ increase in their position. The purchase was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Jane A. Dietze bought 1,000 shares of the company’s stock in a transaction dated Tuesday, January 20th. The shares were purchased at an average cost of $99.48 per share, with a total value of $99,480.00. Following the acquisition, the director directly owned 3,600 shares of the company’s stock, valued at approximately $358,128. This represents a 38.46% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders have bought 6,012 shares of company stock worth $880,080. 8.46% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts have recently commented on the company. Weiss Ratings reissued a “hold (c)” rating on shares of Strategy in a report on Monday, December 29th. Monness Crespi & Hardt upgraded shares of Strategy from a “sell” rating to a “neutral” rating in a research note on Monday, November 10th. Benchmark restated a “buy” rating on shares of Strategy in a research note on Monday, December 1st. Zacks Research raised shares of Strategy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. Finally, Truist Financial set a $268.00 target price on shares of Strategy in a research note on Friday, January 9th. One research 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 stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $368.21.

Strategy Price Performance

Shares of MSTR opened at $129.50 on Friday. The company’s 50-day moving average is $148.55 and its 200-day moving average is $232.32. The company has a debt-to-equity ratio of 0.18, a current ratio of 5.62 and a quick ratio of 0.66. The firm has a market capitalization of $43.22 billion, a PE ratio of -7.04 and a beta of 3.54. Strategy Inc has a fifty-two week low of $104.17 and a fifty-two week high of $457.22.

Strategy (NASDAQ:MSTR) last announced its quarterly earnings results 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 during the quarter, compared to analyst estimates of $117.42 million. Strategy had a negative net margin of 806.34% and a negative return on equity of 8.74%. The firm’s quarterly revenue was up 1.9% on a year-over-year basis. During the same quarter last year, the company 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.