Strategy Inc $MSTR Shares Purchased by Erste Asset Management GmbH

Erste Asset Management GmbH increased its holdings in Strategy Inc (NASDAQ:MSTR) by 39.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 37,699 shares of the software maker’s stock after acquiring an additional 10,699 shares during the period. Erste Asset Management GmbH’s holdings in Strategy were worth $12,306,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Bernardo Wealth Planning LLC lifted its stake in shares of Strategy by 3.9% in the 2nd quarter. Bernardo Wealth Planning LLC now owns 772 shares of the software maker’s stock valued at $312,000 after purchasing an additional 29 shares during the last quarter. GPS Wealth Strategies Group LLC raised its holdings in Strategy by 2.7% in the 2nd quarter. GPS Wealth Strategies Group LLC now owns 1,163 shares of the software maker’s stock valued at $470,000 after buying an additional 31 shares during the period. HBW Advisory Services LLC raised its holdings in Strategy by 3.5% in the 3rd quarter. HBW Advisory Services LLC now owns 1,078 shares of the software maker’s stock valued at $347,000 after buying an additional 36 shares during the period. SOA Wealth Advisors LLC. lifted its position in Strategy by 44.4% in the third quarter. SOA Wealth Advisors LLC. now owns 117 shares of the software maker’s stock valued at $38,000 after buying an additional 36 shares during the last quarter. Finally, Beaumont Financial Advisors LLC boosted its stake in Strategy by 5.7% during the third quarter. Beaumont Financial Advisors LLC now owns 681 shares of the software maker’s stock worth $219,000 after buying an additional 37 shares during the period. Institutional investors and hedge funds own 59.84% of the company’s stock.

Strategy Stock Performance

NASDAQ:MSTR opened at $129.50 on Friday. Strategy Inc has a 52 week low of $104.17 and a 52 week high of $457.22. The company has a fifty day simple moving average of $148.55 and a two-hundred day simple moving average of $232.32. The company has a quick ratio of 0.66, a current ratio of 5.62 and a debt-to-equity ratio of 0.18. The company has a market cap of $43.22 billion, a price-to-earnings ratio of -7.04 and a beta of 3.54.

Strategy (NASDAQ:MSTR) last released 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 net margin of 806.34% and a negative return on equity of 8.74%. The company had revenue of $122.99 million during the quarter, compared to analysts’ expectations of $117.42 million. During the same quarter last year, the business posted ($3.03) earnings per share. The company’s revenue for the quarter was up 1.9% on a year-over-year basis.

Strategy News Roundup

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

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on MSTR shares. Sanford C. Bernstein set a $450.00 price target on shares of Strategy and gave the company an “outperform” rating in a research note on Monday, December 8th. Zacks Research upgraded shares of Strategy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. TD Cowen restated a “buy” rating on shares of Strategy in a research note on Thursday, January 15th. Citigroup dropped their price objective on Strategy from $485.00 to $325.00 and set a “buy” rating for the company in a research note on Monday, December 22nd. Finally, Truist Financial set a $268.00 target price on Strategy in a research note on Friday, January 9th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $368.21.

Insider Activity

In other news, Director Carl J. Rickertsen bought 5,000 shares of Strategy stock in a transaction that occurred on Monday, January 12th. The shares were purchased at an average price of $155.88 per share, with a total value of $779,400.00. Following the completion of the acquisition, the director directly owned 5,000 shares in the company, valued at $779,400. The trade was a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Jane A. Dietze purchased 1,000 shares of the stock in a transaction on Tuesday, January 20th. The shares were purchased at an average price of $99.48 per share, with a total value of $99,480.00. Following the acquisition, the director directly owned 3,600 shares in the company, valued at $358,128. This represents a 38.46% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders bought a total of 6,012 shares of company stock valued at $880,080 in the last quarter. Company insiders own 8.46% of the company’s stock.

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.