SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Sells 11,916 Shares of Strategy Inc $MSTR

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co reduced its position in shares of Strategy Inc (NASDAQ:MSTR) by 78.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,349 shares of the software maker’s stock after selling 11,916 shares during the period. Strategy makes up approximately 0.4% of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s investment portfolio, making the stock its 25th biggest position. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s holdings in Strategy were worth $509,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the business. Vanguard Group Inc. boosted its stake in shares of Strategy by 7.3% in the 3rd quarter. Vanguard Group Inc. now owns 19,884,275 shares of the software maker’s stock valued at $6,406,912,000 after purchasing an additional 1,344,519 shares in the last quarter. Capital Research Global Investors lifted its stake in Strategy by 33.6% in the 3rd quarter. Capital Research Global Investors now owns 4,205,258 shares of the software maker’s stock valued at $1,354,982,000 after purchasing an additional 1,057,804 shares during the last quarter. Harvest Portfolios Group Inc. boosted its position in Strategy by 119.0% in the third quarter. Harvest Portfolios Group Inc. now owns 1,550,520 shares of the software maker’s stock valued at $499,593,000 after buying an additional 842,480 shares in the last quarter. State Street Corp increased its holdings in shares of Strategy by 9.2% during the third quarter. State Street Corp now owns 5,989,048 shares of the software maker’s stock worth $1,929,731,000 after buying an additional 504,479 shares in the last quarter. Finally, Capital International Investors lifted its stake in shares of Strategy by 2.6% in the 3rd 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. Institutional investors and hedge funds own 59.84% of the company’s stock.

Strategy Stock Performance

Shares of MSTR opened at $119.83 on Friday. 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 firm’s fifty day simple moving average is $134.87 and its two-hundred day simple moving average is $194.98. Strategy Inc has a 12 month low of $104.17 and a 12 month high of $457.22. The stock has a market capitalization of $39.99 billion, a P/E ratio of -6.51 and a beta of 3.55.

Strategy (NASDAQ:MSTR) last posted its quarterly earnings data on Thursday, February 5th. The software maker reported ($42.93) earnings per share for the quarter, missing the consensus estimate of $46.02 by ($88.95). The business had revenue of $122.99 million during 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%.The business’s revenue was up 1.9% on a year-over-year basis. During the same period last year, the business posted ($3.03) earnings per share.

Insider Buying and Selling at Strategy

In other Strategy news, CEO Phong Le sold 3,299 shares of Strategy stock in a transaction that occurred on Tuesday, March 24th. The stock was sold at an average price of $138.33, for a total value of $456,350.67. Following the completion of the sale, the chief executive officer directly owned 22,923 shares in the company, 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 document filed with the SEC, which can be accessed through this hyperlink. Also, Director Jarrod M. Patten sold 700 shares of the business’s stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $122.01, for a total value of $85,407.00. Following the completion of the transaction, the director directly owned 28,000 shares in the company, valued at approximately $3,416,280. This trade represents a 2.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have acquired 8,521 shares of company stock valued at $1,130,026 and have sold 10,052 shares valued at $1,375,602. Company insiders own 8.46% of the company’s stock.

More Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Data show Strategy accounted for the vast majority of public-company bitcoin purchases in March (roughly 94% of reported buys), underscoring management’s continued commitment to growing its BTC treasury — a bullish catalyst if bitcoin recovers. Read More.
• Positive Sentiment: Coverage highlights Strategy’s decision to hold through the pullback while some peers sell, reinforcing the company’s long-term treasury approach and signaling conviction to investors focused on BTC upside. Read More.
• Positive Sentiment: Technical analyst commentary identifies a first “Buy” signal in months for MSTR, which some traders view as a potential end to the corrective phase and a short-term upside trigger. Read More.
• Neutral Sentiment: STRC preferred shares continue to offer a high yield (~11.5%), supporting demand from income-focused investors — this structure can provide stability for preferred holders while leaving common-stock dynamics tied to bitcoin moves. Read More.
• Neutral Sentiment: A small MSTR-linked ETF (Tuttle Capital’s MSTK, a covered-call product) is being liquidated — removes one options-linked vehicle tied to the name but is unlikely to be a major demand driver for the common stock. Read More.
• Negative Sentiment: Broad crypto-market weakness and a pullback in bitcoin have pressured crypto equities, reducing risk appetite for MSTR despite company-level accumulation. Macro crypto declines remain the primary headwind for the stock. Read More.
• Negative Sentiment: Analysts and commentary flag dilution and NAV compression concerns (rise in share count, preferred issuance and debate over MSTY-like yield plays), which can keep the common stock depressed even if BTC rebounds. Read More.
• Negative Sentiment: Insider selling: a Strategy director disclosed a sale of 700 shares (small in size but negative optics), adding to caution amid other headwinds. Read More.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on MSTR. Canaccord Genuity Group set a $185.00 price objective on Strategy and gave the company a “buy” rating in a report on Wednesday, February 4th. Sanford C. Bernstein set a $450.00 target price on Strategy and gave the company an “outperform” rating in a research report on Monday, December 8th. Wall Street Zen lowered 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 report on Friday, March 6th. Finally, Cantor Fitzgerald initiated coverage on Strategy in a research note on Tuesday, January 27th. They issued an “overweight” rating for the company. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, Strategy currently has a consensus rating of “Moderate Buy” and an average target price of $368.21.

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.