Strategy Inc $MSTR Shares Purchased by Capital Research Global Investors

Capital Research Global Investors increased its stake in shares of Strategy Inc (NASDAQ:MSTR) by 66.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 7,008,535 shares of the software maker’s stock after purchasing an additional 2,803,277 shares during the quarter. Capital Research Global Investors’ holdings in Strategy were worth $1,064,963,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the stock. Capital International Investors lifted its holdings in shares of Strategy by 37.3% during the fourth quarter. Capital International Investors now owns 20,614,868 shares of the software maker’s stock worth $3,132,460,000 after purchasing an additional 5,600,573 shares during the period. Los Angeles Capital Management LLC lifted its holdings in shares of Strategy by 3,200.3% during the fourth quarter. Los Angeles Capital Management LLC now owns 61,022 shares of the software maker’s stock worth $9,272,000 after purchasing an additional 59,173 shares during the period. BI Asset Management Fondsmaeglerselskab A S lifted its holdings in shares of Strategy by 78.9% during the fourth quarter. BI Asset Management Fondsmaeglerselskab A S now owns 103,083 shares of the software maker’s stock worth $15,663,000 after purchasing an additional 45,463 shares during the period. WINTON GROUP Ltd lifted its holdings in shares of Strategy by 189.3% during the fourth quarter. WINTON GROUP Ltd now owns 47,894 shares of the software maker’s stock worth $7,277,000 after purchasing an additional 31,340 shares during the period. Finally, EULAV Asset Management lifted its holdings in Strategy by 59.5% in the fourth quarter. EULAV Asset Management now owns 138,000 shares of the software maker’s stock valued at $20,969,000 after acquiring an additional 51,500 shares during the period. 59.84% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research firms have commented on MSTR. B. Riley Financial raised their target price on Strategy from $200.00 to $215.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Monness Crespi & Hardt reissued a “neutral” rating on shares of Strategy in a report on Tuesday. TD Cowen raised their target price on Strategy from $395.00 to $400.00 and gave the company a “buy” rating in a report on Tuesday, May 19th. Wall Street Zen downgraded Strategy from a “hold” rating to a “sell” rating in a report on Sunday, February 8th. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of Strategy in a report on Monday, May 11th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $313.93.

Key Stories Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Some commentary noted that Strategy still has a large liquidity cushion, with reports citing about $2.25 billion in reserves and lower leverage, which could help support long-term balance-sheet stability. MSTR’s Liquidity Position Improves: Is Long-Term Stability Growing?
• Positive Sentiment: Michael Saylor argued Bitcoin is undergoing a “disciplined expansion” and that institutional adoption through banks, credit, and capital markets could still support long-term demand for the asset. Saylor says Bitcoin needs ‘disciplined expansion’ as analysts weigh demand reset
• Neutral Sentiment: Strategy’s founder Michael Saylor also tried to frame the Bitcoin weakness as capital rotating into AI and other assets, suggesting the selloff may be more about market allocation than a fundamental break in Strategy’s business model. Strategy’s Michael Saylor Blames ‘Capital Rotation’ Into AI as Bitcoin Dives 13%
• Neutral Sentiment: Several reports said the company’s small Bitcoin sale was mainly used to fund preferred stock dividends, but it still sparked concern that Strategy may need to keep adjusting its funding approach if crypto weakness persists. Crypto Biz: Nobody told Saylor ‘never sell’
• Negative Sentiment: Bitcoin’s drop below key support levels is pressuring all BTC-linked stocks, and Strategy was cited as one of the biggest losers as investors reassess the risks of its leveraged Bitcoin exposure. Crypto mutiny on Strategy: Shorts target ‘MSTR’ in bitcoin bloodbath
• Negative Sentiment: Analysts and market commentators warned that Strategy’s first Bitcoin sale in years may signal tighter liquidity, reduced buying capacity, and possible further downside if Bitcoin keeps falling. Why Strategy (Formerly MicroStrategy) Stock Collapsed This Week

Insider Activity

In related news, CEO Phong Le sold 93,738 shares of Strategy stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $118.73, for a total transaction of $11,129,512.74. Following the completion of the sale, the chief executive officer owned 119,925 shares in the company, valued at approximately $14,238,695.25. This trade represents a 43.87% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jarrod M. Patten sold 15,050 shares of Strategy stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $154.94, for a total value of $2,331,847.00. Following the sale, the director owned 28,000 shares of the company’s stock, valued at approximately $4,338,320. This represents a 34.96% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 190,649 shares of company stock worth $24,968,729 over the last 90 days. 6.49% of the stock is currently owned by corporate insiders.

Strategy Trading Down 6.9%

Shares of MSTR stock opened at $120.44 on Friday. Strategy Inc has a fifty-two week low of $104.17 and a fifty-two week high of $457.22. The stock has a market cap of $42.21 billion, a P/E ratio of -3.00 and a beta of 3.49. The business has a fifty day simple moving average of $153.65 and a 200-day simple moving average of $154.35. The company has a quick ratio of 6.05, a current ratio of 6.05 and a debt-to-equity ratio of 0.22.

Strategy (NASDAQ:MSTR) last announced its quarterly earnings results on Tuesday, May 5th. The software maker reported ($38.25) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.86) by ($37.39). Strategy had a negative net margin of 2,482.01% and a negative return on equity of 26.97%. The firm had revenue of $124.30 million during the quarter, compared to analysts’ expectations of $120.75 million. During the same quarter in the prior year, the business earned ($16.49) EPS. The company’s quarterly revenue was up 11.9% compared to the same quarter last year. On average, analysts forecast that Strategy Inc will post 116.7 earnings per share for the current fiscal year.

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.