Stevens Capital Management LP Has $4.28 Million Stake in Strategy Inc $MSTR

Stevens Capital Management LP trimmed its position in Strategy Inc (NASDAQ:MSTR) by 85.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 13,273 shares of the software maker’s stock after selling 75,704 shares during the period. Stevens Capital Management LP’s holdings in Strategy were worth $4,277,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. RiverFront Investment Group LLC acquired a new stake in shares of Strategy during the second quarter worth $3,561,000. J.W. Cole Advisors Inc. grew its stake 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 in the last quarter. Swiss National Bank increased its position 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 during the period. Resona Asset Management Co. Ltd. raised its stake in Strategy by 13.6% in the 2nd quarter. Resona Asset Management Co. Ltd. now owns 77,914 shares of the software maker’s stock worth $31,298,000 after purchasing an additional 9,338 shares in the last quarter. Finally, Rhumbline Advisers boosted its holdings in Strategy by 16.1% in the 3rd quarter. Rhumbline Advisers now owns 313,565 shares of the software maker’s stock valued at $101,034,000 after purchasing an additional 43,509 shares during the period. 59.84% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the stock. Benchmark reaffirmed a “buy” rating on shares of Strategy in a report on Monday, December 1st. Cantor Fitzgerald initiated coverage on Strategy in a research report on Tuesday, January 27th. They set an “overweight” rating on the stock. Citigroup dropped their price objective on Strategy from $485.00 to $325.00 and set a “buy” rating for the company in a report on Monday, December 22nd. HC Wainwright reiterated a “buy” rating on shares of Strategy in a research report on Friday, February 6th. Finally, BTIG Research set a $250.00 price target on Strategy and gave the stock a “buy” rating in a research report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, Strategy presently has an average rating of “Moderate Buy” and a consensus target price of $368.21.

Insider Buying and Selling

In related news, Director Carl J. Rickertsen bought 5,000 shares of the business’s stock in a transaction on Monday, January 12th. The shares were purchased at an average price of $155.88 per share, for a total transaction of $779,400.00. Following the completion of the transaction, the director directly owned 5,000 shares of the company’s stock, valued at approximately $779,400. This represents a ∞ increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Also, Director Jane A. Dietze bought 1,000 shares of the firm’s stock in a transaction on Tuesday, January 20th. The shares were bought at an average cost of $99.48 per share, for a total transaction of $99,480.00. Following the purchase, the director owned 3,600 shares of the company’s stock, valued at approximately $358,128. The trade was a 38.46% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders bought 6,012 shares of company stock worth $880,080. 8.46% of the stock is currently owned by corporate insiders.

Strategy Trading Up 1.2%

Shares of MSTR stock opened at $131.05 on Friday. Strategy Inc has a fifty-two week low of $104.17 and a fifty-two week high of $457.22. The stock’s fifty day moving average price is $151.88 and its two-hundred day moving average price is $241.41. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.66 and a current ratio of 5.62. The company has a market cap of $37.66 billion, a PE ratio of -7.12 and a beta of 3.54.

Strategy (NASDAQ:MSTR) last posted 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 business had revenue of $122.99 million for the quarter, compared to analyst estimates of $117.42 million. Strategy had a negative return on equity of 8.74% and a negative net margin of 806.34%.Strategy’s quarterly revenue was up 1.9% on a year-over-year basis. During the same period last year, the firm posted ($3.03) EPS.

Strategy News Summary

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Charles Schwab reportedly increased its stake in Strategy (MSTR), signaling institutional interest that can support the share price and provide a buyer base. Charles Schwab quietly boosts stake in MicroStrategy
• Positive Sentiment: Executive chairman Michael Saylor reiterated an ultra‑bullish Bitcoin view (public comments that BTC could reach very high levels), which reinforces Strategy’s long‑dated position as a leveraged Bitcoin play and can lift sentiment when crypto rallies. Michael Saylor: ‘If Bitcoin’s Not Going To Zero, It’s Going To A Million’
• Neutral Sentiment: Quick primer pieces revisiting Strategy’s 717,000‑coin treasury help investors contextualize market moves and BTC sensitivity, useful background but not an immediate catalyst. The 717,000 Bitcoin Treasury Story In 2026
• Negative Sentiment: Q4 2025 results showed modest revenue growth but massive non‑cash losses and a very large operating/net loss (driven by Bitcoin markdowns), plus higher liabilities — this raises near‑term volatility and risk of further dilution or financing moves. MicroStrategy (MSTR) Releases Q4 2025 Earnings
• Negative Sentiment: Reporting highlights a strategic pivot toward issuing preferred shares to shore up funding — analysts and press warn this could dilute common shareholders and raise governance/financial risk if Bitcoin stays below Strategy’s cost basis. When Bitcoin prices turned against Michael Saylor, he quietly pivoted to risky financial gambit at Strategy
• Negative Sentiment: Commentary pieces and sell‑side/independent writeups (e.g., “Time to bail out” / “don’t buy the perilous dip”) amplify bearish sentiment by arguing MSTR remains highly leveraged to BTC downside, which can accelerate outflows and pressure the share price. ‘Time to Bail Out,’ Says Investor About Strategy Stock (MSTR)

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.