NEOS Investment Management LLC Has $15.93 Million Stock Position in Strategy Inc $MSTR

NEOS Investment Management LLC boosted its position in shares of Strategy Inc (NASDAQ:MSTR) by 29.0% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 183,301 shares of the software maker’s stock after buying an additional 41,261 shares during the quarter. NEOS Investment Management LLC’s holdings in Strategy were worth $15,934,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. Handelsbanken Fonder AB increased its holdings in shares of Strategy by 28.8% in the second quarter. Handelsbanken Fonder AB now owns 106,522 shares of the software maker’s stock worth $9,260,000 after acquiring an additional 23,829 shares in the last quarter. Daviman Financial LLC bought a new position in shares of Strategy in the 4th quarter valued at about $1,013,000. Eurizon Capital SGR S.p.A. acquired a new position in shares of Strategy during the 4th quarter worth approximately $4,237,000. ProShare Advisors LLC increased its holdings in Strategy by 45.7% during the fourth quarter. ProShare Advisors LLC now owns 417,790 shares of the software maker’s stock worth $63,483,000 after buying an additional 131,014 shares during the last quarter. Finally, EverSource Wealth Advisors LLC increased its stake in shares of Strategy by 48.9% during the 4th quarter. EverSource Wealth Advisors LLC now owns 52,606 shares of the software maker’s stock worth $7,994,000 after purchasing an additional 17,270 shares during the last quarter. 59.84% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Strategy

In related news, CEO Phong Le bought 11,000 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The shares were bought at an average price of $90.80 per share, with a total value of $998,800.00. Following the completion of the transaction, the chief executive officer directly owned 11,000 shares in the company, valued at approximately $998,800. This represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Jarrod Patten sold 2,775 shares of the company’s stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $125.33, for a total transaction of $347,790.75. Following the completion of the sale, the director owned 28,406 shares of the company’s stock, valued at approximately $3,560,123.98. The trade was a 8.90% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 21,775 shares of company stock valued at $2,584,857. 6.49% of the stock is owned by corporate insiders.

Strategy Price Performance

Shares of NASDAQ MSTR opened at $142.80 on Friday. Strategy Inc has a twelve month low of $81.81 and a twelve month high of $365.21. The company has a quick ratio of 5.39, a current ratio of 5.39 and a debt-to-equity ratio of 0.22. The firm has a fifty day simple moving average of $103.87 and a 200 day simple moving average of $128.35. The company has a market capitalization of $54.87 billion, a PE ratio of -1.47 and a beta of 3.59.

Strategy (NASDAQ:MSTR) last issued its quarterly earnings results on Friday, July 31st. The software maker reported ($24.45) earnings per share (EPS) for the quarter, missing the consensus estimate of ($2.19) by ($22.26). The business had revenue of $122.37 million during the quarter, compared to analyst estimates of $122.90 million. Strategy had a negative net margin of 6,102.95% and a negative return on equity of 74.18%. Strategy’s quarterly revenue was up 6.9% compared to the same quarter last year. During the same period last year, the firm posted $32.52 earnings per share. On average, sell-side analysts forecast that Strategy Inc will post -23.76 EPS for the current year.

Strategy News Roundup

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy resumed Bitcoin purchases. The company acquired 4,603 Bitcoin for approximately $370 million, bringing total holdings to 845,050 coins. The purchases reinforce its Bitcoin-focused treasury strategy and could benefit shareholders if Bitcoin continues rising. Strategy Buys $370M in Bitcoin
• Positive Sentiment: Analyst sentiment improved. B. Riley raised its price target from $155 to $175 and maintained a Buy rating, while Alliance Global Partners upgraded Strategy to Strong Buy. These actions signal continued confidence in the company’s Bitcoin exposure and capital-markets strategy.
• Positive Sentiment: Strategy is expanding its AI profile. The company and Google Cloud announced a seven-city executive forum focused on enterprise AI, trusted data and governance. The initiative may help demonstrate that Strategy remains more than a Bitcoin-holding vehicle. Why Are Strategy Shares Surging on Thursday?
• Neutral Sentiment: Crypto-treasury stocks remain highly volatile. Strategy initially outperformed after Bitcoin’s rally and its latest purchase, but it has held up better than some peers as investors reassess whether the broader crypto-treasury trade can continue. Is the Crypto Treasury Trade Unwinding?
• Negative Sentiment: Profit-taking and Bitcoin weakness pressured the shares. After Strategy surged roughly 18% in the prior session, traders locked in gains as Bitcoin pulled back. The stock’s leverage to Bitcoin magnifies both rallies and declines, making near-term performance particularly dependent on crypto momentum. What’s Going On With Strategy Stock on Friday?

Analysts Set New Price Targets

MSTR has been the topic of a number of recent analyst reports. Mizuho set a $165.00 price target on Strategy in a research note on Monday, August 10th. Credit Suisse Group set a $250.00 price target on Strategy in a research note on Tuesday, June 30th. BTIG Research reissued a “buy” rating and issued a $250.00 target price on shares of Strategy in a report on Friday, July 31st. Benchmark reissued a “buy” rating and set a $435.00 price target (down from $570.00) on shares of Strategy in a report on Monday, July 27th. Finally, Weiss Ratings downgraded shares of Strategy from a “hold (c)” rating to a “sell (d)” rating in a research note on Tuesday, August 4th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, two have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Strategy has a consensus rating of “Moderate Buy” and a consensus target price of $236.41.

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.