Titleist Asset Management LLC Decreases Position in Strategy Inc $MSTR

Titleist Asset Management LLC decreased its stake in Strategy Inc (NASDAQ:MSTR) by 16.5% in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 20,132 shares of the software maker’s stock after selling 3,982 shares during the quarter. Titleist Asset Management LLC’s holdings in Strategy were worth $6,487,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of MSTR. Pilgrim Partners Asia Pte Ltd bought a new position in Strategy during the third quarter valued at $32,000. Quent Capital LLC purchased a new position in shares of Strategy during the 3rd quarter worth about $33,000. Binnacle Investments Inc grew its holdings in Strategy by 492.9% during the 2nd quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock valued at $34,000 after purchasing an additional 69 shares during the last quarter. SOA Wealth Advisors LLC. raised its position in Strategy by 44.4% in the 3rd quarter. SOA Wealth Advisors LLC. now owns 117 shares of the software maker’s stock worth $38,000 after purchasing an additional 36 shares during the period. Finally, Salomon & Ludwin LLC bought a new stake in Strategy in the third quarter worth about $39,000. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Wei-Ming Shao sold 5,334 shares of the stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $226.36, for a total transaction of $1,207,404.24. Following the transaction, the executive vice president directly owned 32,726 shares in the company, valued at approximately $7,407,857.36. This trade represents a 14.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Carl J. Rickertsen acquired 5,000 shares of the business’s stock in a transaction that occurred on Monday, January 12th. The shares were acquired at an average cost of $155.88 per share, for a total transaction of $779,400.00. Following the completion of the acquisition, the director owned 5,000 shares of the company’s stock, valued at $779,400. This trade represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders have acquired 7,112 shares of company stock worth $984,888 and have sold 13,177 shares worth $2,843,166. 8.46% of the stock is owned by company insiders.

Key Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Management continues to buy the dip — Strategy disclosed another purchase (855 BTC, ~$75.3M), lifting its total holdings and signaling management conviction that a longer‑term bitcoin bet will pay off. Strategy Announces New Buy
• Positive Sentiment: Balance‑sheet buffer reduces forced‑sale risk — coverage notes that Strategy’s bitcoin isn’t pledged as collateral and the firm has multi‑quarter cash runway, lowering immediate risk of margin/liquidation events even as holdings trade below average cost. Bitcoin Drops Below MicroStrategy’s Average Price
• Neutral Sentiment: Earnings are an imminent catalyst — Q4 results are due after the close (Feb 5); investors will watch bitcoin impairments, any commentary on treasury strategy, and cash/debt metrics. Options markets are pricing an elevated post‑earnings swing, so results could produce high volatility. What to Expect From Strategy’s Q4 Earnings
• Negative Sentiment: Bitcoin plunge pushed holdings below Strategy’s cost basis — BTC briefly traded under $73k, driving large unrealized losses (reports cite ~$630M–$900M) and pressuring MSTR shares. That dynamic makes the stock highly correlated to BTC moves and increases downside while prices remain below the company’s average buy price. Bitcoin briefly breaks below $73,000
• Negative Sentiment: Analysts slashed targets — Canaccord and others cut forecasts (one notable cut to ~$185), citing an uncertain bitcoin outlook and the risk that the company’s leveraged exposure will keep equity depressed until BTC recovers. Analyst downgrades amplify selling pressure. Canaccord Analyst Slashes Strategy Stock Forecast
• Negative Sentiment: Market commentary and momentum favor selling — High‑profile commentators urged management action and risk reduction ahead of earnings, while headlines show sharp intraday MSTR declines (single‑day and multi‑day drops of 5–20%), reinforcing negative sentiment among traders. Jim Cramer Urges Action

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on MSTR shares. Wall Street Zen raised Strategy from a “sell” rating to a “hold” rating in a research note on Saturday, January 31st. Cantor Fitzgerald began coverage on Strategy in a research report on Tuesday, January 27th. They issued an “overweight” rating on the stock. HC Wainwright reduced their target price on Strategy from $521.00 to $475.00 and set a “buy” rating on the stock in a research note on Monday, November 3rd. China Renaissance assumed coverage on shares of Strategy in a research note on Wednesday, October 15th. They set a “buy” rating and a $473.00 target price for the company. Finally, Monness Crespi & Hardt upgraded shares of Strategy from a “sell” rating to a “neutral” rating in a report on Monday, November 10th. Twelve investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $417.38.

Strategy Price Performance

MSTR opened at $129.09 on Thursday. The company has a market capitalization of $37.09 billion, a price-to-earnings ratio of 6.00 and a beta of 3.54. The company has a current ratio of 0.66, a quick ratio of 0.66 and a debt-to-equity ratio of 0.16. Strategy Inc has a 12-month low of $121.19 and a 12-month high of $457.22. The business’s fifty day simple moving average is $164.52 and its 200-day simple moving average is $263.33.

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.