CTC Alternative Strategies Ltd. Decreases Stock Holdings in Strategy Inc $MSTR

CTC Alternative Strategies Ltd. lessened its holdings in Strategy Inc (NASDAQ:MSTR) by 49.0% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,992 shares of the software maker’s stock after selling 5,757 shares during the period. Strategy accounts for approximately 2.3% of CTC Alternative Strategies Ltd.’s portfolio, making the stock its 9th largest holding. CTC Alternative Strategies Ltd.’s holdings in Strategy were worth $1,931,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. Nomura Asset Management Co. Ltd. grew its position in Strategy by 13.9% during the second quarter. Nomura Asset Management Co. Ltd. now owns 84,250 shares of the software maker’s stock worth $34,056,000 after buying an additional 10,260 shares in the last quarter. Dorsey & Whitney Trust CO LLC purchased a new stake in shares of Strategy in the 2nd quarter valued at about $215,000. Frank Rimerman Advisors LLC boosted its position in shares of Strategy by 95.1% during the 2nd quarter. Frank Rimerman Advisors LLC now owns 2,376 shares of the software maker’s stock valued at $960,000 after acquiring an additional 1,158 shares during the last quarter. Pinnacle Wealth Planning Services Inc. purchased a new position in shares of Strategy during the second quarter worth about $213,000. Finally, Wealthspire Advisors LLC grew its holdings in shares of Strategy by 10.5% during the second quarter. Wealthspire Advisors LLC now owns 2,289 shares of the software maker’s stock worth $925,000 after purchasing an additional 217 shares in the last quarter. Institutional investors own 59.84% of the company’s stock.

Insider Buying and Selling

In other Strategy news, CAO Jeanine Montgomery sold 260 shares of the business’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $137.25, for a total value of $35,685.00. Following the completion of the sale, the chief accounting officer directly owned 9,333 shares of the company’s stock, valued at $1,280,954.25. The trade was a 2.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Phong Le sold 2,034 shares of the company’s stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $137.25, for a total transaction of $279,166.50. Following the sale, the chief executive officer owned 18,902 shares of the company’s stock, valued at approximately $2,594,299.50. The trade was a 9.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have bought 6,012 shares of company stock worth $880,080 and have sold 3,210 shares worth $440,573. Company insiders own 8.46% of the company’s stock.

Strategy Stock Performance

NASDAQ:MSTR opened at $140.56 on Thursday. The company has a market capitalization of $46.91 billion, a price-to-earnings ratio of -7.64 and a beta of 3.55. The business has a 50 day moving average of $143.87 and a 200 day moving average of $211.90. The company has a debt-to-equity ratio of 0.18, a current ratio of 5.62 and a quick ratio of 5.62. Strategy Inc has a 1-year low of $104.17 and a 1-year high of $457.22.

Strategy (NASDAQ:MSTR) last issued 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 the consensus estimate of $117.42 million. Strategy had a negative net margin of 806.34% and a negative return on equity of 8.74%. The firm’s revenue was up 1.9% on a year-over-year basis. During the same quarter in the previous year, the business earned ($3.03) earnings per share.

Strategy News Summary

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy continues heavy accumulation of Bitcoin, now above ~761k BTC after a week-long buy of 22,337 BTC (~$1.57B). The ongoing purchases reinforce Strategy’s positioning as the largest corporate BTC holder and underpin the company’s long-term thesis. Strategy’s Bitcoin Holdings Cross 760,000 BTC
• Positive Sentiment: Strategy is funding purchases via high-yield perpetual preferreds (STRC) and occasional equity issuance — a capital-raising engine that recently supplied >$1B for buys, which supports further BTC accumulation if funding holds. Strategy Bitcoin Bet Grows With Preferred Stock
• Positive Sentiment: Some sell‑side coverage sees upside: B. Riley initiated coverage with a Buy and a $175 target, arguing Strategy’s model still offers large upside if BTC trends higher. That supports upside sentiment among longer‑term investors. B. Riley Thinks MSTR Is a Buy
• Neutral Sentiment: Macro/market context is mixed: spot ETF inflows and institutional infrastructure changes are supportive for BTC demand, but the Fed meeting and macro risk can cap rallies in the near term. This keeps MSTR sensitive to both BTC flows and macro headlines. Bitcoin Falls Under $71K But Momentum Holding
• Negative Sentiment: Bitcoin’s pullback (below ~$71k) is directly pressuring MSTR; several headlines link the stock decline to BTC moves and reduced crypto sentiment, driving shorter‑term selling. Why MSTR Stock Is Sliding
• Negative Sentiment: Funding risk: STRC has dipped below the $100 reference level and Strategy paused STRC-funded buys, raising questions about the durability and cost of the preferred‑share funding mechanism and highlighting dilution/liquidity risks. Analysts and crypto commentators flagged STRC-driven buying as a structural risk to the strategy. Strategy Halts Bitcoin Buying Via STRC

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on MSTR. Benchmark reaffirmed a “buy” rating on shares of Strategy in a research note on Monday, December 1st. Sanford C. Bernstein set a $450.00 price target on shares of Strategy and gave the stock an “outperform” rating in a research note on Monday, December 8th. TD Cowen reissued a “buy” rating on shares of Strategy in a report on Thursday, January 15th. Zacks Research upgraded shares of Strategy from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 10th. Finally, Canaccord Genuity Group set a $185.00 target price on shares of Strategy and gave the stock a “buy” rating in a research report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Strategy presently has an average rating of “Moderate Buy” and an average target price of $368.21.

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.