Concurrent Investment Advisors LLC Acquires 3,185 Shares of Strategy Inc $MSTR

Concurrent Investment Advisors LLC boosted its holdings in shares of Strategy Inc (NASDAQ:MSTR) by 49.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,566 shares of the software maker’s stock after acquiring an additional 3,185 shares during the period. Concurrent Investment Advisors LLC’s holdings in Strategy were worth $1,454,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Rhumbline Advisers grew its holdings in Strategy by 16.1% during the 3rd quarter. Rhumbline Advisers now owns 313,565 shares of the software maker’s stock worth $101,034,000 after acquiring an additional 43,509 shares in the last quarter. Schroder Investment Management Group grew its holdings in Strategy by 21.0% during the 3rd quarter. Schroder Investment Management Group now owns 118,478 shares of the software maker’s stock worth $38,175,000 after acquiring an additional 20,536 shares in the last quarter. Van ECK Associates Corp grew its holdings in Strategy by 46.1% during the 3rd quarter. Van ECK Associates Corp now owns 204,506 shares of the software maker’s stock worth $65,894,000 after acquiring an additional 64,482 shares in the last quarter. Harvest Portfolios Group Inc. grew its holdings in Strategy by 119.0% during the 3rd quarter. Harvest Portfolios Group Inc. now owns 1,550,520 shares of the software maker’s stock worth $499,593,000 after acquiring an additional 842,480 shares in the last quarter. Finally, Shariaportfolio Inc. grew its holdings in Strategy by 18.1% during the 3rd quarter. Shariaportfolio Inc. now owns 106,492 shares of the software maker’s stock worth $34,313,000 after acquiring an additional 16,354 shares in the last quarter. 59.84% of the stock is currently owned by institutional investors.

Insider Activity at Strategy

In related news, CFO Andrew Kang sold 2,373 shares of the stock in a transaction that occurred on Tuesday, March 24th. The shares were sold at an average price of $138.33, for a total value of $328,257.09. Following the completion of the transaction, the chief financial officer directly owned 26,772 shares of the company’s stock, valued at $3,703,370.76. This trade represents a 8.14% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Phong Le sold 3,299 shares of the stock in a transaction that occurred on Tuesday, March 24th. The shares were sold at an average price of $138.33, for a total transaction of $456,350.67. Following the completion of the transaction, the chief executive officer directly owned 22,923 shares of the company’s stock, valued at $3,170,938.59. The trade was a 12.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 21,452 shares of company stock valued at $3,031,314 in the last three months. 8.46% of the stock is owned by insiders.

Strategy Stock Performance

Shares of Strategy stock opened at $158.19 on Thursday. The firm has a market capitalization of $52.80 billion, a P/E ratio of -8.60 and a beta of 3.55. The company has a quick ratio of 5.62, a current ratio of 5.62 and a debt-to-equity ratio of 0.18. The company has a 50 day moving average price of $140.01 and a 200 day moving average price of $172.33. Strategy Inc has a 52 week low of $104.17 and a 52 week high of $457.22.

Strategy (NASDAQ:MSTR) last announced its quarterly earnings data on Thursday, February 5th. The software maker reported ($42.93) EPS for the quarter, missing the consensus estimate of $46.02 by ($88.95). The company had revenue of $122.99 million during the quarter, compared to analysts’ expectations of $117.42 million. Strategy had a negative net margin of 806.34% and a negative return on equity of 8.74%. The business’s revenue for the quarter was up 1.9% compared to the same quarter last year. During the same period in the previous year, the business earned ($3.03) earnings per share. Sell-side analysts expect that Strategy Inc will post 136.35 EPS for the current year.

Analysts Set New Price Targets

Several research firms have commented on MSTR. Wall Street Zen lowered shares of Strategy from a “hold” rating to a “sell” rating in a research report on Sunday, February 8th. Truist Financial set a $268.00 price target on shares of Strategy in a research report on Friday, January 9th. Canaccord Genuity Group set a $185.00 price target on shares of Strategy and gave the company a “buy” rating in a research report on Wednesday, February 4th. B. Riley Financial reissued a “buy” rating on shares of Strategy in a research report on Wednesday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Strategy in a research report on Friday, March 27th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $327.00.

More Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy disclosed a huge Bitcoin buy ($2.54 billion) in filings for the week ending April 19, signaling continued aggressive treasury accumulation that underpins the company’s long-term thesis of using corporate balance sheet exposure to BTC. Read More.
• Positive Sentiment: Management kept buying: public filings show another ~$255M buy (3,273 BTC) around April 27–28, keeping headlines and investor attention focused on MSTR as a major corporate Bitcoin holder. Continued purchases can support the share price when BTC rallies. Read More.
• Positive Sentiment: Market commentators (Bitwise, Cointelegraph, others) credit Strategy’s buying as a material driver of the recent BTC rebound, which tends to lift MSTR sentiment and analyst targets; B. Riley also raised its price target citing favorable macro/momentum alignment. These narrative and analyst moves are positive catalysts. Read More. Read More.
• Neutral Sentiment: Funding profile is shifting: reporting notes Strategy has slowed purchase pace and is increasingly using common equity (not just STRC preferred issuance) to fund buys — a mixed signal (reduces immediate leverage but raises dilution debate). Investors are watching the funding mix closely. Read More.
• Neutral Sentiment: Derivatives and market structure may cap near-term BTC gains: Bloomberg reports and options-flow stories describe a concentrated options “electric fence” near $80k that could create resistance for Bitcoin and therefore limit upside for MSTR tied to BTC moves. Read More.
• Negative Sentiment: Valuation and corporate fundamentals remain a concern: analyst pieces ask whether MSTR’s equity price sufficiently reflects its operating losses, negative EPS/returns and the huge drawdowns the stock has seen over the past year — questions that can weigh on the stock when BTC volatility rises. Read More.
• Negative Sentiment: Protocol / custody event risks ahead: a scheduled Bitcoin hard fork in August and broader crypto infrastructure risks (fork distributions, custodial complexity, quantum/technical debates) add uncertainty for large corporate treasuries holding BTC at scale — a potential negative tail risk for MSTR. Read More.

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.