KLP Kapitalforvaltning AS Purchases 5,200 Shares of Strategy Inc $MSTR

KLP Kapitalforvaltning AS raised its position in Strategy Inc (NASDAQ:MSTR) by 5.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 94,700 shares of the software maker’s stock after buying an additional 5,200 shares during the quarter. KLP Kapitalforvaltning AS’s holdings in Strategy were worth $30,513,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Binnacle Investments Inc boosted its holdings in Strategy by 492.9% in 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 period. MCF Advisors LLC bought a new position in shares of Strategy during the second quarter worth approximately $35,000. Maseco LLP acquired a new stake in shares of Strategy in the second quarter valued at approximately $36,000. SOA Wealth Advisors LLC. boosted its stake in shares of Strategy by 44.4% in the third quarter. SOA Wealth Advisors LLC. now owns 117 shares of the software maker’s stock valued at $38,000 after buying an additional 36 shares during the period. Finally, Salomon & Ludwin LLC acquired a new stake in Strategy during the third quarter worth approximately $39,000. Institutional investors and hedge funds own 59.84% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on MSTR shares. Monness Crespi & Hardt raised Strategy from a “sell” rating to a “neutral” rating in a report on Monday, November 10th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Strategy in a research note on Friday, December 5th. Cowen reissued a “buy” rating on shares of Strategy in a report on Friday, October 31st. China Renaissance started coverage on shares of Strategy in a research report on Wednesday, October 15th. They issued a “buy” rating and a $473.00 target price for the company. Finally, TD Cowen cut their price target on shares of Strategy from $620.00 to $535.00 and set a “buy” rating for the company in a report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $465.13.

Key Stories Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: MSCI will not (for now) remove Strategy from its major indexes, which took a meaningful near‑term liquidity overhang off the stock and helped shares rebound. Bitcoin Magazine: Strategy (MSTR) Jumps 7% After MSCI News
• Positive Sentiment: Market coverage notes the MSCI decision is a reprieve that likely prevented large passive‑fund outflows and reduced an immediate technical sell pressure on MSTR. MoneyMorning: Strategy Wins Stay of Execution
• Neutral Sentiment: Strategy added BTC (reported incremental purchases around early January), signaling management conviction in the treasury strategy — this can support long‑term thesis but raises near‑term balance‑sheet volatility. InsideBitcoins: Strategy Adds 1287 Bitcoin
• Neutral Sentiment: Analysts caution the MSCI outcome isn’t final — broader policy review is coming, and future index rule changes could still affect inclusion or impose limits on companies with large digital‑asset treasuries. Investopedia: MSCI Decision Lifts Strategy — Battle Not Over
• Negative Sentiment: Underlying risk: Strategy reported a roughly $17.4 billion unrealized Q4 Bitcoin loss, leaving earnings and book value exposed to BTC swings; analysts warn widening crypto losses increase volatility and could pressure the stock if Bitcoin remains weak. WSJ: Strategy Records $17.44B Unrealized Loss

Insider Buying and Selling at Strategy

In related news, Director Jarrod M. Patten acquired 12,000 shares of the stock in a transaction dated Friday, October 17th. The stock was bought at an average price of $96.88 per share, for a total transaction of $1,162,560.00. Following the purchase, the director directly owned 29,335 shares of the company’s stock, valued at $2,841,974.80. The trade was a 69.22% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Wei-Ming Shao sold 5,334 shares of Strategy stock in a transaction 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 completion of the sale, the executive vice president directly owned 32,726 shares of the company’s stock, valued at approximately $7,407,857.36. This trade represents a 14.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have acquired 24,880 shares of company stock valued at $2,421,219 and have sold 13,177 shares valued at $2,843,166. Insiders own 8.46% of the company’s stock.

Strategy Stock Up 2.4%

Shares of NASDAQ MSTR opened at $161.83 on Thursday. The company has a 50 day simple moving average of $187.63 and a 200 day simple moving average of $298.30. The company has a debt-to-equity ratio of 0.16, a current ratio of 0.66 and a quick ratio of 0.66. Strategy Inc has a 1 year low of $149.75 and a 1 year high of $457.22. The firm has a market cap of $46.50 billion, a PE ratio of 7.53 and a beta of 3.42.

Strategy (NASDAQ:MSTR) last posted its quarterly earnings data on Thursday, October 30th. The software maker reported $8.42 earnings per share for the quarter, beating analysts’ consensus estimates of ($0.10) by $8.52. Strategy had a return on equity of 20.98% and a net margin of 1,667.09%.The business had revenue of $128.69 million during the quarter, compared to the consensus estimate of $116.65 million. During the same period in the prior year, the business posted ($1.56) earnings per share. Strategy’s quarterly revenue was up 10.9% on a year-over-year basis. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

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.