JPL Wealth Management LLC Takes Position in Strategy Inc $MSTR

JPL Wealth Management LLC bought a new stake in Strategy Inc (NASDAQ:MSTR) in the 3rd quarter, according to its most recent filing with the SEC. The fund bought 9,395 shares of the software maker’s stock, valued at approximately $3,027,000.

A number of other hedge funds have also recently added to or reduced their stakes in MSTR. RiverFront Investment Group LLC acquired a new position in Strategy in the 2nd quarter worth about $3,561,000. J.W. Cole Advisors Inc. grew its holdings in Strategy by 25.3% in the second quarter. J.W. Cole Advisors Inc. now owns 10,262 shares of the software maker’s stock valued at $4,148,000 after purchasing an additional 2,069 shares during the period. Swiss National Bank grew its holdings in Strategy by 17.1% in the second quarter. Swiss National Bank now owns 749,300 shares of the software maker’s stock valued at $302,890,000 after purchasing an additional 109,500 shares during the period. Stevens Capital Management LP purchased a new stake in shares of Strategy in the second quarter valued at approximately $35,967,000. Finally, Rhumbline Advisers increased its position in shares of Strategy by 16.1% in the third quarter. Rhumbline Advisers now owns 313,565 shares of the software maker’s stock valued at $101,034,000 after buying an additional 43,509 shares in the last quarter. 59.84% of the stock is owned by hedge funds and other institutional investors.

Strategy Stock Performance

Shares of NASDAQ:MSTR opened at $139.67 on Monday. The company has a debt-to-equity ratio of 0.18, a current ratio of 5.62 and a quick ratio of 5.62. The business’s 50 day moving average price is $144.79 and its 200-day moving average price is $215.04. The firm has a market capitalization of $46.61 billion, a PE ratio of -7.59 and a beta of 3.55. 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 the consensus estimate of $46.02 by ($88.95). Strategy had a negative return on equity of 8.74% and a negative net margin of 806.34%.The firm had revenue of $122.99 million for the quarter, compared to analysts’ expectations of $117.42 million. During the same quarter in the previous year, the firm posted ($3.03) earnings per share. The firm’s revenue for the quarter was up 1.9% compared to the same quarter last year.

Strategy News Summary

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Bernstein says bitcoin’s rebound reflects a stronger base of long-term holders and credits ETF inflows plus corporate buyers such as Strategy for stabilizing market structure — a bullish narrative for crypto-linked equities. Read More.
• Positive Sentiment: Strategy raised roughly $776M via STRC-related activity this week, which could fund the purchase of more BTC (potentially ~11k+ coins) — continued accumulation supports the company’s Bitcoin-driven equity thesis. Read More.
• Positive Sentiment: New crypto exchange products (USDt-settled perpetuals and equity-linked contracts that include Strategy) broaden 24/7 trader access and can increase short-term trading volume and momentum in MSTR. Read More.
• Neutral Sentiment: Claims about STRC preferred stock performance (Sharpe ratio comparisons) and institutional participation (e.g., Strive’s $50M STRC purchase) are drawing attention to the preferred-security strategy — may influence investor positioning but doesn’t change the company’s BTC exposure. Read More.
• Neutral Sentiment: Analyst and media coverage is increasing (buy-side notes, “trending” stock lists), which can amplify moves in either direction depending on BTC and macro flows. Read More.
• Negative Sentiment: Strategy’s Bitcoin position shows sizable unrealized losses (reported ~ $3.35B paper loss recently), and the company’s market cap trades below the current value of its BTC holdings — heightens downside risk if BTC weakens. Read More.
• Negative Sentiment: Record STRC issuance and large BTC purchases have raised concerns about dilution, preferred dividends and whether common shareholders will capture the benefits, prompting higher short interest and pushback from some investors. Read More.
• Negative Sentiment: Recent insider selling (e.g., CAO sale disclosed) and headlines highlighting “lookalike” firms that collapsed after heavy crypto exposure are weighing on sentiment and increasing perceived volatility for MSTR. Read More.

Insider Activity at Strategy

In other news, CEO Phong Le sold 2,034 shares of the company’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $137.25, for a total transaction of $279,166.50. Following the completion of the sale, the chief executive officer owned 18,902 shares of the company’s stock, valued at $2,594,299.50. This represents a 9.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Andrew Kang sold 916 shares of the stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $137.25, for a total transaction of $125,721.00. Following the completion of the sale, the chief financial officer owned 23,815 shares of the company’s stock, valued at $3,268,608.75. This trade represents a 3.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have acquired 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.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on MSTR shares. Weiss Ratings reiterated a “hold (c)” rating on shares of Strategy in a research report on Monday, December 29th. Zacks Research raised shares of Strategy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. BTIG Research restated a “buy” rating on shares of Strategy in a research report on Friday, March 6th. Truist Financial set a $268.00 target price on shares of Strategy in a research report on Friday, January 9th. Finally, Wall Street Zen cut shares of Strategy from a “hold” rating to a “sell” rating in a research note on Sunday, February 8th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $368.21.

Strategy Company 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.