Strategy Inc $MSTR is Shariaportfolio Inc.’s 5th Largest Position

Shariaportfolio Inc. raised its position in shares of Strategy Inc (NASDAQ:MSTR) by 41.2% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 150,325 shares of the software maker’s stock after buying an additional 43,833 shares during the period. Strategy comprises about 9.6% of Shariaportfolio Inc.’s investment portfolio, making the stock its 5th biggest holding. Shariaportfolio Inc. owned approximately 0.05% of Strategy worth $22,842,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in MSTR. Northwestern Mutual Wealth Management Co. grew its position in shares of Strategy by 7.5% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 2,111 shares of the software maker’s stock worth $853,000 after buying an additional 148 shares during the last quarter. CW Advisors LLC grew its position in shares of Strategy by 63.1% in the 2nd quarter. CW Advisors LLC now owns 1,466 shares of the software maker’s stock worth $593,000 after buying an additional 567 shares during the last quarter. Baird Financial Group Inc. grew its position in shares of Strategy by 89.3% in the 2nd quarter. Baird Financial Group Inc. now owns 12,448 shares of the software maker’s stock worth $5,032,000 after buying an additional 5,871 shares during the last quarter. Brown Advisory Inc. grew its position in shares of Strategy by 42.4% in the 2nd quarter. Brown Advisory Inc. now owns 5,405 shares of the software maker’s stock worth $2,185,000 after buying an additional 1,609 shares during the last quarter. Finally, Federated Hermes Inc. bought a new stake in shares of Strategy in the 2nd quarter worth approximately $396,000. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Phong Le sold 3,299 shares of the business’s stock in a transaction on Tuesday, March 24th. The stock was sold at an average price of $138.33, for a total value of $456,350.67. Following the completion of the transaction, the chief executive officer owned 22,923 shares in the company, valued at $3,170,938.59. The trade was a 12.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CAO Jeanine Montgomery sold 470 shares of the business’s stock in a transaction on Tuesday, March 24th. The stock was sold at an average price of $138.33, for a total value of $65,015.10. Following the completion of the transaction, the chief accounting officer owned 10,423 shares of the company’s stock, valued at $1,441,813.59. This represents a 4.31% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders purchased 8,521 shares of company stock valued at $1,130,026 and sold 10,052 shares valued at $1,375,602. 8.46% of the stock is owned by insiders.

Strategy News Roundup

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Company resumed purchases last week, acquiring 4,871 BTC (~$329.9M), bringing holdings to roughly 766,970 BTC — a clear signal of continued long-term accumulation that supports upside in MSTR when BTC rallies. Strategy adds $330M BTC, holdings near 766K
• Positive Sentiment: Reporting that Strategy bought ~89,599 BTC in Q1 (one of its largest quarterly accumulations) reinforces the narrative that the firm is aggressively building a crypto treasury — investors often bid the stock on continued accumulation. Expert Explains What Strategy’s 89,599 BTC Buy In Q1 Means
• Neutral Sentiment: Strategy is using at‑the‑market programs and recently expanded capital tools (including preferred equity activity) to fund purchases — this enables faster buying but can be dilutive and increases share/structure complexity. Strategy Expands ATM Offering and Boosts Bitcoin Holdings
• Neutral Sentiment: Market analysts and crypto press note that Strategy’s scale of buying could materially reduce available supply and has forecasts that Bitcoin could move significantly higher if accumulation continues — bullish for MSTR but speculative. Bitcoin may hit $110K as Strategy absorbs supply
• Negative Sentiment: Strategy reported massive Q1 unrealized digital‑asset losses (reported around $14.4–$14.5B in several filings/coverage). Large paper losses make quarterly results highly volatile and increase downside when BTC falls. Strategy buys $330M BTC as Q1 unrealized loss hits $14.46B
• Negative Sentiment: Heavy dependence on Bitcoin price and prior big quarterly losses mean MSTR remains a high-volatility, crypto‑beta play; critics warn of concentrated risk and call for caution. MicroStrategy’s Bitcoin Bet Comes With $14.5B Unrealized Losses

Strategy Trading Up 6.6%

Strategy stock opened at $127.69 on Tuesday. The company has a current ratio of 5.62, a quick ratio of 5.62 and a debt-to-equity ratio of 0.18. The business’s fifty day simple moving average is $134.21 and its two-hundred day simple moving average is $192.47. Strategy Inc has a 12 month low of $104.17 and a 12 month high of $457.22. The company has a market capitalization of $42.62 billion, a price-to-earnings ratio of -6.94 and a beta of 3.55.

Strategy (NASDAQ:MSTR) last released its 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 company had revenue of $122.99 million during the quarter, compared to the consensus estimate of $117.42 million. During the same period last year, the firm posted ($3.03) earnings per share. The company’s revenue was up 1.9% compared to the same quarter last year.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on MSTR. BTIG Research reiterated a “buy” rating on shares of Strategy in a research report on Friday, March 6th. Citigroup dropped their price target on Strategy from $485.00 to $325.00 and set a “buy” rating on the stock in a research report on Monday, December 22nd. Weiss Ratings restated a “hold (c)” rating on shares of Strategy in a research report on Friday, March 27th. Wall Street Zen lowered Strategy from a “hold” rating to a “sell” rating in a research report on Sunday, February 8th. Finally, TD Cowen restated a “buy” rating on shares of Strategy in a research report on Thursday, January 15th. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Strategy has an average rating of “Moderate Buy” and an average target price of $368.21.

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.