Strategy Inc
STRK- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001050446
In the last 90 days, Strategy Inc insiders filed 0 open-market purchases and 8 sales; 87 institutions reported holding it in 13F filings for Q2 2026, worth $331.4M in total; no superinvestor holds it.
Q4 2025 vs. Q3 2025
How the institutions holding Strategy Inc changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 94 | 87 | −7 |
| Shares | 7.34M | 7.15M | −191.8K (−2.6%) |
| Value | $669.9M | $563.5M | −$106.4M (−15.9%) |
New holders (15)
Institutions that held Strategy Inc at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Kovack Advisors, Inc. | 182,079 | $14.3M | 0.68% |
| Infrastructure Capital Advisors, LLC | 139,204 | $11.0M | 1.21% |
| Pasadena Private Wealth, LLC | 37,164 | $2.93M | 0.40% |
| Mercer Global Advisors Inc | 23,843 | $1.88M | 0.00% |
| Jane Street Group, LLC | 17,335 | $1.37M | 0.00% |
| Sentinel Dome Partners, LLC | 16,000 | $1.26M | 0.86% |
| Baird Financial Group, Inc. | 9,300 | $732.5K | 0.00% |
| Wiley Bros.-Aintree Capital, LLC | 4,050 | $309.1K | 0.00% |
| JPMorgan Chase & Co | 3,446 | $271.4K | 0.00% |
| Marathon Trading Investment Management LLC | 2,100 | $165.4K | 0.02% |
| Innovative Advisory Group, LLC | 1,970 | $155.1K | 0.10% |
| Eq Wealth Advisors, LLC | 151 | $11.9K | 0.01% |
| Triumph Capital Management | 30 | $2.36K | 0.00% |
| Ankerstar Wealth, LLC | 24 | $1.89K | 0.00% |
| Asset Dedication, LLC | 13 | $1.02K | 0.00% |
Sold out (22)
Institutions that held Strategy Inc at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Hudson Bay Capital Management LP | 212,231 | $19.4M |
| Alpine Global Management, LLC | 129,238 | $11.6M |
| Invesco Ltd. | 71,000 | $6.51M |
| Hartline Investment Corp | 62,813 | $5.76M |
| Uniplan Investment Counsel, Inc. | 22,814 | $2.09M |
| CRCM LP | 22,784 | $2.09M |
| Madden Securities Corp | 19,800 | $1.82M |
| StoneX Group Inc. | 10,540 | $966.5K |
| Oak Grove Capital LLC | 8,700 | $797.8K |
| Palisade Capital Management LLC | 8,250 | $745.1K |
| Toroso Investments, LLC | 7,543 | $691.7K |
| Left Brain Wealth Management, LLC | 6,075 | $557.1K |
| Oppenheimer & Co Inc | 5,555 | $509.4K |
| Envestnet Asset Management Inc | 4,601 | $421.9K |
| Key Client Fiduciary Advisors, LLC | 2,967 | $272.1K |
| Venture Visionary Partners LLC | 2,550 | $233.8K |
| Toronto Dominion Bank | 1,000 | $91.0K |
| Fifth Third Bancorp | 630 | $57.8K |
| Millennium Management LLC | 32,600 | $29.5K |
| Advisory Services Network, LLC | 100 | $9.17K |
| Bank of Montreal | 50 | $4.58K |
| TD Private Client Wealth LLC | 14 | $1.28K |