In Q1 2026, institutional holder count surged (575 net buyers vs 444 sellers), yet total value dropped $8.12 billion, revealing large sellers dominated dollar flow. Insider net shares fell by 8,243 in 30 days with buy value of $0.25M vs sell $1.48M, but a cluster buy alert in the 90-day window shows three unique buyers accumulated shares.

Confirmation

Continued divergence between institutional count buying and dollar selling, paired with persistent insider net selling but intermittent cluster buying, would reinforce the neutral outlook.

Invalidation Risk

A synchronized move toward either net institutional dollar accumulation and sustained insider buying, or net institutional dollar distribution and sustained insider selling, would invalidate the neutral stance and set a new direction.

The above is AI-generated from public regulatory filings and summarizes historical data only. It is not investment advice and should not be used as the basis for any buy or sell decision.

Insider Trading (Form 4)

3690d confidence

unique buyers

$1.13M

buy value

data as of 2026-07-16

12-Month Buy/Sell Activity

Mar 25

Jun 25

Sep 25

Jan 26

BuySell

操作	內部人	職稱	交易日	金額
賣出	Patten Jarrod M	Director	2026-03-30	$90K
賣出	Patten Jarrod M	Director	2026-03-26	$96K
賣出	Montgomery Jeanine	VP & CAO	2026-03-24	$28K
賣出	Montgomery Jeanine	VP & CAO	2026-03-24	$34K
賣出	Montgomery Jeanine	VP & CAO	2026-03-24	$3K
賣出	Kang Andrew	EVP & CFO	2026-03-24	$14K
賣出	Kang Andrew	EVP & CFO	2026-03-24	$174K
賣出	Kang Andrew	EVP & CFO	2026-03-24	$141K

View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-13

2026-07-13

Strategy Inc. (formerly MicroStrategy) filed an 8-K on July 13, 2026, to remind investors about its Strategy Dashboard on the company website. The dashboard is used as a public disclosure channel for information including bitcoin purchase updates, holdings, key performance indicators, and other data.

View Full Filing (SEC EDGAR)

2026-07-06

Strategy Inc (MSTR) filed an 8-K on July 6, 2026, announcing that Vice President & Chief Accounting Officer Jeanine Montgomery retired on June 30. The Board designated Executive Vice President & CFO Andrew Kang as the new principal accounting officer, effective the same date, with no additional compensation. The succession was previously disclosed in the company's May 2026 quarterly report.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding STRATEGY INC (MSTR)?

Major stakeholders currently include Handelsbanken Fonder AB ($9.3M), Lauer Wealth, LLC ($3.8M), Beaird Harris Wealth Management, LLC ($3.7M). Based on the latest 13F filings, there are a total of 49 tracked investment funds and institutions maintaining positions in MSTR.

What is the overall institutional sentiment toward MSTR recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $39.9B, driven by 19 managers accumulating shares while 32 reduced their exposure.

Which institutions have been selling or reducing their MSTR positions?

In the latest period, 15 funds trimmed their holdings, and 17 managers completely exited their positions. The aggregate reported sell value was $25.0M.

Are there any notable investors adding MSTR to their portfolios?

Yes, buying activity remains notable. 2 institutions opened new positions in {ticker}, and 17 existing holders added to their shares. The total reported buy value for the quarter amounted to $19.6M.