2026-09-01
No AI summary for this filing type
View Full Filing (SEC EDGAR)Strategy Inc
$123.19-1.4%
+$6.6B
Net Activity
+15.54% total shares
Institutions Holding
904
Popularity Rank
#551
Avg Weight
0.22%
Total Value
$34.3B
Market Cap
$34.2B
904 institutions currently hold MSTR, with 492 net buyers and 478 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
478
Net Buying Institutions
492
Top 5 by Value
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Across its top 20 institutional holders, MSTR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 48/100).
MSTR ranks #551 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
MSTR is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.2% of that fund's own 13F portfolio.
904 institutions disclose a position in MSTR, but none treat it as a major bet — even Harvest Portfolios Group Inc., its most concentrated holder, allocates just 3.8% of its own portfolio to it.
Optiver Holding B.V. has added to its MSTR position for two straight quarters, increasing it by $299.4M to reach $317.9M today.
Jane Street Group, LLC has trimmed its MSTR position for two straight quarters, cutting it by $2.1B while still holding $2.4B.
MSTR is down 1.4% today, but institutions show net buying of $6.6B this quarter — a divergence between today's price move and the underlying institutional flow.
MSTR reported a net loss of $30.4B over the trailing twelve months.
+$6.1B
Total Buy Value
$2.6B
Total Sell Value
492
Net Buyers
478
Net Sellers
MSTR
Q2 2026
Top 5 Institutional Movers
MSTR does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Jarrod M Patten | 2026-08-27 | $119K |
| Sell | Jarrod M Patten | 2026-08-27 | $121K |
| Sell | Jarrod M Patten | 2026-08-25 | $115K |
| Sell | Jarrod M Patten | 2026-08-25 | $116K |
| Sell | Jarrod M Patten | 2026-08-25 | $117K |
| Sell | Jarrod M Patten | 2026-08-24 | $113K |
| Sell | Jarrod M Patten | 2026-08-07 | $198K |
| Sell | Jarrod M Patten | 2026-08-07 | $95K |
7
Filings (90d)
$1.59M
Total Est. Value
15K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Patten Jarrod M | 2026-08-27 | $241K |
| Patten Jarrod M | 2026-08-25 | $348K |
| Patten Jarrod M | 2026-08-24 | $113K |
| Patten Jarrod M | 2026-08-07 | $389K |
| Patten Jarrod M | 2026-07-27 | $192K |
| Patten Jarrod M | 2026-07-24 | $180K |
| Patten Jarrod M | 2026-07-22 | $125K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
13
Filings (14d)
No AI summary for this filing type
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)Strategy Inc (ticker: MSTR), the company known for buying and holding large amounts of bitcoin, submitted a Form 8-K dated August 24, 2026 that reads mostly as an administrative notice. It states that the company maintains a "Strategy Dashboard" on its website (www.strategy.com) as an official disclosure channel under Regulation FD, publishing market prices of its securities, bitcoin purchases and holdings, certain key performance metrics, and other supplemental information, and it encourages investors to review the page regularly. No specific figures, transactions, or management changes were announced, and although the filing lists Item 8.01, the actual content of that item isn't included in the excerpt provided.
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)This 8-K is largely a routine Regulation FD disclosure. Strategy (formerly MicroStrategy) says it maintains a public dashboard on its website as a disclosure channel, covering things like market prices, bitcoin purchases and holdings, key performance indicators, and other supplemental information. The filing also includes the standard language that the furnished information is not “filed” under Section 18 of the Exchange Act and is not incorporated by reference into other filings. The excerpt does not contain any specific transactions, new financial results, or material operational updates — and while Item 8.01 is listed, no details for it appear in this excerpt.
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)This 8-K from Strategy Inc (MSTR), filed July 30, 2026, is a straightforward filing: it attaches the company's press release covering results for the quarter ended June 30, 2026, as Exhibit 99.1, along with the interactive cover page. There are no actual financial figures in the filing itself — the numbers live in the press release it references.
View Full Filing (SEC EDGAR)Strategy Inc (ticker: MSTR) filed an 8-K on July 30, 2026, to flag that it had put out its Q2 2026 earnings press release for the quarter ending June 30, 2026. The filing itself is just a formal heads-up — the actual results are in the press release attached as Exhibit 99.1, and the excerpt contains no revenue or profit figures. To get the numbers, you'd need to read the attached release rather than this 8-K.
View Full Filing (SEC EDGAR)Strategy Inc (ticker: MSTR) filed an 8-K on July 27, 2026, mainly to remind investors about its publicly available “Strategy Dashboard” on the company website. The dashboard provides ongoing updates on Bitcoin holdings, market prices of its securities, and key performance metrics. This disclosure is made under Regulation FD and is “furnished” not “filed,” meaning it won’t be incorporated into formal SEC filings. No new material event (like a Bitcoin purchase or sale) was announced.
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)594972408, 594972908, 594972958
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Articles
MicroStrategy Reserve Capital Beats All S&P 500 Financials But Berkshire, MSTR Still Slips
Strategy’s Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
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Why Strategy (MSTR) Stock Is Trading Lower Today
Access MSTR's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/MSTRCLI
npx alphasmo stocks get MSTR