Prime Capital Investment Advisors LLC Trims Stock Holdings in Strategy Inc $MSTR

Prime Capital Investment Advisors LLC decreased its holdings in Strategy Inc (NASDAQ:MSTR) by 73.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,127 shares of the software maker’s stock after selling 8,637 shares during the period. Prime Capital Investment Advisors LLC’s holdings in Strategy were worth $475,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Binnacle Investments Inc increased its stake in shares of Strategy by 492.9% in the second quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock worth $34,000 after purchasing an additional 69 shares in the last quarter. Pilgrim Partners Asia Pte Ltd bought a new position in shares of Strategy in the third quarter valued at approximately $32,000. Quent Capital LLC bought a new position in shares of Strategy in the third quarter valued at approximately $33,000. Salomon & Ludwin LLC bought a new position in shares of Strategy in the third quarter valued at approximately $39,000. Finally, SOA Wealth Advisors LLC. boosted its position in shares of Strategy by 44.4% in the third quarter. SOA Wealth Advisors LLC. now owns 117 shares of the software maker’s stock valued at $38,000 after acquiring an additional 36 shares during the period. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Insider Activity at Strategy

In related news, CFO Andrew Kang sold 2,373 shares of the firm’s stock in a transaction that occurred on Tuesday, March 24th. The shares were sold at an average price of $138.33, for a total value of $328,257.09. Following the sale, the chief financial officer directly owned 26,772 shares of the company’s stock, valued at $3,703,370.76. This trade represents a 8.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Phong Le sold 3,299 shares of the firm’s stock in a transaction that occurred on Tuesday, March 24th. The shares were sold at an average price of $138.33, for a total transaction of $456,350.67. Following the completion of the sale, the chief executive officer directly owned 22,923 shares in the company, valued at $3,170,938.59. This represents a 12.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 14,052 shares of company stock valued at $1,894,359. Company insiders own 8.46% of the company’s stock.

Strategy Trading Up 2.9%

Shares of MSTR opened at $132.36 on Tuesday. The firm’s 50 day simple moving average is $131.99 and its 200 day simple moving average is $185.49. The company has a market capitalization of $44.18 billion, a P/E ratio of -7.19 and a beta of 3.55. The company has a debt-to-equity ratio of 0.18, a current ratio of 5.62 and a quick ratio of 5.62. Strategy Inc has a 1-year low of $104.17 and a 1-year high of $457.22.

Strategy (NASDAQ:MSTR) last announced its earnings results on Thursday, February 5th. The software maker reported ($42.93) earnings per share for the quarter, missing analysts’ consensus estimates of $46.02 by ($88.95). The company had revenue of $122.99 million during the quarter, compared to analysts’ expectations of $117.42 million. Strategy had a negative net margin of 806.34% and a negative return on equity of 8.74%. The company’s revenue for the quarter was up 1.9% compared to the same quarter last year. During the same period in the prior year, the business earned ($3.03) earnings per share.

Strategy News Roundup

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy bought 13,927 Bitcoin (~$1.0B) last week, pushing corporate holdings toward ~780,897 BTC — a clear sign management remains committed to growing its BTC treasury, which supports the stock’s narrative as a Bitcoin proxy. Strategy buys 13,927 Bitcoin for $1B, holdings near 800,000 BTC
• Positive Sentiment: Analyses highlighting that Strategy’s Bitcoin reserves far exceed its debt frame the company as relatively solvent on a BTC-reserve basis — a bullish structural argument for longer-term holders. Strategy’s Bitcoin Reserves vs. Debt: Is Solvency Strengthening?
• Neutral Sentiment: Market commentary noting the stock is trading at a discount versus historical levels and its BTC exposure — useful framing for value-oriented investors but complicated by Bitcoin volatility. Strategy Stock is Trading at a Discount: Should You Buy, Sell or Hold?
• Negative Sentiment: The $1B purchase was funded entirely via sales of STRC “Stretch” perpetual preferred shares (first time fully funded this way); those securities carry an ~11.5% dividend, raising fixed cash obligations and investor concern about funding costs. Strategy Funds $1B Bitcoin Purchase via Preferred Shares as Equity Premium Narrows
• Negative Sentiment: Some headlines note the stock slipped on the news in earlier trading sessions — a reminder that large BTC buys don’t guarantee immediate positive equity returns, especially when funding/valuation concerns persist. Strategy (MSTR) Stock Declines Despite $1 Billion Bitcoin Purchase Pushing Holdings Near 800K BTC
• Negative Sentiment: A director (Jarrod M. Patten) sold 1,900 shares in early April — a small insider sale but one investors track for signaling; plus TD Cowen trimmed its price target, adding analyst pressure. Director Jarrod M. Patten insider sale TD Cowen Cuts Strategy Price Target

Analysts Set New Price Targets

A number of research firms have recently commented on MSTR. Truist Financial set a $268.00 price objective on shares of Strategy in a research report on Friday, January 9th. Weiss Ratings restated a “hold (c)” rating on shares of Strategy in a research report on Friday, March 27th. Texas Capital upgraded shares of Strategy to a “strong-buy” rating in a research report on Thursday, March 19th. TD Cowen cut their price objective on shares of Strategy from $440.00 to $350.00 and set a “buy” rating for the company in a research report on Friday. Finally, Zacks Research lowered shares of Strategy from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 7th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $361.79.

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.