Capital World Investors Has $442.38 Million Position in Strategy Inc $MSTR

Posted by Brenda Bartman on Jun 8th, 2026

Capital World Investors grew its stake in Strategy Inc (NASDAQ:MSTR – Free Report) by 127.6% during the fourth quarter, HoldingsChannel reports. The firm owned 2,911,311 shares of the software maker’s stock after buying an additional 1,632,179 shares during the quarter. Capital World Investors’ holdings in Strategy were worth $442,379,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the stock. McIlrath & Eck LLC boosted its stake in shares of Strategy by 3.8% in the 2nd quarter. McIlrath & Eck LLC now owns 1,246 shares of the software maker’s stock valued at $504,000 after purchasing an additional 46 shares in the last quarter. Mill Creek Capital Advisors LLC boosted its stake in shares of Strategy by 2.8% in the 3rd quarter. Mill Creek Capital Advisors LLC now owns 1,748 shares of the software maker’s stock valued at $563,000 after purchasing an additional 48 shares in the last quarter. Angeles Wealth Management LLC boosted its stake in shares of Strategy by 6.2% in the 3rd quarter. Angeles Wealth Management LLC now owns 893 shares of the software maker’s stock valued at $288,000 after purchasing an additional 52 shares in the last quarter. Banco Bilbao Vizcaya Argentaria S.A. boosted its stake in shares of Strategy by 0.6% in the 3rd quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 9,533 shares of the software maker’s stock valued at $3,061,000 after purchasing an additional 53 shares in the last quarter. Finally, Binnacle Investments Inc boosted its stake in shares of Strategy by 492.9% in the 2nd quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock valued at $34,000 after purchasing an additional 69 shares in the last quarter. 59.84% of the stock is currently owned by institutional investors and hedge funds.

Strategy Price Performance

Shares of NASDAQ MSTR opened at $120.44 on Monday. The company has a 50 day simple moving average of $153.65 and a 200 day simple moving average of $154.06. The firm has a market cap of $42.21 billion, a PE ratio of -3.00 and a beta of 3.50. Strategy Inc has a 1 year low of $104.17 and a 1 year high of $457.22. The company has a debt-to-equity ratio of 0.22, a current ratio of 6.05 and a quick ratio of 6.05.

Strategy (NASDAQ:MSTR – Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The software maker reported ($38.25) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.86) by ($37.39). Strategy had a negative return on equity of 26.97% and a negative net margin of 2,482.01%.The firm had revenue of $124.30 million for the quarter, compared to the consensus estimate of $120.75 million. During the same quarter in the previous year, the business posted ($16.49) EPS. The firm’s revenue for the quarter was up 11.9% compared to the same quarter last year. On average, research analysts forecast that Strategy Inc will post 116.7 EPS for the current year.

Insiders Place Their Bets

In other Strategy news, CFO Andrew Kang sold 33,062 shares of the firm’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $118.73, for a total transaction of $3,925,451.26. Following the completion of the transaction, the chief financial officer owned 68,733 shares in the company, valued at approximately $8,160,669.09. This trade represents a 32.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Phong Le sold 93,738 shares of the firm’s stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $118.73, for a total transaction of $11,129,512.74. Following the transaction, the chief executive officer owned 119,925 shares of the company’s stock, valued at approximately $14,238,695.25. The trade was a 43.87% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders sold 190,649 shares of company stock worth $24,968,729. 6.49% of the stock is currently owned by insiders.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

Positive Sentiment: Some commentary noted that Strategy still has a large liquidity cushion, with reports citing about $2.25 billion in reserves and lower leverage, which could help support long-term balance-sheet stability. MSTR’s Liquidity Position Improves: Is Long-Term Stability Growing?
Positive Sentiment: Michael Saylor argued Bitcoin is undergoing a “disciplined expansion” and that institutional adoption through banks, credit, and capital markets could still support long-term demand for the asset. Saylor says Bitcoin needs ‘disciplined expansion’ as analysts weigh demand reset
Neutral Sentiment: Strategy’s founder Michael Saylor also tried to frame the Bitcoin weakness as capital rotating into AI and other assets, suggesting the selloff may be more about market allocation than a fundamental break in Strategy’s business model. Strategy’s Michael Saylor Blames ‘Capital Rotation’ Into AI as Bitcoin Dives 13%
Neutral Sentiment: Several reports said the company’s small Bitcoin sale was mainly used to fund preferred stock dividends, but it still sparked concern that Strategy may need to keep adjusting its funding approach if crypto weakness persists. Crypto Biz: Nobody told Saylor ‘never sell’
Negative Sentiment: Bitcoin’s drop below key support levels is pressuring all BTC-linked stocks, and Strategy was cited as one of the biggest losers as investors reassess the risks of its leveraged Bitcoin exposure. Crypto mutiny on Strategy: Shorts target ‘MSTR’ in bitcoin bloodbath
Negative Sentiment: Analysts and market commentators warned that Strategy’s first Bitcoin sale in years may signal tighter liquidity, reduced buying capacity, and possible further downside if Bitcoin keeps falling. Why Strategy (Formerly MicroStrategy) Stock Collapsed This Week

Analyst Ratings Changes

MSTR has been the subject of a number of research reports. Weiss Ratings reiterated a “hold (c)” rating on shares of Strategy in a report on Friday, March 27th. TD Cowen raised their price objective on shares of Strategy from $395.00 to $400.00 and gave the company a “buy” rating in a report on Tuesday, May 19th. Zacks Research lowered shares of Strategy from a “hold” rating to a “strong sell” rating in a report on Monday, May 18th. Texas Capital upgraded shares of Strategy to a “strong-buy” rating in a report on Thursday, March 19th. Finally, Monness Crespi & Hardt reiterated a “neutral” rating on shares of Strategy in a report on Tuesday, June 2nd. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Strategy currently has a consensus rating of “Moderate Buy” and a consensus target price of $313.93.

Get Our Latest Analysis on Strategy

Strategy Company Profile

(Free Report)

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.