Spartan Wealth Advisory Services LLC Buys Shares of 7,036 Strategy Inc $MSTR

Posted by Francis Steltz on Jul 20th, 2026

Spartan Wealth Advisory Services LLC purchased a new position in shares of Strategy Inc (NASDAQ:MSTR – Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 7,036 shares of the software maker’s stock, valued at approximately $878,000.

Several other hedge funds have also made changes to their positions in MSTR. McIlrath & Eck LLC boosted its stake in shares of Strategy by 3.8% in the second 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 during the period. Banco Bilbao Vizcaya Argentaria S.A. increased its stake in Strategy by 0.6% during the 3rd quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 9,533 shares of the software maker’s stock worth $3,061,000 after buying an additional 53 shares during the period. Binnacle Investments Inc increased its stake in Strategy by 492.9% during the 2nd quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock worth $34,000 after buying an additional 69 shares during the period. Patriot Investment Management Group Inc. increased its stake in Strategy by 0.5% during the 4th quarter. Patriot Investment Management Group Inc. now owns 14,538 shares of the software maker’s stock worth $2,209,000 after buying an additional 73 shares during the period. Finally, KPP Advisory Services LLC lifted its holdings in Strategy by 0.5% during the 4th quarter. KPP Advisory Services LLC now owns 14,994 shares of the software maker’s stock worth $2,278,000 after buying an additional 79 shares in the last quarter. Institutional investors and hedge funds own 59.84% of the company’s stock.

Insider Activity

In other Strategy news, Director Jarrod M. Patten sold 1,500 shares of the firm’s stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $106.08, for a total value of $159,120.00. Following the sale, the director directly owned 28,406 shares in the company, valued at $3,013,308.48. This trade represents a 5.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Andrew Kang sold 1,949 shares of the firm’s stock in a transaction on Tuesday, June 9th. The shares were sold at an average price of $123.84, for a total value of $241,364.16. Following the completion of the sale, the chief financial officer owned 71,044 shares in the company, valued at approximately $8,798,088.96. This represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders acquired 11,166 shares of company stock valued at $1,014,265 and sold 184,022 shares valued at $23,890,822. Insiders own 6.49% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have commented on MSTR. Barclays initiated coverage on shares of Strategy in a research report on Tuesday, July 7th. They issued an “overweight” rating and a $130.00 price target for the company. Canaccord Genuity Group cut their price objective on Strategy from $163.00 to $130.00 and set a “buy” rating on the stock in a research report on Tuesday, June 30th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Strategy in a research note on Monday, June 15th. Mizuho decreased their target price on Strategy from $265.00 to $213.00 and set an “outperform” rating for the company in a report on Tuesday, July 7th. Finally, Benchmark reissued a “buy” rating on shares of Strategy in a research note on Tuesday, June 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $266.31.

Get Our Latest Stock Report on Strategy

Strategy Price Performance

Shares of Strategy stock opened at $94.85 on Monday. Strategy Inc has a 52-week low of $81.81 and a 52-week high of $454.33. The company has a 50 day moving average of $125.94 and a 200 day moving average of $139.23. The company has a quick ratio of 6.05, a current ratio of 6.05 and a debt-to-equity ratio of 0.22. The company has a market capitalization of $33.24 billion, a P/E ratio of -2.36 and a beta of 3.54.

Strategy (NASDAQ:MSTR – Get Free Report) last posted its quarterly earnings results on Tuesday, May 5th. The software maker reported ($38.25) 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 analyst estimates of $120.75 million. During the same quarter last year, the firm earned ($16.49) EPS. The company’s revenue was up 11.9% on a year-over-year basis. As a group, research analysts forecast that Strategy Inc will post 57.47 EPS for the current fiscal year.

Key Stories Impacting Strategy

Here are the key news stories impacting Strategy this week:

Positive Sentiment: Strategy increased its cash reserve to roughly $3 billion after selling shares, which should improve balance-sheet flexibility and ease worries about near-term liquidity or forced Bitcoin sales. Article Title
Neutral Sentiment: Michael Saylor continued to defend Strategy’s Bitcoin treasury model, reinforcing the company’s long-term crypto thesis but offering little immediate operational change. Article Title
Negative Sentiment: Investors are becoming more skeptical of the valuation, with reports arguing Strategy’s market cap is closer to the value of its Bitcoin holdings than before, reducing the premium that once supported the stock. Article Title
Negative Sentiment: Broad crypto weakness has also hurt sentiment toward MSTR, since the shares tend to move with Bitcoin and other digital assets. Article Title

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.

Institutional Ownership by Quarter for Strategy (NASDAQ:MSTR)

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