Handelsbanken Fonder AB lifted its stake in shares of Strategy Inc (NASDAQ:MSTR – Free Report) by 28.8% in the 2nd quarter, Holdings Channel.com reports. The firm owned 106,522 shares of the software maker’s stock after buying an additional 23,829 shares during the quarter. Handelsbanken Fonder AB’s holdings in Strategy were worth $9,260,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds have also recently modified their holdings of MSTR. Wealthcare Advisory Partners LLC increased its stake in Strategy by 4.4% in the 2nd quarter. Wealthcare Advisory Partners LLC now owns 7,857 shares of the software maker’s stock valued at $683,000 after buying an additional 329 shares during the period. Teamwork Financial Advisors LLC lifted its stake in shares of Strategy by 25.3% in the 2nd quarter. Teamwork Financial Advisors LLC now owns 19,515 shares of the software maker’s stock worth $1,696,000 after acquiring an additional 3,937 shares during the period. 180 Wealth Advisors LLC lifted its stake in shares of Strategy by 144.3% in the 2nd quarter. 180 Wealth Advisors LLC now owns 4,849 shares of the software maker’s stock worth $422,000 after acquiring an additional 2,864 shares during the period. CoreCap Advisors LLC boosted its holdings in shares of Strategy by 123.6% in the second quarter. CoreCap Advisors LLC now owns 6,531 shares of the software maker’s stock valued at $568,000 after acquiring an additional 3,610 shares in the last quarter. Finally, CX Institutional increased its stake in shares of Strategy by 79.3% during the second quarter. CX Institutional now owns 2,316 shares of the software maker’s stock worth $201,000 after acquiring an additional 1,024 shares during the period. 59.84% of the stock is owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth
Several research analysts recently issued reports on MSTR shares. Cantor Fitzgerald cut their price target on shares of Strategy from $212.00 to $186.00 and set an “overweight” rating for the company in a report on Monday, August 3rd. Mizuho set a $165.00 target price on Strategy in a research report on Monday. Barclays reissued an “overweight” rating and set a $125.00 target price (down from $130.00) on shares of Strategy in a research note on Monday, August 3rd. Credit Suisse Group set a $250.00 price target on Strategy in a report on Tuesday, June 30th. Finally, Canaccord Genuity Group dropped their price objective on Strategy from $163.00 to $130.00 and set a “buy” rating on the stock in a report on Tuesday, June 30th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, two have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $239.81.
Insider Activity at Strategy
In related news, 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 value of $11,129,512.74. Following the completion of the transaction, the chief executive officer directly owned 119,925 shares of the company’s stock, valued at $14,238,695.25. This trade represents a 43.87% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jarrod M. Patten sold 15,050 shares of Strategy stock in a transaction on Friday, May 29th. The stock was sold at an average price of $154.94, for a total value of $2,331,847.00. Following the transaction, the director directly owned 28,000 shares of the company’s stock, valued at approximately $4,338,320. This represents a 34.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders bought 11,166 shares of company stock valued at $1,014,265 and sold 176,172 shares valued at $22,144,291. 6.49% of the stock is currently owned by company insiders.
Key Headlines Impacting Strategy
Here are the key news stories impacting Strategy this week:
- Positive Sentiment: Strategy launched a public Bitcoin Credit Model showing the Bitcoin price levels at which its debt and preferred securities would become insufficiently covered. The tool may reassure investors by clarifying balance-sheet risk and demonstrating management’s willingness to disclose downside scenarios. Michael Saylor tells investors when Strategy’s Bitcoin no longer covers its debt
- Positive Sentiment: CEO Phong Le said Strategy expects to resume buying Bitcoin later in 2026. Management reported that it has acquired roughly 175,000 BTC this year while selling about 7,000, reinforcing the company’s long-term Bitcoin treasury strategy despite recent sales. Strategy CEO: Firm Will Resume Bitcoin Buying Later This Year
- Positive Sentiment: OranjeBTC announced Brazil’s DIGY11 exchange-traded product, designed to provide access to Strategy- and Strive-backed Bitcoin credit products. The launch could broaden international distribution and investor awareness of Strategy-related digital-credit offerings, although the direct financial benefit to MSTR is not yet clear. OranjeBTC Targets Brazil’s B3 With Strategy-Backed DIGY11 ETF
- Neutral Sentiment: Bitcoin stabilized near $63,400 after a volatile session. The relative stabilization supports MSTR sentiment, but the cryptocurrency remains range-bound and vulnerable to macroeconomic data, including inflation reports. Bitcoin Flat Near $63,400 After Mild US Inflation Drop
- Negative Sentiment: Strategy’s recent Bitcoin selling—reported at approximately 1,690 BTC, or $108.6 million, in one transaction—has pressured Bitcoin and raised questions about whether the company needs to sell assets to support its financing strategy. Continued selling could weaken MSTR’s premium and increase volatility. Strategy’s STRC Comes to Solana With DeFi Yields Targeting 20%
- Negative Sentiment: A report highlighting the decline and volatility of the MSTY income ETF underscores the risks of strategies linked to MSTR’s price swings. It reinforces that investors may face substantial losses even when option income is generated.
Strategy Stock Up 2.4%
MSTR stock opened at $97.10 on Friday. The company has a current ratio of 5.39, a quick ratio of 5.39 and a debt-to-equity ratio of 0.22. The company’s 50-day moving average price is $101.27 and its 200 day moving average price is $130.29. Strategy Inc has a 52 week low of $81.81 and a 52 week high of $381.00. The company has a market cap of $37.31 billion, a P/E ratio of -1.00 and a beta of 3.54.
Strategy (NASDAQ:MSTR – Get Free Report) last issued its earnings results on Friday, July 31st. The software maker reported ($24.45) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($2.19) by ($22.26). Strategy had a negative net margin of 6,102.95% and a negative return on equity of 74.18%. The company had revenue of $122.37 million during the quarter, compared to analysts’ expectations of $122.90 million. During the same period last year, the business posted $32.52 earnings per share. The company’s quarterly revenue was up 6.9% on a year-over-year basis. On average, research analysts expect that Strategy Inc will post -23.76 earnings per share for the current fiscal year.
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.
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