Gerber Kawasaki Wealth & Investment Management raised its stake in Strategy Inc (NASDAQ:MSTR – Free Report) by 19,080.0% during the 4th quarter, Holdings Channel reports. The fund owned 221,529 shares of the software maker’s stock after acquiring an additional 220,374 shares during the period. Strategy makes up about 1.2% of Gerber Kawasaki Wealth & Investment Management’s investment portfolio, making the stock its 25th largest position. Gerber Kawasaki Wealth & Investment Management’s holdings in Strategy were worth $33,661,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors have also recently bought and sold shares of the company. Schroder Investment Management Group grew its position in shares of Strategy by 21.0% during the 3rd quarter. Schroder Investment Management Group now owns 118,478 shares of the software maker’s stock worth $38,175,000 after purchasing an additional 20,536 shares in the last quarter. Van ECK Associates Corp grew its position in shares of Strategy by 46.1% during the 3rd quarter. Van ECK Associates Corp now owns 204,506 shares of the software maker’s stock worth $65,894,000 after purchasing an additional 64,482 shares in the last quarter. Daviman Financial LLC acquired a new position in shares of Strategy during the 4th quarter worth approximately $1,013,000. Harvest Portfolios Group Inc. grew its position in shares of Strategy by 119.0% during the 3rd quarter. Harvest Portfolios Group Inc. now owns 1,550,520 shares of the software maker’s stock worth $499,593,000 after purchasing an additional 842,480 shares in the last quarter. Finally, Shariaportfolio Inc. grew its position in shares of Strategy by 18.1% during the 3rd quarter. Shariaportfolio Inc. now owns 106,492 shares of the software maker’s stock worth $34,313,000 after purchasing an additional 16,354 shares in the last quarter. 59.84% of the stock is owned by institutional investors.
Insider Activity
In other Strategy news, Director Jarrod M. Patten sold 15,050 shares of the firm’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $154.94, for a total value of $2,331,847.00. Following the sale, the director owned 28,000 shares in the company, valued at $4,338,320. This trade represents a 34.96% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CFO Andrew Kang sold 1,949 shares of the firm’s stock in a transaction that occurred on Tuesday, June 9th. The shares were sold at an average price of $123.84, for a total transaction of $241,364.16. Following the completion of the sale, the chief financial officer owned 71,044 shares in the company, valued at $8,798,088.96. This represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 195,264 shares of company stock worth $25,497,204. Insiders own 6.49% of the company’s stock.
Strategy Stock Performance
Strategy (NASDAQ:MSTR – Get Free Report) last posted 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). The firm had revenue of $124.30 million for the quarter, compared to analyst estimates of $120.75 million. Strategy had a negative return on equity of 26.97% and a negative net margin of 2,482.01%.The business’s revenue was up 11.9% on a year-over-year basis. During the same quarter in the prior year, the business posted ($16.49) EPS. As a group, research analysts expect that Strategy Inc will post 116.7 earnings per share for the current fiscal year.
Analyst Ratings Changes
A number of research analysts have issued reports on MSTR shares. Monness Crespi & Hardt restated a “neutral” rating on shares of Strategy in a research report on Tuesday, June 2nd. BTIG Research restated a “buy” rating and set a $350.00 target price (up from $250.00) on shares of Strategy in a research report on Wednesday, May 6th. Benchmark restated a “buy” rating on shares of Strategy in a research report on Tuesday, June 2nd. TD Cowen increased their target price on shares of Strategy from $395.00 to $400.00 and gave the stock a “buy” rating in a research report on Tuesday, May 19th. Finally, B. Riley Financial increased their price target on shares of Strategy from $200.00 to $215.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Strategy has an average rating of “Moderate Buy” and an average target price of $313.93.
Read Our Latest Analysis on MSTR
Trending Headlines about Strategy
Here are the key news stories impacting Strategy this week:
- Positive Sentiment: Strategy added 1,550 Bitcoin in a June 8 filing, lifting total reported holdings to 845,256 BTC and signaling continued conviction in its Bitcoin treasury strategy.
- Positive Sentiment: Analyst coverage remained constructive, with H.C. Wainwright reiterating a Buy rating and a $540 price target, citing a compelling entry point and a bullish 2026 Bitcoin target of $150,000.
- Neutral Sentiment: CEO Phong Le said the company’s small Bitcoin sale was meant to “test” processes and that institutional investors were less concerned than retail traders, suggesting management sees the move as operational rather than strategic retreat.
- Neutral Sentiment: Market commentary noted that crypto prices have stabilized somewhat after a recent selloff, which can help sentiment around MSTR because the stock remains highly tied to Bitcoin’s direction.
- Negative Sentiment: Recent headlines also highlighted concerns that Strategy’s first-ever Bitcoin sale since 2022 rattled some investors and renewed debate about leverage, dilution, and the risks of its aggressive Bitcoin-focused capital structure.
Strategy Profile
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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