Strategy Inc $MSTR Shares Sold by Shariaportfolio Inc.

Posted by Stanley Muller on Aug 3rd, 2026

Shariaportfolio Inc. lowered its holdings in shares of Strategy Inc (NASDAQ:MSTR – Free Report) by 15.0% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 127,758 shares of the software maker’s stock after selling 22,567 shares during the period. Strategy comprises 7.1% of Shariaportfolio Inc.’s holdings, making the stock its 6th largest holding. Shariaportfolio Inc.’s holdings in Strategy were worth $15,944,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of MSTR. Rathbones Group PLC grew its stake in shares of Strategy by 16.7% in the first quarter. Rathbones Group PLC now owns 19,182 shares of the software maker’s stock worth $2,394,000 after purchasing an additional 2,748 shares during the last quarter. DV Trading LLC raised its position in Strategy by 90.7% during the 1st quarter. DV Trading LLC now owns 5,007 shares of the software maker’s stock worth $625,000 after purchasing an additional 2,381 shares during the last quarter. Foguth Wealth Management LLC. acquired a new position in Strategy during the 1st quarter worth about $169,000. Lavelle Capital LP acquired a new position in Strategy during the 1st quarter worth about $3,106,000. Finally, Maripau Wealth Management LLC grew its position in shares of Strategy by 13.0% in the 1st quarter. Maripau Wealth Management LLC now owns 6,252 shares of the software maker’s stock valued at $780,000 after buying an additional 717 shares during the last quarter. Institutional investors and hedge funds own 59.84% of the company’s stock.

Strategy Stock Performance

Shares of Strategy stock opened at $93.28 on Monday. The company has a current ratio of 5.39, a quick ratio of 6.05 and a debt-to-equity ratio of 0.22. The business has a 50-day moving average price of $110.34 and a two-hundred day moving average price of $134.84. Strategy Inc has a 1-year low of $81.81 and a 1-year high of $414.36. The company has a market cap of $32.69 billion, a P/E ratio of -0.96 and a beta of 3.54.

Strategy (NASDAQ:MSTR – Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. 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 business had revenue of $122.37 million during the quarter, compared to analyst estimates of $122.90 million. During the same period in the prior year, the firm earned $32.52 earnings per share. The firm’s revenue for the quarter was up 6.9% compared to the same quarter last year. As a group, analysts anticipate that Strategy Inc will post 57.47 EPS for the current year.

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

Positive Sentiment: Strategy’s Bitcoin holdings increased to approximately 843,775 BTC, up about 25% year to date. The company also reported a $3.75 billion U.S. dollar reserve, intended to cover more than two years of preferred dividends and interest, reducing the risk of forced Bitcoin sales. Strategy posts Q2 loss and reserve details
Positive Sentiment: The reported $8.22 billion loss was driven primarily by an $8.32 billion unrealized Bitcoin fair-value loss, making it largely noncash. Revenue rose 6.9% year over year to about $122.4 million, while subscription-services revenue reportedly grew sharply. BTIG reaffirmed a Buy rating and assigned a $250 price target, reflecting optimism about Bitcoin-per-share growth and Strategy’s treasury model. Strategy financials
Neutral Sentiment: Management has authorized a $1 billion repurchase program for STRC preferred shares and bought back approximately $25 million at a discount. The move could support STRC’s price and preserve access to capital, but it diverts funds from additional Bitcoin purchases.
Negative Sentiment: Michael Saylor indicated that Strategy could sell Bitcoin to support STRC if necessary. That possibility, combined with roughly $14.4 billion of preferred equity and investor criticism that the financing structure prioritizes preferred holders over MSTR common shareholders, heightened concerns about dilution, liquidity and downside exposure. Saylor discusses potential Bitcoin sales
Negative Sentiment: Bitcoin’s retreat below approximately $64,000 pressured MSTR and other crypto-related stocks, reinforcing concerns that further cryptocurrency declines could produce additional accounting losses and weaken the value of Strategy’s Bitcoin-backed financing strategy. Crypto-linked stocks sell off

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on MSTR. Credit Suisse Group set a $250.00 price target on Strategy in a research note on Tuesday, June 30th. Benchmark reaffirmed a “buy” rating and issued a $435.00 price objective (down from $570.00) on shares of Strategy in a research note on Monday, July 27th. TD Cowen reduced their target price on Strategy from $400.00 to $260.00 and set a “buy” rating on the stock in a report on Tuesday, June 30th. HC Wainwright reissued a “buy” rating on shares of Strategy in a research report on Friday. Finally, BTIG Research restated a “buy” rating and set a $250.00 price target on shares of Strategy in a report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $257.88.

Read Our Latest Analysis on Strategy

Insider Buying and Selling at Strategy

In other Strategy news, CEO Phong Le sold 93,738 shares of the 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 directly owned 119,925 shares in the company, valued at approximately $14,238,695.25. This represents a 43.87% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Andrew Kang sold 33,062 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 $3,925,451.26. Following the sale, the chief financial officer directly owned 68,733 shares of the company’s stock, valued at approximately $8,160,669.09. This trade represents a 32.48% 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. Over the last three months, insiders have acquired 11,166 shares of company stock valued at $1,014,265 and have sold 181,422 shares valued at $23,144,128. Insiders own 6.49% of the company’s stock.

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.