Prospera Financial Services Inc Sells 24,938 Shares of Strategy Inc $MSTR

Prospera Financial Services Inc decreased its stake in shares of Strategy Inc (NASDAQ:MSTR) by 73.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,170 shares of the software maker’s stock after selling 24,938 shares during the quarter. Prospera Financial Services Inc’s holdings in Strategy were worth $2,955,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. State Street Corp boosted its stake in Strategy by 9.9% in the 2nd quarter. State Street Corp now owns 5,484,569 shares of the software maker’s stock worth $2,217,027,000 after purchasing an additional 495,278 shares in the last quarter. Norges Bank purchased a new position in Strategy in the second quarter worth about $1,203,062,000. Amundi lifted its stake in shares of Strategy by 378.9% in the second quarter. Amundi now owns 1,783,982 shares of the software maker’s stock worth $717,660,000 after buying an additional 1,411,500 shares in the last quarter. Invesco Ltd. grew its holdings in shares of Strategy by 14.0% during the second quarter. Invesco Ltd. now owns 1,398,098 shares of the software maker’s stock valued at $565,153,000 after buying an additional 171,940 shares during the last quarter. Finally, Legal & General Group Plc grew its holdings in shares of Strategy by 19.1% during the second quarter. Legal & General Group Plc now owns 1,168,437 shares of the software maker’s stock valued at $472,317,000 after buying an additional 187,291 shares during the last quarter. 59.84% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Mgmt reiterates no-selling / ongoing accumulation — CEO and co-founder statements that the company will continue to buy Bitcoin and won’t sell holdings provide reassurance to long‑term BTC bulls who view MSTR as a leveraged play on BTC. Michael Saylor Says “We Will Not Be Selling”
• Positive Sentiment: Preferred shares used to fund BTC buys — Management plans to lean on perpetual preferred (STRC / “Stretch”) issuance instead of selling common stock; this can create a steady financing source and attract yield‑focused investors. That reduces immediate common‑share dilution risk from equity offerings. Strategy CEO eyes more preferred stock to fund Bitcoin buys
• Positive Sentiment: Analyst attention and upgrades — Recent coverage (including a Zacks upgrade and positive notes from H.C. Wainwright) highlights expanding bitcoin-per‑share metrics and gives some fundamental support for longer‑term holders. Zacks Research
• Neutral Sentiment: Corporate BTC accumulation data — Reports show corporate accumulation in January was concentrated in a single heavyweight (Strategy), underscoring that MSTR dominates corporate BTC flows; useful context but not an immediate catalyst. Strategy Devours January Bitcoin Buying
• Neutral Sentiment: Elevated options and volume activity — Options flow and heavy trading indicate speculative positioning; that can amplify moves but is not a directional fundamental by itself. Options trading trends in Strategy
• Negative Sentiment: Share volatility + price decline tied to BTC weakness — Large exposure to Bitcoin means MSTR falls sharply when BTC corrects; recent BTC weakness has driven marked declines in the stock and elevated short interest. MSTR Stock Struggles as Bitcoin’s Value Dips
• Negative Sentiment: Criticism and governance/credibility risk — High‑profile critics (e.g., Jim Chanos) are attacking the preferred‑share strategy and management messaging, increasing reputational risk and investor skepticism. Jim Chanos slams Strategy
• Negative Sentiment: Leverage and refinancing risk — The firm carries multibillion‑dollar debt used to fund BTC purchases; investors worry about refinancing risk and the impact of prolonged BTC weakness on balance‑sheet flexibility. Strategy Unfazed By Bitcoin Crash

Insider Buying and Selling

In related news, EVP Wei-Ming Shao sold 2,600 shares of the firm’s stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $202.02, for a total value of $525,252.00. Following the transaction, the executive vice president owned 32,726 shares of the company’s stock, valued at approximately $6,611,306.52. This trade represents a 7.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Jane A. Dietze bought 1,100 shares of Strategy stock in a transaction on Friday, November 21st. The shares were acquired at an average cost of $95.28 per share, with a total value of $104,808.00. Following the completion of the acquisition, the director owned 2,600 shares of the company’s stock, valued at $247,728. The trade was a 73.33% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders have acquired 7,112 shares of company stock valued at $984,888 and have sold 5,243 shares valued at $1,054,220. 8.46% of the stock is currently owned by insiders.

Strategy Stock Performance

Shares of MSTR opened at $123.00 on Friday. The firm has a market capitalization of $35.34 billion, a P/E ratio of -6.68 and a beta of 3.54. The company has a debt-to-equity ratio of 0.18, a current ratio of 5.62 and a quick ratio of 0.66. Strategy Inc has a one year low of $104.17 and a one year high of $457.22. The business has a fifty day moving average of $158.15 and a 200 day moving average of $252.31.

Strategy (NASDAQ:MSTR) last announced its earnings results on Thursday, February 5th. The software maker reported ($42.93) earnings per share (EPS) for the quarter, missing the consensus estimate of $46.02 by ($88.95). The firm had revenue of $122.99 million during the quarter, compared to analysts’ expectations of $117.42 million. Strategy had a negative return on equity of 8.74% and a negative net margin of 806.34%.The company’s revenue for the quarter was up 1.9% on a year-over-year basis. During the same period in the previous year, the business posted ($3.03) earnings per share.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on MSTR shares. Truist Financial set a $268.00 price objective on Strategy in a research report on Friday, January 9th. BTIG Research set a $250.00 price target on Strategy and gave the stock a “buy” rating in a research note on Friday, February 6th. Monness Crespi & Hardt raised Strategy from a “sell” rating to a “neutral” rating in a research report on Monday, November 10th. TD Cowen reiterated a “buy” rating on shares of Strategy in a report on Thursday, January 15th. Finally, Mizuho lowered their target price on shares of Strategy from $484.00 to $403.00 and set an “outperform” rating on the stock in a research note on Friday, January 16th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, Strategy currently has an average rating of “Moderate Buy” and a consensus price target of $374.14.

Strategy Company 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.