Strategy Inc $MSTR Shares Sold by X Square Capital LLC

X Square Capital LLC lessened its position in shares of Strategy Inc (NASDAQ:MSTR) by 27.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 18,279 shares of the software maker’s stock after selling 6,978 shares during the quarter. Strategy makes up 1.8% of X Square Capital LLC’s holdings, making the stock its 12th biggest position. X Square Capital LLC’s holdings in Strategy were worth $5,890,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in MSTR. Allspring Global Investments Holdings LLC purchased a new position in shares of Strategy in the 2nd quarter valued at $368,000. D.A. Davidson & CO. lifted its holdings in shares of Strategy by 71.4% during the 2nd quarter. D.A. Davidson & CO. now owns 2,223 shares of the software maker’s stock worth $899,000 after acquiring an additional 926 shares during the period. Ethic Inc. grew its holdings in shares of Strategy by 76.6% during the 2nd quarter. Ethic Inc. now owns 2,900 shares of the software maker’s stock worth $1,113,000 after purchasing an additional 1,258 shares during the period. AlphaQuest LLC boosted its position in Strategy by 454.5% during the 2nd quarter. AlphaQuest LLC now owns 122 shares of the software maker’s stock worth $49,000 after purchasing an additional 100 shares during the period. Finally, Darden Wealth Group Inc acquired a new position in shares of Strategy in the 2nd quarter valued at about $243,000. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Insider Buying and Selling

In other Strategy news, Director Carl J. Rickertsen purchased 5,000 shares of the company’s stock in a transaction that occurred on Monday, January 12th. The stock was bought at an average price of $155.88 per share, with a total value of $779,400.00. Following the completion of the purchase, the director directly owned 5,000 shares of the company’s stock, valued at $779,400. The trade was a ∞ increase in their position. The purchase was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director Jane A. Dietze acquired 1,000 shares of the stock in a transaction on Tuesday, January 20th. The shares were purchased at an average cost of $99.48 per share, with a total value of $99,480.00. Following the transaction, the director directly owned 3,600 shares of the company’s stock, valued at approximately $358,128. This trade represents a 38.46% increase in their position. The SEC filing for this purchase provides additional information. Insiders bought 6,012 shares of company stock valued at $880,080 over the last 90 days. 8.46% of the stock is owned by company insiders.

Strategy Trading Up 1.2%

MSTR opened at $131.05 on Monday. Strategy Inc has a fifty-two week low of $104.17 and a fifty-two week high of $457.22. The company has a debt-to-equity ratio of 0.18, a current ratio of 5.62 and a quick ratio of 0.66. The firm has a market capitalization of $37.66 billion, a price-to-earnings ratio of -7.12 and a beta of 3.54. The company’s 50 day moving average price is $151.88 and its two-hundred day moving average price is $239.47.

Strategy (NASDAQ:MSTR) last issued its earnings results on Thursday, February 5th. The software maker reported ($42.93) 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 analyst estimates of $117.42 million. Strategy had a negative net margin of 806.34% and a negative return on equity of 8.74%. The business’s quarterly revenue was up 1.9% on a year-over-year basis. During the same quarter in the prior year, the business earned ($3.03) earnings per share.

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. Monness Crespi & Hardt raised Strategy from a “sell” rating to a “neutral” rating in a research report on Monday, November 10th. Citigroup reduced their price target on shares of Strategy from $485.00 to $325.00 and set a “buy” rating on the stock in a research report on Monday, December 22nd. BTIG Research set a $250.00 price objective on shares of Strategy and gave the company a “buy” rating in a research report on Friday, February 6th. Truist Financial set a $268.00 price objective on Strategy in a research report on Friday, January 9th. Finally, HC Wainwright reaffirmed a “buy” rating on shares of Strategy in a research note on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $368.21.

Strategy News Roundup

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Chairman Michael Saylor signaled an imminent buy that would be Strategy’s 100th Bitcoin purchase; the company has completed 99 buys and holds ~717,131 BTC. Investors typically treat fresh Treasury buys as a direct positive for MSTR’s valuation and narrative, driving demand for the shares. Michael Saylor hints Strategy’s 100th Bitcoin buy
• Positive Sentiment: Saylor’s hint came as Bitcoin dipped below ~$68k — signaling the firm may keep buying dips. Market expectation that Strategy will add to its Bitcoin stash often boosts investor appetite for MSTR even when BTC is volatile. Michael Saylor Hints at Another Strategy BTC Buy as Bitcoin Drops Below $68K
• Neutral Sentiment: Analysis pieces are debating whether MSTR will outperform Bitcoin over the near term; they highlight MSTR’s leverage to BTC (high beta and correlation), meaning the stock can outperform on rallies but underperform on declines — useful context for short-term traders. MSTR vs BTC: Will MicroStrategy Outperform Bitcoin by Feb end?
• Negative Sentiment: Crypto-market caution is rising: traders are deleveraging amid macro and geopolitical uncertainty. Increased risk-off flows in Bitcoin can quickly pressure MSTR due to its concentrated BTC exposure and high volatility. That dynamic can mute the positive impact of any announced buy. Bitcoin Traders Show Caution With Leverage As Market Uncertainty Spikes – Details

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.