Strategy Inc $MSTR Shares Purchased by Capital International Investors

Capital International Investors lifted its stake in Strategy Inc (NASDAQ:MSTR) by 2.6% in the third quarter, HoldingsChannel reports. The fund owned 15,014,295 shares of the software maker’s stock after purchasing an additional 383,207 shares during the quarter. Capital International Investors owned approximately 0.05% of Strategy worth $4,837,778,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in MSTR. Envestnet Asset Management Inc. boosted its stake in Strategy by 4.2% during the 2nd quarter. Envestnet Asset Management Inc. now owns 19,936 shares of the software maker’s stock valued at $8,059,000 after purchasing an additional 795 shares in the last quarter. Atlantic Union Bankshares Corp acquired a new stake in shares of Strategy in the second quarter valued at $51,000. Savant Capital LLC lifted its holdings in shares of Strategy by 29.7% in the second quarter. Savant Capital LLC now owns 2,073 shares of the software maker’s stock valued at $838,000 after buying an additional 475 shares during the period. Vestmark Advisory Solutions Inc. bought a new position in Strategy during the second quarter valued at about $380,000. Finally, Penserra Capital Management LLC grew its holdings in Strategy by 51.5% during the second quarter. Penserra Capital Management LLC now owns 1,333 shares of the software maker’s stock worth $538,000 after acquiring an additional 453 shares during the period. Institutional investors own 59.84% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on MSTR. BTIG Research reissued a “buy” rating on shares of Strategy in a report on Friday. Benchmark reiterated a “buy” rating on shares of Strategy in a report on Monday, December 1st. Monness Crespi & Hardt raised shares of Strategy from a “sell” rating to a “neutral” rating in a research note on Monday, November 10th. HC Wainwright restated a “buy” rating on shares of Strategy in a report on Friday, February 6th. Finally, Truist Financial set a $268.00 price target on Strategy in a report on Friday, January 9th. One 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 stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $368.21.

Insider Buying and Selling

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

Strategy Trading Up 4.1%

Shares of MSTR opened at $138.95 on Tuesday. The business’s 50-day moving average price is $146.05 and its 200 day moving average price is $220.97. The stock has a market capitalization of $46.37 billion, a P/E ratio of -7.55 and a beta of 3.55. Strategy Inc has a 1-year low of $104.17 and a 1-year high of $457.22. The company has a current ratio of 5.62, a quick ratio of 5.62 and a debt-to-equity ratio of 0.18.

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

Key Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy bought 17,994 BTC (~$1.28B) between March 2–8, bringing total holdings to roughly 738,731 BTC; the scale of the purchase is the immediate catalyst behind the stock lift. Article Title
• Positive Sentiment: The buy was financed mainly via ATM common stock sales and perpetual preferred issuance (about $899.5M from common and $377.1M from preferred), showing Strategy can raise capital quickly to grow Bitcoin-per-share (BPS). Article Title
• Positive Sentiment: Broker coverage remains constructive — BTIG reiterated a Buy on the stock, which supports near‑term investor confidence. Article Title
• Neutral Sentiment: Company messaging and media pieces reframe MSTR as a leveraged, professionally managed vehicle for Bitcoin exposure (focus on BPS and a “bitcoin yield” thesis) — useful for investors weighing passive BTC vs. Strategy’s asymmetric return profile. Article Title
• Positive Sentiment: Strategy retains operating cash flow and a multi‑billion dollar cash reserve that management says covers debt and preferred dividends, reducing the chance it must liquidate BTC in downturns. Article Title
• Negative Sentiment: Funding via frequent equity and preferred issuances raises dilution concerns; critics note the preferred stock program and heavy share sales increase supply risk for existing shareholders. Article Title
• Negative Sentiment: Strategy’s aggregate BTC cost (~$75,862/coin) is above current market prices, creating a large unrealized loss that could magnify stock volatility if bitcoin falls or if markets punish the NAV discount. Article Title
• Negative Sentiment: Short‑term selling and skepticism about the pace of accumulation have driven intermittent pullbacks (recent articles chronicled a notable stock slide as markets weigh execution risk). Article Title

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.