Newbridge Financial Services Group Inc. Increases Holdings in Strategy Inc $MSTR

Newbridge Financial Services Group Inc. raised its holdings in shares of Strategy Inc (NASDAQ:MSTR) by 1,096.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,248 shares of the software maker’s stock after purchasing an additional 8,475 shares during the period. Newbridge Financial Services Group Inc.’s holdings in Strategy were worth $2,980,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of MSTR. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of Strategy during the third quarter valued at approximately $32,000. Quent Capital LLC bought a new position in shares of Strategy during the third quarter valued at approximately $33,000. Binnacle Investments Inc lifted its stake in Strategy by 492.9% in the second quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock worth $34,000 after acquiring an additional 69 shares during the period. SOA Wealth Advisors LLC. lifted its stake in Strategy by 44.4% in the third quarter. SOA Wealth Advisors LLC. now owns 117 shares of the software maker’s stock worth $38,000 after acquiring an additional 36 shares during the period. Finally, Salomon & Ludwin LLC bought a new stake in Strategy in the third quarter valued at $39,000. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Insider Activity at Strategy

In other Strategy news, Director Carl J. Rickertsen acquired 5,000 shares of the company’s stock in a transaction that occurred on Monday, January 12th. The shares were acquired 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 approximately $779,400. The trade was a ∞ increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Jane A. Dietze acquired 1,000 shares of the business’s stock in a transaction 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 acquisition, the director owned 3,600 shares of the company’s stock, valued at approximately $358,128. This trade represents a 38.46% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders bought 6,012 shares of company stock worth $880,080 and sold 3,210 shares worth $440,573. Insiders own 8.46% of the company’s stock.

Strategy Price Performance

MSTR opened at $139.67 on Friday. The company has a current ratio of 5.62, a quick ratio of 5.62 and a debt-to-equity ratio of 0.18. The company has a market cap of $46.61 billion, a price-to-earnings ratio of -7.59 and a beta of 3.55. The stock has a fifty day simple moving average of $144.79 and a two-hundred day simple moving average of $216.87. Strategy Inc has a 12-month low of $104.17 and a 12-month high of $457.22.

Strategy (NASDAQ:MSTR) last announced its earnings results on Thursday, February 5th. The software maker reported ($42.93) EPS for the quarter, missing analysts’ consensus estimates of $46.02 by ($88.95). The business had revenue of $122.99 million for the quarter, compared to the consensus estimate 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 last year, the firm posted ($3.03) EPS.

Analysts Set New Price Targets

A number of research analysts have issued reports on MSTR shares. TD Cowen reissued a “buy” rating on shares of Strategy in a research report on Thursday, January 15th. Wall Street Zen cut shares of Strategy from a “hold” rating to a “sell” rating in a research report on Sunday, February 8th. Citigroup cut their target price on shares of Strategy from $485.00 to $325.00 and set a “buy” rating on the stock in a research note on Monday, December 22nd. B. Riley Financial began coverage on shares of Strategy in a research report on Tuesday. They set a “buy” rating on the stock. Finally, Cantor Fitzgerald started coverage on shares of Strategy in a research note on Tuesday, January 27th. They issued an “overweight” rating for the company. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $368.21.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Bitcoin strength lifted crypto-linked equities, giving Strategy direct upside as BTC trades higher and market attention returns. Bitcoin Rises to $73,000, Boosting Crypto Stocks
• Positive Sentiment: Strategy continued large BTC accumulation (reported recent buys), reinforcing its thesis that holding Bitcoin drives its equity performance and explaining part of today’s buying interest. Bitcoin Price From $70,000 To $110,000 In 2 Months? Analyst Reveals How
• Positive Sentiment: New trading products (USDt-settled perpetuals tied to MSTR) on crypto exchanges expand around-the-clock exposure for traders, likely increasing short-term volume and volatility in the stock. KuCoin launches perpetual futures tracking Tesla and Strategy stocks
• Neutral Sentiment: Analyst attention is rising — some brokerage notes and initiations (including B. Riley coverage and bullish price-target commentary) are spotlighting upside potential, which can support buying momentum. Why This Analyst Is Betting That MicroStrategy Stock Can Gain 25% from Here
• Neutral Sentiment: Company leadership (Michael Saylor and others) is framing recent purchases as a long-term strategy, which may calm some investors but also implies multi-year risk/reward rather than near-term certainty. Michael Saylor Urges Long-Term View as Strategy Expands Bitcoin Holdings
• Negative Sentiment: Insiders (CEO, CFO, CAO) reported recent share sales — these filings can weigh on sentiment, especially when combined with a highly concentrated BTC-driven thesis. Phong Le Insider Trade
• Negative Sentiment: Elevated short interest and headlines about “lookalike” firms that bought crypto and later collapsed increase perceived downside risk; Strategy remains exposed to large unrealized BTC losses and Q4 fundamentals remain weak by some metrics. Strategy Lookalikes Loaded Up on Crypto—and Their Stocks Collapsed. What’s Next.
• Negative Sentiment: Commentary noting a surge in short interest vs. bullish price targets suggests higher volatility ahead — upside is tied to BTC moves, but downside could be sharp if sentiment reverses. Expert Predicts MSTR Stock Rally To $180 Even as Strategy’s Short Interest Surges

About Strategy

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.