38,042 Shares in Strategy Inc $MSTR Acquired by Kessler Investment Group LLC

Kessler Investment Group LLC purchased a new stake in shares of Strategy Inc (NASDAQ:MSTR) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 38,042 shares of the software maker’s stock, valued at approximately $5,780,000. Strategy accounts for about 2.4% of Kessler Investment Group LLC’s holdings, making the stock its 18th largest position.

Several other large investors have also modified their holdings of the business. Vanguard Group Inc. lifted its holdings in Strategy by 21.0% during the fourth quarter. Vanguard Group Inc. now owns 24,062,886 shares of the software maker’s stock worth $3,656,356,000 after buying an additional 4,178,611 shares during the period. Capital Research Global Investors boosted its position in Strategy by 33.6% during the 3rd quarter. Capital Research Global Investors now owns 4,205,258 shares of the software maker’s stock valued at $1,354,982,000 after acquiring an additional 1,057,804 shares in the last quarter. Harvest Portfolios Group Inc. increased its holdings in shares of Strategy by 119.0% in the 3rd quarter. Harvest Portfolios Group Inc. now owns 1,550,520 shares of the software maker’s stock valued at $499,593,000 after acquiring an additional 842,480 shares during the period. State Street Corp increased its holdings in shares of Strategy by 9.2% in the 3rd quarter. State Street Corp now owns 5,989,048 shares of the software maker’s stock valued at $1,929,731,000 after acquiring an additional 504,479 shares during the period. Finally, Capital International Investors raised its position in shares of Strategy by 2.6% in the 3rd quarter. Capital International Investors now owns 15,014,295 shares of the software maker’s stock worth $4,837,778,000 after acquiring an additional 383,207 shares in the last quarter. Institutional investors own 59.84% of the company’s stock.

More Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: JPMorgan said Strategy could buy as much as $30 billion in Bitcoin this year if its current pace continues, reinforcing the company’s role as the most aggressive public Bitcoin accumulator. JPMorgan predicts a $30B Bitcoin buy is happening this year
• Positive Sentiment: TD Cowen and Canaccord both raised price targets on MSTR, signaling that analysts see further upside despite the recent loss-heavy quarter. JPMorgan Says Strategy Could Buy Up To $30B In Bitcoin This Year– TD Cowen Lifts Target To $395
• Positive Sentiment: Several recent reports highlighted technical breakout potential and strong analyst sentiment, with some calling for a large rally if Bitcoin stays firm. Strategy’s MSTR stock signals 80% rally potential despite Q1 loss
• Neutral Sentiment: Michael Saylor said his comments about potentially selling Bitcoin were meant to pressure short-sellers and “haters,” not necessarily signal a change in long-term conviction, leaving investors trying to gauge how much optionality Strategy really has. Michael Saylor says remarks about selling Bitcoin were intended to jam short-sellers and ‘haters’
• Negative Sentiment: Investor concern remains tied to Strategy’s huge Q1 net loss of $12.54 billion, which underscored how closely the stock moves with Bitcoin’s price swings and fair-value accounting changes. Strategy Inc (MSTR) Announces Financial Results for Q1 2026
• Negative Sentiment: Reports that Strategy may sell Bitcoin to help fund preferred-share dividends sparked debate, because any actual sales would be a major shift from the company’s long-standing “never sell” stance. Strategy (MSTR) Is Up 8.7% After Hinting It May Sell Bitcoin To Fund Dividends

Analyst Ratings Changes

MSTR has been the topic of a number of recent research reports. Benchmark dropped their price objective on Strategy from $705.00 to $570.00 and set a “buy” rating on the stock in a research report on Wednesday. Mizuho set a $320.00 price target on shares of Strategy and gave the company an “outperform” rating in a research report on Tuesday, February 17th. Zacks Research downgraded shares of Strategy from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 7th. HC Wainwright reiterated a “buy” rating on shares of Strategy in a research note on Friday, February 6th. Finally, Canaccord Genuity Group set a $224.00 target price on shares of Strategy and gave the company a “buy” rating in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, Strategy presently has a consensus rating of “Moderate Buy” and a consensus price target of $321.86.

Strategy Stock Performance

Shares of Strategy stock opened at $187.59 on Friday. The company has a 50 day moving average price of $144.21 and a 200 day moving average price of $168.13. The firm has a market capitalization of $62.61 billion, a P/E ratio of -4.67 and a beta of 3.59. The company has a quick ratio of 5.62, a current ratio of 6.05 and a debt-to-equity ratio of 0.22. Strategy Inc has a 52 week low of $104.17 and a 52 week high of $457.22.

Strategy (NASDAQ:MSTR) last issued its quarterly earnings results on Tuesday, May 5th. The software maker reported ($38.25) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.86) by ($37.39). The company had revenue of $124.30 million for the quarter, compared to analyst estimates of $120.75 million. Strategy had a negative net margin of 2,482.01% and a negative return on equity of 26.97%. The company’s revenue for the quarter was up 11.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted ($16.49) EPS. Sell-side analysts expect that Strategy Inc will post 136.35 EPS for the current year.

Insider Activity at Strategy

In other news, CFO Andrew Kang sold 2,373 shares of the stock in a transaction dated Tuesday, March 24th. The stock was sold at an average price of $138.33, for a total value of $328,257.09. Following the transaction, the chief financial officer directly owned 26,772 shares of the company’s stock, valued at approximately $3,703,370.76. This represents a 8.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Phong Le sold 3,299 shares of Strategy stock in a transaction dated Tuesday, March 24th. The stock was sold at an average price of $138.33, for a total value of $456,350.67. Following the sale, the chief executive officer directly owned 22,923 shares of the company’s stock, valued at $3,170,938.59. This trade represents a 12.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 25,452 shares of company stock valued at $3,708,002 in the last ninety days. Company insiders own 8.46% of the company’s stock.

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.