CAP Partners LLC Increases Position in Strategy Inc $MSTR

CAP Partners LLC grew its holdings in Strategy Inc (NASDAQ:MSTR) by 46.2% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 20,833 shares of the software maker’s stock after buying an additional 6,579 shares during the period. Strategy accounts for approximately 1.8% of CAP Partners LLC’s portfolio, making the stock its 13th largest position. CAP Partners LLC’s holdings in Strategy were worth $3,166,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in MSTR. McIlrath & Eck LLC raised its holdings in Strategy by 3.8% during the second quarter. McIlrath & Eck LLC now owns 1,246 shares of the software maker’s stock worth $504,000 after purchasing an additional 46 shares in the last quarter. Meeder Asset Management Inc. raised its holdings in Strategy by 45.6% during the third quarter. Meeder Asset Management Inc. now owns 150 shares of the software maker’s stock worth $48,000 after purchasing an additional 47 shares in the last quarter. Mill Creek Capital Advisors LLC raised its holdings in Strategy by 2.8% during the third quarter. Mill Creek Capital Advisors LLC now owns 1,748 shares of the software maker’s stock worth $563,000 after purchasing an additional 48 shares in the last quarter. Stonehage Fleming Financial Services Holdings Ltd raised its holdings in Strategy by 31.3% during the third quarter. Stonehage Fleming Financial Services Holdings Ltd now owns 210 shares of the software maker’s stock worth $68,000 after purchasing an additional 50 shares in the last quarter. Finally, Angeles Wealth Management LLC raised its holdings in Strategy by 6.2% during the third quarter. Angeles Wealth Management LLC now owns 893 shares of the software maker’s stock worth $288,000 after purchasing an additional 52 shares in the last quarter. 59.84% of the stock is owned by hedge funds and other institutional investors.

More Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy resumed Bitcoin accumulation, buying 535 BTC for roughly $43 million, reinforcing its long-term crypto treasury strategy. Strategy Just Made Its Smallest Bitcoin Purchase of 2026: Here’s What That Signals
• Positive Sentiment: Michael Saylor said Strategy remains a net buyer of Bitcoin over time, which helped ease fears that the company is stepping back from its accumulation model. Saylor Calls Bitcoin Sale Fears A ‘Big Nothing Burger’—So Why Is Everyone Panicking?
• Positive Sentiment: The company’s software business was described as having a strong quarter, reminding investors that MSTR has operating assets in addition to Bitcoin holdings. Strategy Says Its Software Business Is Quietly Powering Its Bitcoin Machine
• Neutral Sentiment: Wall Street analysts remain constructive, with TD Cowen and Cantor Fitzgerald maintaining bullish ratings, though this mostly supports valuation rather than creating a new catalyst. TD Cowen Maintains Buy Rating on Strategy (MSTR) Following Strong BTC Yield
• Negative Sentiment: Investor anxiety is rising over Strategy’s comments that it could sell Bitcoin to help fund STRC dividends, raising questions about treasury risk and balance-sheet flexibility. Strategy’s Bitcoin Sale Comment Puts Treasury Risk in Focus
• Negative Sentiment: Recent insider selling by a director may be adding a small amount of pressure, even though the sale was relatively modest. SEC insider filing

Analysts Set New Price Targets

MSTR has been the subject of several analyst reports. Cantor Fitzgerald reissued an “overweight” rating on shares of Strategy in a report on Monday. BTIG Research reissued a “buy” rating and set a $350.00 price target (up from $250.00) on shares of Strategy in a report on Wednesday, May 6th. Canaccord Genuity Group set a $224.00 price target on shares of Strategy and gave the stock a “buy” rating in a report on Thursday, May 7th. HC Wainwright reissued a “buy” rating on shares of Strategy in a report on Friday, February 6th. Finally, Mizuho set a $320.00 price target on shares of Strategy and gave the stock an “outperform” rating in a report on Tuesday, February 17th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $321.86.

Insider Activity at Strategy

In other news, Director Jarrod M. Patten sold 2,750 shares of the stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $191.59, for a total value of $526,872.50. Following the sale, the director directly owned 28,000 shares in the company, valued at $5,364,520. This represents a 8.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders have sold 29,202 shares of company stock valued at $4,421,564 in the last quarter. 6.49% of the stock is owned by corporate insiders.

Strategy Trading Down 3.5%

Shares of Strategy stock opened at $178.03 on Thursday. Strategy Inc has a 12-month low of $104.17 and a 12-month high of $457.22. The company has a current ratio of 6.05, a quick ratio of 5.62 and a debt-to-equity ratio of 0.22. The stock has a market cap of $59.42 billion, a PE ratio of -4.43 and a beta of 3.59. The company has a 50-day moving average of $148.41 and a two-hundred day moving average of $165.19.

Strategy (NASDAQ:MSTR) last issued its 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). Strategy had a negative net margin of 2,482.01% and a negative return on equity of 26.97%. The company had revenue of $124.30 million during the quarter, compared to analysts’ expectations of $120.75 million. During the same period last year, the business posted ($16.49) earnings per share. The company’s quarterly revenue was up 11.9% on a year-over-year basis. On average, research analysts anticipate that Strategy Inc will post 136.35 EPS for the current fiscal year.

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.