Strategy Inc $MSTR Position Raised by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp lifted its position in shares of Strategy Inc (NASDAQ:MSTR) by 7.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 114,983 shares of the software maker’s stock after acquiring an additional 8,190 shares during the period. Mitsubishi UFJ Trust & Banking Corp’s holdings in Strategy were worth $37,049,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of MSTR. State Street Corp increased its stake in shares of Strategy by 9.9% in the second quarter. State Street Corp now owns 5,484,569 shares of the software maker’s stock valued at $2,217,027,000 after purchasing an additional 495,278 shares during the period. Norges Bank acquired a new position in shares of Strategy during the second quarter worth approximately $1,203,062,000. Amundi grew its holdings in Strategy by 378.9% in the 2nd quarter. Amundi now owns 1,783,982 shares of the software maker’s stock worth $717,660,000 after buying an additional 1,411,500 shares in the last quarter. Invesco Ltd. increased its position in Strategy by 14.0% in the 2nd quarter. Invesco Ltd. now owns 1,398,098 shares of the software maker’s stock valued at $565,153,000 after acquiring an additional 171,940 shares during the period. Finally, Legal & General Group Plc increased its position in Strategy by 19.1% in the 2nd quarter. Legal & General Group Plc now owns 1,168,437 shares of the software maker’s stock valued at $472,317,000 after acquiring an additional 187,291 shares during the period. 59.84% of the stock is currently owned by institutional investors.

More Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Insider buy: Director Jane Dietze purchased 1,000 shares (~$99.48 avg), a direct-management buy that signals confidence from the board level. SEC Filing: Insider Purchase
• Positive Sentiment: STRC / capital-structure support: Analysis argues STRC (preferred-equity instrument) complements MSTR’s multi-layered Bitcoin buying plan by providing non-dilutive capital access and preserving buy capacity when equity issuance is costly. That supports long-term BTC accumulation potential. How STRC Completes MicroStrategy’s Strategy
• Positive Sentiment: Management defense: CEO/President reiterated bullish 2026 outlook for Bitcoin and defended recent buys in a media interview, which helps calm investor concerns about the firm’s commitment to its strategy. CEO Interview: Defends Bitcoin Buys
• Neutral Sentiment: Large BTC accumulation continues: Reports confirm a ~$2.13B Bitcoin purchase (adding ~22k BTC), pushing Strategy’s treasury toward ~700k BTC — reinforces strategy but increases equity correlation to BTC price moves. Strategy Buys $2.13B in Bitcoin
• Neutral Sentiment: Analyst defense / mixed valuations: Some Wall Street notes defend leadership and NAV-based upside while others flag dependence on BTC; expect diverging analyst views to keep volatility high. Analyst Defends Strategy After Big Drop
• Negative Sentiment: Bearish coverage & BTC pullback: Zacks and other outlets highlight >50% share declines tied to Bitcoin slippage and warn the BTC-heavy treasury creates large unrealized losses and potential dilution concerns — press that depresses sentiment when BTC falls. MSTR Drops 50%+: Buy the Dip or Walk Away?
• Negative Sentiment: Critics warn BTC exposure risks adoption and investor appetite: Pundits say large concentrated BTC holdings can be a net negative for adoption and amplify downside during crypto drawdowns. Ongoing negative narratives raise short-term downside risk. Bitcoin Is At Risk From Saylor

Strategy Price Performance

Shares of NASDAQ MSTR opened at $163.11 on Monday. Strategy Inc has a twelve month low of $149.75 and a twelve month high of $457.22. The company has a current ratio of 0.66, a quick ratio of 0.66 and a debt-to-equity ratio of 0.16. The company has a market capitalization of $46.87 billion, a price-to-earnings ratio of 7.59 and a beta of 3.42. The firm has a 50-day moving average of $170.27 and a two-hundred day moving average of $278.60.

Strategy (NASDAQ:MSTR) last announced its quarterly earnings data on Thursday, October 30th. The software maker reported $8.42 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.10) by $8.52. Strategy had a net margin of 1,667.09% and a return on equity of 20.98%. The company had revenue of $128.69 million for the quarter, compared to analysts’ expectations of $116.65 million. During the same quarter in the previous year, the company posted ($1.56) EPS. The business’s revenue was up 10.9% compared to the same quarter last year. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on MSTR shares. Mizuho decreased their price target on Strategy from $484.00 to $403.00 and set an “outperform” rating for the company in a research note on Friday, January 16th. TD Cowen reaffirmed a “buy” rating on shares of Strategy in a report on Thursday, January 15th. Citigroup decreased their target price on shares of Strategy from $485.00 to $325.00 and set a “buy” rating for the company in a research report on Monday, December 22nd. Cantor Fitzgerald restated an “overweight” rating on shares of Strategy in a research report on Friday, December 5th. Finally, HC Wainwright reduced their price target on shares of Strategy from $521.00 to $475.00 and set a “buy” rating for the company in a research note on Monday, November 3rd. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $435.44.

Insiders Place Their Bets

In other news, EVP Wei-Ming Shao sold 5,334 shares of the firm’s stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $226.36, for a total transaction of $1,207,404.24. Following the completion of the sale, the executive vice president directly owned 32,726 shares of the company’s stock, valued at $7,407,857.36. This trade represents a 14.01% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Carl J. Rickertsen bought 5,000 shares of the firm’s stock in a transaction that occurred on Monday, January 12th. The stock was bought at an average price of $155.88 per share, for a total transaction of $779,400.00. Following the completion of the acquisition, the director directly owned 5,000 shares in the company, valued at approximately $779,400. The trade was a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders have acquired 7,112 shares of company stock worth $984,888 and have sold 13,177 shares worth $2,843,166. 8.46% of the stock is currently owned by company insiders.

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.