Cresset Asset Management LLC Has $23.21 Million Stock Position in Strategy Inc $MSTR

Cresset Asset Management LLC increased its stake in shares of Strategy Inc (NASDAQ:MSTR) by 7.4% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 72,036 shares of the software maker’s stock after acquiring an additional 4,946 shares during the period. Cresset Asset Management LLC’s holdings in Strategy were worth $23,211,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of MSTR. Bernardo Wealth Planning LLC raised its stake in shares of Strategy by 3.9% during the 2nd quarter. Bernardo Wealth Planning LLC now owns 772 shares of the software maker’s stock worth $312,000 after purchasing an additional 29 shares in the last quarter. GPS Wealth Strategies Group LLC increased its holdings in Strategy by 2.7% during the second quarter. GPS Wealth Strategies Group LLC now owns 1,163 shares of the software maker’s stock worth $470,000 after buying an additional 31 shares during the last quarter. HBW Advisory Services LLC raised its position in Strategy by 3.5% during the third quarter. HBW Advisory Services LLC now owns 1,078 shares of the software maker’s stock worth $347,000 after acquiring an additional 36 shares in the last quarter. 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 valued at $38,000 after acquiring an additional 36 shares during the last quarter. Finally, Beaumont Financial Advisors LLC grew its position in shares of Strategy by 5.7% in the 3rd quarter. Beaumont Financial Advisors LLC now owns 681 shares of the software maker’s stock valued at $219,000 after acquiring an additional 37 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: Strategy confirmed a large bitcoin purchase (3,015 BTC, ~ $204M), increasing its corporate bitcoin treasury and reinforcing the company’s long-running accumulation strategy. This direct buy is a clear bullish catalyst for MSTR. Strategy Buys 3,015 More Bitcoin
• Positive Sentiment: Reports say Strategy spent roughly $200M on bitcoin and also raised the dividend on its STRC preferred shares — actions that signal continued capital deployment into BTC and a shareholder-return element that can support investor sentiment. Strategy Spends $200M on Bitcoin, Raises STRC Dividend
• Positive Sentiment: High STRC preferred-share trading volume has been interpreted by some market observers as another signal of a large bitcoin acquisition (Blockonomi flagged STRC flows consistent with a ~1,000 BTC buy), which can amplify price moves in the underlying common shares. STRC Volume Suggests Bitcoin Acquisition
• Positive Sentiment: Macro/sector tailwind — Bitcoin’s rebound and regulatory tailwinds lifted crypto-linked equities broadly (Coinbase, Strategy, Robinhood among them), helping push MSTR higher as investors reposition into crypto exposure. Crypto Stocks Surge on Bitcoin Strength
• Positive Sentiment: Analyst support: Benchmark reiterated a Buy and a high price target, highlighting the company’s bitcoin execution and long-term thesis — analyst optimism helps justify the rally and can attract buyers. Benchmark Reiterates Buy on MSTR
• Negative Sentiment: Not all research is uniformly bullish — Clear Street cut its price target on MSTR while keeping a Buy rating, signaling rising uncertainty about valuation and downside risk even if the accumulation story remains intact. That keeps upside paired with elevated risk/volatility. Clear Street Cuts Price Target

Insider Buying and Selling at Strategy

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

Strategy Stock Performance

NASDAQ MSTR opened at $146.44 on Thursday. The firm has a 50-day moving average price of $147.27 and a two-hundred day moving average price of $226.20. Strategy Inc has a 12-month low of $104.17 and a 12-month high of $457.22. The company has a market capitalization of $48.87 billion, a P/E ratio of -7.96 and a beta of 3.55. The company has a quick ratio of 5.62, a current ratio of 5.62 and a debt-to-equity ratio of 0.18.

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

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on MSTR. Truist Financial set a $268.00 target price on shares of Strategy in a report on Friday, January 9th. TD Cowen reissued a “buy” rating on shares of Strategy in a research report on Thursday, January 15th. Wall Street Zen cut Strategy from a “hold” rating to a “sell” rating in a research report on Sunday, February 8th. Mizuho set a $320.00 target price on Strategy and gave the stock an “outperform” rating in a research note on Tuesday, February 17th. Finally, Cantor Fitzgerald started coverage on Strategy in a research note on Tuesday, January 27th. They issued an “overweight” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, Strategy presently has an average rating of “Moderate Buy” and an average target price of $368.21.

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.