Strategy Inc $MSTR Shares Bought by Capital International Investors

Capital International Investors increased its stake in Strategy Inc (NASDAQ:MSTR) by 2.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 15,014,295 shares of the software maker’s stock after buying an additional 383,207 shares during the quarter. Capital International Investors owned about 5.23% of Strategy worth $4,837,778,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in Strategy by 7.3% in the third quarter. Vanguard Group Inc. now owns 19,884,275 shares of the software maker’s stock valued at $6,406,912,000 after purchasing an additional 1,344,519 shares during the last quarter. State Street Corp raised its stake in shares of Strategy by 9.9% in the 2nd 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 in the last quarter. Norges Bank bought a new position in shares of Strategy during the second quarter worth about $1,203,062,000. Amundi grew its stake in Strategy by 378.9% in the second quarter. Amundi now owns 1,783,982 shares of the software maker’s stock worth $717,660,000 after purchasing an additional 1,411,500 shares in the last quarter. Finally, Harvest Portfolios Group Inc. increased its holdings in Strategy by 119.0% in the third quarter. Harvest Portfolios Group Inc. now owns 1,550,520 shares of the software maker’s stock valued at $499,593,000 after buying an additional 842,480 shares during the last quarter. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have commented on the company. HC Wainwright reaffirmed a “buy” rating on shares of Strategy in a report on Friday, February 6th. Truist Financial set a $268.00 price objective on Strategy in a research note on Friday, January 9th. Cantor Fitzgerald started coverage on shares of Strategy in a report on Tuesday, January 27th. They issued an “overweight” rating for the company. Zacks Research upgraded shares of Strategy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 10th. Finally, Wall Street Zen cut shares of Strategy from a “hold” rating to a “sell” rating in a report on Sunday, February 8th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $368.21.

Strategy News Roundup

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy bought 17,994 BTC (~$1.28B) between March 2–8, bringing total holdings to roughly 738,731 BTC; the scale of the purchase is the immediate catalyst behind the stock lift. Article Title
• Positive Sentiment: The buy was financed mainly via ATM common stock sales and perpetual preferred issuance (about $899.5M from common and $377.1M from preferred), showing Strategy can raise capital quickly to grow Bitcoin-per-share (BPS). Article Title
• Positive Sentiment: Broker coverage remains constructive — BTIG reiterated a Buy on the stock, which supports near‑term investor confidence. Article Title
• Neutral Sentiment: Company messaging and media pieces reframe MSTR as a leveraged, professionally managed vehicle for Bitcoin exposure (focus on BPS and a “bitcoin yield” thesis) — useful for investors weighing passive BTC vs. Strategy’s asymmetric return profile. Article Title
• Positive Sentiment: Strategy retains operating cash flow and a multi‑billion dollar cash reserve that management says covers debt and preferred dividends, reducing the chance it must liquidate BTC in downturns. Article Title
• Negative Sentiment: Funding via frequent equity and preferred issuances raises dilution concerns; critics note the preferred stock program and heavy share sales increase supply risk for existing shareholders. Article Title
• Negative Sentiment: Strategy’s aggregate BTC cost (~$75,862/coin) is above current market prices, creating a large unrealized loss that could magnify stock volatility if bitcoin falls or if markets punish the NAV discount. Article Title
• Negative Sentiment: Short‑term selling and skepticism about the pace of accumulation have driven intermittent pullbacks (recent articles chronicled a notable stock slide as markets weigh execution risk). Article Title

Insider Activity at Strategy

In other Strategy news, Director Jane A. Dietze purchased 1,000 shares of the business’s stock in a transaction dated Tuesday, January 20th. The shares were bought at an average price of $99.48 per share, with a total value of $99,480.00. Following the completion of the acquisition, the director owned 3,600 shares in the company, valued at approximately $358,128. This represents a 38.46% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Carl J. Rickertsen acquired 5,000 shares of the firm’s stock in a transaction that occurred on Monday, January 12th. The stock was acquired at an average cost of $155.88 per share, with a total value 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. This represents a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders acquired 6,012 shares of company stock worth $880,080 in the last 90 days. 8.46% of the stock is owned by company insiders.

Strategy Trading Up 4.1%

Shares of NASDAQ MSTR opened at $138.95 on Tuesday. Strategy Inc has a 12-month low of $104.17 and a 12-month high of $457.22. The company has a market cap of $46.37 billion, a price-to-earnings ratio of -7.55 and a beta of 3.55. 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 stock’s 50 day simple moving average is $146.05 and its 200 day simple moving average is $220.97.

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

Strategy Company 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.