Legacy Wealth Managment LLC ID Sells 6,054 Shares of Strategy Inc $MSTR

Legacy Wealth Managment LLC ID cut its stake in shares of Strategy Inc (NASDAQ:MSTR) by 80.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,428 shares of the software maker’s stock after selling 6,054 shares during the quarter. Legacy Wealth Managment LLC ID’s holdings in Strategy were worth $217,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Crossmark Global Holdings Inc. grew its holdings in shares of Strategy by 25.4% during the 4th quarter. Crossmark Global Holdings Inc. now owns 2,580 shares of the software maker’s stock valued at $392,000 after purchasing an additional 522 shares during the last quarter. Kessler Investment Group LLC acquired a new position in shares of Strategy in the fourth quarter valued at approximately $5,780,000. International Assets Investment Management LLC increased its stake in shares of Strategy by 102.9% in the fourth quarter. International Assets Investment Management LLC now owns 2,274 shares of the software maker’s stock valued at $346,000 after buying an additional 1,153 shares during the period. Generali Asset Management SPA SGR increased its stake in shares of Strategy by 15.4% in the fourth quarter. Generali Asset Management SPA SGR now owns 77,608 shares of the software maker’s stock valued at $11,793,000 after buying an additional 10,336 shares during the period. Finally, Sequoia Financial Advisors LLC increased its stake in shares of Strategy by 9.7% in the fourth quarter. Sequoia Financial Advisors LLC now owns 7,426 shares of the software maker’s stock valued at $1,128,000 after buying an additional 658 shares during the period. 59.84% of the stock is owned by institutional investors.

Strategy Trading Up 4.3%

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

Strategy (NASDAQ:MSTR) last announced its quarterly earnings data on Tuesday, May 5th. The software maker reported ($38.25) earnings per share for the quarter, missing the consensus estimate of ($0.86) by ($37.39). Strategy had a negative return on equity of 26.97% and a negative net margin of 2,482.01%.The firm 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) EPS. The company’s revenue was up 11.9% compared to the same quarter last year. As a group, research analysts forecast that Strategy Inc will post 136.35 EPS for the current year.

Analysts Set New Price Targets

Several research firms have recently issued reports on MSTR. Wall Street Zen downgraded Strategy from a “hold” rating to a “sell” rating in a research note on Sunday, February 8th. Canaccord Genuity Group set a $224.00 target price on shares of Strategy and gave the company a “buy” rating in a research report on Thursday. Texas Capital upgraded Strategy to a “strong-buy” rating in a report on Thursday, March 19th. Weiss Ratings restated a “hold (c)” rating on shares of Strategy in a research note on Friday, March 27th. Finally, Zacks Research lowered Strategy from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 7th. One 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’s stock. Based on data from MarketBeat.com, Strategy presently has a consensus rating of “Moderate Buy” and a consensus target price of $321.86.

Insiders Place Their Bets

In related news, Director Jarrod M. Patten sold 2,250 shares of Strategy stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $173.84, for a total value of $391,140.00. Following the completion of the sale, the director owned 28,000 shares of the company’s stock, valued at approximately $4,867,520. This trade represents a 7.44% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Over the last ninety days, insiders sold 25,452 shares of company stock valued at $3,708,002. Company insiders own 8.46% of the company’s stock.

Strategy News Summary

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

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.