Position in MSTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$37,119
-$16,170 QoQ
Shares Held
427
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#692
of 863 holders
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,991,940 across 13 Software - Application names. MSTR ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,868 | $642,288 | |
| 2 | CRM |
Salesforce, Inc.
|
2,327 | $364,547 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
667 | $250,338 | |
| 4 | ROP |
Roper Technologies Inc
|
697 | $235,857 | |
| 5 | ADBE |
Adobe Inc.
|
945 | $193,743 | |
| 6 | SHOP |
Shopify Inc.
|
755 | $86,205 | |
| 7 | NOW |
ServiceNow, Inc.
|
851 | $84,487 | |
| 8 | UBER |
Uber Technologies, Inc
|
569 | $41,059 |
All Filings in MSTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,119 | 427 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $53,289 | 427 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $64,882 | 427 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $137,583 | 427 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $230,006 | 569 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $167,196 | 580 | Shares | Sole | 2025-05-07 | |
| 2022-03-31 | $13,130 | 27 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $21,235 | 39 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $22,557 | 39 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||