Position in MSTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$347,024
-$151,177 QoQ
Shares Held
3,992
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#518
of 862 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $29,526,775 across 8 Software - Application names. MSTR ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
254,636 | $18,374,533 | |
| 2 | ADBE |
Adobe Inc.
|
16,958 | $3,476,728 | |
| 3 | NOW |
ServiceNow, Inc.
|
33,974 | $3,372,938 | |
| 4 | INTU |
Intuit Inc.
|
11,249 | $2,935,989 | |
| 5 | CRM |
Salesforce, Inc.
|
2,965 | $464,496 | |
| 6 | MSTR |
Strategy Inc
This page
|
3,992 | $347,024 | |
| 7 | SHOP |
Shopify Inc.
|
3,000 | $342,540 | |
| 8 | ADP |
Automatic Data Processing Inc
|
949 | $212,527 |
All Filings in MSTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,024 | 3,992 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $498,201 | 3,992 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $606,584 | 3,992 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,280,462 | 3,974 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,591,453 | 3,937 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $973,487 | 3,377 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $978,046 | 3,377 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $547,950 | 3,250 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $447,681 | 325 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $553,982 | 325 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $205,276 | 325 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||