Position in MSTR
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$511,180
-$2,859,678 QoQ
Shares Held
4,096
-81.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $8,421,150 across 9 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
12,095 | $2,708,675 | |
| 2 | DDOG |
Datadog, Inc.
|
9,019 | $2,348,186 | |
| 3 | CRM |
Salesforce, Inc.
|
4,987 | $781,263 | |
| 4 | UBER |
Uber Technologies, Inc
|
9,855 | $711,136 | |
| 5 | SHOP |
Shopify Inc.
|
5,903 | $674,004 | |
| 6 | WDAY |
Workday, Inc.
|
2,997 | $366,892 | |
| 7 | SAP |
Sap SE
|
2,018 | $310,993 | |
| 8 | NOW |
ServiceNow, Inc.
|
2,946 | $292,478 |
All Filings in MSTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $511,180 | 4,096 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,370,858 | 22,184 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,368,480 | 19,765 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $7,899,462 | 19,542 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,940,990 | 34,485 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,794,948 | 33,820 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,337,066 | 25,724 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,496,044 | 2,538 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,861,956 | 1,679 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||