Position in MSTR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$362,918
-$1,610 QoQ
Shares Held
2,908
+21.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GREENLEAF TRUST holds $58,109,507 across 20 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
102,678 | $16,085,534 | |
| 2 | ROP |
Roper Technologies Inc
|
41,019 | $13,880,418 | |
| 3 | ADBE |
Adobe Inc.
|
45,094 | $9,245,171 | |
| 4 | ADP |
Automatic Data Processing Inc
|
18,170 | $4,069,171 | |
| 5 | NOW |
ServiceNow, Inc.
|
21,601 | $2,144,546 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
5,687 | $2,134,444 | |
| 7 | INTU |
Intuit Inc.
|
6,386 | $1,666,746 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
24,892 | $1,544,547 |
All Filings in MSTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $362,918 | 2,908 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $364,528 | 2,399 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $695,006 | 2,157 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,938,686 | 4,796 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,634,778 | 5,671 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,402,629 | 4,843 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $211,930 | 1,257 | Shares | Defined | 2024-10-22 | |
| 2024-03-31 | $214,774 | 126 | Shares | Defined | 2024-04-29 | |
| 2021-03-31 | $213,143 | 314 | Shares | Defined | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||