Orion Porfolio Solutions, LLC

Position in MSTR — Strategy Inc

CIK 1360533 OMAHA, NE

Position in MSTR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$890,945

-$320,238 QoQ

Shares Held

10,249

+5.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#368

of 863 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 30% Shared 0% None 70%

Technology · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $99,490,223 across 44 Software - Application names. MSTR ranks #27 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	68,031	$10,657,736
2	NOW	ServiceNow, Inc.	84,025	$8,342,002
3	PAYX	Paychex Inc	65,946	$6,484,470
4	UBER	Uber Technologies, Inc	86,931	$6,272,940
5	INTU	Intuit Inc.	17,997	$4,697,217
6	ADP	Automatic Data Processing Inc	20,356	$4,558,726
7	ADBE	Adobe Inc.	21,660	$4,440,733
8	CDNS	Cadence Design Systems Inc	11,814	$4,434,030

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$890,945	10,249	+5.6%	Shares	Sole	2026-08-14
2026-03-31	$1,211,183	9,705	-17.6%	Shares	Sole	2026-05-13
2025-12-31	$1,789,515	11,777	-20.3%	Shares	Sole	2026-02-12
2025-09-30	$4,758,719	14,769	-37.1%	Shares	Sole	2025-11-12
2025-06-30	$9,496,979	23,494	+5.2%	Shares	Sole	2025-08-27
2025-03-31	$6,437,357	22,331	+15.8%	Shares	Sole	2025-08-01
2024-12-31	$5,587,059	19,291	+260.4%	Shares	Sole	2025-08-01
2024-09-30	$902,515	5,353	+2217.3%	Shares	Sole	2025-07-31
2024-06-30	$318,197	231	+40.9%	Shares	Sole	2025-07-31
2024-03-31	$279,547	164	-75.6%	Shares	Sole	2025-07-31
2023-12-31	$423,817	671	—	Shares	Sole	2025-07-31
No filing history on record for this holder in this stock.