ENVESTNET ASSET MANAGEMENT INC

Position in MSTR — Strategy Inc

CIK 1407543 Berwyn, PA

Position in MSTR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,614,419

-$3,106,787 QoQ

Shares Held

30,075

-34.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#231

of 863 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $3,084,779,072 across 80 Software - Application names. MSTR ranks #51 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	5,606,516	$404,566,194
2	ADP	Automatic Data Processing Inc	1,271,429	$284,736,524
3	PAYX	Paychex Inc	2,764,004	$271,784,513
4	NOW	ServiceNow, Inc.	2,135,278	$211,990,399
5	CDNS	Cadence Design Systems Inc	561,882	$210,885,552
6	SHOP	Shopify Inc.	1,827,570	$208,671,942
7	SNOW	Snowflake Inc.	737,847	$187,782,061
8	CRM	Salesforce, Inc.	1,001,763	$156,936,191

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,614,419	30,075	-34.4%	Shares	Sole	2026-08-03
2026-03-31	$5,721,206	45,843	+83.7%	Shares	Sole	2026-05-04
2025-12-31	$3,791,456	24,952	+10.4%	Shares	Sole	2026-02-10
2025-09-30 STRK	$421,911	4,601	—	Shares	Sole	2025-11-05
2025-09-30	$7,283,234	22,604	+13.4%	Shares	Sole	2025-11-05
2025-06-30	$8,058,729	19,936	+4.2%	Shares	Sole	2025-08-01
2025-03-31	$5,517,776	19,141	+20.3%	Shares	Sole	2025-04-29
2024-12-31	$4,606,985	15,907	-49.8%	Shares	Sole	2025-02-13
2024-09-30	$5,338,213	31,662	+1546.5%	Shares	Sole	2024-11-07
2024-06-30	$2,648,894	1,923	-4.4%	Shares	Sole	2024-08-08
2024-03-31	$3,429,574	2,012	+350.1%	Shares	Sole	2024-05-13
2023-12-31	$282,334	447	-50.6%	Shares	Sole	2024-02-13
2023-03-31	$264,549	905	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.