Position in MSTR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$263,137
-$211,851 QoQ
Shares Held
3,027
-20.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#569
of 863 holders
Holding Since
Dec 2020
21 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $159,160,325 across 44 Software - Application names. MSTR ranks #35 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
285,921 | $28,386,236 | |
| 2 | NAVN |
Navan, Inc.
|
830,393 | $18,991,087 | |
| 3 | SNOW |
Snowflake Inc.
|
70,211 | $17,868,699 | |
| 4 | UBER |
Uber Technologies, Inc
|
186,774 | $13,477,611 | |
| 5 | CRM |
Salesforce, Inc.
|
79,316 | $12,425,644 | |
| 6 | ADP |
Automatic Data Processing Inc
|
41,538 | $9,302,435 | |
| 7 | INTU |
Intuit Inc.
|
29,044 | $7,580,484 | |
| 8 | ROP |
Roper Technologies Inc
|
21,314 | $7,212,444 |
All Filings in MSTR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,137 | 3,027 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $474,988 | 3,806 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $483,808 | 3,184 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,417,401 | 4,399 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,518,692 | 3,757 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $839,442 | 2,912 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $663,809 | 2,292 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $465,336 | 2,760 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $415,998 | 302 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $548,868 | 322 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $1,078,623 | 3,150 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,386,766 | 4,744 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,495,403 | 10,563 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $2,397,688 | 11,296 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,879,756 | 11,441 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $5,415,173 | 11,135 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,774,316 | 10,605 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,571,727 | 9,633 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,953,255 | 8,959 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,784,733 | 8,522 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,070,971 | 5,330 | Shares | Defined | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||