Position in MSTR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$525,578
-$98,921 QoQ
Shares Held
6,046
+20.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#444
of 862 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $14,625,820 across 16 Software - Application names. MSTR ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
83,572 | $6,030,555 | |
| 2 | NOW |
ServiceNow, Inc.
|
16,873 | $1,675,151 | |
| 3 | CRM |
Salesforce, Inc.
|
8,237 | $1,290,408 | |
| 4 | SNOW |
Snowflake Inc.
|
3,525 | $897,112 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,954 | $733,375 | |
| 6 | SHOP |
Shopify Inc.
|
5,269 | $601,614 | |
| 7 | ADSK |
Autodesk, Inc.
|
2,900 | $563,818 | |
| 8 | MSTR |
Strategy Inc
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|
6,046 | $525,578 |
All Filings in MSTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,578 | 6,046 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $624,499 | 5,004 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $714,013 | 4,699 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,618,138 | 5,022 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,986,790 | 4,915 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $852,930 | 2,945 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $256,609 | 1,522 | Shares | Sole | 2024-12-13 | |
| 2022-03-31 | $247,536 | 509 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $247,742 | 455 | Shares | Other | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||