Position in MSTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$474,637
-$332,195 QoQ
Shares Held
5,460
-15.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#470
of 863 holders
Holding Since
Mar 2024
8 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, 2026Institute for Wealth Management, LLC. holds $17,365,129 across 36 Software - Application names. MSTR ranks #10 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
17,361 | $3,559,352 | |
| 2 | CRM |
Salesforce, Inc.
|
16,328 | $2,557,944 | |
| 3 | NOW |
ServiceNow, Inc.
|
24,680 | $2,450,230 | |
| 4 | SHOP |
Shopify Inc.
|
20,436 | $2,333,382 | |
| 5 | DDOG |
Datadog, Inc.
|
4,940 | $1,286,178 | |
| 6 | SNOW |
Snowflake Inc.
|
3,449 | $877,770 | |
| 7 | WDAY |
Workday, Inc.
|
6,786 | $830,742 | |
| 8 | FICO |
Fair Isaac Corp
|
602 | $719,257 |
All Filings in MSTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,637 | 5,460 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $806,832 | 6,465 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $782,003 | 2,427 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $582,899 | 1,442 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $448,836 | 1,557 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $555,201 | 1,917 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $224,069 | 1,329 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $213,070 | 125 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||