Position in MSTR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$20,193,388
+$16,415,304 QoQ
Shares Held
161,806
+550.8% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.503071579545876.ToString("F0")%
Shared 0.ToString("F0")%
None 99.49692842045413.ToString("F0")%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CWM, LLC holds $331,735,468 across 144 Software - Application names. MSTR ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
235,476 | $35,514,490 | |
| 2 | NOW |
ServiceNow, Inc.
|
265,929 | $27,802,876 | |
| 3 | CRM |
Salesforce, Inc.
|
137,932 | $25,747,766 | |
| 4 | UBER |
Uber Technologies, Inc
|
345,934 | $24,883,032 | |
| 5 | ADBE |
Adobe Inc.
|
88,129 | $21,422,397 | |
| 6 | MSTR |
Strategy Inc
This page
|
161,806 | $20,193,388 | |
| 7 | ZM |
Zoom Communications, Inc.
|
205,948 | $16,556,159 | |
| 8 | INTU |
Intuit Inc.
|
24,481 | $10,585,094 |
All Filings in MSTR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,193,388 | 161,806 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,778,084 | 24,864 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,398,446 | 19,858 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,726,791 | 16,641 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,091,713 | 17,663 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,598,586 | 15,878 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,424,299 | 14,379 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $170,256 | 1,236 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $141,308 | 829 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $25,012 | 396 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $12,113 | 369 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $10,306 | 301 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $6,080 | 208 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,864 | 273 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,688 | 268 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $5,454 | 332 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $13,373 | 275 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $15,245 | 280 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $7,575 | 114 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $7,738 | 114 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $4,429 | 114 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $1,716 | 114 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $1,348 | 114 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $1,346 | 114 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||