Position in MSTR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$347,633
-$220,082 QoQ
Shares Held
3,999
-12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#518
of 863 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026United Asset Strategies, Inc. holds $24,079,276 across 9 Software - Application names. MSTR ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
144,686 | $14,364,426 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
6,106 | $2,291,703 | |
| 3 | PAYX |
Paychex Inc
|
17,244 | $1,695,602 | |
| 4 | DDOG |
Datadog, Inc.
|
5,929 | $1,543,674 | |
| 5 | ADBE |
Adobe Inc.
|
6,576 | $1,348,211 | |
| 6 | SNOW |
Snowflake Inc.
|
3,644 | $927,398 | |
| 7 | CRM |
Salesforce, Inc.
|
5,322 | $833,744 | |
| 8 | INTU |
Intuit Inc.
|
2,785 | $726,885 |
All Filings in MSTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,633 | 3,999 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $567,715 | 4,549 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $608,559 | 4,005 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,251,785 | 3,885 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $638,683 | 1,580 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||