Position in MSTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,804,774
+$190,494 QoQ
Shares Held
30,487
+28.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Advisory Services Network, LLC holds $80,758,633 across 121 Software - Application names. MSTR ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
96,692 | $10,109,140 | |
| 2 | SHOP |
Shopify Inc.
|
70,827 | $8,401,491 | |
| 3 | INTU |
Intuit Inc.
|
16,321 | $7,056,867 | |
| 4 | CRM |
Salesforce, Inc.
|
36,368 | $6,788,809 | |
| 5 | UBER |
Uber Technologies, Inc
|
86,718 | $6,237,617 | |
| 6 | ADBE |
Adobe Inc.
|
18,886 | $4,590,804 | |
| 7 | IDCC |
InterDigital, Inc.
|
14,008 | $4,230,416 | |
| 8 | MSTR |
Strategy Inc
This page
|
30,487 | $3,804,774 |
All Filings in MSTR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,804,774 | 30,487 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,614,280 | 23,786 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,657,823 | 20,663 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $10,615,078 | 26,260 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,196,615 | 7,620 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $318,870 | 1,101 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $17,622 | 279 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $4,121 | 141 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $3,341 | 236 | Shares | Sole | 2023-02-13 | |
| 2021-06-30 | $3,588 | 54 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,733 | 55 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $271 | 7 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $150 | 10 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||