Position in MSTR
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$681,907
+$158,744 QoQ
Shares Held
5,464
+58.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $32,924,582 across 25 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
36,566 | $5,728,429 | |
| 2 | NOW |
ServiceNow, Inc.
|
54,637 | $5,424,361 | |
| 3 | UBER |
Uber Technologies, Inc
|
50,584 | $3,650,141 | |
| 4 | ADP |
Automatic Data Processing Inc
|
12,253 | $2,744,059 | |
| 5 | SNOW |
Snowflake Inc.
|
8,997 | $2,289,736 | |
| 6 | SAP |
Sap SE
|
9,477 | $1,460,500 | |
| 7 | INTU |
Intuit Inc.
|
5,039 | $1,315,179 | |
| 8 | CHYM |
Chime Financial, Inc.
|
57,137 | $1,170,165 |
All Filings in MSTR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $681,907 | 5,464 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $523,163 | 3,443 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,978,971 | 12,349 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,537,481 | 11,225 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,116,486 | 10,811 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,192,481 | 11,023 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,746,358 | 10,358 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,398,142 | 1,015 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,794,901 | 1,053 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $624,040 | 988 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $323,027 | 984 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $336,941 | 984 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||