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Arax Advisory Partners

Position in MSTR — Strategy Inc

CIK 1586767 DENVER, CO

Position in MSTR

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$800,277
+$463,193 QoQ
Shares Held
9,206
+240.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#384
of 863 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority Sole 32% Shared 0% None 68%

Common Shares in MSTR Over Time

Shares Held

Position Value (USD)

Derivatives in MSTR

reported options exposure · as of Jun 30, 2026
CallValue
$113,009
CallShares
1,300
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

Arax Advisory Partners holds $140,172,139 across 132 Software - Application names. MSTR ranks #34 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in MSTR

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $43,465 500
2026-06-30 $69,544 800
2026-06-30 $800,277 9,206
2026-03-31 $337,084 2,701
2025-12-31 $448,252 2,950
2025-06-30 $1,032,403 2,554
2025-03-31 $613,437 2,128
2024-12-31 $157,263 543
2024-09-30 $10,621 63
2024-06-30 $8,264 6
2022-09-30 $5,094 24