Position in MSTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$0
+$0 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Derivatives in MSTR
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$2,907,840
PutShares
23,300
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, 2026Select Equity Group, L.P. holds $744,965,240 across 11 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
2,320,215 | $228,146,740 | |
| 2 | WDAY |
Workday, Inc.
|
1,331,948 | $163,057,074 | |
| 3 | CRM |
Salesforce, Inc.
|
828,563 | $129,802,679 | |
| 4 | DSGX |
Descartes Systems Group Inc
|
1,290,947 | $89,385,170 | |
| 5 | SHOP |
Shopify Inc.
|
291,826 | $33,320,692 | |
| 6 | ADEA |
Adeia Inc.
|
803,196 | $26,449,244 | |
| 7 | ALKT |
Alkami Technology, Inc.
|
1,450,006 | $26,274,108 | |
| 8 | ALRM |
Alarm.com Holdings, Inc.
|
462,015 | $21,585,340 |
All Filings in MSTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,907,840 | 23,300 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $13,690,695 | 90,100 | Put | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||