Position in MSTR
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$859,622
-$188,529 QoQ
Shares Held
6,888
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Waldron Private Wealth LLC holds $4,557,216 across 7 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
18,270 | $1,813,845 | |
| 2 | UBER |
Uber Technologies, Inc
|
13,218 | $953,810 | |
| 3 | CRM |
Salesforce, Inc.
|
3,332 | $521,991 | |
| 4 | WDAY |
Workday, Inc.
|
3,873 | $474,132 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,918 | $429,536 | |
| 6 | IDCC |
InterDigital, Inc.
|
1,234 | $349,382 | |
| 7 | AIFF |
Firefly Neuroscience, Inc.
|
12,000 | $14,520 |
All Filings in MSTR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $859,622 | 6,888 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,048,151 | 6,898 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,087,276 | 6,478 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,519,969 | 6,234 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,803,417 | 6,256 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,109,591 | 7,284 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $570,540 | 3,384 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $414,621 | 301 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $526,709 | 309 | Shares | Sole | 2024-05-09 | |
| 2022-03-31 | $253,372 | 521 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $290,757 | 534 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $307,130 | 531 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $337,566 | 508 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $291,205 | 429 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||