Position in MSTR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$761,854
-$487,019 QoQ
Shares Held
8,764
-12.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#392
of 863 holders
Holding Since
Dec 2021
19 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, 2026Avior Wealth Management, LLC holds $13,021,409 across 13 Software - Application names. MSTR ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
19,214 | $4,302,975 | |
| 2 | CRM |
Salesforce, Inc.
|
18,465 | $2,892,726 | |
| 3 | SHOP |
Shopify Inc.
|
12,476 | $1,424,509 | |
| 4 | ADSK |
Autodesk, Inc.
|
4,587 | $891,804 | |
| 5 | MSTR |
Strategy Inc
This page
|
8,764 | $761,854 | |
| 6 | UBER |
Uber Technologies, Inc
|
10,503 | $757,896 | |
| 7 | DT |
Dynatrace, Inc.
|
9,517 | $417,891 | |
| 8 | NOW |
ServiceNow, Inc.
|
3,811 | $378,356 |
All Filings in MSTR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,854 | 8,764 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,248,873 | 10,007 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,434,104 | 9,438 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $3,130,592 | 9,716 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,247,648 | 10,508 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,726,457 | 9,458 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,806,417 | 9,690 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,490,424 | 8,840 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,305,851 | 948 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,549,445 | 909 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,526 | 4 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,313 | 4 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $5,821 | 17 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,169 | 4 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,388 | 31 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,580 | 31 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $657 | 4 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,945 | 4 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,900 | 9 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||