Position in MSTR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$278,928
+$68,022 QoQ
Shares Held
2,235
+61.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Van Hulzen Asset Management, LLC holds $14,321,228 across 12 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
23,226 | $7,859,446 | |
| 2 | YOU |
Clear Secure, Inc.
|
30,086 | $1,676,692 | |
| 3 | SPSC |
Sps Commerce Inc
|
11,835 | $676,606 | |
| 4 | DSGX |
Descartes Systems Group Inc
|
9,665 | $669,204 | |
| 5 | SNOW |
Snowflake Inc.
|
2,477 | $630,396 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,502 | $560,322 | |
| 7 | WDAY |
Workday, Inc.
|
4,171 | $510,613 | |
| 8 | SHOP |
Shopify Inc.
|
4,190 | $478,414 |
All Filings in MSTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $278,928 | 2,235 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $210,906 | 1,388 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $895,099 | 2,778 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,062,316 | 2,628 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $399,830 | 1,387 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $260,658 | 900 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||