IPG Investment Advisors LLC

Position in MSTR — Strategy Inc

CIK 1602237 SAN DIEGO, CA

Position in MSTR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$478,115

-$161,360 QoQ

Shares Held

5,500

+7.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#467

of 863 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Technology · as of Jun 30, 2026

IPG Investment Advisors LLC holds $8,899,665 across 6 Software - Application names. MSTR ranks #5 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	51,434	$3,711,477
2	CRM	Salesforce, Inc.	13,059	$2,045,822
3	CDNS	Cadence Design Systems Inc	5,068	$1,902,121
4	SHOP	Shopify Inc.	4,681	$534,476
5	MSTR	Strategy Inc This page	5,500	$478,115
6	FROG	JFrog Ltd	2,505	$227,654

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$478,115	5,500	+7.3%	Shares	Sole	2026-08-12
2026-03-31	$639,475	5,124	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.