Position in MSTR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$787,658,226
-$87,610,696 QoQ
Shares Held
6,311,364
+9.6% QoQ
Ownership
1.80%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.72010107482313.ToString("F0")%
Shared 0.ToString("F0")%
None 4.279898925176871.ToString("F0")%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Derivatives in MSTR
reported options exposure · as of Mar 31, 2026CallValue
$42,887,020
CallShares
343,646
PutValue
$27,655,680
PutShares
221,600
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 Mar 31, 2026UBS Group AG holds $13,321,227,646 across 216 Software - Application names. MSTR ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
18,071,349 | $1,299,872,128 | |
| 2 | CRM |
Salesforce, Inc.
|
6,813,315 | $1,271,841,506 | |
| 3 | INTU |
Intuit Inc.
|
2,074,550 | $896,993,925 | |
| 4 | MSTR |
Strategy Inc
This page
|
6,311,364 | $787,658,226 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,971,847 | $603,819,871 | |
| 6 | SHOP |
Shopify Inc.
|
4,730,646 | $561,149,224 | |
| 7 | ADBE |
Adobe Inc.
|
2,162,528 | $525,667,302 | |
| 8 | SNOW |
Snowflake Inc.
|
3,256,071 | $491,080,624 |
All Filings in MSTR
Export CSV
47 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,887,020 | 343,646 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $787,658,226 | 6,311,364 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $27,655,680 | 221,600 | Put | Defined | 2026-05-05 | |
| 2025-12-31 | $33,841,088 | 222,712 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $875,268,922 | 5,760,243 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $92,066,505 | 605,900 | Put | Defined | 2026-01-29 | |
| 2025-09-30 | $22,992,905 | 71,360 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $812,742,825 | 2,522,401 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $139,516,930 | 433,000 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $144,552,648 | 357,600 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $620,364,906 | 1,534,683 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $27,055,922 | 66,932 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $628,771,350 | 2,181,189 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $21,836,452 | 75,750 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $109,715,562 | 380,600 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $129,141,558 | 445,900 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $1,294,377,810 | 4,469,228 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $41,885,423 | 144,622 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $24,965,950 | 148,078 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $66,495,840 | 394,400 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $72,939,730 | 432,620 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,079,994 | 15,100 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $5,284,422 | 38,363 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $1,790,999 | 13,002 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $1,363,988 | 8,002 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $1,278,420 | 7,500 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $7,608,472 | 44,636 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,567,218 | 40,645 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $473,715 | 7,500 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $473,715 | 7,500 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $1,198,352 | 36,504 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $262,087 | 7,654 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $364,785 | 12,479 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $60,393 | 4,266 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $98,064 | 4,620 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $100,320 | 6,106 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $567,680 | 11,673 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $834,484 | 15,326 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $863,838 | 14,935 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,405,949 | 21,158 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $6,645 | 100 | Put | Defined | 2021-08-13 | |
| 2021-03-31 | $6,788 | 100 | Put | Defined | 2021-05-12 | |
| 2021-03-31 | $1,533,747 | 22,595 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,150,301 | 29,605 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $289,345 | 19,218 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $147,353 | 12,457 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,838,650 | 155,686 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||