Position in MSTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$313,730
-$111,713 QoQ
Shares Held
3,609
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#535
of 863 holders
Holding Since
Dec 2023
11 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, 2026HighPoint Advisor Group LLC holds $8,898,756 across 11 Software - Application names. MSTR ranks #9 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
11,302 | $1,770,571 | |
| 2 | UBER |
Uber Technologies, Inc
|
24,256 | $1,750,312 | |
| 3 | ADP |
Automatic Data Processing Inc
|
6,400 | $1,433,280 | |
| 4 | SHOP |
Shopify Inc.
|
7,397 | $844,589 | |
| 5 | NOW |
ServiceNow, Inc.
|
7,179 | $712,731 | |
| 6 | SNOW |
Snowflake Inc.
|
2,669 | $679,260 | |
| 7 | INTU |
Intuit Inc.
|
2,169 | $566,109 | |
| 8 | SAP |
Sap SE
|
2,278 | $351,062 |
All Filings in MSTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,730 | 3,609 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $425,443 | 3,409 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $427,891 | 2,816 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $1,669,370 | 5,181 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,037,319 | 5,040 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,286,260 | 4,462 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,053,347 | 3,637 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $415,936 | 2,467 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $265 | 165 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $203 | 163 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $88,426 | 140 | Shares | Sole | 2024-03-26 | |
| No filing history on record for this holder in this stock. | ||||||