Position in MSTR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,696,438
-$247,696 QoQ
Shares Held
19,515
+25.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#283
of 863 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Derivatives in MSTR
reported options exposure · as of Dec 31, 2025CallValue
$106,365
CallShares
700
PutValue
$0
PutShares
0
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 Jun 30, 2026Teamwork Financial Advisors, LLC holds $36,429,226 across 7 Software - Application names. MSTR ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
154,649 | $15,353,552 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
30,857 | $11,581,249 | |
| 3 | ADBE |
Adobe Inc.
|
15,998 | $3,279,909 | |
| 4 | UBER |
Uber Technologies, Inc
|
30,658 | $2,212,281 | |
| 5 | CRM |
Salesforce, Inc.
|
12,912 | $2,022,793 | |
| 6 | MSTR |
Strategy Inc
This page
|
19,515 | $1,696,438 | |
| 7 | SNOW |
Snowflake Inc.
|
1,112 | $283,004 |
All Filings in MSTR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,696,438 | 19,515 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,944,134 | 15,578 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $106,365 | 700 | Call | Sole | 2026-01-09 | |
| 2025-12-31 | $705,655 | 4,644 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $12,157,949 | 37,733 | Shares | Sole | 2025-10-08 | |
| 2025-09-30 | $1,224,398 | 3,800 | Call | Sole | 2025-10-08 | |
| 2025-06-30 | $606,345 | 1,500 | Call | Sole | 2025-07-07 | |
| 2025-06-30 | $2,776,251 | 6,868 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $374,751 | 1,300 | Call | Sole | 2025-04-10 | |
| 2025-03-31 | $2,419,161 | 8,392 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $698,273 | 2,411 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $381,373 | 2,262 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||