Betterment LLC

Position in MSTR — Strategy Inc

CIK 1633901 NEW YORK, NY

Position in MSTR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$309,557

New position

Shares Held

3,561

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#536

of 862 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Betterment LLC holds $2,002,702 across 6 Software - Application names. MSTR ranks #4 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	4,624	$459,070
2	CRM	Salesforce, Inc.	2,238	$350,605
3	INTU	Intuit Inc.	1,256	$327,816
4	MSTR	Strategy Inc This page	3,561	$309,557
5	UBER	Uber Technologies, Inc	3,967	$286,258
6	ADBE	Adobe Inc.	1,314	$269,396

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$309,557	3,561	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.