Position in MSTR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$431,433
-$192,670 QoQ
Shares Held
4,963
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#483
of 863 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $54,220,149 across 123 Software - Application names. MSTR ranks #16 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
143,821 | $10,378,123 | |
| 2 | NOW |
ServiceNow, Inc.
|
78,294 | $7,773,028 | |
| 3 | CRM |
Salesforce, Inc.
|
34,622 | $5,423,882 | |
| 4 | SNOW |
Snowflake Inc.
|
19,978 | $5,084,401 | |
| 5 | ADBE |
Adobe Inc.
|
23,740 | $4,867,174 | |
| 6 | RNG |
RingCentral, Inc.
|
99,068 | $3,861,670 | |
| 7 | DDOG |
Datadog, Inc.
|
11,802 | $3,072,768 | |
| 8 | ADP |
Automatic Data Processing Inc
|
8,843 | $1,980,389 |
All Filings in MSTR
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,433 | 4,963 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 STRK | $353 | 5 | Shares | Sole | 2026-04-13 | |
| 2026-03-31 | $623,750 | 4,998 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $658,095 | 4,331 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $914,431 | 2,838 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 STRK | $484 | 4 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 | $1,982,748 | 4,905 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,221,434 | 18,113 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,010,194 | 20,752 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,778,157 | 22,409 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $3,029,078 | 2,199 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,540,371 | 2,077 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,815,275 | 2,874 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $496,687 | 1,513 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $503,699 | 1,471 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $444,618 | 1,521 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $214,478 | 1,515 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $403,081 | 1,899 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $51,097 | 311 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $132,279 | 272 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $85,484 | 157 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $42,223 | 73 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $31,231 | 47 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $29,867 | 44 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||