Position in MSTR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$38,336
-$65,624 QoQ
Shares Held
441
-61.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#688
of 863 holders
Holding Since
Mar 2025
6 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, 2026Moisand Fitzgerald Tamayo, LLC holds $236,209 across 9 Software - Application names. MSTR ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
850 | $84,388 | |
| 2 | PAYX |
Paychex Inc
|
504 | $49,558 | |
| 3 | MSTR |
Strategy Inc
This page
|
441 | $38,336 | |
| 4 | FICO |
Fair Isaac Corp
|
19 | $22,700 | |
| 5 | UBER |
Uber Technologies, Inc
|
235 | $16,957 | |
| 6 | INTU |
Intuit Inc.
|
60 | $15,660 | |
| 7 | ADP |
Automatic Data Processing Inc
|
22 | $4,926 | |
| 8 | DFIN |
Donnelley Financial Solutions, Inc.
|
55 | $2,307 |
All Filings in MSTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,336 | 441 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 STRK | $48,924 | 692 | Shares | Sole | 2026-04-14 | |
| 2026-03-31 | $55,036 | 441 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 STRK | $53,005 | 673 | Shares | Sole | 2026-01-14 | |
| 2025-12-31 | $67,009 | 441 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 STRK | $60,246 | 657 | Shares | Sole | 2025-10-23 | |
| 2025-09-30 | $142,094 | 441 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 STRK | $77,809 | 643 | Shares | Sole | 2025-07-16 | |
| 2025-06-30 | $89,739 | 222 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $63,995 | 222 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||