Position in MSTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$543,138
-$138,519 QoQ
Shares Held
6,248
+14.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#440
of 862 holders
Holding Since
Dec 2023
11 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, 2026NWAM LLC holds $7,448,322 across 12 Software - Application names. MSTR ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
10,262 | $2,298,174 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
2,127 | $798,305 | |
| 3 | U |
Unity Software Inc.
|
26,771 | $765,115 | |
| 4 | SNOW |
Snowflake Inc.
|
2,625 | $668,062 | |
| 5 | CRM |
Salesforce, Inc.
|
3,491 | $546,900 | |
| 6 | MSTR |
Strategy Inc
This page
|
6,248 | $543,138 | |
| 7 | NOW |
ServiceNow, Inc.
|
3,647 | $362,074 | |
| 8 | UBER |
Uber Technologies, Inc
|
4,741 | $342,110 |
All Filings in MSTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,138 | 6,248 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $681,657 | 5,462 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $648,826 | 4,270 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $975,974 | 3,029 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $1,310,513 | 3,242 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $934,283 | 3,241 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $943,292 | 3,257 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $880,429 | 5,222 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $703,892 | 511 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $835,234 | 490 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $529,929 | 839 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||