Position in MSTR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$0
-$28,870 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Darwin Wealth Management, LLC holds $9,430,467 across 18 Software - Application names. MSTR ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDAY |
Workday, Inc.
|
27,655 | $3,385,525 | |
| 2 | UBER |
Uber Technologies, Inc
|
34,944 | $2,521,559 | |
| 3 | ADSK |
Autodesk, Inc.
|
9,668 | $1,879,652 | |
| 4 | INTU |
Intuit Inc.
|
4,640 | $1,211,040 | |
| 5 | NOW |
ServiceNow, Inc.
|
2,453 | $243,533 | |
| 6 | ADP |
Automatic Data Processing Inc
|
273 | $61,138 | |
| 7 | PAYX |
Paychex Inc
|
580 | $57,031 | |
| 8 | SHOP |
Shopify Inc.
|
261 | $29,800 |
All Filings in MSTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $0 | 0 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $28,870 | 190 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $61,219 | 190 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $76,803 | 190 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $54,771 | 190 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $55,027 | 190 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $32,034 | 190 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||