Position in MSTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$594,514
-$14,260 QoQ
Shares Held
6,839
+40.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#430
of 863 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $32,638,255 across 22 Software - Application names. MSTR ranks #14 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
100,628 | $9,990,347 | |
| 2 | PAYX |
Paychex Inc
|
48,723 | $4,790,932 | |
| 3 | UBER |
Uber Technologies, Inc
|
35,220 | $2,541,475 | |
| 4 | ADP |
Automatic Data Processing Inc
|
8,264 | $1,850,722 | |
| 5 | SHOP |
Shopify Inc.
|
15,988 | $1,825,509 | |
| 6 | WK |
Workiva Inc
|
35,994 | $1,746,068 | |
| 7 | ADBE |
Adobe Inc.
|
7,421 | $1,521,453 | |
| 8 | CRM |
Salesforce, Inc.
|
8,824 | $1,382,367 |
All Filings in MSTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,514 | 6,839 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $608,774 | 4,878 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $223,670 | 1,472 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $528,424 | 1,640 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $327,426 | 810 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $262,613 | 911 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $483,665 | 1,670 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $278,250 | 202 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $281,252 | 165 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||