Position in MSTR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,136,914
-$973,282 QoQ
Shares Held
49,174
+5.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Independent Advisor Alliance holds $52,705,688 across 20 Software - Application names. MSTR ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MITK |
Mitek Systems Inc
|
1,155,073 | $15,593,485 | |
| 2 | MSTR |
Strategy Inc
This page
|
49,174 | $6,136,914 | |
| 3 | UBER |
Uber Technologies, Inc
|
66,017 | $4,748,602 | |
| 4 | NOW |
ServiceNow, Inc.
|
44,358 | $4,637,628 | |
| 5 | CRM |
Salesforce, Inc.
|
22,857 | $4,266,715 | |
| 6 | ADBE |
Adobe Inc.
|
13,525 | $3,287,656 | |
| 7 | DSGX |
Descartes Systems Group Inc
|
38,515 | $2,756,133 | |
| 8 | SHOP |
Shopify Inc.
|
18,031 | $2,138,836 |
All Filings in MSTR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,136,914 | 49,174 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,110,196 | 46,793 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $16,997,543 | 52,753 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $22,970,773 | 56,826 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $16,750,792 | 58,108 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $15,345,515 | 52,985 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,725,959 | 39,893 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $411,728 | 2,989 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $351,991 | 2,065 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $123,734 | 1,959 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $62,176 | 1,894 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $69,648 | 2,034 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $65,158 | 2,229 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $105,705 | 4,980 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $61,776 | 3,760 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $126,686 | 2,605 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $86,192 | 1,583 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $58,302 | 1,008 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $36,082 | 543 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $29,188 | 430 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $20,981 | 540 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||