Position in MSTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,179,177
-$2,377,695 QoQ
Shares Held
50,569
-8.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#188
of 863 holders
Holding Since
Dec 2020
22 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, 2026Independent Advisor Alliance holds $59,983,238 across 24 Software - Application names. MSTR ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MITK |
Mitek Systems Inc
|
1,137,006 | $22,887,930 | |
| 2 | NOW |
ServiceNow, Inc.
|
70,036 | $6,953,173 | |
| 3 | UBER |
Uber Technologies, Inc
|
61,837 | $4,462,157 | |
| 4 | MSTR |
Strategy Inc
This page
|
50,569 | $4,179,177 | |
| 5 | CRM |
Salesforce, Inc.
|
21,886 | $3,428,659 | |
| 6 | DSGX |
Descartes Systems Group Inc
|
38,515 | $2,666,778 | |
| 7 | ADBE |
Adobe Inc.
|
11,618 | $2,381,922 | |
| 8 | ADP |
Automatic Data Processing Inc
|
9,764 | $2,186,647 |
All Filings in MSTR
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 STRK | $453,619 | 7,712 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $3,725,558 | 42,857 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 STRK | $419,958 | 5,940 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $6,136,914 | 49,174 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 STRK | $459,958 | 5,840 | Shares | Sole | 2026-02-04 | |
| 2025-12-31 | $7,110,196 | 46,793 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 STRK | $507,742 | 5,537 | Shares | Sole | 2025-11-04 | |
| 2025-09-30 | $16,997,543 | 52,753 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 STRK | $227,377 | 1,879 | Shares | Sole | 2025-08-11 | |
| 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 | $4,117,287 | 2,989 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,519,916 | 2,065 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,237,343 | 1,959 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $621,762 | 1,894 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $696,482 | 2,034 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $651,581 | 2,229 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $1,057,054 | 4,980 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $617,768 | 3,760 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,266,863 | 2,605 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $861,927 | 1,583 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $583,027 | 1,008 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $360,823 | 543 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $291,884 | 430 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $209,817 | 540 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||