Position in MSTR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$289,737
-$310,168 QoQ
Shares Held
3,333
-45.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#545
of 863 holders
Holding Since
Mar 2024
10 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, 2026Synergy Asset Management, LLC holds $1,120,438 across 3 Software - Application names. MSTR ranks #2 (25.9% of the industry book) .
All Filings in MSTR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,737 | 3,333 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 STRK | $218,392 | 3,089 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $381,513 | 3,057 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $381,090 | 2,508 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $871,254 | 2,704 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $285,790 | 707 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,893,077 | 10,036 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,613,993 | 19,384 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,502,394 | 8,911 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,203,917 | 874 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,297,170 | 761 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||