Position in MSTR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$6,971,447
-$1,022,031 QoQ
Shares Held
55,861
+6.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $26,401,758 across 139 Software - Application names. MSTR ranks #1 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
This page
|
55,861 | $6,971,447 | |
| 2 | CRM |
Salesforce, Inc.
|
11,249 | $2,099,841 | |
| 3 | SNOW |
Snowflake Inc.
|
10,629 | $1,603,059 | |
| 4 | ADBE |
Adobe Inc.
|
5,655 | $1,374,611 | |
| 5 | NOW |
ServiceNow, Inc.
|
12,076 | $1,262,539 | |
| 6 | UBER |
Uber Technologies, Inc
|
13,013 | $936,015 | |
| 7 | ADP |
Automatic Data Processing Inc
|
4,552 | $924,868 | |
| 8 | INTU |
Intuit Inc.
|
2,050 | $886,373 |
All Filings in MSTR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,971,447 | 55,861 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $7,993,478 | 52,606 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,385,611 | 35,336 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,214,681 | 32,691 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,250,006 | 32,088 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,579,005 | 22,716 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,310,089 | 25,564 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $121,769 | 884 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,806 | 81 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $4,863 | 77 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $0 | 0 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $0 | 0 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||