Position in MSTR
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$307,881
-$51,024 QoQ
Shares Held
2,467
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
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, 2026SeaCrest Wealth Management, LLC holds $8,945,507 across 7 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
36,403 | $2,626,840 | |
| 2 | SNOW |
Snowflake Inc.
|
8,652 | $2,201,934 | |
| 3 | NOW |
ServiceNow, Inc.
|
12,058 | $1,197,118 | |
| 4 | CRM |
Salesforce, Inc.
|
6,891 | $1,079,544 | |
| 5 | DUOL |
Duolingo, Inc.
|
8,026 | $923,150 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,484 | $556,291 | |
| 7 | ADBE |
Adobe Inc.
|
1,759 | $360,630 |
All Filings in MSTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $307,881 | 2,467 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $358,905 | 2,362 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $818,091 | 2,539 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,018,255 | 2,519 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $712,603 | 2,472 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $665,257 | 2,297 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $917,015 | 5,439 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $713,534 | 518 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $838,643 | 492 | Shares | Sole | 2024-04-18 | |
| 2021-12-31 | $566,814 | 1,041 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||