Position in MSTR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,934,070
-$1,063,565 QoQ
Shares Held
31,523
-4.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 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, 2026Kovack Advisors, Inc. holds $27,221,375 across 17 Software - Application names. MSTR ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
52,385 | $6,213,908 | |
| 2 | NOW |
ServiceNow, Inc.
|
48,043 | $5,022,895 | |
| 3 | MSTR |
Strategy Inc
This page
|
31,523 | $3,934,070 | |
| 4 | MITK |
Mitek Systems Inc
|
171,690 | $2,317,815 | |
| 5 | CRNC |
Cerence Inc.
|
253,386 | $1,598,865 | |
| 6 | UBER |
Uber Technologies, Inc
|
22,072 | $1,587,638 | |
| 7 | CRM |
Salesforce, Inc.
|
6,854 | $1,279,436 | |
| 8 | SNOW |
Snowflake Inc.
|
8,114 | $1,223,753 |
All Filings in MSTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,934,070 | 31,523 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,997,635 | 32,890 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $217,169 | 674 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $299,938 | 742 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $219,085 | 760 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $220,111 | 760 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $122,044 | 886 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $59,489 | 349 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||