Position in MSTR
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$233,500
-$48,063 QoQ
Shares Held
1,871
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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, 2026Claro Advisors Inc. holds $8,736,866 across 13 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBS |
Hubspot Inc
|
20,974 | $3,827,964 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,882 | $785,245 | |
| 3 | CRM |
Salesforce, Inc.
|
3,762 | $589,354 | |
| 4 | SHOP |
Shopify Inc.
|
4,523 | $516,436 | |
| 5 | ADBE |
Adobe Inc.
|
2,363 | $484,462 | |
| 6 | ADSK |
Autodesk, Inc.
|
2,296 | $446,388 | |
| 7 | DDOG |
Datadog, Inc.
|
1,505 | $391,841 | |
| 8 | SNOW |
Snowflake Inc.
|
1,322 | $336,449 |
All Filings in MSTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $233,500 | 1,871 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $281,563 | 1,853 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $582,555 | 1,808 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $826,246 | 2,044 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,145,873 | 3,975 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,456,209 | 5,028 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $853,116 | 5,060 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $702,514 | 510 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $877,848 | 515 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||