Position in MSTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,843,611
-$1,974,815 QoQ
Shares Held
21,208
-39.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#270
of 863 holders
Holding Since
Mar 2021
15 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, 2026Apollon Wealth Management, LLC holds $95,508,577 across 36 Software - Application names. MSTR ranks #13 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
153,586 | $17,536,449 | |
| 2 | DDOG |
Datadog, Inc.
|
51,622 | $13,440,303 | |
| 3 | CRM |
Salesforce, Inc.
|
69,353 | $10,864,840 | |
| 4 | NOW |
ServiceNow, Inc.
|
96,210 | $9,551,728 | |
| 5 | INTU |
Intuit Inc.
|
22,447 | $5,858,667 | |
| 6 | ADSK |
Autodesk, Inc.
|
21,432 | $4,166,809 | |
| 7 | ADP |
Automatic Data Processing Inc
|
15,871 | $3,554,310 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
9,154 | $3,435,679 |
All Filings in MSTR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,843,611 | 21,208 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 STRK | $721,140 | 10,200 | Shares | Sole | 2026-04-22 | |
| 2026-03-31 | $3,097,286 | 24,818 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 STRK | $393,800 | 5,000 | Shares | Sole | 2026-01-22 | |
| 2025-12-31 | $3,222,099 | 21,205 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 STRK | $1,581,825 | 17,250 | Shares | Sole | 2025-10-17 | |
| 2025-09-30 | $4,217,406 | 13,089 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 STRK | $1,403,716 | 11,600 | Shares | Sole | 2025-07-25 | |
| 2025-06-30 | $5,183,037 | 12,822 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,576,854 | 12,408 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,390,002 | 11,705 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,269,322 | 19,391 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,798,988 | 1,306 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,411,952 | 1,415 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $879,846 | 1,393 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $440,551 | 1,342 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $408,164 | 1,192 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $318,044 | 1,088 | Shares | Sole | 2023-05-16 | |
| 2021-03-31 | $271,520 | 400 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||