Vanguard Personalized Indexing Management, LLC
Position in MSTR — Strategy Inc
CIK 1767306
OAKLAND, CA
Position in MSTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,677,053
-$1,285,948 QoQ
Shares Held
19,292
-18.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#284
of 863 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $226,102,183 across 95 Software - Application names. MSTR ranks #25 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
94,419 | $21,145,135 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
48,227 | $18,100,557 | |
| 3 | CRM |
Salesforce, Inc.
|
110,653 | $17,334,898 | |
| 4 | NOW |
ServiceNow, Inc.
|
170,895 | $16,966,455 | |
| 5 | UBER |
Uber Technologies, Inc
|
216,250 | $15,604,600 | |
| 6 | DDOG |
Datadog, Inc.
|
49,143 | $12,794,871 | |
| 7 | ADBE |
Adobe Inc.
|
54,325 | $11,137,711 | |
| 8 | PAYX |
Paychex Inc
|
96,800 | $9,518,344 |
All Filings in MSTR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,677,053 | 19,292 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,963,001 | 23,742 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,744,065 | 18,059 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,346,065 | 22,799 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $9,255,250 | 22,896 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,579,168 | 15,885 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,441,844 | 11,884 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,565,619 | 9,286 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,046,884 | 760 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $986,940 | 579 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $314,546 | 498 | Shares | Sole | 2024-02-08 | |
| 2022-03-31 | $217,871 | 448 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $443,214 | 814 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||