Position in MSTR
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$325,852
-$118,145 QoQ
Shares Held
2,611
-10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Clear Creek Financial Management, LLC holds $5,640,942 across 11 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
4,380 | $980,901 | |
| 2 | DDOG |
Datadog, Inc.
|
3,334 | $868,040 | |
| 3 | SHOP |
Shopify Inc.
|
6,932 | $791,495 | |
| 4 | ADBE |
Adobe Inc.
|
3,053 | $625,926 | |
| 5 | UBER |
Uber Technologies, Inc
|
6,958 | $502,089 | |
| 6 | NOW |
ServiceNow, Inc.
|
4,833 | $479,820 | |
| 7 | CRM |
Salesforce, Inc.
|
2,717 | $425,645 | |
| 8 | NICE |
NICE Ltd.
|
3,100 | $281,635 |
All Filings in MSTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $325,852 | 2,611 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $443,997 | 2,922 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $589,322 | 1,829 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $596,239 | 1,475 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $332,375 | 1,153 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $300,335 | 1,037 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $217,831 | 1,292 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||