Position in MSTR
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$701,264
-$374,886 QoQ
Shares Held
8,067
-6.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#404
of 863 holders
Holding Since
Jun 2023
13 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, 2026Kingsview Wealth Management, LLC holds $32,821,117 across 18 Software - Application names. MSTR ranks #11 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
29,366 | $6,576,515 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
80,448 | $4,991,798 | |
| 3 | CRM |
Salesforce, Inc.
|
24,179 | $3,787,882 | |
| 4 | NOW |
ServiceNow, Inc.
|
36,656 | $3,639,207 | |
| 5 | SHOP |
Shopify Inc.
|
26,821 | $3,062,421 | |
| 6 | PAYX |
Paychex Inc
|
29,426 | $2,893,458 | |
| 7 | UBER |
Uber Technologies, Inc
|
24,984 | $1,802,845 | |
| 8 | DDOG |
Datadog, Inc.
|
5,200 | $1,353,872 |
All Filings in MSTR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $701,264 | 8,067 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,076,150 | 8,623 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,174,269 | 7,728 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,356,321 | 7,313 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,850,225 | 7,051 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,923,049 | 6,671 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,829,529 | 6,317 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $642,366 | 3,810 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $550,992 | 400 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,227,283 | 720 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $428,238 | 678 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $298,078 | 908 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $297,562 | 869 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||