Position in MSTR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$320,771
-$440,009 QoQ
Shares Held
3,690
-39.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#532
of 863 holders
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SteelPeak Wealth, LLC holds $34,087,897 across 11 Software - Application names. MSTR ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
51,422 | $13,421,142 | |
| 2 | UBER |
Uber Technologies, Inc
|
111,714 | $8,061,282 | |
| 3 | SHOP |
Shopify Inc.
|
46,162 | $5,270,777 | |
| 4 | DUOL |
Duolingo, Inc.
|
20,045 | $2,305,575 | |
| 5 | NOW |
ServiceNow, Inc.
|
16,193 | $1,607,641 | |
| 6 | CRM |
Salesforce, Inc.
|
5,161 | $808,522 | |
| 7 | SNOW |
Snowflake Inc.
|
3,098 | $788,441 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,894 | $710,856 |
All Filings in MSTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,771 | 3,690 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $760,780 | 6,096 | Shares | Sole | 2026-05-05 | |
| 2024-12-31 | $280,062 | 967 | Shares | Sole | 2025-01-23 | |
| 2022-03-31 | $243,646 | 501 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $313,081 | 575 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||