Texas Capital Bank Wealth Management Services Inc
BankPosition in MSTR — Strategy Inc
CIK 1802655
Dallas, TX
Position in MSTR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$280,549
-$61,034 QoQ
Shares Held
2,248
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Texas Capital Bank Wealth Management Services Inc holds $13,062,387 across 10 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
30,471 | $7,952,931 | |
| 2 | ADBE |
Adobe Inc.
|
11,266 | $2,309,755 | |
| 3 | SHOP |
Shopify Inc.
|
6,465 | $738,173 | |
| 4 | CRM |
Salesforce, Inc.
|
3,189 | $499,588 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,253 | $470,275 | |
| 6 | UBER |
Uber Technologies, Inc
|
4,384 | $316,349 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,712 | $269,247 | |
| 8 | PAYX |
Paychex Inc
|
2,633 | $258,902 |
All Filings in MSTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $280,549 | 2,248 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $341,583 | 2,248 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $675,674 | 2,097 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $684,361 | 1,693 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $488,041 | 1,693 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $490,326 | 1,693 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||