Position in MSTR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,243,632
-$270,093 QoQ
Shares Held
9,965
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Visionary Wealth Advisors holds $17,605,081 across 9 Software - Application names. MSTR ranks #3 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
40,754 | $8,280,397 | |
| 2 | PAR |
Par Technology Corp
|
360,128 | $4,800,506 | |
| 3 | MSTR |
Strategy Inc
This page
|
9,965 | $1,243,632 | |
| 4 | CRM |
Salesforce, Inc.
|
5,724 | $1,068,499 | |
| 5 | NOW |
ServiceNow, Inc.
|
8,025 | $839,013 | |
| 6 | UBER |
Uber Technologies, Inc
|
6,046 | $434,888 | |
| 7 | ADBE |
Adobe Inc.
|
1,645 | $399,866 | |
| 8 | SHOP |
Shopify Inc.
|
2,552 | $302,718 |
All Filings in MSTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,243,632 | 9,965 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,513,725 | 9,962 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,143,480 | 9,756 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,847,461 | 9,518 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,772,869 | 9,619 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,482,622 | 8,572 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,048,860 | 6,221 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $72,179 | 524 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $71,591 | 420 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $44,971 | 712 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||