Position in MSTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$842,960
-$128,857 QoQ
Shares Held
9,697
+24.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#376
of 863 holders
Holding Since
Dec 2024
7 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, 2026Sage Mountain Advisors LLC holds $1,077,147 across 3 Software - Application names. MSTR ranks #1 (78.3% of the industry book) .
All Filings in MSTR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $842,960 | 9,697 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $971,817 | 7,787 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $909,420 | 5,985 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,388,725 | 4,310 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,296,365 | 3,207 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $502,166 | 1,742 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $628,475 | 2,170 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||