Position in MSTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,164,862
-$255,439 QoQ
Shares Held
13,400
+204.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#314
of 845 holders
Holding Since
Mar 2024
8 quarters on record
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $18,044,250 across 41 Software - Application names. MSTR ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
2,978 | $3,558,054 | |
| 2 | SNOW |
Snowflake Inc.
|
7,181 | $1,827,564 | |
| 3 | CRM |
Salesforce, Inc.
|
11,477 | $1,797,986 | |
| 4 | DDOG |
Datadog, Inc.
|
6,450 | $1,679,322 | |
| 5 | ADBE |
Adobe Inc.
|
7,411 | $1,519,403 | |
| 6 | NOW |
ServiceNow, Inc.
|
14,857 | $1,475,002 | |
| 7 | MSTR |
Strategy Inc
This page
|
13,400 | $1,164,862 | |
| 8 | DOCU |
Docusign, Inc.
|
25,109 | $1,115,341 |
All Filings in MSTR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,164,862 | 13,400 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $1,420,301 | 4,408 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $225,964 | 559 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $680,317 | 2,360 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,511,932 | 12,126 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $450,836 | 2,674 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,035,915 | 1,478 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,538,089 | 1,489 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||