Position in MSTR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$190,724
-$402,200 QoQ
Shares Held
2,194
-53.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#630
of 863 holders
Holding Since
Sep 2024
8 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, 2026Wedmont Private Capital holds $18,827,462 across 29 Software - Application names. MSTR ranks #24 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
9,669 | $3,628,969 | |
| 2 | CRM |
Salesforce, Inc.
|
12,110 | $1,897,152 | |
| 3 | UBER |
Uber Technologies, Inc
|
24,665 | $1,779,826 | |
| 4 | INTU |
Intuit Inc.
|
6,696 | $1,747,656 | |
| 5 | ADP |
Automatic Data Processing Inc
|
5,202 | $1,164,987 | |
| 6 | NOW |
ServiceNow, Inc.
|
10,157 | $1,008,386 | |
| 7 | DDOG |
Datadog, Inc.
|
3,594 | $935,733 | |
| 8 | SNOW |
Snowflake Inc.
|
3,175 | $808,037 |
All Filings in MSTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,724 | 2,194 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $592,924 | 4,751 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $471,196 | 3,101 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,325,249 | 4,113 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,429,357 | 3,536 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,016,728 | 3,527 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $619,497 | 2,139 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $262,004 | 1,554 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||