Position in MSTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$508,192
-$131,283 QoQ
Shares Held
5,846
+14.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#451
of 863 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026KINTRA WEALTH, LLC holds $2,958,376 across 7 Software - Application names. MSTR ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,896 | $610,347 | |
| 2 | MSTR |
Strategy Inc
This page
|
5,846 | $508,192 | |
| 3 | WDAY |
Workday, Inc.
|
4,073 | $498,616 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,214 | $495,825 | |
| 5 | SHOP |
Shopify Inc.
|
3,903 | $445,644 | |
| 6 | ROP |
Roper Technologies Inc
|
692 | $234,165 | |
| 7 | PAYX |
Paychex Inc
|
1,684 | $165,587 |
All Filings in MSTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,192 | 5,846 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $639,475 | 5,124 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $781,478 | 5,143 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,753,789 | 5,443 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,200,223 | 5,443 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,569,053 | 5,443 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,563,948 | 5,400 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $910,440 | 5,400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $743,839 | 540 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $920,462 | 540 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||