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CARDIFF PARK ADVISORS, LLC

Position in MSTR — Strategy Inc

CIK 1910000 SAN MARCOS, CA

Position in MSTR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$339,027
-$64,077 QoQ
Shares Held
3,900
+20.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#522
of 862 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MSTR Over Time

Shares Held

Position Value (USD)

Derivatives in MSTR

reported options exposure · as of Jun 30, 2026
CallValue
$260,790
CallShares
3,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

CARDIFF PARK ADVISORS, LLC holds $1,818,505 across 5 Software - Application names. MSTR ranks #2 (18.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MSTR
Strategy Inc
This page
3,900 $339,027

All Filings in MSTR

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $339,027 3,900
2026-06-30 $260,790 3,000
2026-03-31 $403,104 3,230
2025-12-31 $318,183 2,094
2025-09-30 $246,168 764
2025-06-30 $268,408 664
2025-03-31 $204,671 710
2024-06-30 $1,789,346 1,299
2024-03-31 $4,363,673 2,560
2023-12-31 $1,601,156 2,535
2023-09-30 $832,189 2,535