Position in MSTR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$91,885
-$1,340 QoQ
Shares Held
1,057
+41.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#657
of 863 holders
Holding Since
Mar 2024
10 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, 2026Abound Wealth Management holds $850,942 across 34 Software - Application names. MSTR ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
2,541 | $290,131 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
470 | $176,400 | |
| 3 | MSTR |
Strategy Inc
This page
|
1,057 | $91,885 | |
| 4 | CCC |
CCC Intelligent Solutions Holdings Inc.
|
11,799 | $60,882 | |
| 5 | WDAY |
Workday, Inc.
|
375 | $45,907 | |
| 6 | CRM |
Salesforce, Inc.
|
258 | $40,418 | |
| 7 | UBER |
Uber Technologies, Inc
|
373 | $26,915 | |
| 8 | WK |
Workiva Inc
|
500 | $24,255 |
All Filings in MSTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,885 | 1,057 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $93,225 | 747 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $113,506 | 747 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $383,107 | 1,189 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $468,502 | 1,159 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $379,363 | 1,316 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $291,068 | 1,005 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $101,497 | 602 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $17,907 | 13 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $22,159 | 13 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||