Position in MSTR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$245,403
-$130,120 QoQ
Shares Held
2,823
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#585
of 863 holders
Holding Since
Dec 2024
7 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, 2026Cyndeo Wealth Partners, LLC holds $11,079,796 across 11 Software - Application names. MSTR ranks #11 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
23,358 | $5,231,024 | |
| 2 | INTU |
Intuit Inc.
|
8,974 | $2,342,214 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,529 | $573,864 | |
| 4 | FICO |
Fair Isaac Corp
|
451 | $538,845 | |
| 5 | CRM |
Salesforce, Inc.
|
2,826 | $442,721 | |
| 6 | PAYX |
Paychex Inc
|
4,011 | $394,401 | |
| 7 | UBER |
Uber Technologies, Inc
|
5,026 | $362,676 | |
| 8 | SHOP |
Shopify Inc.
|
3,096 | $353,501 |
All Filings in MSTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,403 | 2,823 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $375,523 | 3,009 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $416,646 | 2,742 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,303,339 | 4,045 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,804,143 | 6,937 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,236,390 | 4,289 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $826,575 | 2,854 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||