Position in MSTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$600,860
+$7,561 QoQ
Shares Held
6,912
+45.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#427
of 863 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $12,657,802 across 14 Software - Application names. MSTR ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
42,194 | $3,044,718 | |
| 2 | SHOP |
Shopify Inc.
|
19,670 | $2,245,920 | |
| 3 | CRM |
Salesforce, Inc.
|
9,049 | $1,417,615 | |
| 4 | NOW |
ServiceNow, Inc.
|
12,592 | $1,250,132 | |
| 5 | SNOW |
Snowflake Inc.
|
4,413 | $1,123,108 | |
| 6 | ADBE |
Adobe Inc.
|
3,207 | $657,498 | |
| 7 | MSTR |
Strategy Inc
This page
|
6,912 | $600,860 | |
| 8 | SAP |
Sap SE
|
3,406 | $524,898 |
All Filings in MSTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,860 | 6,912 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $593,299 | 4,754 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $456,305 | 3,003 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,264,674 | 3,925 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,880,882 | 4,653 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,133,477 | 3,932 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $616,021 | 2,127 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $565,990 | 3,357 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $345,747 | 251 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $439,776 | 258 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||