Position in MSTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$127,960
+$60,444 QoQ
Shares Held
1,472
+172.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#645
of 860 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, 2026Financial Perspectives, Inc holds $4,722,876 across 22 Software - Application names. MSTR ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
22,676 | $2,589,145 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,188 | $735,166 | |
| 3 | SNOW |
Snowflake Inc.
|
1,281 | $326,014 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,725 | $270,538 | |
| 5 | ZM |
Zoom Communications, Inc.
|
3,018 | $260,483 | |
| 6 | MSTR |
Strategy Inc
This page
|
1,472 | $127,960 | |
| 7 | NICE |
NICE Ltd.
|
635 | $57,689 | |
| 8 | TEAM |
Atlassian Corp
|
718 | $55,853 |
All Filings in MSTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,960 | 1,472 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $67,516 | 541 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $82,204 | 541 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $293,855 | 912 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $368,657 | 912 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $215,914 | 749 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $48,366 | 167 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||