Position in MSTR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$339,374
-$156,955 QoQ
Shares Held
3,904
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#522
of 863 holders
Holding Since
Mar 2025
6 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, 2026Savvy Advisors, Inc. holds $18,998,910 across 23 Software - Application names. MSTR ranks #13 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
7,353 | $2,759,727 | |
| 2 | ADP |
Automatic Data Processing Inc
|
8,917 | $1,996,962 | |
| 3 | SHOP |
Shopify Inc.
|
16,071 | $1,834,986 | |
| 4 | UBER |
Uber Technologies, Inc
|
24,718 | $1,783,650 | |
| 5 | INTU |
Intuit Inc.
|
6,760 | $1,764,360 | |
| 6 | CRM |
Salesforce, Inc.
|
9,609 | $1,505,345 | |
| 7 | ADBE |
Adobe Inc.
|
7,126 | $1,460,972 | |
| 8 | NOW |
ServiceNow, Inc.
|
13,405 | $1,330,848 |
All Filings in MSTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,374 | 3,904 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $496,329 | 3,977 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $621,019 | 4,087 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $969,852 | 3,010 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,104,356 | 2,732 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $546,271 | 1,895 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||