Position in MSTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$381,709
-$149,439 QoQ
Shares Held
4,391
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#501
of 862 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, 2026ABOUND FINANCIAL, LLC holds $554,642 across 11 Software - Application names. MSTR ranks #1 (68.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
This page
|
4,391 | $381,709 | |
| 2 | DDOG |
Datadog, Inc.
|
167 | $43,480 | |
| 3 | ADSK |
Autodesk, Inc.
|
135 | $26,246 | |
| 4 | ZM |
Zoom Communications, Inc.
|
298 | $25,720 | |
| 5 | CRM |
Salesforce, Inc.
|
145 | $22,715 | |
| 6 | ADBE |
Adobe Inc.
|
105 | $21,527 | |
| 7 | UBER |
Uber Technologies, Inc
|
200 | $14,432 | |
| 8 | PAYX |
Paychex Inc
|
100 | $9,833 |
All Filings in MSTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,709 | 4,391 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $531,148 | 4,256 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $677,697 | 4,460 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,403,546 | 4,356 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,032,872 | 5,029 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,431,837 | 4,967 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $931,997 | 3,218 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||