Position in MSTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$567,652
-$247,292 QoQ
Shares Held
6,530
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#435
of 863 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Convergence Financial, LLC holds $3,512,077 across 3 Software - Application names. MSTR ranks #3 (16.2% of the industry book) .
All Filings in MSTR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,652 | 6,530 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $814,944 | 6,530 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $495,357 | 3,260 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,050,404 | 3,260 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,276,962 | 3,159 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $910,644 | 3,159 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $218,663 | 755 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||