Position in MSTR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$911,461
-$397,067 QoQ
Shares Held
10,485
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#363
of 863 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)
Derivatives in MSTR
reported options exposure · as of Dec 31, 2025CallValue
$1,367,550
CallShares
9,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026CERTIOR FINANCIAL GROUP, LLC holds $2,022,996 across 4 Software - Application names. MSTR ranks #1 (45.1% of the industry book) .
All Filings in MSTR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,461 | 10,485 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,308,528 | 10,485 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,367,550 | 9,000 | Call | Sole | 2026-02-04 | |
| 2025-12-31 | $244,335 | 1,608 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,222,100 | 10,000 | Call | Sole | 2025-10-31 | |
| 2025-09-30 | $517,147 | 1,605 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,042,300 | 10,000 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $649,193 | 1,606 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $462,673 | 1,605 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $2,882,700 | 10,000 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $2,896,200 | 10,000 | Call | Sole | 2025-02-13 | |
| 2024-12-31 | $464,840 | 1,605 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||