Disciplined Investors, L.L.C.

Position in MSTR — Strategy Inc

CIK 2056242 WACO, TX

Position in MSTR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$776,284

-$1,150,253 QoQ

Shares Held

8,930

-42.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#390

of 863 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Disciplined Investors, L.L.C. holds $2,564,256 across 4 Software - Application names. MSTR ranks #2 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	12,600	$1,250,928
2	MSTR	Strategy Inc This page	8,930	$776,284
3	BTDR	Bitdeer Technologies Group	18,120	$287,564
4	ADP	Automatic Data Processing Inc	1,114	$249,480

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$776,284	8,930	-42.2%	Shares	Sole	2026-08-11
2026-03-31	$1,926,537	15,437	+41.2%	Shares	Sole	2026-05-12
2025-12-31	$1,660,813	10,930	+134.0%	Shares	Sole	2026-02-10
2025-09-30	$1,504,720	4,670	+3.3%	Shares	Sole	2025-11-14
2025-06-30	$1,827,119	4,520	+39.3%	Shares	Sole	2025-08-06
2025-03-31	$935,147	3,244	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.