Position in MSTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$351,718
+$32,979 QoQ
Shares Held
4,046
+58.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#517
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)
Position in Software - Application
Technology · as of Jun 30, 2026Maridea Wealth Management LLC holds $7,108,773 across 9 Software - Application names. MSTR ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
8,147 | $3,057,732 | |
| 2 | UBER |
Uber Technologies, Inc
|
15,644 | $1,128,871 | |
| 3 | DDOG |
Datadog, Inc.
|
2,890 | $752,440 | |
| 4 | PAYX |
Paychex Inc
|
5,543 | $545,043 | |
| 5 | CRM |
Salesforce, Inc.
|
2,911 | $456,037 | |
| 6 | MSTR |
Strategy Inc
This page
|
4,046 | $351,718 | |
| 7 | ROP |
Roper Technologies Inc
|
988 | $334,329 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,199 | $268,516 |
All Filings in MSTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,718 | 4,046 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $318,739 | 2,554 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $607,040 | 3,995 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,886,679 | 8,959 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,741,892 | 6,783 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $767,951 | 2,664 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $428,927 | 1,481 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||