Position in MSTR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,691,827
-$3,736,307 QoQ
Shares Held
88,483
-9.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#139
of 860 holders
Holding Since
Dec 2023
11 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $30,602,681 across 17 Software - Application names. MSTR ranks #1 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
This page
|
88,483 | $7,691,827 | |
| 2 | UBER |
Uber Technologies, Inc
|
68,919 | $4,973,195 | |
| 3 | SNOW |
Snowflake Inc.
|
15,538 | $3,954,421 | |
| 4 | CRM |
Salesforce, Inc.
|
23,146 | $3,626,052 | |
| 5 | NOW |
ServiceNow, Inc.
|
30,407 | $3,018,806 | |
| 6 | SHOP |
Shopify Inc.
|
21,385 | $2,441,739 | |
| 7 | DDOG |
Datadog, Inc.
|
3,905 | $1,016,705 | |
| 8 | ADP |
Automatic Data Processing Inc
|
2,557 | $572,640 |
All Filings in MSTR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,691,827 | 88,483 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 STRK | $916,979 | 12,970 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $10,511,155 | 84,224 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 STRK | $997,889 | 12,670 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,312,964 | 81,033 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 STRK | $1,213,466 | 13,233 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $12,694,751 | 39,399 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 STRK | $1,839,957 | 15,205 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $18,756,676 | 46,401 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 STRK | $1,167,318 | 13,895 | Shares | Sole | 2026-05-19 | |
| 2025-03-31 | $10,987,411 | 38,115 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $8,212,754 | 28,357 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $2,677,873 | 15,883 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $103,999 | 755 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $87,273 | 512 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $307,914 | 4,875 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||