Position in MSTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,041
-$1,199 QoQ
Shares Held
58
+16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#770
of 863 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026UMB Bank, n.a. holds $54,122,791 across 72 Software - Application names. MSTR ranks #56 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
202,870 | $20,140,932 | |
| 2 | INTU |
Intuit Inc.
|
33,861 | $8,837,721 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
17,575 | $6,596,248 | |
| 4 | ADP |
Automatic Data Processing Inc
|
18,944 | $4,242,507 | |
| 5 | PAYX |
Paychex Inc
|
34,071 | $3,350,200 | |
| 6 | CRM |
Salesforce, Inc.
|
19,704 | $3,086,828 | |
| 7 | ADBE |
Adobe Inc.
|
6,109 | $1,252,467 | |
| 8 | UBER |
Uber Technologies, Inc
|
17,193 | $1,240,646 |
All Filings in MSTR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,041 | 58 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,240 | 50 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $10,332 | 68 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $40,276 | 125 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $40,423 | 100 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $29,691 | 103 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $28,962 | 100 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $25,290 | 150 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $20,662 | 15 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $25,568 | 15 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $9,474 | 15 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $4,924 | 15 | Shares | Defined | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||