Greenleaf Trust Buys New Shares in Strategy Inc $MSTR

Greenleaf Trust bought a new position in shares of Strategy Inc (NASDAQ:MSTR) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 4,388 shares of the software maker’s stock, valued at approximately $672,000.

Several other hedge funds have also recently added to or reduced their stakes in the business. State Street Corp raised its position in shares of Strategy by 7.2% during the second quarter. State Street Corp now owns 7,527,561 shares of the software maker’s stock worth $654,371,000 after purchasing an additional 506,635 shares during the period. Bank of America Corp DE increased its stake in Strategy by 3.1% in the 1st quarter. Bank of America Corp DE now owns 3,965,680 shares of the software maker’s stock worth $494,917,000 after purchasing an additional 117,374 shares in the last quarter. Renaissance Technologies LLC increased its stake in Strategy by 122.6% in the 1st quarter. Renaissance Technologies LLC now owns 2,130,881 shares of the software maker’s stock worth $265,934,000 after purchasing an additional 1,173,549 shares in the last quarter. Swiss National Bank boosted its holdings in shares of Strategy by 7.1% in the first quarter. Swiss National Bank now owns 766,100 shares of the software maker’s stock worth $95,609,000 after buying an additional 50,720 shares during the period. Finally, First Trust Advisors LP increased its position in shares of Strategy by 24.3% in the first quarter. First Trust Advisors LP now owns 755,890 shares of the software maker’s stock worth $94,335,000 after acquiring an additional 147,562 shares in the last quarter. Institutional investors and hedge funds own 59.84% of the company’s stock.

Insider Buying and Selling at Strategy

In related news, Director Jarrod Patten sold 2,775 shares of Strategy stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $125.33, for a total value of $347,790.75. Following the completion of the sale, the director owned 28,406 shares of the company’s stock, valued at approximately $3,560,123.98. The trade was a 8.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. In the last quarter, insiders have sold 10,200 shares of company stock worth $1,443,356. 5.40% of the stock is currently owned by company insiders.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy bought another 811 Bitcoin for about $65.5 million, reinforcing its Bitcoin treasury strategy. The purchase came even as U.S. spot Bitcoin ETFs saw substantial outflows, underscoring Strategy’s continued conviction but also its exposure to Bitcoin’s price swings. Article
• Positive Sentiment: Bitcoin’s post-election rally helped lift MSTR, while CEO Phong Le described the company’s large-scale stock sales as a way to fund a “Bitcoin capital cycle.” Article
• Positive Sentiment: Strategy’s STRC preferred shares reached $100 for the first time since May after the company shifted to daily dividend payments. The recovery may indicate stronger demand for this funding instrument. Article
• Neutral Sentiment: Strategy is reported to have raised about $21 billion through stock sales, becoming one of the largest U.S. equity issuers this year. The proceeds support Bitcoin purchases, but the scale highlights reliance on capital markets. Article
• Negative Sentiment: The company’s CFO is leaving, with longtime executive Reza Virasteh named as successor. The transition could add uncertainty, though the articles provide no indication of a change in Strategy’s Bitcoin policy. Article
• Negative Sentiment: Frequent equity issuance can dilute shareholders, while STRC’s high dividend commitment raises ongoing funding costs. Those risks may weigh on MSTR if Bitcoin weakens or investor demand for new securities fades. Article

Strategy Price Performance

MSTR opened at $142.54 on Thursday. The stock has a fifty day moving average price of $144.47 and a 200 day moving average price of $133.94. The company has a current ratio of 4.04, a quick ratio of 5.39 and a debt-to-equity ratio of 0.10. Strategy Inc has a 1 year low of $81.81 and a 1 year high of $255.36. The stock has a market cap of $54.77 billion, a price-to-earnings ratio of -2.34 and a beta of 3.60.

Strategy (NASDAQ:MSTR) last issued its earnings results on Thursday, October 29th. The software maker reported $44.75 earnings per share for the quarter, topping the consensus estimate of $20.19 by $24.56. The company had revenue of $125.43 million for the quarter, compared to analyst estimates of $127.76 million. Strategy had a negative return on equity of 32.71% and a negative net margin of 2,760.33%. The business’s revenue was down 2.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $8.42 EPS. Analysts forecast that Strategy Inc will post -21.41 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages recently commented on MSTR. HC Wainwright restated a “buy” rating and issued a $250.00 price target on shares of Strategy in a research report on Friday, October 30th. Sanford C. Bernstein reissued an “outperform” rating and set a $350.00 target price (down from $450.00) on shares of Strategy in a research note on Wednesday, August 26th. Wall Street Zen upgraded Strategy from a “strong sell” rating to a “sell” rating in a report on Sunday, August 16th. Citigroup reaffirmed a “buy” rating and issued a $240.00 target price (up from $136.00) on shares of Strategy in a research report on Friday, October 2nd. Finally, Canaccord Genuity Group lifted their price target on Strategy from $175.00 to $179.00 and gave the company a “buy” rating in a report on Tuesday, September 8th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Strategy has a consensus rating of “Moderate Buy” and a consensus target price of $244.79.

Strategy Company Profile

Strategy, formerly known as MicroStrategy, Incorporated (NASDAQ: MSTR) is a global provider of enterprise analytics and mobility software. The company’s flagship platform offers business intelligence, data discovery, and advanced visualizations that enable organizations to analyze large volumes of data and deliver actionable insights. In addition to traditional on-premises deployments, Strategy provides a range of cloud-based services and managed offerings that allow customers to leverage the power of its analytics tools without managing complex infrastructure.

Founded in 1989 by Michael J.