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The company

Strategy Inc

MSTR · Nasdaq

Digital AssetsDigital Asset TreasuriesIn trendCrypto

MSTR stood above a rising 150-day average in 4 of the last 52 weekly readings, including each of the last 4 weeks. It is 3.2% above that average now. Digital Asset Treasuries: 42% of its 19 stocks in an uptrend (+32 points in four weeks); Digital Assets: 16% (−5 points in four weeks).

Statistics

Rotation
In trend
Weeks in an uptrend
4 in a row
Industry in uptrend
42% +32 in 4 wk
Insider buys, 12 months
$4.4M
Insider sales, 12 months
$67.2M
Officials’ trades on record
27
Institutions holding
802 (-88)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 4 of 52 weeks.

17 Apr – 16 Oct
2%29%56%Apr 26Jun 26Jul 26Sep 26Oct 26

Digital Asset Treasuries: About half its stocks are in an uptrend and the share has climbed sharply over four weeks. Digital Assets: Few of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$58.5M$0$18.9MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

27 disclosed lines: House 14, Senate 0, executive 13; 8 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$50k–$100k27 Jul 2026filed 22 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$1k–$15k24 Jul 2026filed 22 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k8 Jul 2026filed 22 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k24 Jun 2026filed 22 Aug 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k23 Jun 2026filed 22 Aug 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$15k–$50k5 Jun 2026filed 2 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$1k–$15k26 Mar 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k18 Mar 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$1k–$15k17 Mar 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k23 Feb 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$50k–$100k12 Feb 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k12 Feb 2026filed 14 May 2026

Insiders

Buy orders, 12 months8
Sale orders, 12 months59
Buyers · sellers4 · 6
WhoDidSharesTraded
Jarrod M. PattenDirectorsold450at $154.479 Oct 2026filed 13 Oct 2026
Jarrod M. PattenDirectorsold450at $156.009 Oct 2026filed 13 Oct 2026
Jarrod M. PattenDirectorsold450at $158.009 Oct 2026filed 13 Oct 2026
Jarrod M. PattenDirectorsold950at $150.548 Oct 2026filed 13 Oct 2026
Jarrod M. PattenDirectorsold450at $152.008 Oct 2026filed 13 Oct 2026
Jarrod M. PattenDirectorsold475at $171.0022 Sep 2026filed 23 Sep 2026
Jarrod M. PattenDirectorsold475at $165.9821 Sep 2026filed 22 Sep 2026
Jarrod M. PattenDirectorsold475at $167.0021 Sep 2026filed 22 Sep 2026
Jarrod M. PattenDirectorsold475at $169.0021 Sep 2026filed 22 Sep 2026
Thomas C. ChowEVP & General Counselsold106at $138.754 Sep 2026filed 8 Sep 2026
Jarrod M. PattenDirectorsold925at $129.0027 Aug 2026filed 31 Aug 2026
Jarrod M. PattenDirectorsold925at $131.0027 Aug 2026filed 31 Aug 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders802-88 on the quarter
New · exited102 · 191
Reported value$18.0B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Capital International Investorsadded · filed 12 Aug 202634,902,002$3.0B+3,460,241+11.0%
BlackRock, Inc.added · filed 7 Aug 202619,394,284$1.7B+1,640,399+9.2%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 202615,353,408$1.3B+611,701+4.1%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 202614,938,599$1.3B+861,087+6.1%
Invesco Ltd.added · filed 14 Aug 20269,340,682$812.0M+7,208,791+338.1%
MORGAN STANLEYadded · filed 13 Aug 20269,330,454$811.1M+44,440+0.5%
STATE STREET CORPadded · filed 7 Aug 20267,527,561$654.4M+506,635+7.2%
GOLDMAN SACHS GROUP INCadded · filed 14 Aug 20265,810,162$505.1M+4,023,500+225.2%
UBS Group AGreduced · filed 13 Aug 20264,943,411$429.7M-1,367,953−21.7%
GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 20264,606,751$399.3M-49,114−1.1%
31 Mar 2023 – 30 Jun 2026
2296361043Mar 23Dec 23Dec 24Sep 25Jun 26

News

Everyone who traded it

Jarrod M. Patten Company insiderDirector · last 9 Oct 20265 · 80
Thomas C. Chow Company insiderEVP & General Counsel · last 4 Sep 20261 · 1
Donald J. Trump Executive branchWhite House Office · last 27 Jul 20266 · 7
Phong Le Company insiderPresident & CEO · last 22 Jun 20268 · 25
Andrew Kang Company insiderEVP & CFO · last 9 Jun 20263 · 14
Jeanine Montgomery Company insiderVP & CAO · last 9 Jun 20261 · 15
Gilbert Ray Cisneros, Jr. HouseCA31 · last 5 Jun 20261 · 0
Brian P. Brooks Company insiderDirector · last 31 May 20260 · 0
Carl J. Rickertsen Company insiderDirector · last 31 May 20265 · 15
Gregg Winiarski Company insiderDirector · last 31 May 20261 · 0
Jane A. Dietze Company insiderDirector · last 31 May 20263 · 0
Peter L. Briger Jr. Company insiderDirector · last 31 May 20261 · 0

Same industry

HSDT SolanaIn trend+11%
SBET SharplinkIn trend+8%
SUIG Sui Group HoldingsJust started moving+5%
STKE Sol StrategiesJust started moving+0%
NAKA NakamotoAbove a falling average+3%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202568.7%
Operating profit marginFY 2024 · to 31 Dec 2024-400%
Free cash flow marginFY 2025 · to 31 Dec 2025-15.8%
Return on capital employedFY 2025 · to 31 Dec 2025-8.9%
Debt to equityFY 2025 · to 31 Dec 20250.19×
Research spendFY 2025 · to 31 Dec 202519.7%
Cash and equivalentsFY 2025 · to 31 Dec 2025$2.3B
Free cash flowFY 2025 · to 31 Dec 2025−$75.5M

Analyst forecasts

No analyst forecasts yet.