Gateway Investment Advisers LLC Purchases Shares of 16,060 Strategy Inc $MSTR

Gateway Investment Advisers LLC purchased a new position in shares of Strategy Inc (NASDAQ:MSTR) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 16,060 shares of the software maker’s stock, valued at approximately $5,175,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Norges Bank acquired a new stake in shares of Strategy during the 2nd quarter worth about $1,203,062,000. Amundi increased its stake in Strategy by 378.9% in the second quarter. Amundi now owns 1,783,982 shares of the software maker’s stock valued at $717,660,000 after purchasing an additional 1,411,500 shares during the last quarter. State Street Corp raised its holdings in Strategy by 9.9% during the second quarter. State Street Corp now owns 5,484,569 shares of the software maker’s stock worth $2,217,027,000 after purchasing an additional 495,278 shares in the last quarter. Harvest Portfolios Group Inc. lifted its position in shares of Strategy by 181.8% during the 2nd quarter. Harvest Portfolios Group Inc. now owns 708,040 shares of the software maker’s stock worth $286,211,000 after buying an additional 456,745 shares during the last quarter. Finally, National Pension Service boosted its holdings in shares of Strategy by 75.0% in the 2nd quarter. National Pension Service now owns 507,093 shares of the software maker’s stock valued at $204,982,000 after buying an additional 217,358 shares in the last quarter. 59.84% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, Director Jarrod M. Patten bought 12,000 shares of Strategy stock in a transaction dated Friday, October 17th. The stock was bought at an average price of $96.88 per share, for a total transaction of $1,162,560.00. Following the purchase, the director owned 29,335 shares of the company’s stock, valued at approximately $2,841,974.80. The trade was a 69.22% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Wei-Ming Shao sold 2,600 shares of Strategy stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $202.02, for a total transaction of $525,252.00. Following the completion of the sale, the executive vice president directly owned 32,726 shares in the company, valued at approximately $6,611,306.52. The trade was a 7.36% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders purchased 24,880 shares of company stock valued at $2,421,219 and sold 43,177 shares valued at $13,564,266. Corporate insiders own 8.46% of the company’s stock.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy announced an increase to the dividend rate on its stretch/preferred shares and is declaring a monthly preferred dividend — a concrete cash-return action that supports income-focused holders and can shore up investor demand. Strategy Declares Monthly Dividend at Higher Preferred Rate
• Positive Sentiment: News that Strategy added roughly $109 million of Bitcoin reinforces management’s core playbook of using the corporate balance sheet to accumulate BTC — a catalyst when Bitcoin rallies and a likely contributor to today’s buying. As MicroStrategy Buys $109 Million of Bitcoin
• Positive Sentiment: Related income vehicles linked to Michael Saylor (STRC) and product discussion of monthly dividend-style payouts are drawing yield-seeking flows into the founder’s broader ecosystem, which can indirectly lift MSTR sentiment. Michael Saylor’s STRC Offers 11% Monthly Dividends
• Neutral Sentiment: Broader crypto-stock momentum and investor interest are driving attention to MSTR; coverage notes the name remains a leveraged Bitcoin play rather than a pure-software story, keeping it sensitive to BTC moves. Why Are Investors Paying Attention To Strategy Inc?
• Neutral Sentiment: Executive comments (Michael Saylor) reiterating that Bitcoin exposure is what makes MSTR “interesting” keep expectations anchored to BTC performance rather than operating results. Michael Saylor Says Bitcoin Makes MSTR ‘Interesting’
• Neutral Sentiment: Short-term dip explanations and market commentary note MSTR’s amplified intraday moves vs. the market, underscoring its high beta to Bitcoin and volatility profile. Why Strategy (MSTR) Dipped More Than Broader Market Today
• Negative Sentiment: Critical coverage highlights a large, recent mark-to-market Bitcoin-related loss (reported ~ $17.5B) that keeps questions about downside exposure and volatility front-and-center for investors. Such headlines can blunt enthusiasm and prompt risk-off selling if BTC weakens. Did Saylor’s Bitcoin Bet Fail?
• Negative Sentiment: External critics (Peter Schiff, media pieces) and commentary about the stock’s deep 2025 drawdown and possible MSCI/indexation issues add reputational and mechanical selling risks that can pressure the shares independent of short-term BTC moves. Peter Schiff Blasts Michael Saylor MSTR Stock Faces MSCI Index Deadline

Wall Street Analyst Weigh In

MSTR has been the topic of several research analyst reports. Cowen reiterated a “buy” rating on shares of Strategy in a research note on Friday, October 31st. China Renaissance started coverage on Strategy in a research report on Wednesday, October 15th. They set a “buy” rating and a $473.00 target price on the stock. TD Cowen decreased their target price on Strategy from $620.00 to $535.00 and set a “buy” rating for the company in a research report on Friday, October 31st. Cantor Fitzgerald restated an “overweight” rating on shares of Strategy in a research note on Friday, December 5th. Finally, Benchmark reiterated a “buy” rating on shares of Strategy in a research note on Monday, December 1st. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $465.13.

Strategy Stock Performance

Shares of MSTR stock opened at $157.16 on Monday. The stock’s 50-day moving average price is $195.06 and its 200 day moving average price is $302.19. The company has a quick ratio of 0.66, a current ratio of 0.66 and a debt-to-equity ratio of 0.16. The stock has a market capitalization of $45.16 billion, a PE ratio of 7.31 and a beta of 3.42. Strategy Inc has a 52-week low of $149.75 and a 52-week high of $457.22.

Strategy (NASDAQ:MSTR) last posted its quarterly earnings data on Thursday, October 30th. The software maker reported $8.42 earnings per share for the quarter, topping analysts’ consensus estimates of ($0.10) by $8.52. The company had revenue of $128.69 million during the quarter, compared to analysts’ expectations of $116.65 million. Strategy had a return on equity of 20.98% and a net margin of 1,667.09%.The firm’s revenue for the quarter was up 10.9% on a year-over-year basis. During the same period last year, the firm earned ($1.56) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

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.