CAP Partners LLC Has $4.59 Million Holdings in Strategy Inc $MSTR

CAP Partners LLC boosted its stake in Strategy Inc (NASDAQ:MSTR) by 27.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 14,254 shares of the software maker’s stock after buying an additional 3,086 shares during the quarter. Strategy makes up 2.6% of CAP Partners LLC’s investment portfolio, making the stock its 5th largest holding. CAP Partners LLC’s holdings in Strategy were worth $4,593,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also bought and sold shares of the company. Binnacle Investments Inc raised its holdings in shares of Strategy by 492.9% in the second quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock valued at $34,000 after purchasing an additional 69 shares during the last quarter. MCF Advisors LLC purchased a new stake in Strategy in the 2nd quarter valued at about $35,000. Maseco LLP bought a new position in shares of Strategy during the 2nd quarter worth approximately $36,000. AllSquare Wealth Management LLC grew its holdings in shares of Strategy by 100.0% in the second quarter. AllSquare Wealth Management LLC now owns 100 shares of the software maker’s stock valued at $40,000 after acquiring an additional 50 shares in the last quarter. Finally, Quent Capital LLC purchased a new stake in shares of Strategy during the third quarter valued at approximately $33,000. 59.84% of the stock is currently owned by institutional investors.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Bitcoin rally lifts MSTR — coverage notes Strategy stock surged as Bitcoin approached $100,000 and the company’s stake benefited from the crypto rally. Strategy (MSTR) Stock Soars 10 Percent
• Positive Sentiment: Company continues to add Bitcoin — reporting that Strategy kept buying BTC amid increased clarity from MSCI, reinforcing the firm’s asset-allocation narrative. Strategy Inc. (MSTR) Continues to Add Bitcoin Amid MSCI Clarity
• Positive Sentiment: Chairman Michael Saylor defends Bitcoin-treasury strategy — Saylor pushed back on criticism of companies using equity/debt to buy BTC, a public-relations positive that supports management’s narrative. Michael Saylor pushes back on criticism of Bitcoin treasury companies
• Positive Sentiment: Insider buying — a Strategy director bought MSTR shares for the first time in 3.5 years, which investors often view as a confidence signal. Strategy Director Buys MSTR For First Time In 3.5 Years—Here’s Why That Matters
• Neutral Sentiment: Analyst and market commentary is mixed — some Wall Street pieces highlight bullish analyst views and debate whether to buy, reflecting divergent investor opinions rather than a clear consensus. Wall Street Bulls Look Optimistic About Strategy (MSTR): Should You Buy?
• Negative Sentiment: TD Cowen trims price target — the firm cut its MSTR target to $440 from $500, citing a weaker Bitcoin-yield outlook, which reduces analyst upside expectations. TD Cowen Cuts Strategy Stock (MSTR) Price Target on Lower Bitcoin Yield Outlook
• Negative Sentiment: Mizuho lowers its price target — another analyst trimmed its target (from $484 to $403) while remaining positive, signaling caution about near-term upside. MSTR price target lowered by Mizuho
• Negative Sentiment: Critical coverage — longform pieces (e.g., NYT) question whether Strategy’s Bitcoin-first transformation is sustainable, which can weigh on investor sentiment and attract more scrutiny. Michael Saylor’s Creative Bitcoin Strategy Isn’t Working

Strategy Stock Performance

Shares of MSTR stock opened at $173.71 on Monday. The firm’s 50 day moving average is $175.90 and its 200 day moving average is $287.03. The stock has a market capitalization of $49.92 billion, a P/E ratio of 8.08 and a beta of 3.42. Strategy Inc has a 12 month low of $149.75 and a 12 month high of $457.22. The company has a current ratio of 0.66, a quick ratio of 0.66 and a debt-to-equity ratio of 0.16.

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

Analysts Set New Price Targets

MSTR has been the topic of several research analyst reports. Citigroup cut their price objective on Strategy from $485.00 to $325.00 and set a “buy” rating on the stock in a research report on Monday, December 22nd. China Renaissance began coverage on Strategy in a research note on Wednesday, October 15th. They set a “buy” rating and a $473.00 target price on the stock. Benchmark reissued a “buy” rating on shares of Strategy in a report on Monday, December 1st. Monness Crespi & Hardt upgraded shares of Strategy from a “sell” rating to a “neutral” rating in a report on Monday, November 10th. Finally, HC Wainwright lowered their price objective on shares of Strategy from $521.00 to $475.00 and set a “buy” rating on the stock in a research report on Monday, November 3rd. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $435.44.

Insider Activity at Strategy

In related news, Director Carl J. Rickertsen bought 5,000 shares of Strategy stock in a transaction on Monday, January 12th. The stock was acquired at an average price of $155.88 per share, with a total value of $779,400.00. Following the acquisition, the director directly owned 5,000 shares of the company’s stock, valued at $779,400. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Jane A. Dietze purchased 1,100 shares of the stock in a transaction dated Friday, November 21st. The stock was purchased at an average cost of $95.28 per share, for a total transaction of $104,808.00. Following the completion of the acquisition, the director owned 2,600 shares of the company’s stock, valued at approximately $247,728. This represents a 73.33% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders have purchased 6,112 shares of company stock worth $885,408 and have sold 13,177 shares worth $2,843,166. 8.46% of the stock is currently owned by corporate insiders.

Strategy 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.