Independent Advisor Alliance Has $17 Million Stock Position in Strategy Inc $MSTR

Independent Advisor Alliance reduced its position in shares of Strategy Inc (NASDAQ:MSTR) by 7.2% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 52,753 shares of the software maker’s stock after selling 4,073 shares during the quarter. Independent Advisor Alliance’s holdings in Strategy were worth $16,998,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently modified their holdings of the company. Janney Montgomery Scott LLC lifted its holdings in Strategy by 2.0% in the second quarter. Janney Montgomery Scott LLC now owns 28,461 shares of the software maker’s stock valued at $11,505,000 after buying an additional 556 shares during the period. HB Wealth Management LLC raised its position in shares of Strategy by 2.4% during the 2nd quarter. HB Wealth Management LLC now owns 3,061 shares of the software maker’s stock valued at $1,237,000 after acquiring an additional 72 shares during the last quarter. Robeco Institutional Asset Management B.V. lifted its stake in shares of Strategy by 75.7% in the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 125,650 shares of the software maker’s stock valued at $50,791,000 after purchasing an additional 54,144 shares during the period. Pure Financial Advisors LLC acquired a new position in shares of Strategy in the 2nd quarter valued at $296,000. Finally, Naples Global Advisors LLC bought a new position in shares of Strategy in the 2nd quarter worth $210,000. Institutional investors own 59.84% of the company’s stock.

Analyst Upgrades and Downgrades

MSTR has been the topic of several analyst reports. China Renaissance initiated coverage on Strategy in a research note on Wednesday, October 15th. They issued a “buy” rating and a $473.00 target price on the stock. Monness Crespi & Hardt raised Strategy from a “sell” rating to a “neutral” rating in a research note on Monday, November 10th. Weiss Ratings reissued a “hold (c)” rating on shares of Strategy in a research note on Monday, December 29th. Mizuho decreased their price objective on shares of Strategy from $484.00 to $403.00 and set an “outperform” rating for the company in a report on Friday, January 16th. Finally, Benchmark reiterated a “buy” rating on shares of Strategy in a report on Monday, December 1st. Twelve equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, Strategy presently has an average rating of “Moderate Buy” and an average target price of $435.44.

Insider Buying and Selling

In other news, EVP Wei-Ming Shao sold 5,334 shares of the business’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $226.36, for a total value of $1,207,404.24. Following the sale, the executive vice president directly owned 32,726 shares in the company, valued at $7,407,857.36. The trade was a 14.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Carl J. Rickertsen acquired 5,000 shares of the firm’s stock in a transaction that occurred on Monday, January 12th. The shares were purchased at an average price of $155.88 per share, with a total value of $779,400.00. Following the completion of the acquisition, the director owned 5,000 shares of the company’s stock, valued at $779,400. This represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders purchased 7,112 shares of company stock valued at $984,888 and sold 13,177 shares valued at $2,843,166. Company 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: Cantor Fitzgerald initiated coverage on Strategy, which can increase visibility and liquidity for MSTR and sometimes supports short-term buying interest. Cantor Fitzgerald Initiates Coverage on Strategy (MSTR)
• Positive Sentiment: Strategy’s STRC bitcoin-backed instrument (an 11% fiat-denominated income product senior to the company’s BTC holdings) is being marketed to institutional investors — a potential recurring funding source that could support bitcoin buys and the balance sheet over time. Strategy’s STRC Bitcoin-Backed Instrument Challenges Traditional Fixed-Income Markets
• Neutral Sentiment: Forbes explains the structural reason for MSTR’s extreme sensitivity — MicroStrategy’s transformation into a leveraged bitcoin-treasury vehicle — which helps investors frame long-term risk/return but doesn’t change fundamentals immediately. What’s Happening With MSTR Stock?
• Negative Sentiment: Broad bitcoin sell-off (bitcoin down toward the low $80k range) drove heavy MSTR selling — multiple reports show the stock plunged, hitting 52-week lows and falling roughly 10% in recent sessions as investors liquidated crypto-backed equities. Bitcoin Plunges to $82,000 as Strategy and BitMine Stocks Drop 10%
• Negative Sentiment: Coverage from crypto press and market movers (Bitcoin Magazine / CoinSpeaker / Benzinga) highlights sustained selling pressure on MSTR tied to bitcoin weakness and elevated investor concern about leverage and treasury risk. Strategy Stock (MSTR) Hits 52-Week Low
• Negative Sentiment: Benzinga and other outlets note the immediate catalyst: short-term bitcoin declines triggered margining and position unwind risk for crypto-treasury plays like MSTR, which increases downside volatility until bitcoin stabilizes. Strategy Stock Sees Selling Pressure As Bitcoin Dives

Strategy Stock Performance

Shares of MSTR stock opened at $149.71 on Friday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.66 and a current ratio of 0.66. Strategy Inc has a 52 week low of $139.36 and a 52 week high of $457.22. The company’s 50 day moving average price is $167.02 and its two-hundred day moving average price is $269.82. The company has a market capitalization of $43.02 billion, a P/E ratio of 6.96 and a beta of 3.42.

Strategy (NASDAQ:MSTR) last released its quarterly earnings results on Thursday, October 30th. The software maker reported $8.42 earnings per share for the quarter, beating the consensus estimate of ($0.10) by $8.52. Strategy had a net margin of 1,667.09% and a return on equity of 20.98%. The company had revenue of $128.69 million during the quarter, compared to analysts’ expectations of $116.65 million. During the same quarter in the prior year, the company earned ($1.56) earnings per share. The business’s quarterly revenue was up 10.9% compared to the same quarter last year.

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.