Maridea Wealth Management LLC Reduces Stock Holdings in Strategy Inc $MSTR

Maridea Wealth Management LLC cut its holdings in Strategy Inc (NASDAQ:MSTR) by 55.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,995 shares of the software maker’s stock after selling 4,964 shares during the quarter. Maridea Wealth Management LLC’s holdings in Strategy were worth $607,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the business. Vanguard Group Inc. raised its position in shares of Strategy by 7.3% in the 3rd quarter. Vanguard Group Inc. now owns 19,884,275 shares of the software maker’s stock valued at $6,406,912,000 after purchasing an additional 1,344,519 shares during the last quarter. Capital International Investors grew its position in Strategy by 2.6% during the 3rd quarter. Capital International Investors now owns 15,014,295 shares of the software maker’s stock worth $4,837,778,000 after purchasing an additional 383,207 shares during the last quarter. State Street Corp increased its stake in Strategy by 9.2% during the 3rd quarter. State Street Corp now owns 5,989,048 shares of the software maker’s stock valued at $1,929,731,000 after purchasing an additional 504,479 shares in the last quarter. Capital Research Global Investors increased its stake in Strategy by 33.6% during the 3rd quarter. Capital Research Global Investors now owns 4,205,258 shares of the software maker’s stock valued at $1,354,982,000 after purchasing an additional 1,057,804 shares in the last quarter. Finally, Norges Bank purchased a new position in shares of Strategy in the second quarter worth $1,203,062,000. Institutional investors and hedge funds own 59.84% of the company’s stock.

Strategy Stock Down 1.9%

MSTR stock opened at $135.66 on Monday. The firm’s fifty day simple moving average is $142.86 and its 200-day simple moving average is $208.23. The company has a market capitalization of $45.28 billion, a P/E ratio of -7.37 and a beta of 3.55. The company has a debt-to-equity ratio of 0.18, a current ratio of 5.62 and a quick ratio of 5.62. Strategy Inc has a 12 month low of $104.17 and a 12 month high of $457.22.

Strategy (NASDAQ:MSTR) last issued its earnings results on Thursday, February 5th. The software maker reported ($42.93) earnings per share (EPS) for the quarter, missing the consensus estimate of $46.02 by ($88.95). The business had revenue of $122.99 million for the quarter, compared to analysts’ expectations of $117.42 million. Strategy had a negative return on equity of 8.74% and a negative net margin of 806.34%.The company’s revenue for the quarter was up 1.9% on a year-over-year basis. During the same period last year, the business earned ($3.03) EPS.

Insider Activity at Strategy

In other news, CFO Andrew Kang sold 916 shares of the business’s stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $137.25, for a total value of $125,721.00. Following the completion of the transaction, the chief financial officer owned 23,815 shares of the company’s stock, valued at $3,268,608.75. The trade was a 3.70% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CAO Jeanine Montgomery sold 260 shares of the company’s stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $137.25, for a total value of $35,685.00. Following the completion of the sale, the chief accounting officer owned 9,333 shares in the company, valued at $1,280,954.25. The trade was a 2.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders acquired 6,012 shares of company stock worth $880,080 and sold 3,210 shares worth $440,573. 8.46% of the stock is currently owned by company insiders.

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: A well‑known analyst published a bullish note arguing for large upside (a ~45% target) based on Strategy’s Bitcoin accumulation and financing plan — this can attract buyers who view MSTR as a leveraged play on BTC and corporate adoption. Strategy Stock (MSTR) Set for 45% Jump
• Positive Sentiment: Strategy’s disclosed Bitcoin holdings recently crossed ~760k BTC and the company continues large weekly purchases — a reminder that the stock’s long-term upside is tied to continued BTC accumulation and BTC price appreciation. Strategy’s Bitcoin Holdings Cross 760,000 BTC
• Neutral Sentiment: Market essays and models project that, at current buying velocity and funding methods, Strategy could plausibly reach 1M BTC within months — bullish in theory but heavily dependent on continued capital raises and market liquidity. Strategy Could Own 1 Million Bitcoin By September
• Neutral Sentiment: Coverage pieces continue to list Strategy among notable software/tech picks, which can sustain investor interest but is unlikely to move the stock materially without BTC price or funding news. 5 Best Software Application Stocks to Buy Now
• Negative Sentiment: Fundamental weakness: Strategy’s most recent quarter showed a very large EPS miss and deeply negative margins — a reminder that operating results (outside BTC) remain weak and amplify downside if BTC weakens.
• Negative Sentiment: Analyst and media scrutiny of Strategy’s new funding tactics (preferred‑stock/STRC programs) raises dilution and dividend‑risk concerns; critics warn the funding mix could backfire if Bitcoin falls. Saylor’s New Bitcoin Playbook: STRC vs Share Issuance
• Negative Sentiment: Recent short‑term price weakness and headline‑driven drops (coverage noted the stock fell more than the market during the last session) reflect investor sensitivity to Bitcoin volatility and funding headlines. Strategy (MSTR) Suffers a Larger Drop Than the General Market

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of Strategy in a research note on Monday, December 29th. Benchmark restated a “buy” rating on shares of Strategy in a research note on Monday, December 1st. Cantor Fitzgerald began coverage on Strategy in a research report on Tuesday, January 27th. They set an “overweight” rating for the company. Truist Financial set a $268.00 price target on Strategy in a research report on Friday, January 9th. Finally, Mizuho set a $320.00 price target on Strategy and gave the company an “outperform” rating in a research note on Tuesday, February 17th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $368.21.

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.