Cwm LLC Purchases 5,006 Shares of Strategy Inc $MSTR

Cwm LLC increased its position in Strategy Inc (NASDAQ:MSTR) by 25.2% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 24,864 shares of the software maker’s stock after acquiring an additional 5,006 shares during the quarter. Cwm LLC’s holdings in Strategy were worth $3,778,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. increased its stake in shares of Strategy by 7.3% in the third quarter. Vanguard Group Inc. now owns 19,884,275 shares of the software maker’s stock worth $6,406,912,000 after purchasing an additional 1,344,519 shares in the last quarter. Capital Research Global Investors lifted its stake in shares of 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 buying an additional 1,057,804 shares in the last quarter. Harvest Portfolios Group Inc. lifted its stake in shares of Strategy by 119.0% during the 3rd quarter. Harvest Portfolios Group Inc. now owns 1,550,520 shares of the software maker’s stock valued at $499,593,000 after buying an additional 842,480 shares in the last quarter. State Street Corp boosted its holdings in Strategy by 9.2% in the 3rd quarter. State Street Corp now owns 5,989,048 shares of the software maker’s stock worth $1,929,731,000 after buying an additional 504,479 shares during the period. Finally, Capital International Investors boosted its holdings in Strategy by 2.6% in the 3rd quarter. Capital International Investors now owns 15,014,295 shares of the software maker’s stock worth $4,837,778,000 after buying an additional 383,207 shares during the period. 59.84% of the stock is currently owned by institutional investors.

Insider Transactions at Strategy

In related news, CFO Andrew Kang sold 2,373 shares of the business’s stock in a transaction dated Tuesday, March 24th. The stock was sold at an average price of $138.33, for a total transaction of $328,257.09. Following the completion of the transaction, the chief financial officer directly owned 26,772 shares in the company, valued at $3,703,370.76. The trade was a 8.14% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Jarrod M. Patten sold 3,400 shares of the company’s stock in a transaction dated Monday, April 13th. The stock was sold at an average price of $130.65, for a total value of $444,210.00. Following the completion of the transaction, the director owned 28,000 shares in the company, valued at $3,658,200. This represents a 10.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 19,452 shares of company stock valued at $2,674,994. 8.46% of the stock is currently owned by company insiders.

Strategy Price Performance

Shares of NASDAQ:MSTR opened at $179.36 on Thursday. The company has a 50 day moving average of $136.17 and a 200 day moving average of $177.97. The company has a current ratio of 5.62, a quick ratio of 5.62 and a debt-to-equity ratio of 0.18. The stock has a market cap of $59.86 billion, a P/E ratio of -9.75 and a beta of 3.55. Strategy Inc has a 12 month low of $104.17 and a 12 month high of $457.22.

Strategy (NASDAQ:MSTR) last posted 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). Strategy had a negative return on equity of 8.74% and a negative net margin of 806.34%.The firm had revenue of $122.99 million during the quarter, compared to analysts’ expectations of $117.42 million. During the same quarter in the prior year, the company earned ($3.03) earnings per share. The business’s revenue for the quarter was up 1.9% compared to the same quarter last year. As a group, sell-side analysts forecast that Strategy Inc will post 107.99 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research firms recently weighed in on MSTR. Zacks Research lowered shares of Strategy from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 7th. Truist Financial set a $268.00 target price on Strategy in a research report on Friday, January 9th. TD Cowen cut their price target on Strategy from $440.00 to $350.00 and set a “buy” rating for the company in a report on Friday, April 10th. Canaccord Genuity Group set a $185.00 price target on Strategy and gave the company a “buy” rating in a research report on Wednesday, February 4th. Finally, Wall Street Zen lowered Strategy from a “hold” rating to a “sell” rating in a research note on Sunday, February 8th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $327.00.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Big corporate buy: Strategy disclosed a $2.54B purchase (34,164 BTC), taking its treasury to ~815,061 BTC — a milestone that pushed it past BlackRock’s IBIT and reinforces MSTR’s narrative as a bitcoin‑backed play. Think Even Bigger: Michael Saylor Drops $2.54 Billion On Bitcoin
• Positive Sentiment: Institutional endorsement: Reports show big institutional buys — Capital Group’s ~$747M purchase and Vanguard raising exposure — which lifts confidence in MSTR’s equity as a bitcoin proxy. Strategy Stock Surges 5% on $747M Capital Group Investment
• Positive Sentiment: Bitcoin rally tailwind: Bitcoin’s rebound into the high-$70k area is lifting crypto‑linked equities, and MSTR’s price sensitivity to bitcoin makes it a direct beneficiary. Strategy Jumps 9% on Fresh Bitcoin Breakout
• Positive Sentiment: STRC preferred inflows: Coverage shows proceeds from Strategy’s STRC preferred stock have funded far more bitcoin than ETFs year‑to‑date, providing a structural funding channel for future buys. STRC Buys 10X More Bitcoin Than All ETFs in 2026
• Neutral Sentiment: Media/analyst framing: Several articles debate whether MSTR acts like a leveraged bitcoin ETF (long‑leverage/derivative risk storytelling); this shapes investor perception but not immediate fundamentals. Strategy Is Essentially a Leveraged Bitcoin ETF
• Negative Sentiment: Funding / cost risks: Large purchases have raised interest and financing costs (and Strategy has been issuing equity/STRC to fund buys), which increases leverage and could compress returns if bitcoin stalls. Strategy Has Green Light To Keep Buying Bitcoin Even As Interest Costs Soar
• Negative Sentiment: STRC price and buy cadence: Coverage notes STRC slipped below its $100 par at times, which could force a pause in preferred‑funded buys and reduce near‑term buying pressure. STRC Below $100 — Could Pause Bitcoin Buying
• Negative Sentiment: Insider selling and criticism: Recent small director share sales were disclosed and critics (e.g., Peter Schiff) are calling the preferred program risky — both add headline risk and can weigh on sentiment. Insider Sales Filed Peter Schiff Criticism of STRC

About Strategy

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.