RFG Advisory LLC Has $10.25 Million Stake in Strategy Inc $MSTR

Posted by Defense World Staff on Feb 9th, 2026

RFG Advisory LLC lifted its stake in Strategy Inc (NASDAQ:MSTR – Free Report) by 4,885.7% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 31,809 shares of the software maker’s stock after acquiring an additional 31,171 shares during the period. RFG Advisory LLC’s holdings in Strategy were worth $10,249,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the stock. Pilgrim Partners Asia Pte Ltd bought a new position in shares of Strategy in the third quarter valued at approximately $32,000. Quent Capital LLC acquired a new position in Strategy in the 3rd quarter valued at $33,000. Binnacle Investments Inc raised its holdings in Strategy by 492.9% in the 2nd quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock worth $34,000 after acquiring an additional 69 shares during the period. SOA Wealth Advisors LLC. lifted its position in Strategy by 44.4% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 117 shares of the software maker’s stock worth $38,000 after acquiring an additional 36 shares during the last quarter. Finally, Salomon & Ludwin LLC bought a new stake in Strategy during the third quarter valued at about $39,000. Institutional investors own 59.84% of the company’s stock.

Strategy Stock Performance

Shares of NASDAQ MSTR opened at $134.93 on Monday. The business has a fifty day simple moving average of $162.28 and a 200 day simple moving average of $257.98. The company has a current ratio of 5.62, a quick ratio of 0.66 and a debt-to-equity ratio of 0.18. The firm has a market capitalization of $38.77 billion, a price-to-earnings ratio of -7.33 and a beta of 3.54. Strategy Inc has a one year low of $104.17 and a one year high of $457.22.

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

Strategy News Summary

Here are the key news stories impacting Strategy this week:

Positive Sentiment: Bitcoin recovery and renewed analyst support lifted buying interest — TD Cowen kept a Buy rating and its $440 target, and headlines tied MSTR’s move to a BTC bounce. ‘No Reasonable Scenario’ Forces Strategy To Sell Bitcoin As $440 Target Stands: TD Cowen
Positive Sentiment: Underlying software/subscriptions revenue beat consensus — Q4 revenue rose ~1.9% and subscription/license growth was noted, a constructive datapoint for the non‑Bitcoin business. Strategy Q4 Earnings Miss Estimates, Revenues Increase Y/Y (Zacks)
Positive Sentiment: Balance‑sheet size and liquidity signals — company now reports ~713,502 BTC and has raised large amounts of capital, which some investors view as financial firepower to ride out volatility. Strategy Inc Reports 713,502 BTC Holdings Amid $12.4 Billion Quarterly Loss (Blockonomi)
Neutral Sentiment: Analyst views remain split — some firms cut price targets (Canaccord trimmed its target earlier) but several bullish analysts still defend the long‑term thesis, leaving consensus divergent. Strategy Stock: Analyst Slashes Target 60% Yet Keeps Buy Rating
Neutral Sentiment: Company is tweaking shareholder frameworks (dividend rules, capital plans) announced alongside results — these are structural but their market effect depends on execution. Strategy Updates Dividend Framework and Highlights Bitcoin Expansion
Negative Sentiment: Huge Q4 unrealized Bitcoin losses produced a blockbuster accounting hit (reported ~ $12–17B in Q4), driving a wide EPS miss and renewed fear of downside when BTC falls. That remains the primary negative for the equity. Saylor‑led Strategy’s quarterly losses widen as bitcoin faces another reckoning (Reuters)
Negative Sentiment: Leverage/liquidity risk from debt‑funded BTC purchases and vocal short sellers/critics raise the chance of forced sells or margin stress if Bitcoin moves sharply lower again. Market commentary highlights this as an ongoing tail risk. Strategy Earnings Reveal the Real Risk Behind MSTR Stock (MarketBeat)

Insider Activity

In other Strategy news, Director Carl J. Rickertsen bought 5,000 shares of the stock in a transaction that occurred on Monday, January 12th. The shares were acquired at an average price of $155.88 per share, with a total value of $779,400.00. Following the completion of the purchase, the director directly owned 5,000 shares in the company, valued at $779,400. The trade was a ∞ increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, EVP Wei-Ming Shao sold 2,600 shares of the firm’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $202.02, for a total transaction of $525,252.00. Following the transaction, the executive vice president owned 32,726 shares of the company’s stock, valued at approximately $6,611,306.52. This represents a 7.36% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have acquired 7,112 shares of company stock worth $984,888 and have sold 13,177 shares worth $2,843,166. 8.46% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on MSTR shares. China Renaissance assumed coverage on Strategy in a research report on Wednesday, October 15th. They set a “buy” rating and a $473.00 price objective for the company. Cantor Fitzgerald started coverage on Strategy in a report on Tuesday, January 27th. They set an “overweight” rating for the company. Canaccord Genuity Group set a $185.00 price objective on shares of Strategy and gave the stock a “buy” rating in a research note on Wednesday. Benchmark reaffirmed a “buy” rating on shares of Strategy in a research report on Monday, December 1st. Finally, Mizuho reduced their price target 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. Eleven investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $374.14.

Read Our Latest Report on MSTR

Strategy Profile

(Free Report)

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.