Ameritas Advisory Services LLC Has $1.42 Million Stock Holdings in Strategy Inc $MSTR

Ameritas Advisory Services LLC grew its holdings in shares of Strategy Inc (NASDAQ:MSTR) by 688.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,408 shares of the software maker’s stock after buying an additional 3,849 shares during the quarter. Ameritas Advisory Services LLC’s holdings in Strategy were worth $1,420,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Allspring Global Investments Holdings LLC bought a new stake in Strategy during the 2nd quarter worth approximately $368,000. Yousif Capital Management LLC grew its holdings in Strategy by 6.9% during the second quarter. Yousif Capital Management LLC now owns 3,110 shares of the software maker’s stock worth $1,257,000 after buying an additional 201 shares in the last quarter. Envestnet Portfolio Solutions Inc. purchased a new stake in Strategy in the 2nd quarter valued at $309,000. RFG Advisory LLC bought a new position in Strategy during the 2nd quarter valued at $258,000. Finally, TD Asset Management Inc boosted its holdings in Strategy by 22.1% during the 2nd quarter. TD Asset Management Inc now owns 107,991 shares of the software maker’s stock worth $43,653,000 after acquiring an additional 19,565 shares during the last quarter. 59.84% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, Director Carl J. Rickertsen purchased 5,000 shares of the firm’s stock in a transaction dated 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 in the company, valued at $779,400. This trade represents a ∞ increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Wei-Ming Shao sold 2,600 shares of Strategy stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $202.02, for a total value of $525,252.00. Following the sale, the executive vice president directly owned 32,726 shares of the company’s stock, valued at $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 90 days, insiders have bought 7,112 shares of company stock valued at $984,888 and have sold 5,243 shares valued at $1,054,220. 8.46% of the stock is currently owned by insiders.

Strategy Stock Performance

NASDAQ:MSTR opened at $133.88 on Friday. The business’s fifty day moving average is $157.25 and its 200 day moving average is $250.43. The firm has a market cap of $38.47 billion, a price-to-earnings ratio of -7.28 and a beta of 3.54. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.66 and a current ratio of 5.62. Strategy Inc has a 52-week low of $104.17 and a 52-week 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 for the quarter, missing analysts’ consensus estimates of $46.02 by ($88.95). Strategy had a negative net margin of 806.34% and a negative return on equity of 8.74%. The company had revenue of $122.99 million for the quarter, compared to analysts’ expectations of $117.42 million. During the same period in the previous year, the firm earned ($3.03) EPS. The firm’s quarterly revenue was up 1.9% compared to the same quarter last year.

Analysts Set New Price Targets

MSTR has been the topic of a number of recent analyst reports. Weiss Ratings reissued a “hold (c)” rating on shares of Strategy in a research report on Monday, December 29th. Citigroup cut their target price on Strategy from $485.00 to $325.00 and set a “buy” rating on the stock in a research note on Monday, December 22nd. Benchmark reaffirmed a “buy” rating on shares of Strategy in a report on Monday, December 1st. HC Wainwright reiterated a “buy” rating on shares of Strategy in a report on Friday, February 6th. Finally, Wall Street Zen downgraded Strategy from a “hold” rating to a “sell” rating in a research note on Sunday, February 8th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, Strategy has a consensus rating of “Moderate Buy” and a consensus target price of $374.14.

Key Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Bitcoin rebound and a disclosed BTC purchase lifted sentiment — markets reacted to reports that Strategy bought ~1,100+ BTC as BTC prices firmed, helping shares rally on renewed crypto optimism. Crypto Stocks Rally: Coinbase (COIN) Soars 18%, Strategy (MSTR) Gains 10%
• Positive Sentiment: Strategy accounted for the vast majority of corporate Bitcoin additions last month, underscoring its role as a dominant corporate accumulator and supporting the narrative of continued BTC-per-share growth. Strategy (MSTR) Accounted for 97.5% of Corporate Bitcoin Buying Last Month, Report Shows
• Positive Sentiment: Analyst interest: a recent upgrade (Zacks → strong-buy) and positive coverage highlighting steady BTC-per-share growth have attracted buyers looking for leveraged Bitcoin exposure via MSTR. Zacks Research upgrade
• Neutral Sentiment: Management doubled down on accumulation — CEO statements confirm regular BTC purchases and a refusal to sell, which stabilizes the company’s strategy but keeps the stock tightly correlated with Bitcoin moves. Michael Saylor Says “We Will Not Be Selling” As Strategy (MSTR) Price Breaks Out
• Neutral Sentiment: Funding shift to preferred shares (STRC) to finance BTC buys — the move aims to attract yield‑focused capital (11%+ dividend) rather than issuing/selling common stock; investors are parsing the long‑term impact on dilution, liquidity and volatility. Strategy CEO eyes more preferred stock to fund Bitcoin buys
• Negative Sentiment: Q4 results included massive mark‑to‑market losses tied to Bitcoin that produced a large EPS loss despite revenue edging up — a reminder that earnings volatility will remain high and can pressure the stock when BTC dips. Strategy Inc, (MSTR) Swings to a Loss in Q4 due to Mark-to-Market Bitcoin Losses
• Negative Sentiment: Public criticism and downgrades increase headline risk — prominent short sellers and some analysts have criticized the preferred‑stock pitch and the heavy Bitcoin concentration, keeping sentiment fragile if BTC or credit conditions worsen. Strategy CEO Calls Bitcoin Sell-Off ‘Extremely Unlikely’… Seeking Alpha downgrade

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.