Is Strategy Inc (MSTR) a Buy, Sell, or Hold?
NASDAQ : MSTR
Strategy Inc — Institutional Ownership
$93.28 USD
-$4.46 (-4.56%)
- Volume
- 20.49M
- Average Volume
- 20.22M
- Market Capitalization
- $30.86B
- P/E Ratio
- -0.97
- Dividend Yield
- 0.00%
- Price Target
- $212.50
- Year High
- $414.36
- Year Low
- $81.81
- Day High
- —
- Day Low
- —
- Payout Ratio
- -$0.02
- Current Ratio
- $5.39
Institutional Ownership Summary
Institutional Ownership %
1.81%
Investors Holding
330
change: -748 | last: 1078
Increased Positions
149
change: -431 | last: 580
Reduced Positions
105
change: -153 | last: 258
New Positions
31
change: -97 | last: 128
Sold Positions
682
change: 503 | last: 179
Total Calls
3.06M
Total Puts
2.45M
Put-Call Ratio
0.80
change: -21.2596 | last: 1.0129
Total Invested
523.84M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-05-14 | Capital International Investors | 31.64M | 10.10% |
| 2026-05-11 | JANE STREET GROUP, LLC | 13.06M | 4.00% |
| 2026-04-30 | Vanguard Capital Management | 16.8M | 5.34% |
| 2026-03-27 | The Vanguard Group | - | 0.00% |
| 2026-02-13 | Capital International Investors | 20.87M | 7.80% |
| 2026-02-11 | JANE STREET GROUP, LLC | 19.5M | 7.30% |
| 2026-01-30 | The Vanguard Group | 24.06M | 8.98% |
| 2025-11-13 | Capital Ventures International | 12.87M | 4.80% |
| 2025-11-13 | JANE STREET GROUP, LLC | 16.78M | 6.30% |
| 2025-08-14 | Capital Ventures International | 13.19M | 5.10% |
| 2025-07-29 | The Vanguard Group | 18.54M | 7.13% |
| 2025-05-15 | Capital Ventures International | 11.6M | 4.80% |
| 2025-05-13 | JANE STREET GROUP, LLC | 11.06M | 4.70% |
| 2025-04-30 | The Vanguard Group | 20.59M | 8.55% |
| 2025-04-17 | BlackRock, Inc. | 14.19M | 5.80% |
| 2025-02-14 | JANE STREET GROUP, LLC | 14.58M | 6.50% |
| 2025-02-14 | Capital International Investors | 12.67M | 5.60% |
| 2025-02-06 | BlackRock, Inc. | 11.26M | 5.00% |
| 2025-02-06 | G1 Execution Services, LLC | 11.61M | 5.10% |
| 2025-01-30 | The Vanguard Group | 16.3M | 7.21% |
| 2024-11-14 | (1) Jane Street Group, LLC | - | 5.30% |
| 2024-11-08 | (1) BlackRock, Inc. | 9.48M | 5.20% |
| 2024-10-22 | (1) BlackRock, Inc. | 9.48M | 5.20% |
| 2023-02-14 | Capital Ventures International | 606.54K | 6.50% |
| 2023-02-14 | Susquehanna Investment Group | 606.54K | 6.50% |
| 2023-02-14 | (1) Jane Street Group, LLC | 679.12K | 7.30% |
| 2023-02-14 | Susquehanna Securities, LLC | 606.54K | 6.50% |
| 2023-02-14 | Susquehanna Advisors Group, Inc. | 606.54K | 6.50% |
| 2023-02-14 | G1 Execution Services, LLC | 606.54K | 6.50% |
| 2023-01-10 | GROUP ONE TRADING, LP | 1.26M | 13.00% |
| 2022-02-14 | 2. | 10.0 | 0.00% |
| 2022-02-14 | 2. | 10.0 | 0.00% |
| 2022-02-14 | Capital Ventures International | 361.26K | 4.30% |
| 2022-02-14 | Susquehanna Securities, LLC | 361.26K | 4.30% |
| 2022-02-14 | Susquehanna Fundamental Investments, LLC | 361.26K | 4.30% |
| 2022-02-14 | 2. | 10.0 | 0.00% |
| 2022-02-14 | Susquehanna Advisors Group, Inc. | 361.26K | 4.30% |
| 2022-02-14 | 2. | 10.0 | 5.90% |
| 2022-02-14 | 2. | 10.0 | 6.20% |
| 2022-02-14 | 2. | 10.0 | 6.20% |
| 2022-02-14 | G1 Execution Services, LLC | 361.26K | 4.30% |
| 2022-02-14 | Susquehanna Investment Group | 361.26K | 4.30% |
| 2022-02-14 | 2. | 10.0 | 6.20% |
| 2022-02-11 | 95-1411037 | 13.0 | 6.40% |
| 2022-02-11 | 95-1411037 | 13.0 | 14.90% |
| 2022-02-10 | The Vanguard Group - 23-1945930 | 651.11K | 7.26% |
| 2022-02-08 | (1) BlackRock, Inc. | 613.36K | 7.30% |
| 2021-10-08 | (1) BlackRock, Inc. | 556.96K | 7.20% |
| 2021-09-10 | Morgan Stanley | 138.34K | 1.80% |
| 2021-07-09 | 95-1411037 | 13.0 | 12.20% |
| 2021-04-12 | Susquehanna Securities, LLC | 516.76K | 6.80% |
| 2021-04-12 | Susquehanna Fundamental Investments, LLC | 516.76K | 6.80% |
| 2021-04-12 | G1 Execution Services, LLC | 516.76K | 6.80% |
| 2021-04-12 | Capital Ventures International | 516.76K | 6.80% |
| 2021-04-12 | Susquehanna Advisors Group, Inc. | 516.76K | 6.80% |
| 2021-04-12 | Susquehanna Investment Group | 516.76K | 6.80% |
| 2021-02-12 | Saylor | 2.36M | 23.70% |
| 2021-02-12 | CALC IV LP | 6.0 | 7.70% |
| 2021-02-10 | The Vanguard Group - 23-1945930 | 772.41K | 10.65% |
| 2021-02-05 | (1) BlackRock, Inc. | 1.18M | 16.30% |
| 2021-02-04 | 2. | 2788.0 | 12.00% |
| 2021-01-08 | Morgan Stanley | 792.63K | 10.90% |
| 2021-01-08 | Morgan Stanley Investment Management Inc. | 792.63K | 10.90% |
| 2020-02-12 | The Vanguard Group - 23-1945930 | 897.26K | 10.89% |
| 2020-02-04 | (1) BlackRock, Inc. | 1.4M | 17.00% |
| 2020-01-31 | 2. | 422.24K | 5.13% |
| 2019-02-14 | Eminence GP, LLC | 60082.0 | 0.70% |
| 2019-02-14 | Ricky C. Sandler | 92867.0 | 1.10% |
| 2019-02-14 | Eminence Capital, LP | 90000.0 | 1.00% |
| 2019-02-14 | 2 | 2.41M | 12.00% |
| 2019-01-31 | (1) BlackRock, Inc. | 1.62M | 17.20% |
| 2018-02-14 | Eminence GP, LLC | 562.78K | 6.00% |
| 2018-02-14 | 2 | 2.31M | 19.70% |
| 2018-02-14 | Glenhill Capital Advisors, LLC | 109.7K | 1.20% |
| 2018-02-14 | Glenhill Capital Management, LLC | 80275.0 | 0.90% |
| 2018-02-14 | Ricky C. Sandler | 761.12K | 8.10% |
| 2018-02-14 | Glenn J. Krevlin | 109.7K | 1.20% |
| 2018-02-14 | Eminence Capital, LP | 758.26K | 8.10% |
| 2018-02-14 | Glenhill Advisors, LLC | 109.7K | 1.20% |
| 2018-02-14 | Teachers Advisors, LLC | 187.49K | 1.99% |
| 2018-02-14 | Teachers Advisors, LLC | 187.49K | 1.99% |
| 2018-02-14 | TIAA-CREF Investment Management, LLC | 82116.0 | 0.87% |
| 2018-02-14 | TIAA-CREF Investment Management, LLC | 82116.0 | 0.87% |
| 2018-02-06 | 98-0557567 | 45041.0 | 0.50% |
| 2018-01-19 | (1) BlackRock, Inc. | 1.43M | 15.20% |
| 2017-02-24 | 2 | 2.21M | 19.00% |
| 2017-02-14 | 10 | 444.77K | 4.70% |
| 2017-02-14 | 10 | 586.58K | 6.20% |
| 2017-02-14 | Teachers Advisors, LLC | 331.34K | 3.53% |
| 2017-02-14 | TIAA-CREF Investment Management, LLC | 177.66K | 1.89% |
| 2017-02-14 | TIAA-CREF Investment Management, LLC | 177.66K | 1.89% |
| 2017-02-14 | Eminence GP, LLC | 569.98K | 6.10% |
| 2017-02-14 | Teachers Advisors, LLC | 331.34K | 3.53% |
| 2017-02-14 | Ricky C. Sandler | 711.07K | 7.60% |
| 2017-02-14 | 10 | 586.58K | 6.20% |
| 2017-02-14 | 10 | 586.58K | 6.20% |
| 2017-02-14 | Eminence Capital, LP | 707.69K | 7.50% |
| 2017-02-08 | 98-0557567 | 522.39K | 5.60% |
| 2016-04-08 | (1) BlackRock, Inc. | 943.78K | 10.10% |
| 2016-02-16 | Eminence GP, LLC | 774.09K | 8.30% |
| 2016-02-16 | Glenhill Advisors, LLC | 588.49K | 6.30% |
| 2016-02-16 | Ricky C. Sandler | 913.86K | 9.80% |
| 2016-02-16 | Eminence Capital, LP | 910.49K | 9.80% |
| 2016-02-10 | Teachers Advisors, Inc. | 238.17K | 2.55% |
| 2016-02-10 | TIAA-CREF Investment Management, LLC | 273.1K | 2.93% |
| 2016-02-10 | Teachers Advisors, Inc. | 238.17K | 2.55% |
| 2016-02-10 | TIAA-CREF Investment Management, LLC | 273.1K | 2.93% |
| 2016-02-05 | 98-0557567 | 503.71K | 5.40% |
| 2016-01-26 | (1) BlackRock, Inc. | 925.57K | 9.90% |
| 2015-11-06 | Glenn J. Krevlin | 553.42K | 5.90% |
| 2015-11-06 | Glenhill Capital Management, LLC | 433.16K | 4.60% |
| 2015-11-06 | Glenhill Capital Advisors, LLC | 553.42K | 5.90% |
| 2015-11-06 | Glenhill Advisors, LLC | 553.42K | 5.90% |
| 2015-02-17 | Morton Holdings, Inc. | - | 0.00% |
| 2015-02-17 | ZBI Equities, L.L.C. | - | 0.00% |
| 2015-02-17 | Ricky C. Sandler | 849.39K | 9.30% |
| 2015-02-17 | Eminence GP, LLC | 772.5K | 8.40% |
| 2015-02-17 | Ziff Brothers Investments, L.LC. | - | 0.00% |
| 2015-02-17 | Philip B. Korsant | - | 0.00% |
| 2015-02-17 | Eminence Capital, LP | 846.02K | 9.20% |
| 2015-01-30 | Artisan Partners Funds, Inc. | 119.65K | 1.30% |
| 2015-01-30 | Artisan Partners Limited Partnership | 226.27K | 2.50% |
| 2015-01-30 | Artisan Partners Asset Management Inc. | 226.27K | 2.50% |
| 2015-01-30 | Artisan Partners Holdings LP | 226.27K | 2.50% |
| 2015-01-30 | Artisan Investments GP LLC | 226.27K | 2.50% |
| 2015-01-22 | (1) BlackRock, Inc. | 801.38K | 8.80% |
| 2014-03-24 | Artisan Partners Holdings LP | 595.14K | 6.60% |
| 2014-03-24 | Artisan Partners Asset Management Inc. | 595.14K | 6.60% |
| 2014-03-24 | Artisan Partners Limited Partnership | 595.14K | 6.60% |
| 2014-03-24 | Artisan Partners Funds, Inc. | 389.13K | 4.30% |
| 2014-03-24 | Artisan Investments GP LLC | 595.14K | 6.60% |
| 2014-02-14 | ZBI Equities, L.L.C. | 556.51K | 6.10% |
| 2014-02-14 | Ziff Brothers Investments, L.LC. | 556.51K | 6.10% |
| 2014-02-14 | Eminence Capital, LLC | 881.7K | 9.70% |
| 2014-02-14 | Eminence GP, LLC | 802.46K | 8.80% |
| 2014-02-14 | Ricky C. Sandler | 885.07K | 9.80% |
| 2014-02-14 | Morton Holdings, Inc. | 556.51K | 6.10% |
| 2014-02-14 | Philip B. Korsant | 556.51K | 6.10% |
| 2014-01-31 | (1) BlackRock, Inc. | 896.65K | 9.90% |
| 2014-01-30 | Artisan Investments GP LLC | 620.86K | 6.80% |
| 2014-01-30 | Carlene M. Ziegler | 620.86K | 6.80% |
| 2014-01-30 | ZFIC, Inc. | 620.86K | 6.80% |
| 2014-01-30 | Andrew A. Ziegler | 620.86K | 6.80% |
| 2014-01-30 | Artisan Partners Holdings LP | 620.86K | 6.80% |
| 2014-01-30 | Artisan Partners Limited Partnership | 620.86K | 6.80% |
| 2014-01-30 | Artisan Partners Asset Management Inc. | 620.86K | 6.80% |
| 2014-01-30 | Artisan Partners Funds, Inc. | 406.13K | 4.50% |
| 2014-01-30 | Artisan Investment Corporation | 620.86K | 6.80% |
| 2014-01-24 | Sterling Capital Management LLC | 696.92K | 7.68% |
| 2013-04-22 | Morton Holdings, Inc. | 538.14K | 5.90% |
| 2013-04-22 | Ziff Brothers Investments, L.LC. | 538.14K | 5.90% |
| 2013-04-22 | Philip B. Korsant | 538.14K | 5.90% |
| 2013-04-22 | ZBI Equities, L.L.C. | 538.14K | 5.90% |
| 2013-02-14 | John A. Murphy | - | 0.00% |
| 2013-02-14 | Peter J. Richards | - | 0.00% |
| 2013-02-14 | Alydar Capital, LLC | - | 0.00% |
| 2013-02-14 | 04-2683227 | 206.29K | 2.29% |
| 2013-02-14 | Empire Capital Management, L.L.C. | - | 0.00% |
| 2013-02-14 | Ricky C. Sandler | 844.99K | 9.30% |
| 2013-02-14 | Eminence Capital, LLC | 841.72K | 9.30% |
| 2013-02-14 | Scott A. Fine | - | 0.00% |
| 2013-02-14 | Alydar Partners, LLC | - | 0.00% |
| 2013-02-14 | Eminence GP, LLC | 765.38K | 8.50% |
| 2013-02-13 | Saylor | 2.01M | 18.20% |
| 2013-02-11 | (1) BlackRock, Inc. | 941.52K | 10.46% |
| 2013-02-07 | Andrew A. Ziegler | 499.4K | 5.60% |
| 2013-02-07 | ZFIC, Inc. | 499.4K | 5.60% |
| 2013-02-07 | Carlene M. Ziegler | 499.4K | 5.60% |
| 2013-02-07 | Artisan Partners Funds, Inc. | 323.37K | 3.60% |
| 2013-02-07 | Artisan Investments GP LLC | 499.4K | 5.60% |
| 2013-02-07 | Artisan Partners Limited Partnership | 499.4K | 5.60% |
| 2013-02-07 | Artisan Investment Corporation | 499.4K | 5.60% |
| 2013-02-07 | Artisan Partners Holdings LP | 499.4K | 5.60% |
| 2013-01-31 | (1) BlackRock, Inc. | 840.68K | 9.34% |
| 2012-09-10 | FMR LLC | 397.79K | 4.57% |
| 2012-09-10 | Edward C. Johnson 3d | 397.79K | 4.57% |
| 2012-08-10 | 04-2683227 | 596.09K | 6.96% |
| 2012-07-10 | Scott A. Fine | 433.2K | 5.10% |
| 2012-07-10 | Empire Capital Management, L.L.C. | 433.2K | 5.10% |
| 2012-07-10 | Peter J. Richards | 433.2K | 5.10% |
| 2012-06-11 | Eminence Capital, LLC | 470.38K | 5.50% |
| 2012-06-11 | Ricky C. Sandler | 470.82K | 5.50% |
| 2012-06-11 | Eminence GP, LLC | 425.63K | 5.00% |
| 2012-02-14 | 04-2683227 | 1.15M | 13.92% |
| 2012-02-14 | Saylor | 2.45M | 22.60% |
| 2012-02-14 | FMR LLC | 797.91K | 9.65% |
| 2012-02-13 | 1. Alysheba QP Fund, L.P. | 48859.0 | 0.59% |
| 2012-02-13 | Alydar Partners, LLC | 418.69K | 5.06% |
| 2012-02-13 | 1. Alysun Fund Limited | 2238.0 | 0.03% |
| 2012-02-13 | 1. Alysun Fund, L.P. | 932.0 | 0.01% |
| 2012-02-13 | 1. Alysheba Fund Limited | 151.25K | 1.83% |
| 2012-02-13 | 1. Alydar Fund Limited | 135.14K | 1.63% |
| 2012-02-13 | 1. Alydar Capital, LLC | 130.07K | 1.57% |
| 2012-02-13 | 1. Alysun QP Fund, L.P. | 7281.0 | 0.09% |
| 2012-02-13 | 1. Alydar Fund, L.P. | 5561.0 | 0.07% |
| 2012-02-13 | 1. John A. Murphy | 418.69K | 5.06% |
| 2012-02-13 | 1. Alydar QP Fund, L.P. | 65842.0 | 0.80% |
| 2012-02-13 | 1. Alysheba Fund, L.P. | 1591.0 | 0.02% |
| 2012-02-10 | (1) BlackRock, Inc. | 658.21K | 7.96% |
| 2012-02-08 | Sterling Capital Management LLC | - | 0.00% |
| 2012-02-08 | Sterling Capital Management LLC | - | 0.00% |
| 2012-02-06 | Carlene M. Ziegler | 466.2K | 5.60% |
| 2012-02-06 | Artisan Partners Funds, Inc. | 308.07K | 3.70% |
| 2012-02-06 | Andrew A. Ziegler | 466.2K | 5.60% |
| 2012-02-06 | ZFIC, Inc. | 466.2K | 5.60% |
| 2012-02-06 | Artisan Investments GP LLC | 466.2K | 5.60% |
| 2012-02-06 | Artisan Partners Limited Partnership | 466.2K | 5.60% |
| 2012-02-06 | Artisan Investment Corporation | 466.2K | 5.60% |
| 2012-02-06 | Artisan Partners Holdings LP | 466.2K | 5.60% |
| 2011-11-10 | FMR LLC | 844.25K | 10.27% |
| 2011-11-10 | Edward C. Johnson 3d | 844.25K | 10.27% |
| 2011-09-12 | 04-2683227 | 1.15M | 14.00% |
| 2011-08-18 | Alydar Partners, LLC | 423.76K | 5.16% |
| 2011-08-18 | ( | 125.01K | 1.52% |
| 2011-08-18 | ( | 59899.0 | 0.73% |
| 2011-08-18 | ( | 1388.0 | 0.02% |
| 2011-08-18 | ( | 164.78K | 2.01% |
| 2011-08-18 | ( | 1949.0 | 0.02% |
| 2011-08-18 | ( | 423.76K | 5.16% |
| 2011-08-18 | ( | 132.58K | 1.61% |
| 2011-08-18 | ( | 5597.0 | 0.07% |
| 2011-08-18 | ( | 4884.0 | 0.06% |
| 2011-08-18 | ( | 679.0 | 0.01% |
| 2011-08-18 | ( | 52005.0 | 0.63% |
| 2011-07-08 | Artisan Investment Corporation | 383.9K | 4.80% |
| 2011-07-08 | Artisan Partners Holdings LP | 383.9K | 4.80% |
| 2011-07-08 | Artisan Partners Limited Partnership | 383.9K | 4.80% |
| 2011-07-08 | Artisan Partners Funds, Inc. | 257.17K | 3.20% |
| 2011-07-08 | Carlene M. Ziegler | 383.9K | 4.80% |
| 2011-07-08 | Andrew A. Ziegler | 383.9K | 4.80% |
| 2011-07-08 | ZFIC, Inc. | 383.9K | 4.80% |
| 2011-07-08 | Artisan Investments GP LLC | 383.9K | 4.80% |
| 2011-02-11 | Andrew A. Ziegler | 882.5K | 10.70% |
| 2011-02-11 | ZFIC, Inc. | 882.5K | 10.70% |
| 2011-02-11 | Artisan Investments GP LLC | 882.5K | 10.70% |
| 2011-02-11 | Artisan Partners Limited Partnership | 882.5K | 10.70% |
| 2011-02-11 | Artisan Investment Corporation | 882.5K | 10.70% |
| 2011-02-11 | Artisan Funds, Inc. | 580.77K | 7.10% |
| 2011-02-11 | Carlene M. Ziegler | 882.5K | 10.70% |
| 2011-02-11 | Artisan Partners Holdings LP | 882.5K | 10.70% |
| 2011-02-10 | THE VANGUARD GROUP, INC. | 444K | 5.40% |
| 2011-02-07 | (1) BlackRock, Inc. | 669.81K | 8.15% |
| 2011-01-31 | Sterling Capital Management LLC | 442.87K | 5.39% |
| 2010-09-10 | Artisan Partners Holdings LP | 897.07K | 10.30% |
| 2010-02-16 | Michael J. Saylor | 2.75M | 22.90% |
| 2010-02-12 | James H. Simons | 375.36K | 4.10% |
| 2010-02-12 | 26-0385758 | 375.36K | 4.10% |
| 2010-02-11 | Artisan Partners Limited Partnership | 431.1K | 4.70% |
| 2010-02-11 | ZFIC, Inc. | 438.3K | 4.80% |
| 2010-02-11 | Artisan Investment Corporation | 438.3K | 4.80% |
| 2010-02-11 | Artisan Partners Holdings LP | 438.3K | 4.80% |
| 2010-02-11 | Andrew A. Ziegler | 438.3K | 4.80% |
| 2010-02-11 | Artisan Investments GP LLC | 431.1K | 4.70% |
| 2010-02-11 | Carlene M. Ziegler | 438.3K | 4.80% |
| 2010-01-29 | BlackRock for purposes of Schedule 13G filings. | 504.45K | 5.52% |
| 2009-11-18 | Massachusetts Financial Services Company ("MFS") | 654.86K | 7.20% |
| 2009-02-13 | 26-0385758 | 756.7K | 8.29% |
| 2009-02-13 | James H. Simons | 756.7K | 8.29% |
| 2009-02-03 | Massachusetts Financial Services Company ("MFS") | 1.17M | 12.80% |
| 2008-11-07 | Massachusetts Financial Services Company ("MFS") | 1.03M | 11.30% |
| 2008-02-14 | Michael J. Saylor | 2.83M | 23.60% |
| 2008-02-13 | James H. Simons | 704K | 7.50% |
| 2008-02-13 | 26-0385758 | 704K | 7.50% |
| 2007-03-16 | 13-3127734 | 581K | 6.09% |
| 2007-03-16 | James H. Simons | 581K | 6.09% |
| 2007-02-13 | Michael J. Saylor | 2.75M | 21.70% |
| 2007-02-12 | James H. Simons | 581K | 6.09% |
| 2007-02-12 | 13-3127734 | 581K | 6.09% |
| 2006-05-10 | Massachusetts Financial Services Company ("MFS") | 859.98K | 8.60% |
| 2006-02-14 | Michael J. Saylor | 3.03M | 22.20% |
| 2006-02-14 | 04-3313066 | - | 0.00% |
| 2006-02-10 | Massachusetts Financial Services Company ("MFS") | 1.61M | 15.20% |
| 2005-08-08 | Tax ID No. 43-1414157 | 992.39K | 9.50% |
| 2005-08-08 | No. 43-1235675 | 992.39K | 9.50% |
| 2005-08-08 | Tax ID No. 51-0261715 | 1.14M | 10.90% |
| 2005-08-08 | Ivy Investment Management Company Tax ID No. 03-0481447 | 145.27K | 1.40% |
| 2005-08-08 | Waddell & Reed Investment Management Company Tax ID No. 48-1106973 | 992.39K | 9.50% |
| 2005-05-09 | 04-3313066 | 975.04K | 7.60% |
| 2005-04-12 | Massachusetts Financial Services Company ("MFS") | 1.59M | 12.42% |
| 2005-02-14 | Michael J. Saylor | 3M | 19.00% |
| 2005-02-14 | Sanju K. Bansal | 453.02K | 3.40% |
| 2004-02-20 | Essex Investment Management Company, LLC 04-3409177 | 653.44K | 5.34% |
| 2004-02-17 | Michael J. Saylor | 2.93M | 19.20% |
| 2004-02-17 | Sanju K. Bansal | 657.35K | 5.10% |
| 2004-02-02 | Essex Investment Management Company, LLC 04-3409177 | 653.44K | 5.34% |
| 2003-02-12 | Jon C. Baker | 382.59K | 4.20% |
| 2003-02-12 | David R. Wilmerding, III | 382.59K | 4.20% |
| 2002-10-04 | Jon C. Baker | 397.19K | 5.50% |
| 2002-10-04 | David R. Wilmerding, III | 397.19K | 5.50% |
| 2002-02-14 | Sanju K. Bansal | 8.37M | 16.27% |
| 2001-10-22 | Jon C. Baker | 1.7M | 4.10% |
| 2001-10-22 | David R. Wilmerding, III | 1.7M | 4.10% |
| 2001-10-22 | 52-2305075 | 1.16M | 2.80% |
| 2001-05-17 | 52-2305075 | 2.43M | 8.00% |
| 2001-05-17 | Jon C. Baker | 2.43M | 8.00% |
| 2001-05-17 | 52-1740975 | - | 0.00% |
| 2001-05-17 | David R. Wilmerding, III | 2.43M | 8.00% |
| 2001-03-28 | Jon C. Baker | 2.47M | 8.60% |
| 2001-03-28 | David R. Wilmerding, III | 2.47M | 8.60% |
| 2001-03-28 | 52-1740975 | 2.47M | 8.60% |
| 2000-02-18 | Sanju K. Bansal | 8.7M | 28.00% |
| 2000-02-16 | Thomas P. Spahr | 1.51M | 6.33% |
| 2000-02-15 | Michael J. Saylor | 43.55M | 66.05% |
| 1999-02-17 | Thomas P. Spahr | 841K | 10.55% |
| 1999-02-17 | Michael J. Saylor | 22.47M | 75.91% |
| 1999-02-17 | Sanju K. Bansal | 4.82M | 40.33% |
MSTR Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $151.95 | 294M | $44.67B | $2.3B | $8.28B | $50.65B |
| 2024-12-31 | $289.62 | 192.55M | $55.77B | $38.12M | $7.26B | $62.99B |
| 2023-12-31 | $63.16 | 136.71M | $8.63B | $46.82M | $2.25B | $10.84B |
| 2022-12-31 | $14.16 | 113.21M | $1.6B | $43.84M | $2.45B | $4.01B |
| 2021-12-31 | $54.45 | 100.2M | $5.46B | $63.36M | $2.23B | $7.62B |
| 2020-12-31 | $38.85 | 96.84M | $3.76B | $59.68M | $570.69M | $4.27B |
| 2019-12-31 | $14.26 | 102.56M | $1.46B | $456.73M | $103.42M | $1.11B |
| 2018-12-31 | $12.78 | 113.75M | $1.45B | $109.92M | -$ | $1.34B |
| 2017-12-31 | $13.13 | 114.44M | $1.5B | $420.24M | -$ | $1.08B |
| 2016-12-31 | $19.74 | 114.25M | $2.26B | $401.98M | -$ | $1.85B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86.93 | 343.28M | $29.84B | $1.71B | $136M | $28.27B |
| 2026-03-31 | $124.80 | 333.91M | $41.67B | $2.21B | $8.26B | $47.72B |
| 2025-12-31 | $151.95 | 294M | $44.67B | $2.3B | $8.28B | $50.65B |
| 2025-09-30 | $322.21 | 272.14M | $87.69B | $54.28M | $8.22B | $95.85B |
| 2025-06-30 | $404.23 | 265.91M | $107.49B | $50.1M | $8.21B | $115.65B |
| 2025-03-31 | $288.27 | 256.47M | $73.93B | $62.26M | $8.19B | $82.07B |
| 2024-12-31 | $289.62 | 221.61M | $64.18B | $38.12M | $7.26B | $71.4B |
| 2024-09-30 | $168.60 | 197.27M | $33.26B | $46.34M | $4.27B | $37.48B |
| 2024-06-30 | $136.60 | 178.61M | $24.4B | $66.92M | $3.91B | $28.24B |
| 2024-03-31 | $163.67 | 171.94M | $28.14B | $81.33M | $3.62B | $31.68B |
| 2023-12-31 | $63.16 | 153.36M | $9.69B | $46.82M | $2.25B | $11.89B |
| 2023-09-30 | $32.83 | 142.21M | $4.67B | $45.01M | $2.24B | $6.86B |