Independent Advisor Alliance Has $17 Million Holdings in Strategy Inc $MSTR

Independent Advisor Alliance decreased its holdings in shares of Strategy Inc (NASDAQ:MSTR) by 7.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 52,753 shares of the software maker’s stock after selling 4,073 shares during the quarter. Independent Advisor Alliance’s holdings in Strategy were worth $16,998,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in MSTR. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of Strategy during the 3rd quarter worth about $32,000. Quent Capital LLC bought a new stake in Strategy during the third quarter worth about $33,000. Binnacle Investments Inc raised its holdings in Strategy by 492.9% during the second quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock worth $34,000 after acquiring an additional 69 shares in the last quarter. SOA Wealth Advisors LLC. boosted its position in Strategy by 44.4% during the third quarter. SOA Wealth Advisors LLC. now owns 117 shares of the software maker’s stock valued at $38,000 after purchasing an additional 36 shares during the last quarter. Finally, Salomon & Ludwin LLC bought a new position in Strategy in the third quarter valued at approximately $39,000. 59.84% of the stock is currently owned by institutional investors and hedge funds.

Strategy Price Performance

Shares of MSTR opened at $149.71 on Friday. The company’s 50-day moving average is $167.02 and its 200-day moving average is $269.82. The company has a debt-to-equity ratio of 0.16, a current ratio of 0.66 and a quick ratio of 0.66. The firm has a market capitalization of $43.02 billion, a PE ratio of 6.96 and a beta of 3.42. Strategy Inc has a fifty-two week low of $139.36 and a fifty-two week high of $457.22.

Strategy (NASDAQ:MSTR) last announced its quarterly earnings results on Thursday, October 30th. The software maker reported $8.42 EPS for the quarter, beating analysts’ consensus estimates of ($0.10) by $8.52. The business had revenue of $128.69 million for the quarter, compared to analyst estimates of $116.65 million. Strategy had a net margin of 1,667.09% and a return on equity of 20.98%. Strategy’s quarterly revenue was up 10.9% on a year-over-year basis. During the same quarter in the prior year, the business earned ($1.56) EPS.

Key Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Cantor Fitzgerald initiated coverage on Strategy, which can increase visibility and liquidity for MSTR and sometimes supports short-term buying interest. Cantor Fitzgerald Initiates Coverage on Strategy (MSTR)
• Positive Sentiment: Strategy’s STRC bitcoin-backed instrument (an 11% fiat-denominated income product senior to the company’s BTC holdings) is being marketed to institutional investors — a potential recurring funding source that could support bitcoin buys and the balance sheet over time. Strategy’s STRC Bitcoin-Backed Instrument Challenges Traditional Fixed-Income Markets
• Neutral Sentiment: Forbes explains the structural reason for MSTR’s extreme sensitivity — MicroStrategy’s transformation into a leveraged bitcoin-treasury vehicle — which helps investors frame long-term risk/return but doesn’t change fundamentals immediately. What’s Happening With MSTR Stock?
• Negative Sentiment: Broad bitcoin sell-off (bitcoin down toward the low $80k range) drove heavy MSTR selling — multiple reports show the stock plunged, hitting 52-week lows and falling roughly 10% in recent sessions as investors liquidated crypto-backed equities. Bitcoin Plunges to $82,000 as Strategy and BitMine Stocks Drop 10%
• Negative Sentiment: Coverage from crypto press and market movers (Bitcoin Magazine / CoinSpeaker / Benzinga) highlights sustained selling pressure on MSTR tied to bitcoin weakness and elevated investor concern about leverage and treasury risk. Strategy Stock (MSTR) Hits 52-Week Low
• Negative Sentiment: Benzinga and other outlets note the immediate catalyst: short-term bitcoin declines triggered margining and position unwind risk for crypto-treasury plays like MSTR, which increases downside volatility until bitcoin stabilizes. Strategy Stock Sees Selling Pressure As Bitcoin Dives

Insider Transactions at Strategy

In other news, Director Jane A. Dietze bought 1,000 shares of the firm’s stock in a transaction dated Tuesday, January 20th. The shares were bought at an average price of $99.48 per share, with a total value of $99,480.00. Following the completion of the transaction, the director owned 3,600 shares of the company’s stock, valued at $358,128. This trade represents a 38.46% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Wei-Ming Shao sold 2,600 shares of the stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $202.02, for a total value of $525,252.00. Following the transaction, the executive vice president owned 32,726 shares in the company, valued at approximately $6,611,306.52. This trade represents a 7.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders bought 7,112 shares of company stock worth $984,888 and sold 13,177 shares worth $2,843,166. Corporate insiders own 8.46% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the company. HC Wainwright dropped their price objective on Strategy from $521.00 to $475.00 and set a “buy” rating on the stock in a research note on Monday, November 3rd. TD Cowen reaffirmed a “buy” rating on shares of Strategy in a research report on Thursday, January 15th. Canaccord Genuity Group increased their price target on shares of Strategy from $464.00 to $474.00 and gave the company a “buy” rating in a research note on Monday, November 3rd. Truist Financial set a $268.00 price objective on shares of Strategy in a research note on Friday, January 9th. Finally, Mizuho cut their target price on shares of Strategy from $484.00 to $403.00 and set an “outperform” rating for the company in a research note on Friday, January 16th. Twelve investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $435.44.

Strategy 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.