Strategy Inc $MSTR Holdings Trimmed by Achmea Investment Management B.V.

Achmea Investment Management B.V. cut its holdings in Strategy Inc (NASDAQ:MSTR) by 94.9% during the 3rd quarter, Holdings Channel.com reports. The fund owned 901 shares of the software maker’s stock after selling 16,824 shares during the quarter. Achmea Investment Management B.V.’s holdings in Strategy were worth $290,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Centaurus Financial Inc. boosted its holdings in Strategy by 15.0% during the third quarter. Centaurus Financial Inc. now owns 6,719 shares of the software maker’s stock worth $2,165,000 after buying an additional 877 shares in the last quarter. Sunbelt Securities Inc. raised its position in shares of Strategy by 210.8% during the third quarter. Sunbelt Securities Inc. now owns 1,349 shares of the software maker’s stock worth $435,000 after purchasing an additional 915 shares during the period. Captrust Financial Advisors lifted its holdings in shares of Strategy by 26.8% during the third quarter. Captrust Financial Advisors now owns 12,561 shares of the software maker’s stock valued at $4,047,000 after purchasing an additional 2,657 shares during the last quarter. Coldstream Capital Management Inc. lifted its holdings in shares of Strategy by 26.6% during the third quarter. Coldstream Capital Management Inc. now owns 2,199 shares of the software maker’s stock valued at $708,000 after purchasing an additional 462 shares during the last quarter. Finally, Tcfg Wealth Management LLC boosted its position in shares of Strategy by 1,445.0% in the 3rd quarter. Tcfg Wealth Management LLC now owns 18,092 shares of the software maker’s stock valued at $5,829,000 after purchasing an additional 16,921 shares during the period. 59.84% of the stock is currently owned by institutional investors.

Strategy Stock Performance

Shares of MSTR opened at $138.24 on Friday. The company has a market capitalization of $46.14 billion, a PE ratio of -7.51 and a beta of 3.55. Strategy Inc has a one year low of $104.17 and a one year high of $457.22. The company has a debt-to-equity ratio of 0.18, a current ratio of 5.62 and a quick ratio of 5.62. The company’s fifty day moving average price is $143.30 and its 200 day moving average price is $211.39.

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

Insider Activity

In other news, CEO Phong Le sold 2,034 shares of the company’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $137.25, for a total transaction of $279,166.50. Following the completion of the transaction, the chief executive officer directly owned 18,902 shares in the company, valued at $2,594,299.50. The trade was a 9.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Jeanine Montgomery sold 260 shares of the stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $137.25, for a total value of $35,685.00. Following the completion of the sale, the chief accounting officer directly owned 9,333 shares of the company’s stock, valued at $1,280,954.25. This represents a 2.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have purchased 6,012 shares of company stock worth $880,080 and have sold 3,210 shares worth $440,573. 8.46% of the stock is owned by company insiders.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy disclosed a massive purchase that lifted its disclosed holdings above ~761,000 BTC, reinforcing its identity as a pure-play corporate Bitcoin treasury and supporting upside if BTC rallies. Strategy Keeps Buying Bitcoin As Holdings Climb Past 761,000 BTC
• Positive Sentiment: Strategy’s preferred-stock fundraising (STRC) and equity raises have produced large near-term funding capacity, enabling the company to buy BTC at scale without immediate heavy common-share dilution. Strategy Bitcoin Bet Grows With Preferred Stock As Valuation Gap Widens
• Positive Sentiment: Some analysts remain constructive — e.g., B. Riley initiated a Buy with a $175 target — which gives investors a near-term bullish research view amid volatility. This is Why B. Riley Strategists Believe Strategy Inc (MSTR) is a Buy
• Neutral Sentiment: Models and media projects show it’s mathematically possible for Strategy to reach 1M BTC this year if funding pace continues — a headline-grabbing scenario but one that depends on sustained large-capital raises and market liquidity. Strategy Could Own 1 Million Bitcoin By September—Here’s The Math
• Negative Sentiment: Short-term correlation with BTC price: recent weakness in Bitcoin (drops under ~$71k) has pulled MSTR lower as the market prices crypto exposure and near-term unrealized losses. Bitcoin falls under $71K but data shows BTC’s bullish momentum holding
• Negative Sentiment: Multiple outlets and analysts warn STRC-funded buying raises risk flags (high variable dividend, price sensitivity of STRC, and reliance on continuous investor confidence), which can amplify downside if BTC or STRC trade down. Strategy’s STRC-Fueled Bitcoin Buying Raises Risk Flags
• Negative Sentiment: Market reaction: MSTR has been sliding in recent sessions amid broader crypto-sentiment pullbacks and headlines highlighting execution and funding risks. Strategy and Bitmine Immersion Technologies Tumble 6%: Is the Crypto Treasury Trade Running Out of Steam?

Analysts Set New Price Targets

MSTR has been the topic of a number of analyst reports. Wall Street Zen cut Strategy from a “hold” rating to a “sell” rating in a research note on Sunday, February 8th. B. Riley Financial began coverage on shares of Strategy in a report on Tuesday, March 10th. They set a “buy” rating on the stock. Canaccord Genuity Group set a $185.00 price target on shares of Strategy and gave the company a “buy” rating in a research report on Wednesday, February 4th. Zacks Research raised shares of Strategy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 10th. Finally, Cantor Fitzgerald assumed coverage on shares of Strategy in a research note on Tuesday, January 27th. They set an “overweight” rating on the stock. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $368.21.

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.