Maridea Wealth Management LLC Cuts Stock Holdings in Strategy Inc $MSTR

Maridea Wealth Management LLC reduced its position in Strategy Inc (NASDAQ:MSTR) by 55.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,995 shares of the software maker’s stock after selling 4,964 shares during the period. Maridea Wealth Management LLC’s holdings in Strategy were worth $607,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Pilgrim Partners Asia Pte Ltd acquired a new stake in Strategy during the third quarter valued at $32,000. Quent Capital LLC acquired a new position in shares of Strategy in the third quarter worth about $33,000. Binnacle Investments Inc raised its position in shares of Strategy by 492.9% in 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 during the period. SOA Wealth Advisors LLC. boosted its stake in shares of 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 in the last quarter. Finally, Salomon & Ludwin LLC acquired a new stake in shares of Strategy during the 3rd quarter valued at about $39,000. 59.84% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several brokerages recently weighed in on MSTR. HC Wainwright restated a “buy” rating on shares of Strategy in a research note on Friday, February 6th. Mizuho set a $320.00 price objective on Strategy and gave the company an “outperform” rating in a report on Tuesday, February 17th. Sanford C. Bernstein set a $450.00 price objective on Strategy and gave the company an “outperform” rating in a report on Monday, December 8th. Weiss Ratings restated a “hold (c)” rating on shares of Strategy in a research report on Monday, December 29th. Finally, Benchmark reaffirmed a “buy” rating on shares of Strategy in a research note on Monday, December 1st. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $368.21.

Strategy Stock Down 1.9%

MSTR opened at $135.66 on Monday. The company has a market cap of $45.28 billion, a PE ratio of -7.37 and a beta of 3.55. Strategy Inc has a twelve month low of $104.17 and a twelve month high of $457.22. The company has a 50-day moving average price of $142.86 and a 200 day moving average price of $208.23. The company has a quick ratio of 5.62, a current ratio of 5.62 and a debt-to-equity ratio of 0.18.

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

Insiders Place Their Bets

In related news, CAO Jeanine Montgomery sold 260 shares of the stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $137.25, for a total value of $35,685.00. Following the completion of the transaction, the chief accounting officer directly owned 9,333 shares of the company’s stock, valued at approximately $1,280,954.25. This represents a 2.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Andrew Kang sold 916 shares of Strategy stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $137.25, for a total transaction of $125,721.00. Following the sale, the chief financial officer directly owned 23,815 shares in the company, valued at approximately $3,268,608.75. This trade represents a 3.70% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have bought 6,012 shares of company stock valued at $880,080 and have sold 3,210 shares valued at $440,573. 8.46% of the stock is owned by insiders.

Key Headlines Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: A well‑known analyst published a bullish note arguing for large upside (a ~45% target) based on Strategy’s Bitcoin accumulation and financing plan — this can attract buyers who view MSTR as a leveraged play on BTC and corporate adoption. Strategy Stock (MSTR) Set for 45% Jump
• Positive Sentiment: Strategy’s disclosed Bitcoin holdings recently crossed ~760k BTC and the company continues large weekly purchases — a reminder that the stock’s long-term upside is tied to continued BTC accumulation and BTC price appreciation. Strategy’s Bitcoin Holdings Cross 760,000 BTC
• Neutral Sentiment: Market essays and models project that, at current buying velocity and funding methods, Strategy could plausibly reach 1M BTC within months — bullish in theory but heavily dependent on continued capital raises and market liquidity. Strategy Could Own 1 Million Bitcoin By September
• Neutral Sentiment: Coverage pieces continue to list Strategy among notable software/tech picks, which can sustain investor interest but is unlikely to move the stock materially without BTC price or funding news. 5 Best Software Application Stocks to Buy Now
• Negative Sentiment: Fundamental weakness: Strategy’s most recent quarter showed a very large EPS miss and deeply negative margins — a reminder that operating results (outside BTC) remain weak and amplify downside if BTC weakens.
• Negative Sentiment: Analyst and media scrutiny of Strategy’s new funding tactics (preferred‑stock/STRC programs) raises dilution and dividend‑risk concerns; critics warn the funding mix could backfire if Bitcoin falls. Saylor’s New Bitcoin Playbook: STRC vs Share Issuance
• Negative Sentiment: Recent short‑term price weakness and headline‑driven drops (coverage noted the stock fell more than the market during the last session) reflect investor sensitivity to Bitcoin volatility and funding headlines. Strategy (MSTR) Suffers a Larger Drop Than the General Market

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.