Strategy Inc $MSTR Holdings Boosted by CIBC Asset Management Inc

CIBC Asset Management Inc boosted its holdings in Strategy Inc (NASDAQ:MSTR) by 9.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 60,592 shares of the software maker’s stock after acquiring an additional 5,013 shares during the period. CIBC Asset Management Inc’s holdings in Strategy were worth $9,207,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of MSTR. Federated Hermes Inc. bought a new stake in Strategy during the second quarter worth approximately $396,000. Cary Street Partners Financial LLC acquired a new position in Strategy in the second quarter worth approximately $202,000. Sei Investments Co. grew its position in Strategy by 136.0% in the second quarter. Sei Investments Co. now owns 39,905 shares of the software maker’s stock worth $16,125,000 after buying an additional 22,999 shares during the last quarter. The Manufacturers Life Insurance Company grew its position in Strategy by 59.4% in the second quarter. The Manufacturers Life Insurance Company now owns 19,215 shares of the software maker’s stock worth $7,767,000 after buying an additional 7,158 shares during the last quarter. Finally, Peapack Gladstone Financial Corp grew its position in Strategy by 22.0% in the second quarter. Peapack Gladstone Financial Corp now owns 3,055 shares of the software maker’s stock worth $1,235,000 after buying an additional 550 shares during the last quarter. Institutional investors own 59.84% of the company’s stock.

Insider Activity

In related news, Director Jarrod M. Patten sold 15,050 shares of the stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $154.94, for a total value of $2,331,847.00. Following the completion of the transaction, the director owned 28,000 shares of the company’s stock, valued at $4,338,320. This represents a 34.96% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Andrew Kang sold 33,062 shares of the stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $118.73, for a total transaction of $3,925,451.26. Following the completion of the transaction, the chief financial officer directly owned 68,733 shares of the company’s stock, valued at $8,160,669.09. This trade represents a 32.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders sold 190,649 shares of company stock valued at $24,968,729. Insiders own 6.49% of the company’s stock.

Strategy Stock Down 6.9%

Shares of MSTR opened at $120.44 on Friday. The company has a 50-day simple moving average of $153.65 and a 200-day simple moving average of $154.35. The firm has a market capitalization of $42.21 billion, a P/E ratio of -3.00 and a beta of 3.49. The company has a debt-to-equity ratio of 0.22, a quick ratio of 6.05 and a current ratio of 6.05. Strategy Inc has a 52 week low of $104.17 and a 52 week high of $457.22.

Strategy (NASDAQ:MSTR) last announced its quarterly earnings data on Tuesday, May 5th. The software maker reported ($38.25) EPS for the quarter, missing analysts’ consensus estimates of ($0.86) by ($37.39). The company had revenue of $124.30 million for the quarter, compared to analyst estimates of $120.75 million. Strategy had a negative net margin of 2,482.01% and a negative return on equity of 26.97%. The firm’s quarterly revenue was up 11.9% on a year-over-year basis. During the same period in the prior year, the company posted ($16.49) EPS. On average, equities research analysts expect that Strategy Inc will post 116.7 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research firms have issued reports on MSTR. HC Wainwright restated a “buy” rating on shares of Strategy in a research report on Friday, February 6th. Monness Crespi & Hardt restated a “neutral” rating on shares of Strategy in a research report on Tuesday. B. Riley Financial lifted their price target on shares of Strategy from $200.00 to $215.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. TD Cowen lifted their price target on shares of Strategy from $395.00 to $400.00 and gave the stock a “buy” rating in a research report on Tuesday, May 19th. Finally, Mizuho decreased their price target on shares of Strategy from $320.00 to $265.00 and set an “outperform” rating on the stock in a research report on Monday, June 1st. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Strategy presently has an average rating of “Moderate Buy” and an average target price of $313.93.

Key Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Some commentary noted that Strategy still has a large liquidity cushion, with reports citing about $2.25 billion in reserves and lower leverage, which could help support long-term balance-sheet stability. MSTR’s Liquidity Position Improves: Is Long-Term Stability Growing?
• Positive Sentiment: Michael Saylor argued Bitcoin is undergoing a “disciplined expansion” and that institutional adoption through banks, credit, and capital markets could still support long-term demand for the asset. Saylor says Bitcoin needs ‘disciplined expansion’ as analysts weigh demand reset
• Neutral Sentiment: Strategy’s founder Michael Saylor also tried to frame the Bitcoin weakness as capital rotating into AI and other assets, suggesting the selloff may be more about market allocation than a fundamental break in Strategy’s business model. Strategy’s Michael Saylor Blames ‘Capital Rotation’ Into AI as Bitcoin Dives 13%
• Neutral Sentiment: Several reports said the company’s small Bitcoin sale was mainly used to fund preferred stock dividends, but it still sparked concern that Strategy may need to keep adjusting its funding approach if crypto weakness persists. Crypto Biz: Nobody told Saylor ‘never sell’
• Negative Sentiment: Bitcoin’s drop below key support levels is pressuring all BTC-linked stocks, and Strategy was cited as one of the biggest losers as investors reassess the risks of its leveraged Bitcoin exposure. Crypto mutiny on Strategy: Shorts target ‘MSTR’ in bitcoin bloodbath
• Negative Sentiment: Analysts and market commentators warned that Strategy’s first Bitcoin sale in years may signal tighter liquidity, reduced buying capacity, and possible further downside if Bitcoin keeps falling. Why Strategy (Formerly MicroStrategy) Stock Collapsed This Week

About Strategy

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.