Alchemi Wealth LLC Makes New Investment in Strategy Inc $MSTR

Alchemi Wealth LLC acquired a new position in shares of Strategy Inc (NASDAQ:MSTR) during the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 8,292 shares of the software maker’s stock, valued at approximately $1,260,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of MSTR. Fideuram Asset Management Ireland dac bought a new stake in shares of Strategy in the 4th quarter worth approximately $25,000. Dogwood Wealth Management LLC raised its stake in shares of Strategy by 280.0% in the 4th quarter. Dogwood Wealth Management LLC now owns 190 shares of the software maker’s stock worth $29,000 after buying an additional 140 shares in the last quarter. Binnacle Investments Inc raised its stake in shares of Strategy by 492.9% in the 2nd quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock worth $34,000 after buying an additional 69 shares in the last quarter. City State Bank raised its stake in shares of Strategy by 354.5% in the 4th quarter. City State Bank now owns 250 shares of the software maker’s stock worth $38,000 after buying an additional 195 shares in the last quarter. Finally, Cornerstone Planning Group LLC raised its stake in shares of Strategy by 576.9% in the 4th quarter. Cornerstone Planning Group LLC now owns 264 shares of the software maker’s stock worth $42,000 after buying an additional 225 shares in the last quarter. 59.84% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Strategy

In related news, CEO Phong Le sold 5,522 shares of Strategy stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $123.84, for a total transaction of $683,844.48. Following the completion of the sale, the chief executive officer owned 126,323 shares of the company’s stock, valued at approximately $15,643,840.32. This trade represents a 4.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Andrew Kang sold 1,949 shares of Strategy stock in a transaction on Tuesday, June 9th. The shares were sold at an average price of $123.84, for a total value of $241,364.16. Following the sale, the chief financial officer directly owned 71,044 shares of the company’s stock, valued at approximately $8,798,088.96. The trade was a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 195,264 shares of company stock worth $25,497,204 in the last ninety days. Company insiders own 6.49% of the company’s stock.

Strategy Stock Performance

Shares of MSTR stock opened at $123.97 on Friday. Strategy Inc has a 1-year low of $104.17 and a 1-year high of $457.22. The company has a current ratio of 6.05, a quick ratio of 6.05 and a debt-to-equity ratio of 0.22. The company has a market capitalization of $43.45 billion, a price-to-earnings ratio of -3.09 and a beta of 3.49. The stock’s fifty day simple moving average is $153.17 and its 200-day simple moving average is $152.02.

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

Analysts Set New Price Targets

MSTR has been the topic of a number of research reports. Texas Capital raised Strategy to a “strong-buy” rating in a research note on Thursday, March 19th. Benchmark reissued a “buy” rating on shares of Strategy in a research note on Tuesday, June 2nd. Zacks Research downgraded Strategy from a “hold” rating to a “strong sell” rating in a research note on Monday, May 18th. B. Riley Financial boosted their price objective on Strategy from $200.00 to $215.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Finally, Monness Crespi & Hardt reissued a “neutral” rating on shares of Strategy in a research note on Tuesday, June 2nd. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $313.93.

Key Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy added 1,550 Bitcoin in a June 8 filing, lifting total reported holdings to 845,256 BTC and signaling continued conviction in its Bitcoin treasury strategy.
• Positive Sentiment: Analyst coverage remained constructive, with H.C. Wainwright reiterating a Buy rating and a $540 price target, citing a compelling entry point and a bullish 2026 Bitcoin target of $150,000.
• Neutral Sentiment: CEO Phong Le said the company’s small Bitcoin sale was meant to “test” processes and that institutional investors were less concerned than retail traders, suggesting management sees the move as operational rather than strategic retreat.
• Neutral Sentiment: Market commentary noted that crypto prices have stabilized somewhat after a recent selloff, which can help sentiment around MSTR because the stock remains highly tied to Bitcoin’s direction.
• Negative Sentiment: Recent headlines also highlighted concerns that Strategy’s first-ever Bitcoin sale since 2022 rattled some investors and renewed debate about leverage, dilution, and the risks of its aggressive Bitcoin-focused capital structure.

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.