Also trades as: STRC (NASDAQ) · $vol 195M · STRD (NASDAQ) · $vol 9M · STRK (NASDAQ) · $vol 8M · MSTR.TO (TSX) · $vol 3M · 0A7O.L (LSE) · $vol 2M
MSTR Smart Money
Strategy Inc
1W: +2.8%
1M: -11.8%
3M: +45.4%
YTD: -11.0%
1Y: -50.9%
3Y: +308.4%
5Y: +89.0%
$141.40
+1.58 (+1.13%)
After Hours: $140.22 (-1.19, -0.84%)
Weekly Expected Move ±9.6%
$118
$132
$146
$160
$174
Credit Risk of going bust: higher than 70% of companies Debt: 10.7% of company value Bonds: $319.8M held by 69 funds → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.63 (down 98%), Strategy Inc would be worth roughly what it owes.
Total debt $6.77B against a stock market value of $56.27B.
Distance to default 3.42 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $3.37B (short-term plus half of long-term), stock volatility 81.0%; Altman Z'' 3.12. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $2.63 (down 98%), Strategy Inc would be worth roughly what it owes.
Total debt $6.77B against a stock market value of $56.27B.
Distance to default 3.42 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $3.37B (short-term plus half of long-term), stock volatility 81.0%; Altman Z'' 3.12. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 20261,069
Institutions Holding
-71 vs prior
32.5%
Ownership
-10.55%
108
New
366
Increased
452
Reduced
182
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-09 | Patten Jarrod M | director | S-Sale | 450 | $158.00 | $71K | Filing |
| 2026-10-08 | Patten Jarrod M | director | S-Sale | 450 | $152.00 | $68K | Filing |
| 2026-10-08 | Patten Jarrod M | director | S-Sale | 950 | $150.54 | $143K | Filing |
| 2026-09-22 | Patten Jarrod M | director | S-Sale | 475 | $171.00 | $81K | Filing |
| 2026-09-21 | Patten Jarrod M | director | S-Sale | 475 | $169.00 | $80K | Filing |
| 2026-09-04 | Chow Thomas C. | officer: evp & general counsel | S-Sale | 106 | $138.75 | $15K | Filing |
| 2026-08-27 | Patten Jarrod M | director | S-Sale | 925 | $131.00 | $121K | Filing |
| 2026-08-25 | Patten Jarrod M | director | S-Sale | 925 | $127.00 | $117K | Filing |
| 2026-08-25 | Patten Jarrod M | director | M-Option Exercise | 925 | $18.24 | $17K | Filing |
| 2026-08-24 | Patten Jarrod M | director | S-Sale | 925 | $122.34 | $113K | Filing |
| 2026-08-07 | Patten Jarrod M | director | S-Sale | 925 | $104.03 | $96K | Filing |
| 2026-08-07 | Patten Jarrod M | director | S-Sale | 1,950 | $101.50 | $198K | Filing |
| 2026-07-27 | Patten Jarrod M | director | S-Sale | 1,950 | $98.48 | $192K | Filing |
| 2026-07-24 | Patten Jarrod M | director | S-Sale | 1,950 | $92.45 | $180K | Filing |
| 2026-07-22 | Patten Jarrod M | director | S-Sale | 1,250 | $100.00 | $125K | Filing |
| 2026-06-23 | Patten Jarrod M | director | S-Sale | 1,500 | $106.08 | $159K | Filing |
| 2026-06-22 | Le Phong | officer: president & ceo | P-Purchase | 11,000 | $90.80 | $999K | Filing |
| 2026-06-17 | Patten Jarrod M | director | S-Sale | 1,500 | $121.31 | $182K | Filing |
| 2026-06-16 | Chow Thomas C. | officer: evp & general counsel | P-Purchase | 100 | $92.71 | $9K | Filing |
| 2026-06-16 | Chow Thomas C. | officer: evp & general counsel | P-Purchase | 11 | $66.10 | $727 | Filing |
| 2026-06-15 | Patten Jarrod M | director | S-Sale | 1,500 | $133.97 | $201K | Filing |
| 2026-06-09 | Montgomery Jeanine | officer: vp & cao | S-Sale | 185 | $123.38 | $23K | Filing |
| 2026-06-09 | Montgomery Jeanine | officer: vp & cao | S-Sale | 4 | $124.88 | $500 | Filing |
| 2026-06-09 | Kang Andrew | officer: evp & cfo | S-Sale | 20 | $124.88 | $2K | Filing |
| 2026-06-09 | Kang Andrew | officer: evp & cfo | S-Sale | 910 | $124.33 | $113K | Filing |
🏛️ Congressional Trades
13 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-06-05 | Gilbert Cisneros | House | Buy | $15,001 - $50,000 | Filing |
| 2026-06-05 | Gilbert Cisneros | House | Buy | $15,001 - $50,000 | Filing |
| 2026-06-04 | Gilbert Ray Cisneros | House | Buy | $15,001 - $50,000 | Filing |
| 2025-10-21 | Shri Thanedar | House | Sell | $15,001 - $50,000 | Filing |
| 2025-10-21 | Shri Thanedar | House | Sell | $15,001 - $50,000 | Filing |
| 2025-10-20 | Shri Thanedar | House | Sell | $15,001 - $50,000 | Filing |
| 2025-02-24 | Jefferson Shreve | House | Buy | $15,001 - $50,000 | Filing |
| 2025-02-23 | Jefferson Shreve | House | Buy | $15,001 - $50,000 | Filing |
| 2024-12-24 | Neal P. Dunn | House | Buy | $15,001 - $50,000 | Filing |
| 2024-12-23 | Neal Patrick Dunn | House | Buy | $15,001 - $50,000 | Filing |
| 2024-07-01 | Shri Thanedar | House | Buy | $15,001 - $50,000 | Filing |
| 2024-06-30 | Shri Thanedar | House | Buy | $15,001 - $50,000 | Filing |
| 2019-02-06 | Donna Shalala | House | Sell | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| Capital International Investors | 34,902,002 | $3.0B | +3,460,241 | 2026-06-30 | Filing |
| BlackRock, Inc. | 19,394,284 | $1.7B | +1,640,399 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 15,353,408 | $1.3B | +611,701 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 14,938,599 | $1.3B | +861,087 | 2026-06-30 | Filing |
| Invesco Ltd. | 9,340,682 | $812M | +2,748,216 | 2026-06-30 | Filing |
| MORGAN STANLEY | 9,330,454 | $811M | +44,440 | 2026-06-30 | Filing |
| STATE STREET CORP | 7,527,561 | $654M | +506,635 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 5,810,162 | $505M | +4,023,500 | 2026-06-30 | Filing |
| UBS Group AG | 4,943,411 | $430M | -1,367,953 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 4,606,751 | $399M | -49,114 | 2026-06-30 | Filing |
| Capital World Investors | 4,310,934 | $375M | +28,826 | 2026-06-30 | Filing |
| NORGES BANK | 3,979,476 | $346M | +3,979,476 | 2026-06-30 | Filing |
| Harvest Portfolios Group Inc. | 3,121,927 | $271M | +442,159 | 2026-06-30 | Filing |
| Capital Research Global Investors | 2,993,437 | $260M | -4,622,272 | 2026-06-30 | Filing |
| JANE STREET GROUP, LLC | 2,677,622 | $233M | +2,467,789 | 2026-06-30 | Filing |
| RENAISSANCE TECHNOLOGIES LLC | 2,553,692 | $222M | +422,811 | 2026-06-30 | Filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,520,930 | $219M | +1,238,294 | 2026-06-30 | Filing |
| VANGUARD FIDUCIARY TRUST CO | 2,094,345 | $182M | +144,587 | 2026-06-30 | Filing |
| WELLS FARGO & COMPANY/MN | 1,994,253 | $173M | +1,268,276 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 1,831,554 | $159M | +69,540 | 2026-06-30 | Filing |