Balyasny Asset Management
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Balyasny Asset Management’s Strategy Inc MSTR Stock Holding History

Balyasny Asset Management’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.1M Buy
145,100
+67,900
+88% +$9.71M 0.02% 729
2025
Q4 		$11.7M Buy
77,200
+26,300
+52% +$6.05M 0.01% 952
2025
Q3 		$16.4M Buy
50,900
+33,300
+189% +$12.4M 0.02% 803
2025
Q2 		$7.11M Sell
17,600
-59,800
-77% -$21.8M 0.01% 1124
2025
Q1 		$22.3M Buy
77,400
+58,000
+299% +$18.4M 0.04% 557
2024
Q4 		$5.62M Buy
19,400
+11,400
+143% +$3.43M 0.01% 1219
2024
Q3 		$1.35M Hold
8,000
– – ﹤0.01% 1845
2024
Q2 		$1.1M Hold
8,000
– – ﹤0.01% 1750
2024
Q1 		$1.36M Hold
8,000
– – ﹤0.01% 1666
2023
Q4 		$505K Buy
+8,000
New +$379K ﹤0.01% 1950

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management's MSTR Position: Q1 2026 in Review

Balyasny Asset Management reduced its Strategy Inc (MSTR) stake by 16% in Q1 2026, selling an estimated $606K and leaving 22,815 shares worth $2.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Balyasny Asset Management first reported a position in MSTR in Q2 2015 and has held it in 27 quarters since. The position peaked at $43.1M in Q3 2015. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Balyasny Asset Management held 22,815 shares of Strategy Inc worth $2.85M as of Q1 2026.
  • Balyasny Asset Management sold 4,241 Strategy Inc shares in Q1 2026, an estimated $606K.
  • Strategy Inc made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1619 holding.
  • Balyasny Asset Management first reported a position in Strategy Inc in Q2 2015 and has held it in 27 quarters since.
  • Balyasny Asset Management's Strategy Inc position peaked at $43.1M in Q3 2015.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.