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Dmitry Balyasny’s Strategy Inc MSTR Stock Holding History

Dmitry Balyasny’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
Q2 		$81.5M Buy
937,200
+792,100
+546% +$115M 0.1% 231
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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dmitry Balyasny's MSTR Position: Q2 2026 in Review

Dmitry Balyasny increased its Strategy Inc (MSTR) stake by 89% in Q2 2026, buying an estimated $2.94M and bringing the position to 43,092 shares worth $3.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Dmitry Balyasny first reported a position in MSTR in Q2 2015 and has held it in 28 quarters since. The position peaked at $43.1M in Q3 2015. 848 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Dmitry Balyasny held 43,092 shares of Strategy Inc worth $3.75M as of Q2 2026.
  • Dmitry Balyasny bought 20,277 Strategy Inc shares in Q2 2026, an estimated $2.94M.
  • Strategy Inc made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1508 holding.
  • Dmitry Balyasny first reported a position in Strategy Inc in Q2 2015 and has held it in 28 quarters since.
  • Dmitry Balyasny's Strategy Inc position peaked at $43.1M in Q3 2015.
  • 848 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.