Inspire Investing
MSTR icon

Inspire Investing’s Strategy Inc MSTR Stock Holding History

Inspire Investing’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
Q3 		$2.64M Buy
17,222
+1,990
+13% +$230K 0.11% 213
2026
Q2 		$1.32M Buy
15,232
+2,033
+15% +$295K 0.05% 341
2026
Q1 		$1.65M Buy
13,199
+13,171
+47,039% +$1.88M 0.1% 252
2025
Q4 		$4.2K Buy
+28
New +$6.45K ﹤0.01% 961
2024
Q3 		– Sell
-2,500
Closed -$344K – 870
2024
Q2 		$344K Buy
2,500
+420
+20% +$60.5K 0.04% 732
2024
Q1 		$354K Sell
2,080
-4,140
-67% -$377K 0.04% 774
2023
Q4 		$393K Sell
6,220
-3,280
-35% -$155K 0.04% 422
2023
Q3 		$312K Buy
9,500
+230
+2% +$8.66K 0.04% 417
2023
Q2 		$317K Sell
9,270
-60
-0.6% -$1.82K 0.04% 431
2023
Q1 		$273K Sell
9,330
-7,730
-45% -$189K 0.03% 648
2022
Q4 		$241K Buy
17,060
+7,350
+76% +$150K 0.03% 356
2022
Q3 		$206K Sell
9,710
-3,210
-25% -$80.5K 0.03% 641
2022
Q2 		$212K Buy
12,920
+7,980
+162% +$231K 0.03% 555
2022
Q1 		$240K Sell
4,940
-190
-4% -$8.22K 0.03% 377
2021
Q4 		$279K Buy
5,130
+270
+6% +$18.6K 0.03% 332
2021
Q3 		$281K Sell
4,860
-30
-0.6% -$1.92K 0.04% 335
2021
Q2 		$325K Sell
4,890
-13,230
-73% -$783K 0.04% 507
2021
Q1 		$1.23M Sell
18,120
-6,860
-27% -$485K 0.19% 107
2020
Q4 		$970K Buy
24,980
+5,480
+28% +$128K 0.21% 84
2020
Q3 		$294K Buy
19,500
+1,140
+6% +$15.4K 0.08% 245
2020
Q2 		$217K Sell
18,360
-2,890
-14% -$35.2K 0.07% 403
2020
Q1 		$251K Buy
21,250
+6,370
+43% +$86.5K 0.1% 273
2019
Q4 		$212K Sell
14,880
-1,270
-8% -$18.9K 0.08% 261
2019
Q3 		$240K Buy
16,150
+1,540
+11% +$21.1K 0.09% 224
2019
Q2 		$209K Buy
+14,610
New +$206K 0.09% 244
2018
Q1 		– Sell
-4,480
Closed -$59K – 503
2017
Q4 		$59K Buy
+4,480
New +$60.1K 0.05% 353

Other funds holding MSTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Inspire Investing's MSTR Position: Q3 2026 in Review

Inspire Investing increased its Strategy Inc (MSTR) stake by 13% in Q3 2026, buying an estimated $230K and bringing the position to 17,222 shares worth $2.64M. The position accounts for 0.11% of the portfolio, ranked #213.

Inspire Investing first reported a position in MSTR in Q4 2017 and has held it in 26 quarters since. 614 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Inspire Investing held 17,222 shares of Strategy Inc worth $2.64M as of Q3 2026.
  • Inspire Investing bought 1,990 Strategy Inc shares in Q3 2026, an estimated $230K.
  • Strategy Inc made up 0.11% of Inspire Investing's portfolio in Q3 2026, its #213 holding.
  • Inspire Investing first reported a position in Strategy Inc in Q4 2017 and has held it in 26 quarters since.
  • 614 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.