Jain Global’s Strategy Inc MSTR Stock Holding History

Jain Global’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	$24.2M	Sell	193,800 -40,800	-17%	-$5.83M	0.1%	185
2025 Q4	$35.6M	Buy	234,600 +5,200	+2%	+$1.2M	0.17%	121
2025 Q3	$73.9M	Buy	+229,400	New	+$85.1M	0.35%	41

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jain Global's MSTR Position: Q3 2025 in Review

Jain Global sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 134,916 shares — an estimated $50.1M sold.

Jain Global first reported a position in MSTR in Q2 2025 and held it in 1 quarter. The position peaked at $54.5M in Q2 2025. 1,084 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

Jain Global reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
Jain Global sold 134,916 Strategy Inc shares in Q3 2025, an estimated $50.1M.
Jain Global first reported a position in Strategy Inc in Q2 2025 and held it in 1 quarter.
Jain Global's Strategy Inc position peaked at $54.5M in Q2 2025.
1,084 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Jain Global's 13F filing for Q3 2025, filed 14 Nov 2025.