Jefferies Financial Group’s Strategy Inc MSTR Stock Holding History

Jefferies Financial Group’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
2025 Q1	–	Sell	-150,000	Closed	-$43.4M	–	1865
2024 Q4	$43.4M	Sell	150,000 -20,000	-12%	-$6.02M	0.26%	70
2024 Q3	$28.7M	Buy	170,000 +20,000	+13%	+$2.86M	0.21%	60
2024 Q2	$20.7M	Sell	150,000 -50,000	-25%	-$7.2M	0.22%	77
2024 Q1	$34.1M	Sell	200,000 -363,000	-64%	-$33.1M	0.32%	44
2023 Q4	$35.6M	Hold	563,000	–	–	0.23%	63
2023 Q3	$18.5M	Buy	563,000 +63,000	+13%	+$2.37M	0.17%	89
2023 Q2	$17.1M	Buy	500,000 +150,000	+43%	+$4.55M	0.15%	119
2023 Q1	$10.2M	Buy	+350,000	New	+$8.54M	0.08%	207

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

Jefferies Financial Group's MSTR Position: Q1 2026 in Review

Jefferies Financial Group reduced its Strategy Inc (MSTR) stake by 6.5% in Q1 2026, selling an estimated $1.39M and leaving 140,751 shares worth $17.6M. The position accounts for 0.12% of the portfolio, ranked #140.

Jefferies Financial Group first reported a position in MSTR in Q3 2023 and has held it in 10 quarters since. The position peaked at $52.6M in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Jefferies Financial Group held 140,751 shares of Strategy Inc worth $17.6M as of Q1 2026.
Jefferies Financial Group sold 9,747 Strategy Inc shares in Q1 2026, an estimated $1.39M.
Strategy Inc made up 0.12% of Jefferies Financial Group's portfolio in Q1 2026, its #140 holding.
Jefferies Financial Group first reported a position in Strategy Inc in Q3 2023 and has held it in 10 quarters since.
Jefferies Financial Group's Strategy Inc position peaked at $52.6M in Q3 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.