VSQM
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V-Square Quantitative Management’s Strategy Inc MSTR Stock Holding History

V-Square Quantitative 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 		$46.7K Buy
+374
New +$53.5K ﹤0.01% 598
2025
Q3 		– Sell
-126
Closed -$50.9K – 424
2025
Q2 		$50.9K Buy
+126
New +$45.9K 0.01% 533

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

V-Square Quantitative Management's MSTR Position: Q1 2026 in Review

V-Square Quantitative Management opened a new position in Strategy Inc (MSTR) in Q1 2026: 374 shares worth $46.7K. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: V-Square Quantitative Management previously reported a position in MSTR as recently as Q2 2025.

V-Square Quantitative Management first reported a position in MSTR in Q2 2025 and has held it in 2 quarters since. The position peaked at $50.9K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • V-Square Quantitative Management held 374 shares of Strategy Inc worth $46.7K as of Q1 2026.
  • Strategy Inc was a new V-Square Quantitative Management position in Q1 2026.
  • Strategy Inc made up ﹤0.01% of V-Square Quantitative Management's portfolio in Q1 2026, its #598 holding.
  • V-Square Quantitative Management first reported a position in Strategy Inc in Q2 2025 and has held it in 2 quarters since.
  • V-Square Quantitative Management's Strategy Inc position peaked at $50.9K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on V-Square Quantitative Management's 13F filing for Q1 2026, filed 27 Apr 2026.