Voloridge Investment Management
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Voloridge Investment Management’s Strategy Inc MSTR Stock Holding History

Voloridge Investment 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 		– Sell
-60,378
Closed -$9.17M – 1178
2025
Q4 		$9.17M Sell
60,378
-206,172
-77% -$47.5M 0.03% 605
2025
Q3 		$85.9M Sell
266,550
-153,171
-36% -$56.8M 0.29% 89
2025
Q2 		$170M Buy
419,721
+402,483
+2,335% +$147M 0.63% 19
2025
Q1 		$4.97M Sell
17,238
-117,256
-87% -$37.2M 0.02% 779
2024
Q4 		$39M Buy
134,494
+126,927
+1,677% +$38.2M 0.14% 205
2024
Q3 		$1.28M Sell
7,567
-29,343
-79% -$4.2M ﹤0.01% 993
2024
Q2 		$5.08M Buy
+36,910
New +$5.32M 0.02% 742
2024
Q1 		– Sell
-31,500
Closed -$1.99M – 1289
2023
Q4 		$1.99M Sell
31,500
-183,190
-85% -$8.68M 0.01% 830
2023
Q3 		$7.05M Sell
214,690
-497,800
-70% -$18.7M 0.03% 553
2023
Q2 		$24.4M Buy
+712,490
New +$21.6M 0.12% 244
2023
Q1 		– Sell
-18,290
Closed -$259K – 1526
2022
Q4 		$259K Buy
18,290
+1,300
+8% +$26.6K ﹤0.01% 1355
2022
Q3 		$361K Sell
16,990
-270,300
-94% -$6.78M ﹤0.01% 1306
2022
Q2 		$4.72M Buy
+287,290
New +$8.31M 0.02% 700
2021
Q4 		– Sell
-477,260
Closed -$27.6M – 1744
2021
Q3 		$27.6M Sell
477,260
-65,090
-12% -$4.17M 0.18% 127
2021
Q2 		$36M Buy
542,350
+438,030
+420% +$25.9M 0.25% 86
2021
Q1 		$7.08M Buy
104,320
+93,510
+865% +$6.61M 0.05% 424
2020
Q4 		$420K Sell
10,810
-32,200
-75% -$752K ﹤0.01% 1156
2020
Q3 		$648K Sell
43,010
-157,610
-79% -$2.13M 0.01% 1043
2020
Q2 		$2.37M Buy
+200,620
New +$2.44M 0.03% 563
2020
Q1 		– Sell
-30,780
Closed -$439K – 1285
2019
Q4 		$439K Buy
+30,780
New +$458K 0.01% 847
2017
Q2 		– Sell
-95,050
Closed -$1.78M – 513
2017
Q1 		$1.78M Sell
95,050
-15,500
-14% -$300K 0.04% 329
2016
Q4 		$2.18M Buy
+110,550
New +$2.09M 0.05% 394

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

Voloridge Investment Management's MSTR Position: Q1 2026 in Review

Voloridge Investment Management sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 60,378 shares — an estimated $9.17M sold.

Voloridge Investment Management first reported a position in MSTR in Q4 2016 and held it in 22 quarters. The position peaked at $170M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Voloridge Investment Management reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Voloridge Investment Management sold 60,378 Strategy Inc shares in Q1 2026, an estimated $9.17M.
  • Voloridge Investment Management first reported a position in Strategy Inc in Q4 2016 and held it in 22 quarters.
  • Voloridge Investment Management's Strategy Inc position peaked at $170M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Voloridge Investment Management's 13F filing for Q1 2026, filed 15 May 2026.