William Blair & Company
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William Blair & Company’s Strategy Inc MSTR Stock Holding History

William Blair & Company’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 		$3.17M Buy
25,396
+5,734
+29% +$820K 0.01% 613
2025
Q4 		$2.99M Sell
19,662
-313
-2% -$72.1K 0.01% 644
2025
Q3 		$6.44M Buy
19,975
+879
+5% +$326K 0.02% 461
2025
Q2 		$7.72M Buy
19,096
+3,245
+20% +$1.18M 0.02% 404
2025
Q1 		$4.57M Buy
15,851
+693
+5% +$220K 0.01% 511
2024
Q4 		$4.39M Buy
15,158
+2,523
+20% +$759K 0.01% 530
2024
Q3 		$2.13M Buy
12,635
+295
+2% +$42.2K 0.01% 693
2024
Q2 		$1.7M Buy
12,340
+330
+3% +$47.5K 0.01% 728
2024
Q1 		$2.05M Sell
12,010
-1,780
-13% -$162K 0.01% 674
2023
Q4 		$871K Sell
13,790
-250
-2% -$11.9K ﹤0.01% 898
2023
Q3 		$461K Buy
14,040
+1,880
+15% +$70.8K ﹤0.01% 1078
2023
Q2 		$416K Buy
12,160
+360
+3% +$10.9K ﹤0.01% 1112
2023
Q1 		$345K Buy
+11,800
New +$288K ﹤0.01% 1176
2022
Q4 		– Sell
-10,290
Closed -$218K – 1858
2022
Q3 		$218K Buy
+10,290
New +$258K ﹤0.01% 1356
2022
Q2 		– Sell
-4,830
Closed -$235K – 1907
2022
Q1 		$235K Buy
+4,830
New +$209K ﹤0.01% 1457

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

William Blair & Company's MSTR Position: Q1 2026 in Review

William Blair & Company increased its Strategy Inc (MSTR) stake by 29% in Q1 2026, buying an estimated $820K and bringing the position to 25,396 shares worth $3.17M. The position accounts for 0.01% of the portfolio, ranked #613.

William Blair & Company first reported a position in MSTR in Q1 2022 and has held it in 15 quarters since. The position peaked at $7.72M in Q2 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • William Blair & Company held 25,396 shares of Strategy Inc worth $3.17M as of Q1 2026.
  • William Blair & Company bought 5,734 Strategy Inc shares in Q1 2026, an estimated $820K.
  • Strategy Inc made up 0.01% of William Blair & Company's portfolio in Q1 2026, its #613 holding.
  • William Blair & Company first reported a position in Strategy Inc in Q1 2022 and has held it in 15 quarters since.
  • William Blair & Company's Strategy Inc position peaked at $7.72M in Q2 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.