Rakuten Securities Inc. Sells 5,477 Shares of Strategy Inc $MSTR

Rakuten Securities Inc. trimmed its position in shares of Strategy Inc (NASDAQ:MSTR) by 21.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 19,819 shares of the software maker’s stock after selling 5,477 shares during the period. Strategy comprises 1.0% of Rakuten Securities Inc.’s holdings, making the stock its 25th biggest holding. Rakuten Securities Inc.’s holdings in Strategy were worth $3,011,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in Strategy by 7.3% in the third quarter. Vanguard Group Inc. now owns 19,884,275 shares of the software maker’s stock worth $6,406,912,000 after purchasing an additional 1,344,519 shares during the last quarter. Capital International Investors grew its stake in shares of Strategy by 2.6% during the third quarter. Capital International Investors now owns 15,014,295 shares of the software maker’s stock valued at $4,837,778,000 after buying an additional 383,207 shares during the last quarter. State Street Corp raised its holdings in shares of Strategy by 9.2% in the third quarter. State Street Corp now owns 5,989,048 shares of the software maker’s stock worth $1,929,731,000 after buying an additional 504,479 shares during the period. Capital Research Global Investors raised its holdings in shares of Strategy by 33.6% in the third quarter. Capital Research Global Investors now owns 4,205,258 shares of the software maker’s stock worth $1,354,982,000 after buying an additional 1,057,804 shares during the period. Finally, Invesco Ltd. lifted its stake in shares of Strategy by 13.9% during the 3rd quarter. Invesco Ltd. now owns 1,593,085 shares of the software maker’s stock worth $513,308,000 after acquiring an additional 194,987 shares during the last quarter. 59.84% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on MSTR shares. Weiss Ratings restated a “hold (c)” rating on shares of Strategy in a report on Friday, March 27th. HC Wainwright reiterated a “buy” rating on shares of Strategy in a research report on Friday, February 6th. Zacks Research lowered shares of Strategy from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 7th. TD Cowen cut their price target on shares of Strategy from $440.00 to $350.00 and set a “buy” rating on the stock in a report on Friday, April 10th. Finally, BTIG Research reaffirmed a “buy” rating on shares of Strategy in a research note on Wednesday, April 8th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, Strategy currently has a consensus rating of “Moderate Buy” and a consensus target price of $327.00.

Strategy Stock Performance

MSTR stock opened at $172.47 on Friday. Strategy Inc has a 1-year low of $104.17 and a 1-year high of $457.22. The business has a 50-day moving average price of $137.16 and a 200 day moving average price of $177.93. The company has a market capitalization of $57.56 billion, a P/E ratio of -9.37 and a beta of 3.55. The company has a debt-to-equity ratio of 0.18, a current ratio of 5.62 and a quick ratio of 5.62.

Strategy (NASDAQ:MSTR) last issued its earnings results on Thursday, February 5th. The software maker reported ($42.93) earnings per share (EPS) for the quarter, missing the consensus estimate of $46.02 by ($88.95). The business had revenue of $122.99 million for the quarter, compared to the consensus estimate of $117.42 million. Strategy had a negative return on equity of 8.74% and a negative net margin of 806.34%.The firm’s revenue was up 1.9% on a year-over-year basis. During the same quarter in the previous year, the company earned ($3.03) earnings per share. As a group, equities research analysts forecast that Strategy Inc will post 136.35 EPS for the current fiscal year.

More Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Large bitcoin accumulation: Strategy disclosed a $2.54B purchase (34,164 BTC), taking its reported holdings to ~815,061 BTC and briefly making it the largest institutional bitcoin holder — a clear bullish narrative that has driven recent rallies. Strategy (MSTR) Is Up After Record Bitcoin Buy
• Positive Sentiment: Institutional demand: Reports of large institutional buys (e.g., Capital Group purchases) have supported confidence in MSTR as a bitcoin‑proxy equity, lifting liquidity and momentum. Capital Group Investment Lifts MSTR
• Positive Sentiment: Permanent preferred funding channel: Coverage shows proceeds from the STRC perpetual preferred have funded outsized BTC purchases vs. ETFs this year — giving Management a structural way to buy more bitcoin. STRC Funding Outpaces ETFs
• Neutral Sentiment: Narrative framing and analyst notes: Several pieces frame MSTR as an effectively leveraged bitcoin ETF (and some brokerages raised targets) — this shapes positioning but doesn’t change the company’s treasury exposure. MSTR as Leveraged Bitcoin ETF
• Neutral Sentiment: Macro/Bitcoin sensitivity: MSTR remains highly correlated to BTC price moves, so any crypto volatility quickly affects the stock—meaning bitcoin swings, ETF flows or geopolitics are immediate drivers. MSTR Moves With Bitcoin Breakouts
• Negative Sentiment: Criticism of STRC preferred program: High‑profile critics (Peter Schiff and others) are labeling the STRC funding mechanism a “Ponzi”-type risk — that headline criticism increases regulatory and reputational risk and can trigger selling. Peter Schiff Attack on STRC
• Negative Sentiment: STRC price and funding risk: Reports note STRC trading below par at times — if STRC market/value friction forces a slowdown in preferred‑funded buys, future BTC accumulation could pause and reduce a key bullish catalyst. STRC Below $100 Could Pause Buying
• Negative Sentiment: Insider selling and profit‑taking: Recent small director share sales and profit‑taking after the rally add near‑term pressure and feed negative headlines that can amplify downward moves. Insider Sales Filed

Insider Buying and Selling at Strategy

In other news, CEO Phong Le sold 3,299 shares of the stock in a transaction that occurred on Tuesday, March 24th. The shares were sold at an average price of $138.33, for a total transaction of $456,350.67. Following the transaction, the chief executive officer directly owned 22,923 shares in the company, valued at approximately $3,170,938.59. This trade represents a 12.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Jarrod M. Patten sold 500 shares of Strategy stock in a transaction on Tuesday, April 21st. The shares were sold at an average price of $172.00, for a total value of $86,000.00. Following the completion of the transaction, the director owned 28,000 shares in the company, valued at $4,816,000. This represents a 1.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 19,452 shares of company stock worth $2,674,994 over the last quarter. 8.46% of the stock is currently owned by company insiders.

Strategy Profile

Strategy, formerly known as MicroStrategy, Incorporated (NASDAQ: MSTR) is a global provider of enterprise analytics and mobility software. The company’s flagship platform offers business intelligence, data discovery, and advanced visualizations that enable organizations to analyze large volumes of data and deliver actionable insights. In addition to traditional on-premises deployments, Strategy provides a range of cloud-based services and managed offerings that allow customers to leverage the power of its analytics tools without managing complex infrastructure.

Founded in 1989 by Michael J.