Strategy Inc (MSTR)
Nasdaq: MSTR · Finance Services · Tysons Corner, VA · filing with the SEC since 1998
Who owns Strategy Inc
As filed with the SECHolders of 5% or more
3
Capital International Investors holds 10.1% of Common Stock, as its SCHEDULE 13G/A filed May 14, 2026 says.
Directors and officers
12
report now, of 23 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
Capital International Investors
SCHEDULE 13G/A · filed May 14, 2026 · Common Stock · 7.8% in Feb 13, 2026
Blackrock, Inc.
SCHEDULE 13G/A · filed Apr 17, 2025 · Class A Stock · 5% in Feb 6, 2025
Vanguard Capital Management
SCHEDULE 13G · filed Apr 30, 2026 · Common Stock
Capital Ventures International
SCHEDULE 13G/A · filed Nov 13, 2025 · Class A Common Stock, $0.001 par value per share · reported falling below 5%, from 5.1% in Aug 14, 2025
Jane Street Group, LLC
SCHEDULE 13G/A · filed May 11, 2026 · Class A common stock, $0.001 par value per share · reported falling below 5%, from 7.3% in Feb 11, 2026
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%, from 8.98% in Jan 30, 2026
What MSTR reports owning in othersstakes of 5% or more, and other ties
21 subsidiaries in 11 countries, from the list filed with the 10-K filed Feb 19, 2026.
Insider tradesForm 4
157sales
10purchases
73sales on a scheduled plan
6people selling
$37.9Msold, in dollars
$2.2Mbought, in dollars
Open-market trades on Form 4 from Nov 6, 2025 to Nov 6, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 6, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window8 of 24 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Le Phong | President & CEO | 19 | $12.5M | 19 | 5 | $1.3M |
| Patten Jarrod M | director | 83 | $12.2M | 0 | 0 | $0 |
| Kang Andrew | EVP & CFO | 22 | $6.5M | 22 | 0 | $0 |
| Shao Wei-Ming | EVP & General Counsel | 24 | $6.5M | 24 | 0 | $0 |
| Montgomery Jeanine | VP & CAO | 8 | $200,000 | 8 | 0 | $0 |
| Chow Thomas C. | EVP & General Counsel | 1 | $0 | 0 | 2 | $0 |
| Dietze Jane A | director | 0 | $0 | 0 | 2 | $200,000 |
| Rickertsen Carl J | director | 0 | $0 | 0 | 1 | $800,000 |