Rockefeller Capital Management L.P. Lowers Stock Position in Strategy Inc $MSTR

Rockefeller Capital Management L.P. decreased its position in Strategy Inc (NASDAQ:MSTR) by 31.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 55,137 shares of the software maker’s stock after selling 25,277 shares during the period. Rockefeller Capital Management L.P.’s holdings in Strategy were worth $8,378,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of MSTR. World Investment Advisors boosted its stake in shares of Strategy by 27.5% during the 4th quarter. World Investment Advisors now owns 9,154 shares of the software maker’s stock worth $1,391,000 after acquiring an additional 1,977 shares in the last quarter. ARP Global Capital Ltd acquired a new position in Strategy in the 4th quarter worth about $4,234,000. Corient Private Wealth LLC raised its holdings in Strategy by 516.7% in the 4th quarter. Corient Private Wealth LLC now owns 72,801 shares of the software maker’s stock worth $11,062,000 after purchasing an additional 60,997 shares during the period. Hsbc Holdings PLC boosted its position in Strategy by 17.4% during the fourth quarter. Hsbc Holdings PLC now owns 370,057 shares of the software maker’s stock worth $56,521,000 after purchasing an additional 54,840 shares in the last quarter. Finally, SHP Wealth Management acquired a new stake in Strategy in the fourth quarter valued at approximately $63,000. Institutional investors and hedge funds own 59.84% of the company’s stock.

Insider Buying and Selling at Strategy

In other news, CFO Andrew Kang sold 33,062 shares of the firm’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $118.73, for a total transaction of $3,925,451.26. Following the completion of the sale, the chief financial officer owned 68,733 shares in the company, valued at $8,160,669.09. This trade represents a 32.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jarrod M. Patten sold 15,050 shares of Strategy stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $154.94, for a total transaction of $2,331,847.00. Following the sale, the director directly owned 28,000 shares in the company, valued at approximately $4,338,320. The trade was a 34.96% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have bought 11,166 shares of company stock worth $1,014,265 and have sold 193,622 shares worth $25,189,621. 6.49% of the stock is currently owned by company insiders.

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

• Negative Sentiment: Bitcoin’s slide to fresh 2026 lows is directly hurting Strategy Inc. (MSTR), since the company’s stock trades as a leveraged proxy for BTC and has come under selling pressure alongside the broader crypto market. Article Title
• Negative Sentiment: CryptoQuant and other commentators warned that Strategy should pause Bitcoin purchases and rebuild cash reserves, citing falling dividend coverage and rising obligations tied to its preferred stock. Article Title
• Negative Sentiment: Investor anxiety is increasing around STRC preferred stock, which has traded below par and fueled fears about dilution, dividend sustainability, and whether Strategy may need to slow or reverse Bitcoin accumulation. Article Title
• Negative Sentiment: Rosen Law Firm launched a probe into Strategy Inc., adding legal overhang at a time when criticism of the company’s Bitcoin-heavy structure is intensifying. Article Title
• Negative Sentiment: Several reports argue the company’s “Bitcoin machine” is facing a stress test, with concerns that cash reserves are shrinking while paper losses and redemption risks rise. Article Title
• Neutral Sentiment: Strategy’s investor case is still tied to Bitcoin’s long-term rebound, and some market watchers note the company has continued to support its treasury strategy despite the selloff. Article Title

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on MSTR shares. TD Cowen raised their price target on shares of Strategy from $395.00 to $400.00 and gave the company a “buy” rating in a research note on Tuesday, May 19th. Benchmark restated a “buy” rating on shares of Strategy in a research report on Tuesday, June 2nd. Texas Capital raised shares of Strategy to a “strong-buy” rating in a research note on Thursday, March 19th. Canaccord Genuity Group set a $163.00 price objective on shares of Strategy and gave the company a “buy” rating in a report on Wednesday, June 3rd. Finally, Monness Crespi & Hardt restated a “neutral” rating on shares of Strategy in a report on Tuesday, June 2nd. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Strategy presently has an average rating of “Moderate Buy” and an average price target of $313.93.

Strategy Trading Down 9.3%

Shares of MSTR stock opened at $85.33 on Friday. The company’s 50-day moving average price is $150.00 and its 200-day moving average price is $147.47. The company has a current ratio of 6.05, a quick ratio of 6.05 and a debt-to-equity ratio of 0.22. The stock has a market cap of $29.90 billion, a price-to-earnings ratio of -2.12 and a beta of 3.49. Strategy Inc has a twelve month low of $85.00 and a twelve month high of $457.22.

Strategy (NASDAQ:MSTR) last announced its quarterly earnings data on Tuesday, May 5th. The software maker reported ($38.25) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.86) by ($37.39). Strategy had a negative net margin of 2,482.01% and a negative return on equity of 26.97%. The firm had revenue of $124.30 million during the quarter, compared to analysts’ expectations of $120.75 million. During the same period in the prior year, the company posted ($16.49) EPS. The company’s revenue for the quarter was up 11.9% compared to the same quarter last year. As a group, equities analysts predict that Strategy Inc will post 116.7 earnings per share for the current year.

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.