MSTR

STRATEGY INC

Data as of 2026 Q2 (06-30) · 13F snapshot

Summary

STRATEGY INC (MSTR) is held as common stock by 5 tracked hedge-fund managers, with a combined reported value of ~$237.41M; the largest are Renaissance Technologies, Ken Griffin, Bill Miller. 4 tracked managers also disclosed PUT or CALL positions, reported separately below. This quarter: 1 new, 1 added, 2 trimmed, 2 closed. 20 public STOCK Act / OGE trade disclosures are on record. Data as of 2026 Q2, from public SEC 13F filings, delayed up to ~45 days.

Attention · MediumThis quarter · Cooling

Common-stock holders54 also report options

Congress trades20

Price$157.14vs quarter-end+80.77%

Sectors2

This quarter's moves

New1

Added1

Trimmed / sold4

Top holder

Renaissance Technologies

Common-stock positions

PUT and CALL disclosures are excluded from these holder counts and values.

Renaissance TechnologiesAdd

Value $221.99M0.3% of portfolio2,553,6922026 Q2

Ray DalioHold

Value $484.0K0.0% of portfolio5,5682026 Q2

Investor	Period	Value	Shares	% of portfolio	Action
Renaissance Technologies	2026 Q2	$221.99M	2,553,692	0.3%	Add
Ray Dalio	2026 Q2	$484.0K	5,568	0.0%	Hold

PUT / CALL disclosures

Reported separately: 13F option values are not common-stock ownership and do not reveal the full strategy or economic exposure.

Ken GriffinPUT—

Value $1.11B— of portfolio12,733,3002026 Q2

Ken GriffinCALL—

Value $1.07B— of portfolio12,263,9002026 Q2

Izzy EnglanderCALL—

Value $109.60M— of portfolio1,260,8002026 Q2

Izzy EnglanderPUT—

Value $75.88M— of portfolio872,9002026 Q2

Paul Tudor JonesCALL—

Value $45.29M— of portfolio521,0002026 Q2

Paul Tudor JonesPUT—

Value $37.15M— of portfolio427,3002026 Q2

Steven CohenPUT—

Value $18.95M— of portfolio218,0002026 Q2

Steven CohenCALL—

Value $9.63M— of portfolio110,8002026 Q2

Investor	Period	Value	Shares	% of portfolio	Action
Ken GriffinPUT	2026 Q2	$1.11B	12,733,300	—	—
Ken GriffinCALL	2026 Q2	$1.07B	12,263,900	—	—
Izzy EnglanderCALL	2026 Q2	$109.60M	1,260,800	—	—
Izzy EnglanderPUT	2026 Q2	$75.88M	872,900	—	—
Paul Tudor JonesCALL	2026 Q2	$45.29M	521,000	—	—
Paul Tudor JonesPUT	2026 Q2	$37.15M	427,300	—	—
Steven CohenPUT	2026 Q2	$18.95M	218,000	—	—
Steven CohenCALL	2026 Q2	$9.63M	110,800	—	—

Insider Trading

Officers · directors · Form 4

Open-market purchases and sales (P/S)14

Thomas C. Chow
EVP & General Counsel
Sell$14.7K
106 @ $138.75Traded 2026-09-04Filed 2026-09-08
Jarrod M Patten
Director
Sell$119.3K
925 @ $129.00Traded 2026-08-27Filed 2026-08-31
Jarrod M Patten
Director
Sell$113.2K
925 @ $122.34Traded 2026-08-24Filed 2026-08-26
Jarrod M Patten
Director
Sell$197.9K
1,950 @ $101.50Traded 2026-08-07Filed 2026-08-10
Jarrod M Patten
Director
Sell$95.0K
925 @ $102.69Traded 2026-08-07Filed 2026-08-10
Jarrod M Patten
Director
Sell$180.3K
1,950 @ $92.45Traded 2026-07-24Filed 2026-07-28
Jarrod M Patten
Director
Sell$125.0K
1,250 @ $100.00Traded 2026-07-22Filed 2026-07-23
Jarrod M Patten
Director
Sell$159.1K
1,500 @ $106.08Traded 2026-06-23Filed 2026-06-24
Phong Le
President & CEO
Buy$998.8K
11,000 @ $90.80Traded 2026-06-22Filed 2026-06-22
Jarrod M Patten
Director
Sell$182.0K
1,500 @ $121.31Traded 2026-06-17Filed 2026-06-18
Thomas C. Chow
EVP & General Counsel
Buy$727
11 @ $66.10Traded 2026-06-16Filed 2026-06-17
Thomas C. Chow
EVP & General Counsel
Buy$9.3K
100 @ $92.71Traded 2026-06-16Filed 2026-06-17
Jarrod M Patten
Director
Sell$201.0K
1,500 @ $133.97Traded 2026-06-15Filed 2026-06-17
Andrew Kang
EVP & CFO
Sell$113.1K
910 @ $124.33Traded 2026-06-08Filed 2026-06-09

Insider transactions are public SEC Form 4 disclosures (company officers, directors, 10% owners), for research only — not investment advice.

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.