X Square Capital LLC Has $10.21 Million Holdings in Strategy Inc $MSTR

X Square Capital LLC boosted its holdings in shares of Strategy Inc (NASDAQ:MSTR) by 70.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 25,257 shares of the software maker’s stock after purchasing an additional 10,400 shares during the quarter. Strategy comprises approximately 3.7% of X Square Capital LLC’s holdings, making the stock its 3rd largest position. X Square Capital LLC’s holdings in Strategy were worth $10,210,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of MSTR. Hexagon Capital Partners LLC lifted its position in shares of Strategy by 7,750.0% in the 1st quarter. Hexagon Capital Partners LLC now owns 157 shares of the software maker’s stock worth $45,000 after acquiring an additional 155 shares during the period. China Universal Asset Management Co. Ltd. raised its holdings in shares of Strategy by 97.1% in the 1st quarter. China Universal Asset Management Co. Ltd. now owns 5,871 shares of the software maker’s stock worth $1,692,000 after buying an additional 2,893 shares in the last quarter. Greenleaf Trust raised its holdings in shares of Strategy by 17.1% in the 1st quarter. Greenleaf Trust now owns 5,671 shares of the software maker’s stock worth $1,635,000 after buying an additional 828 shares in the last quarter. Moloney Securities Asset Management LLC raised its holdings in shares of Strategy by 62.1% in the 1st quarter. Moloney Securities Asset Management LLC now owns 1,318 shares of the software maker’s stock worth $380,000 after buying an additional 505 shares in the last quarter. Finally, Correct Capital Wealth Management raised its holdings in shares of Strategy by 12.4% in the 1st quarter. Correct Capital Wealth Management now owns 188,463 shares of the software maker’s stock worth $54,328,000 after buying an additional 20,790 shares in the last quarter. Institutional investors own 59.84% of the company’s stock.

Strategy Stock Up 6.0%

NASDAQ:MSTR opened at $269.77 on Monday. Strategy Inc has a 12-month low of $220.82 and a 12-month high of $543.00. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.17. The firm has a market capitalization of $76.49 billion, a P/E ratio of 23.75 and a beta of 3.83. The stock’s fifty day simple moving average is $319.21 and its 200-day simple moving average is $363.55.

Strategy (NASDAQ:MSTR) last posted its quarterly earnings results on Thursday, October 30th. The software maker reported $8.42 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.11) by $8.53. The business had revenue of $128.69 million for the quarter, compared to analyst estimates of $116.76 million. Strategy had a return on equity of 18.83% and a net margin of 1,036.61%.The firm’s revenue was up 10.9% on a year-over-year basis. During the same period last year, the company earned ($1.56) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Analyst Upgrades and Downgrades

MSTR has been the subject of a number of recent research reports. China Renaissance initiated coverage on Strategy in a report on Wednesday, October 15th. They issued a “buy” rating and a $473.00 target price for the company. Weiss Ratings reissued a “hold (c)” rating on shares of Strategy in a report on Wednesday, October 8th. Cantor Fitzgerald dropped their price target on Strategy from $697.00 to $560.00 and set an “overweight” rating for the company in a report on Friday. Canaccord Genuity Group reaffirmed a “buy” rating and set a $464.00 price target on shares of Strategy in a report on Tuesday, August 26th. Finally, Benchmark reaffirmed a “buy” rating on shares of Strategy in a report on Friday. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Strategy has a consensus rating of “Moderate Buy” and a consensus target price of $485.47.

Insider Transactions at Strategy

In other news, CFO Andrew Kang sold 18,750 shares of the business’s stock in a transaction dated Thursday, August 7th. The stock was sold at an average price of $395.00, for a total value of $7,406,250.00. Following the sale, the chief financial officer directly owned 24,460 shares in the company, valued at $9,661,700. The trade was a 43.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Gregg Winiarski purchased 10,000 shares of the business’s stock in a transaction dated Friday, August 8th. The stock was purchased at an average price of $97.65 per share, for a total transaction of $976,500.00. Following the completion of the acquisition, the director owned 10,000 shares of the company’s stock, valued at approximately $976,500. This represents a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders have purchased 46,399 shares of company stock valued at $4,515,720 and have sold 65,000 shares valued at $24,099,750. Corporate insiders own 8.46% of the company’s stock.

Strategy Company Profile

Strategy Incorporated, formerly known as MicroStrategy, provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally. It offers Strategy ONE, a platform that allows non-technical users to access novel and actionable insights for decision-making, and Strategy Cloud for Government, which provides always-on threat monitoring designed to meet the strict technical and regulatory standards of governments and financial institutions.