X Square Capital LLC Sells 6,978 Shares of Strategy Inc $MSTR

X Square Capital LLC lessened its holdings in shares of Strategy Inc (NASDAQ:MSTR) by 27.6% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 18,279 shares of the software maker’s stock after selling 6,978 shares during the quarter. Strategy accounts for about 1.8% of X Square Capital LLC’s portfolio, making the stock its 12th largest position. X Square Capital LLC’s holdings in Strategy were worth $5,890,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the company. Bernardo Wealth Planning LLC lifted its holdings in Strategy by 3.9% during the second quarter. Bernardo Wealth Planning LLC now owns 772 shares of the software maker’s stock worth $312,000 after buying an additional 29 shares during the period. GPS Wealth Strategies Group LLC increased its holdings in shares of Strategy by 2.7% during the 2nd quarter. GPS Wealth Strategies Group LLC now owns 1,163 shares of the software maker’s stock valued at $470,000 after purchasing an additional 31 shares in the last quarter. HBW Advisory Services LLC raised its holdings in Strategy by 3.5% in the 3rd quarter. HBW Advisory Services LLC now owns 1,078 shares of the software maker’s stock worth $347,000 after purchasing an additional 36 shares during the period. SOA Wealth Advisors LLC. grew its position in shares of Strategy by 44.4% in the third quarter. SOA Wealth Advisors LLC. now owns 117 shares of the software maker’s stock valued at $38,000 after purchasing an additional 36 shares during the period. Finally, Beaumont Financial Advisors LLC lifted its position in shares of Strategy by 5.7% in the third quarter. Beaumont Financial Advisors LLC now owns 681 shares of the software maker’s stock valued at $219,000 after acquiring an additional 37 shares in the last quarter. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Key Stories Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Chairman Michael Saylor signaled an imminent buy that would be Strategy’s 100th Bitcoin purchase; the company has completed 99 buys and holds ~717,131 BTC. Investors typically treat fresh Treasury buys as a direct positive for MSTR’s valuation and narrative, driving demand for the shares. Michael Saylor hints Strategy’s 100th Bitcoin buy
• Positive Sentiment: Saylor’s hint came as Bitcoin dipped below ~$68k — signaling the firm may keep buying dips. Market expectation that Strategy will add to its Bitcoin stash often boosts investor appetite for MSTR even when BTC is volatile. Michael Saylor Hints at Another Strategy BTC Buy as Bitcoin Drops Below $68K
• Neutral Sentiment: Analysis pieces are debating whether MSTR will outperform Bitcoin over the near term; they highlight MSTR’s leverage to BTC (high beta and correlation), meaning the stock can outperform on rallies but underperform on declines — useful context for short-term traders. MSTR vs BTC: Will MicroStrategy Outperform Bitcoin by Feb end?
• Negative Sentiment: Crypto-market caution is rising: traders are deleveraging amid macro and geopolitical uncertainty. Increased risk-off flows in Bitcoin can quickly pressure MSTR due to its concentrated BTC exposure and high volatility. That dynamic can mute the positive impact of any announced buy. Bitcoin Traders Show Caution With Leverage As Market Uncertainty Spikes – Details

Analyst Ratings Changes

A number of research firms have weighed in on MSTR. BTIG Research set a $250.00 target price on shares of Strategy and gave the stock a “buy” rating in a research note on Friday, February 6th. Benchmark reissued a “buy” rating on shares of Strategy in a research note on Monday, December 1st. HC Wainwright reaffirmed a “buy” rating on shares of Strategy in a research note on Friday, February 6th. Monness Crespi & Hardt raised shares of Strategy from a “sell” rating to a “neutral” rating in a research report on Monday, November 10th. Finally, Canaccord Genuity Group set a $185.00 price objective on shares of Strategy and gave the stock a “buy” rating in a research report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Strategy currently has a consensus rating of “Moderate Buy” and an average target price of $368.21.

Strategy Price Performance

Shares of NASDAQ MSTR opened at $131.05 on Monday. The stock has a market cap of $37.66 billion, a P/E ratio of -7.12 and a beta of 3.54. Strategy Inc has a twelve month low of $104.17 and a twelve month high of $457.22. The stock has a 50 day moving average of $151.88 and a two-hundred day moving average of $239.47. The company has a current ratio of 5.62, a quick ratio of 0.66 and a debt-to-equity ratio of 0.18.

Strategy (NASDAQ:MSTR) last released its quarterly earnings results on Thursday, February 5th. The software maker reported ($42.93) EPS for the quarter, missing the consensus estimate of $46.02 by ($88.95). The business had revenue of $122.99 million during the quarter, compared to analysts’ expectations of $117.42 million. Strategy had a negative net margin of 806.34% and a negative return on equity of 8.74%. The firm’s revenue for the quarter was up 1.9% compared to the same quarter last year. During the same quarter last year, the company earned ($3.03) EPS.

Insiders Place Their Bets

In other news, Director Carl J. Rickertsen purchased 5,000 shares of the business’s stock in a transaction dated Monday, January 12th. The stock was acquired at an average price of $155.88 per share, with a total value of $779,400.00. Following the purchase, the director directly owned 5,000 shares of the company’s stock, valued at $779,400. This represents a ∞ increase in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Jane A. Dietze acquired 1,000 shares of the stock in a transaction that occurred on Tuesday, January 20th. The stock was acquired at an average cost of $99.48 per share, for a total transaction of $99,480.00. Following the completion of the purchase, the director owned 3,600 shares in the company, valued at $358,128. The trade was a 38.46% increase in their position. The SEC filing for this purchase provides additional information. In the last 90 days, insiders have acquired 6,012 shares of company stock valued at $880,080. 8.46% of the stock is owned by insiders.

Strategy Company 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.