Newbridge Financial Services Group Inc. Increases Holdings in Strategy Inc $MSTR

Newbridge Financial Services Group Inc. grew its stake in Strategy Inc (NASDAQ:MSTR) by 1,096.4% during the 3rd quarter, HoldingsChannel reports. The fund owned 9,248 shares of the software maker’s stock after purchasing an additional 8,475 shares during the quarter. Newbridge Financial Services Group Inc.’s holdings in Strategy were worth $2,980,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. increased its holdings in shares of Strategy by 7.3% during the third quarter. Vanguard Group Inc. now owns 19,884,275 shares of the software maker’s stock valued at $6,406,912,000 after acquiring an additional 1,344,519 shares in the last quarter. Capital International Investors boosted its stake in Strategy by 2.6% in the 3rd quarter. Capital International Investors now owns 15,014,295 shares of the software maker’s stock worth $4,837,778,000 after purchasing an additional 383,207 shares in the last quarter. State Street Corp boosted its stake in Strategy by 9.9% in the 2nd quarter. State Street Corp now owns 5,484,569 shares of the software maker’s stock worth $2,217,027,000 after purchasing an additional 495,278 shares in the last quarter. Capital Research Global Investors grew its position in Strategy by 33.6% during the 3rd quarter. Capital Research Global Investors now owns 4,205,258 shares of the software maker’s stock valued at $1,354,982,000 after purchasing an additional 1,057,804 shares during the last quarter. Finally, Norges Bank bought a new stake in Strategy during the 2nd quarter valued at about $1,203,062,000. 59.84% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Strategy news, CEO Phong Le sold 2,034 shares of Strategy stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $137.25, for a total value of $279,166.50. Following the completion of the sale, the chief executive officer owned 18,902 shares of the company’s stock, valued at approximately $2,594,299.50. The trade was a 9.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Carl J. Rickertsen bought 5,000 shares of the firm’s stock in a transaction on Monday, January 12th. The shares were bought at an average price of $155.88 per share, with a total value of $779,400.00. Following the completion of the purchase, the director owned 5,000 shares in the company, valued at approximately $779,400. The trade was a ∞ increase in their position. The SEC filing for this purchase provides additional information. In the last ninety days, insiders have bought 6,012 shares of company stock valued at $880,080 and have sold 3,210 shares valued at $440,573. Company insiders own 8.46% of the company’s stock.

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Bitcoin strength lifted crypto-linked equities, giving Strategy direct upside as BTC trades higher and market attention returns. Bitcoin Rises to $73,000, Boosting Crypto Stocks
• Positive Sentiment: Strategy continued large BTC accumulation (reported recent buys), reinforcing its thesis that holding Bitcoin drives its equity performance and explaining part of today’s buying interest. Bitcoin Price From $70,000 To $110,000 In 2 Months? Analyst Reveals How
• Positive Sentiment: New trading products (USDt-settled perpetuals tied to MSTR) on crypto exchanges expand around-the-clock exposure for traders, likely increasing short-term volume and volatility in the stock. KuCoin launches perpetual futures tracking Tesla and Strategy stocks
• Neutral Sentiment: Analyst attention is rising — some brokerage notes and initiations (including B. Riley coverage and bullish price-target commentary) are spotlighting upside potential, which can support buying momentum. Why This Analyst Is Betting That MicroStrategy Stock Can Gain 25% from Here
• Neutral Sentiment: Company leadership (Michael Saylor and others) is framing recent purchases as a long-term strategy, which may calm some investors but also implies multi-year risk/reward rather than near-term certainty. Michael Saylor Urges Long-Term View as Strategy Expands Bitcoin Holdings
• Negative Sentiment: Insiders (CEO, CFO, CAO) reported recent share sales — these filings can weigh on sentiment, especially when combined with a highly concentrated BTC-driven thesis. Phong Le Insider Trade
• Negative Sentiment: Elevated short interest and headlines about “lookalike” firms that bought crypto and later collapsed increase perceived downside risk; Strategy remains exposed to large unrealized BTC losses and Q4 fundamentals remain weak by some metrics. Strategy Lookalikes Loaded Up on Crypto—and Their Stocks Collapsed. What’s Next.
• Negative Sentiment: Commentary noting a surge in short interest vs. bullish price targets suggests higher volatility ahead — upside is tied to BTC moves, but downside could be sharp if sentiment reverses. Expert Predicts MSTR Stock Rally To $180 Even as Strategy’s Short Interest Surges

Strategy Price Performance

MSTR opened at $139.67 on Friday. The company’s 50-day simple moving average is $144.79 and its two-hundred day simple moving average is $216.87. The company has a debt-to-equity ratio of 0.18, a quick ratio of 5.62 and a current ratio of 5.62. The stock has a market capitalization of $46.61 billion, a P/E ratio of -7.59 and a beta of 3.55. Strategy Inc has a 52-week low of $104.17 and a 52-week high of $457.22.

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

Analyst Ratings Changes

Several research analysts have issued reports on the stock. TD Cowen reaffirmed a “buy” rating on shares of Strategy in a report on Thursday, January 15th. Sanford C. Bernstein set a $450.00 price target on shares of Strategy and gave the company an “outperform” rating in a report on Monday, December 8th. Cantor Fitzgerald initiated coverage on shares of Strategy in a research report on Tuesday, January 27th. They set an “overweight” rating for the company. BTIG Research restated a “buy” rating on shares of Strategy in a report on Friday, March 6th. Finally, Truist Financial set a $268.00 price objective on Strategy in a research report on Friday, January 9th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $368.21.

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.