Harvest Portfolios Group Inc. Raises Stock Holdings in Strategy Inc $MSTR

Harvest Portfolios Group Inc. grew its stake in Strategy Inc (NASDAQ:MSTR) by 119.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,550,520 shares of the software maker’s stock after acquiring an additional 842,480 shares during the period. Strategy accounts for about 9.2% of Harvest Portfolios Group Inc.’s investment portfolio, making the stock its biggest position. Harvest Portfolios Group Inc. owned approximately 0.54% of Strategy worth $499,593,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of MSTR. Brand Asset Management Group Inc. bought a new position in Strategy in the 3rd quarter worth approximately $1,264,000. Caitlin John LLC bought a new position in Strategy in the 3rd quarter valued at $140,000. Dunhill Financial LLC increased its stake in shares of Strategy by 114.8% in the 3rd quarter. Dunhill Financial LLC now owns 275 shares of the software maker’s stock valued at $89,000 after buying an additional 147 shares during the period. Creative Financial Designs Inc. ADV raised its position in shares of Strategy by 14.8% during the third quarter. Creative Financial Designs Inc. ADV now owns 668 shares of the software maker’s stock worth $215,000 after acquiring an additional 86 shares during the last quarter. Finally, Allianz SE lifted its stake in shares of Strategy by 210.9% during the third quarter. Allianz SE now owns 3,700 shares of the software maker’s stock valued at $1,192,000 after acquiring an additional 2,510 shares during the period. 59.84% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of analysts recently commented on the company. Monness Crespi & Hardt upgraded Strategy from a “sell” rating to a “neutral” rating in a research report on Monday, November 10th. Sanford C. Bernstein set a $450.00 price target on shares of Strategy and gave the stock an “outperform” rating in a research note on Monday, December 8th. Benchmark reaffirmed a “buy” rating on shares of Strategy in a research note on Monday, December 1st. HC Wainwright reiterated a “buy” rating on shares of Strategy in a research report on Friday, February 6th. Finally, Wall Street Zen downgraded Strategy from a “hold” rating to a “sell” rating in a research note on Sunday, February 8th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $368.21.

Insider Transactions at Strategy

In other Strategy news, Director Carl J. Rickertsen purchased 5,000 shares of the company’s stock in a transaction dated 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 transaction, the director directly owned 5,000 shares in the company, valued at $779,400. This trade represents a ∞ increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Jane A. Dietze acquired 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, January 20th. The stock was acquired at an average price of $99.48 per share, with a total value of $99,480.00. Following the completion of the transaction, the director directly owned 3,600 shares in the company, valued at $358,128. This trade represents a 38.46% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders have bought 6,012 shares of company stock worth $880,080. 8.46% of the stock is currently owned by insiders.

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Inclusion in new income products could create additional demand for MSTR exposure (structured/covered‑call flows that use MSTR as an underlying). REX rolls out income ETF tied to Coinbase, Strategy, tech stocks
• Positive Sentiment: Contrarian analyst pieces argue MSTR is a leveraged Bitcoin play with upside if BTC resumes a sustained rally — this can attract value/bull funds looking for asymmetric upside. My Ultimate Contrarian Bet For 2026: Strategy
• Neutral Sentiment: Executive Chair Michael Saylor’s “digital credit” vision and remarks on using other chains (Solana, Ethereum) expand Strategy’s narrative beyond pure BTC treasury management, but commercial impact and timing remain uncertain. Michael Saylor Unveils ‘Digital Credit’ Vision, Signals Expansion Beyond Bitcoin To Solana
• Neutral Sentiment: Management commentary that it may add to its BTC position keeps the company in the news and maintains headline volatility; such teasers boost attention but don’t guarantee share appreciation. Strategy Eyes More Bitcoin as Saylor Teases Bigger Bag
• Negative Sentiment: Very high short interest (reported ~14% of market cap) is keeping downside pressure on the stock — when BTC moves lower, short sellers amplify declines and volume spikes. Strategy (MSTR) Dominates Global Short Interest Rankings Among Large-Cap Stocks
• Negative Sentiment: Recent crypto pullbacks (BTC and altcoins easing after tech/earnings headlines) have translated into correlated selling in MSTR since the company’s valuation is tightly linked to Bitcoin price moves. Bitcoin, Ethereum, XRP Fall as Cryptos Unwind Gains. Blame Nvidia.
• Negative Sentiment: Fundamental concerns persist: Strategy’s GAAP results show large EPS losses and negative margins, and its ongoing BTC purchases (partly financed via stock issuance in past deals) raise dilution and institutional‑risk questions — a factor for risk‑averse investors. Strategy’s 100th Bitcoin Purchase Deepens Volatility And Institutional Risk Questions

Strategy Trading Down 2.9%

MSTR opened at $129.50 on Friday. Strategy Inc has a twelve month low of $104.17 and a twelve month high of $457.22. The firm has a market cap of $43.22 billion, a PE ratio of -7.04 and a beta of 3.54. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.66 and a current ratio of 5.62. The firm’s fifty day moving average is $148.55 and its two-hundred day moving average is $232.32.

Strategy (NASDAQ:MSTR) last issued its quarterly earnings data 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 for the quarter, compared to analyst estimates of $117.42 million. Strategy had a negative return on equity of 8.74% and a negative net margin of 806.34%.The business’s quarterly revenue was up 1.9% compared to the same quarter last year. During the same period in the previous year, the business posted ($3.03) EPS.

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.