Strategy (MSTR)
Strategy on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on Nasdaq, classified by the SEC as finance services.
30.7M
Short interest
settlement 2026-09-15
1.4
Days to cover
+0.4 days vs prior
41.4%
Short share of volume
2026-10-08
143
Fails to deliver
settlement 2026-09-14
Thu 29 Oct
Next earnings
estimated date
-$1.9M
Insider flow, 90 days
0 buys, 17 sells
As of 2026-10-08.
Short interest
FINRA, twice a month. The newest 24 settlements in the table, 48 in the chart. JSONAs of 15 September 2026, short interest in MSTR is 30,741,182 shares, down 1,138,653 shares over the last month. Over the last 48 readings it ranged from 21,166,879 shares (15 September 2025) to 42,776,693 shares (30 June 2026). At the reported average volume of 21.7M shares a day that is 1.4 days to cover.
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| Settlement | Shares short | Change | Avg daily volume | Days to cover |
|---|---|---|---|---|
| 2026-09-15 | 30,741,182 | -5.8% | 21,661,051 | 1.42 |
| 2026-08-31 | 32,622,124 | +2.3% | 32,853,234 | 1.00 |
| 2026-08-14 | 31,879,835 | -1.9% | 15,527,303 | 2.05 |
| 2026-07-31 | 32,480,941 | -19.4% | 15,066,603 | 2.16 |
| 2026-07-15 | 40,275,607 | -5.8% | 20,453,978 | 1.97 |
| 2026-06-30 | 42,776,693 | +4.6% | 32,519,811 | 1.32 |
| 2026-06-15 | 40,878,742 | +8.5% | 22,416,963 | 1.82 |
| 2026-05-29 | 37,684,181 | -4.7% | 13,361,030 | 2.82 |
| 2026-05-15 | 39,548,870 | -3.0% | 16,197,920 | 2.44 |
| 2026-04-30 | 40,778,552 | +9.6% | 21,029,769 | 1.94 |
| 2026-04-15 | 37,196,828 | +3.7% | 15,610,372 | 2.38 |
| 2026-03-31 | 35,883,788 | +10.6% | 20,020,604 | 1.79 |
| 2026-03-13 | 32,449,095 | -10.3% | 21,309,766 | 1.52 |
| 2026-02-27 | 36,154,210 | -4.4% | 15,875,211 | 2.28 |
| 2026-02-13 | 37,800,535 | +16.7% | 31,998,785 | 1.18 |
| 2026-01-30 | 32,382,842 | +2.6% | 18,659,864 | 1.74 |
| 2026-01-15 | 31,553,541 | -9.2% | 24,913,925 | 1.27 |
| 2025-12-31 | 34,735,413 | +19.2% | 15,902,813 | 2.18 |
| 2025-12-15 | 29,135,929 | -4.6% | 23,365,532 | 1.25 |
| 2025-11-28 | 30,547,168 | +11.1% | 22,291,675 | 1.37 |
| 2025-11-14 | 27,494,666 | +8.8% | 13,439,169 | 2.05 |
| 2025-10-31 | 25,277,342 | -0.3% | 10,953,278 | 2.31 |
| 2025-10-15 | 25,366,215 | +0.1% | 12,666,744 | 2.00 |
| 2025-09-30 | 25,345,604 | +19.7% | 12,497,517 | 2.03 |
Daily short volume
FINRA Reg SHO, the last 30 sessions. JSONAs of 8 October 2026, the short share of MSTR volume is 41.4%, down 3.1 points over the last five sessions. Over the last 30 readings it ranged from 30.0% (11 September 2026) to 62.5% (30 September 2026). The latest reading is in line with the 30-session average of 43.3%, on 9.5M shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-10-08 | 3.9M | 9.5M | 41.4% | 32,367 |
| 2026-10-07 | 4.5M | 8.8M | 50.9% | 11,284 |
| 2026-10-06 | 3.4M | 6.8M | 50.2% | 10,226 |
| 2026-10-05 | 3.3M | 8.0M | 41.0% | 15,966 |
| 2026-10-02 | 5.0M | 11.7M | 42.5% | 10,699 |
| 2026-10-01 | 3.5M | 8.0M | 44.5% | 18,626 |
| 2026-09-30 | 4.5M | 7.2M | 62.5% | 15,313 |
| 2026-09-29 | 3.9M | 6.7M | 59.1% | 20,368 |
| 2026-09-28 | 3.3M | 7.0M | 46.8% | 2,887 |
| 2026-09-25 | 3.4M | 7.2M | 46.7% | 3,121 |
| 2026-09-24 | 3.9M | 7.6M | 50.9% | 5,701 |
| 2026-09-23 | 4.4M | 8.8M | 50.2% | 19,643 |
| 2026-09-22 | 4.8M | 9.4M | 51.6% | 5,495 |
| 2026-09-21 | 7.5M | 16.6M | 45.0% | 11,578 |
| 2026-09-18 | 7.8M | 20.9M | 37.4% | 8,545 |
| 2026-09-17 | 3.0M | 7.4M | 41.1% | 9,531 |
| 2026-09-16 | 3.8M | 9.1M | 41.6% | 12,709 |
| 2026-09-15 | 5.0M | 10.0M | 50.0% | 37,548 |
| 2026-09-14 | 3.0M | 6.9M | 43.7% | 15,306 |
| 2026-09-11 | 2.5M | 8.3M | 30.0% | 3,570 |
| 2026-09-10 | 1.9M | 5.7M | 32.7% | 9,348 |
| 2026-09-09 | 2.6M | 7.2M | 36.5% | 11,553 |
| 2026-09-08 | 2.2M | 6.6M | 33.2% | 3,517 |
| 2026-09-04 | 3.4M | 9.6M | 35.6% | 10,846 |
| 2026-09-03 | 8.0M | 17.0M | 46.8% | 47,267 |
| 2026-09-02 | 2.5M | 5.7M | 43.4% | 5,335 |
| 2026-09-01 | 3.3M | 8.5M | 38.5% | 14,073 |
| 2026-08-31 | 2.9M | 8.4M | 34.7% | 12,414 |
| 2026-08-28 | 4.3M | 13.4M | 32.0% | 15,725 |
| 2026-08-27 | 7.3M | 18.5M | 39.4% | 19,634 |
Fails to deliver
SEC, the last 30 settlement dates with a fail. JSONAs of 14 September 2026, the fails-to-deliver balance in MSTR is 143 shares, down 10,644 shares over the last settlement date. Over the last 30 readings it ranged from 1 share (10 August 2026) to 1,070,860 shares (4 September 2026). The latest reading sits at the bottom of that range.
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 2026-09-14 | 143 | $130.97 | $19K |
| 2026-09-08 | 10,787 | $142.80 | $1.5M |
| 2026-09-04 | 1,070,860 | $144.82 | $155.1M |
| 2026-08-31 | 26 | $127.31 | $3K |
| 2026-08-27 | 2 | $123.19 | $246 |
| 2026-08-24 | 161,540 | $119.25 | $19.3M |
| 2026-08-20 | 9,679 | $104.25 | $1.0M |
| 2026-08-19 | 4 | $92.52 | $370 |
| 2026-08-18 | 12,528 | $97.68 | $1.2M |
| 2026-08-17 | 50 | $93.04 | $5K |
| 2026-08-13 | 92 | $94.83 | $9K |
| 2026-08-10 | 1 | $100.01 | $100 |
| 2026-08-07 | 100 | $96.85 | $10K |
| 2026-08-06 | 11 | $98.37 | $1K |
| 2026-08-05 | 393 | $97.65 | $38K |
| 2026-08-03 | 957 | $93.28 | $89K |
| 2026-07-27 | 127,260 | $91.67 | $11.7M |
| 2026-07-22 | 2,073 | $101.95 | $211K |
| 2026-07-20 | 265,294 | $94.85 | $25.2M |
| 2026-07-17 | 12 | $94.03 | $1K |
| 2026-07-16 | 5 | $97.47 | $487 |
| 2026-07-13 | 478,726 | $94.64 | $45.3M |
| 2026-07-10 | 33,494 | $93.89 | $3.1M |
| 2026-07-09 | 5,341 | $93.87 | $501K |
| 2026-07-08 | 82,505 | $97.36 | $8.0M |
| 2026-07-06 | 82,743 | $100.77 | $8.3M |
| 2026-07-02 | 390,945 | $93.39 | $36.5M |
| 2026-07-01 | 453 | $86.93 | $39K |
| 2026-06-30 | 498,069 | $92.68 | $46.2M |
| 2026-06-29 | 606,499 | $82.31 | $49.9M |
Insider trades
SEC Form 4, newest first, 50 of 100 shown. JSONInsiders at MSTR reported 17 open-market sells worth $1.9M in the last 90 days and no open-market buys. Latest filing: Patten Jarrod M (Director) on 2026-09-22.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 2026-09-22 | Patten Jarrod M | Director | Sell | 475 | $171.00 | $81K | 28K |
| 2026-09-22 | Patten Jarrod M | Director | Option exercise | 475 | $18.24 | $9K | 29K |
| 2026-09-21 | Patten Jarrod M | Director | Sell | 475 | $169.00 | $80K | 28K |
| 2026-09-21 | Patten Jarrod M | Director | Sell | 475 | $167.00 | $79K | 29K |
| 2026-09-21 | Patten Jarrod M | Director | Sell | 475 | $165.98 | $79K | 29K |
| 2026-09-21 | Patten Jarrod M | Director | Option exercise | 1K | $18.24 | $26K | 30K |
| 2026-09-04 | Chow Thomas C. | EVP & General Counsel | Sell | 106 | $138.75 | $15K | 0 |
| 2026-08-27 | Patten Jarrod M | Director | Sell | 925 | $131.00 | $121K | 28K |
| 2026-08-27 | Patten Jarrod M | Director | Sell | 925 | $129.00 | $119K | 29K |
| 2026-08-27 | Patten Jarrod M | Director | Option exercise | 2K | $18.24 | $34K | 30K |
| 2026-08-25 | Patten Jarrod M | Director | Sell | 925 | $127.00 | $117K | 28K |
| 2026-08-25 | Patten Jarrod M | Director | Option exercise | 925 | $18.24 | $17K | 29K |
| 2026-08-25 | Patten Jarrod M | Director | Sell | 925 | $125.00 | $116K | 28K |
| 2026-08-25 | Patten Jarrod M | Director | Option exercise | 925 | $18.24 | $17K | 29K |
| 2026-08-25 | Patten Jarrod M | Director | Sell | 925 | $124.00 | $115K | 28K |
| 2026-08-25 | Patten Jarrod M | Director | Option exercise | 925 | $18.24 | $17K | 29K |
| 2026-08-24 | Patten Jarrod M | Director | Sell | 925 | $122.34 | $113K | 28K |
| 2026-08-24 | Patten Jarrod M | Director | Option exercise | 925 | $18.24 | $17K | 29K |
| 2026-08-07 | Patten Jarrod M | Director | Sell | 925 | $104.03 | $96K | 28K |
| 2026-08-07 | Patten Jarrod M | Director | Option exercise | 925 | $18.24 | $17K | 29K |
| 2026-08-07 | Patten Jarrod M | Director | Sell | 925 | $102.69 | $95K | 28K |
| 2026-08-07 | Patten Jarrod M | Director | Option exercise | 925 | $18.24 | $17K | 29K |
| 2026-08-07 | Patten Jarrod M | Director | Sell | 2K | $101.50 | $198K | 28K |
| 2026-08-07 | Patten Jarrod M | Director | Option exercise | 2K | $18.24 | $36K | 30K |
| 2026-07-27 | Patten Jarrod M | Director | Sell | 2K | $98.48 | $192K | 28K |
| 2026-07-27 | Patten Jarrod M | Director | Option exercise | 2K | $18.24 | $36K | 30K |
| 2026-07-24 | Patten Jarrod M | Director | Sell | 2K | $92.45 | $180K | 28K |
| 2026-07-24 | Patten Jarrod M | Director | Option exercise | 2K | $18.24 | $36K | 30K |
| 2026-07-22 | Patten Jarrod M | Director | Sell | 1K | $100.00 | $125K | 28K |
| 2026-07-22 | Patten Jarrod M | Director | Option exercise | 1K | $18.24 | $23K | 30K |
| 2026-06-23 | Patten Jarrod M | Director | Option exercise | 2K | $18.24 | $27K | 30K |
| 2026-06-23 | Patten Jarrod M | Director | Sell | 2K | $106.08 | $159K | 28K |
| 2026-06-22 | Le Phong | President & CEO | Buy | 11K | $90.80 | $999K | 11K |
| 2026-06-17 | Patten Jarrod M | Director | Option exercise | 2K | $18.24 | $27K | 30K |
| 2026-06-17 | Patten Jarrod M | Director | Sell | 2K | $121.31 | $182K | 28K |
| 2026-06-16 | Chow Thomas C. | EVP & General Counsel | Buy | 11 | $66.10 | $727 | 11 |
| 2026-06-16 | Chow Thomas C. | EVP & General Counsel | Buy | 100 | $92.71 | $9K | 100 |
| 2026-06-15 | Patten Jarrod M | Director | Option exercise | 2K | $18.24 | $27K | 30K |
| 2026-06-15 | Patten Jarrod M | Director | Sell | 2K | $133.97 | $201K | 28K |
| 2026-06-09 | Montgomery Jeanine | VP & CAO | Sell | 4 | $124.88 | $500 | 11K |
| 2026-06-09 | Montgomery Jeanine | VP & CAO | Sell | 165 | $124.33 | $21K | 11K |
| 2026-06-09 | Montgomery Jeanine | VP & CAO | Sell | 185 | $123.38 | $23K | 11K |
| 2026-06-09 | Kang Andrew | EVP & CFO | Sell | 20 | $124.88 | $2K | 71K |
| 2026-06-09 | Kang Andrew | EVP & CFO | Sell | 1K | $123.38 | $126K | 72K |
| 2026-06-09 | Kang Andrew | EVP & CFO | Sell | 910 | $124.33 | $113K | 71K |
| 2026-06-09 | Le Phong | President & CEO | Sell | 3K | $123.38 | $356K | 129K |
| 2026-06-09 | Le Phong | President & CEO | Sell | 55 | $124.88 | $7K | 126K |
| 2026-06-09 | Le Phong | President & CEO | Sell | 3K | $124.33 | $321K | 126K |
| 2026-06-08 | Montgomery Jeanine | VP & CAO | Option exercise | 1K | price not stated in the filing | not stated | 12K |
| 2026-06-08 | Kang Andrew | EVP & CFO | Option exercise | 4K | price not stated in the filing | not stated | 73K |
Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.
Planned sales (Form 144)
Newest first. JSON50 Form 144 notices on file for MSTR worth $30.0M at the prices reported; 11 in the last 90 days worth $2.1M. Latest: Patten Jarrod M filed on 2026-10-08 to sell 1,400 shares ($211K) from 2026-10-08.
| Filed | Seller | Shares | Market value | Of outstanding | Sale from | Broker |
|---|---|---|---|---|---|---|
| 2026-10-08 | Patten Jarrod MDirector | 1K | $211K | 0.000% | 2026-10-08 | Fidelity Brokerage Services LLC |
| 2026-09-22 | Patten Jarrod MDirector | 475 | $81K | 0.000% | 2026-09-22 | Fidelity Brokerage Services LLC |
| 2026-09-21 | Patten Jarrod MDirector | 1K | $238K | 0.000% | 2026-09-21 | Fidelity Brokerage Services LLC |
| 2026-09-04 | Chow Thomas C.Officer | 106 | $15K | 0.000% | 2026-09-04 | Fidelity Brokerage Services LLC |
| 2026-08-27 | Patten Jarrod MDirector | 2K | $241K | 0.001% | 2026-08-27 | Fidelity Brokerage Services LLC |
| 2026-08-25 | Patten Jarrod MDirector | 3K | $348K | 0.001% | 2026-08-25 | Fidelity Brokerage Services LLC |
| 2026-08-24 | Patten Jarrod MDirector | 925 | $113K | 0.000% | 2026-08-24 | Fidelity Brokerage Services LLC |
| 2026-08-07 | Patten Jarrod MDirector | 4K | $389K | 0.001% | 2026-08-07 | Fidelity Brokerage Services LLC |
| 2026-07-27 | Patten Jarrod MDirector | 2K | $192K | 0.001% | 2026-07-27 | Fidelity Brokerage Services LLC |
| 2026-07-24 | Patten Jarrod MDirector | 2K | $180K | 0.001% | 2026-07-24 | Fidelity Brokerage Services LLC |
| 2026-07-22 | Patten Jarrod MDirector | 1K | $125K | 0.000% | 2026-07-22 | Fidelity Brokerage Services LLC |
| 2026-06-23 | Patten Jarrod MDirector | 2K | $159K | 0.000% | 2026-06-23 | Fidelity Brokerage Services LLC |
| 2026-06-17 | Patten Jarrod MDirector | 2K | $182K | 0.000% | 2026-06-17 | Fidelity Brokerage Services LLC |
| 2026-06-15 | Patten Jarrod MDirector | 2K | $201K | 0.000% | 2026-06-15 | Fidelity Brokerage Services LLC |
| 2026-06-09 | Le PhongOfficer, Director | 6K | $684K | 0.002% | 2026-06-09 | Fidelity Brokerage Services LLC |
| 2026-06-09 | Kang AndrewOfficer | 2K | $241K | 0.001% | 2026-06-09 | Fidelity Brokerage Services LLC |
| 2026-06-05 | Le PhongOfficer, Director | 94K | $11.1M | 0.028% | 2026-06-05 | Fidelity Brokerage Services LLC |
| 2026-06-05 | Kang AndrewOfficer | 33K | $3.9M | 0.010% | 2026-06-05 | Fidelity Brokerage Services LLC |
| 2026-05-29 | Patten Jarrod MDirector | 15K | $2.3M | 0.005% | 2026-05-29 | Fidelity Brokerage Services LLC |
| 2026-05-28 | Patten Jarrod MDirector | 7K | $1.1M | 0.002% | 2026-05-28 | Fidelity Brokerage Services LLC |
| 2026-05-26 | Patten Jarrod MDirector | 1K | $207K | 0.000% | 2026-05-26 | Fidelity Brokerage Services LLC |
| 2026-05-20 | Patten Jarrod MDirector | 2K | $374K | 0.001% | 2026-05-20 | Fidelity Brokerage Services LLC |
| 2026-05-19 | Patten Jarrod MDirector | 1K | $167K | 0.000% | 2026-05-19 | Fidelity Brokerage Services LLC |
| 2026-05-19 | Patten Jarrod MDirector | 2K | $334K | 0.001% | 2026-05-19 | Fidelity Brokerage Services LLC |
| 2026-05-19 | Kang AndrewOfficer | 6K | $928K | 0.002% | 2026-05-19 | Fidelity Brokerage Services LLC |
| 2026-05-14 | Patten Jarrod MDirector | 2K | $286K | 0.000% | 2026-05-14 | Fidelity Brokerage Services LLC |
| 2026-05-11 | Patten Jarrod MDirector | 3K | $527K | 0.001% | 2026-05-11 | Fidelity Brokerage Services LLC |
| 2026-05-08 | Patten Jarrod MDirector | 1K | $187K | 0.000% | 2026-05-08 | Fidelity Brokerage Services LLC |
| 2026-05-04 | Patten Jarrod MDirector | 2K | $367K | 0.001% | 2026-05-04 | Fidelity Brokerage Services LLC |
| 2026-05-01 | Patten Jarrod MDirector | 750 | $134K | 0.000% | 2026-05-01 | Fidelity Brokerage Services LLC |
| 2026-05-01 | Patten Jarrod MDirector | 2K | $258K | 0.000% | 2026-05-01 | Fidelity Brokerage Services LLC |
| 2026-04-30 | Patten Jarrod MDirector | 2K | $286K | 0.001% | 2026-04-30 | Fidelity Brokerage Services LLC |
| 2026-04-22 | Patten Jarrod MDirector | 2K | $356K | 0.001% | 2026-04-22 | Fidelity Brokerage Services LLC |
| 2026-04-21 | Patten Jarrod MDirector | 500 | $86K | 0.000% | 2026-04-21 | Fidelity Brokerage Services LLC |
| 2026-04-20 | Patten Jarrod MDirector | 2K | $250K | 0.000% | 2026-04-20 | Fidelity Brokerage Services LLC |
| 2026-04-13 | Patten Jarrod MDirector | 2K | $262K | 0.001% | 2026-04-13 | Fidelity Brokerage Services LLC |
| 2026-04-13 | Patten Jarrod MDirector | 1K | $182K | 0.000% | 2026-04-13 | Fidelity Brokerage Services LLC |
| 2026-04-09 | Patten Jarrod MDirector | 2K | $248K | 0.001% | 2026-04-09 | Fidelity Brokerage Services LLC |
| 2026-04-08 | Patten Jarrod MDirector | 1K | $184K | 0.000% | 2026-04-08 | Fidelity Brokerage Services LLC |
| 2026-04-07 | Patten Jarrod MDirector | 700 | $86K | 0.000% | 2026-04-07 | Fidelity Brokerage Services LLC |
| 2026-04-01 | Patten Jarrod MDirector | 700 | $85K | 0.000% | 2026-04-01 | Fidelity Brokerage Services LLC |
| 2026-03-31 | Patten Jarrod MDirector | 700 | $87K | 0.000% | 2026-03-31 | Fidelity Brokerage Services LLC |
| 2026-03-30 | Patten Jarrod MDirector | 700 | $90K | 0.000% | 2026-03-30 | Fidelity Brokerage Services LLC |
| 2026-03-24 | Le PhongOfficer, Director | 3K | $456K | 0.001% | 2026-03-24 | Fidelity Brokerage Services LLC |
| 2026-03-24 | Kang AndrewOfficer | 2K | $328K | 0.001% | 2026-03-24 | Fidelity Brokerage Services LLC |
| 2026-03-12 | Le PhongOfficer, Director | 2K | $279K | 0.001% | 2026-03-12 | Fidelity Brokerage Services LLC |
| 2026-03-12 | Kang AndrewOfficer | 916 | $126K | 0.000% | 2026-03-12 | Fidelity Brokerage Services LLC |
| 2026-03-02 | Shao Wei-MingFormer Officer | 3K | $350K | 0.001% | 2026-03-02 | Fidelity Brokerage Services LLC |
| 2026-02-27 | Shao Wei-MingFormer Officer | 1K | $130K | 0.000% | 2026-02-27 | Fidelity Brokerage Services LLC |
| 2026-02-26 | Shao Wei-MingFormer Officer | 3K | $332K | 0.001% | 2026-02-26 | Fidelity Brokerage Services LLC |
Large holders (13D and 13G)
One row per reporting person with its latest filing, newest first. JSON2 holders report 5% or more of MSTR in their latest filing, all on Schedule 13G (passive). The largest reported stake is Capital International Investors at 10.1% of the class (31,642,100 shares), filed 2026-05-14 for an event on 2026-03-31.
| Filed | Form | Holder | Shares | Of class | Event |
|---|---|---|---|---|---|
| 2026-05-14 | 13G/Ano. 6 | Capital International Investorsinvestment adviser | 31.6M | 10.1% | 2026-03-31 |
| 2026-05-11 | 13G/Ano. 2 | Jane Street Capital, LLCbroker-dealer | 12.9M | 4.0% | 2026-03-31 |
| 2026-05-11 | 13G/Ano. 2 | JANE STREET GROUP, LLCparent holding company | 13.1M | 4.0% | 2026-03-31 |
| 2026-05-11 | 13G/Ano. 2 | Jane Street Singapore Pte. Ltdother entity | 0 | 0.0% | 2026-03-31 |
| 2026-05-11 | 13G/Ano. 2 | Jane Street Global Trading, LLCother entity | 11K | 0.0% | 2026-03-31 |
| 2026-05-11 | 13G/Ano. 2 | Jane Street Options, LLCbroker-dealer | 109K | 0.0% | 2026-03-31 |
| 2026-04-30 | 13G | Vanguard Capital Managementinvestment adviser | 16.8M | 5.3% | 2026-03-31 |
| 2026-03-27 | 13G/Ano. 20 | The Vanguard Groupinvestment adviser | 0 | 0.0% | 2026-03-13 |
| 2025-11-13 | 13G/Ano. 1 | Susquehanna Securities, LLCbroker-dealer, other entity | 12.9M | 4.8% | 2025-09-30 |
| 2025-11-13 | 13G/Ano. 1 | G1 Execution Services, LLCbroker-dealer, other entity | 12.9M | 4.8% | 2025-09-30 |
| 2025-11-13 | 13G/Ano. 1 | SIG Brokerage, LPbroker-dealer, partnership | 12.9M | 4.8% | 2025-09-30 |
| 2025-11-13 | 13G/Ano. 1 | Susquehanna Investment Groupbroker-dealer, partnership | 12.9M | 4.8% | 2025-09-30 |
| 2025-11-13 | 13G/Ano. 1 | Capital Ventures Internationalcorporation | 12.9M | 4.8% | 2025-09-30 |
| 2025-11-13 | 13G/Ano. 1 | Susquehanna Advisors Group, Inc.corporation | 12.9M | 4.8% | 2025-09-30 |
13F holders
Tracked managers holding MSTR at their latest 13F. JSON5 of the 30 tracked managers held MSTR at their latest 13F, $260.6M in total at quarter-end prices. Renaissance Technologies is the largest at $222.0M (0.3% of its portfolio) as of 2026-06-30. Over the prior quarter 3 added shares and 1 cut.
| Fund | Quarter | Shares | Value | Of portfolio | Change in shares |
|---|---|---|---|---|---|
| Renaissance Technologies | 2026-06-30 | 2.6M | $222.0M | 0.31% | +423K |
| D. E. Shaw & Co. | 2026-06-30 | 172K | $15.0M | 0.01% | +144K |
| AQR Capital Management | 2026-06-30 | 152K | $12.9M | 0.00% | +6K |
| Citadel Advisors | 2026-06-30 | 118K | $10.3M | 0.00% | -1.1M |
| Bridgewater Associates | 2026-06-30 | 6K | $484K | 0.00% | 0 |
Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.
Financials
SEC XBRL, as filed. JSONIn Q2 FY 2026 (quarter ended 2026-06-30) Strategy reported revenue of $122.4M, up 6.9% from the same quarter a year earlier, and net loss of $8.22B (-24.45 diluted EPS). In FY 2025 it generated -$67.2M of operating cash flow. As of 2026-06-30, cash was $1.71B against $6.71B of debt.
- Cash
- $1.71B
- Debt
- $6.71B
- Equity
- $30.89B
- Total assets
- $52.56B
Quarterly, last 8 quarters
| Quarter | Period end | Revenue | Net income | Margin | Diluted EPS |
|---|---|---|---|---|---|
| Q2 FY 2026 | 2026-06-30 | $122.4M | -$8.22B | -6717.1% | -24.45 |
| Q1 FY 2026 | 2026-03-31 | $124.3M | -$12.54B | -10090.6% | -38.25 |
| Q4 FY 2025derived | 2025-12-31 | $123.0M | -$12.44B | -10112.1% | n/a |
| Q3 FY 2025 | 2025-09-30 | $128.7M | $2.79B | 2164.1% | 8.42 |
| Q2 FY 2025 | 2025-06-30 | $114.5M | $10.02B | 8752.7% | 32.60 |
| Q1 FY 2025 | 2025-03-31 | $111.1M | -$4.22B | -3797.2% | -16.49 |
| Q4 FY 2024 | 2024-12-31 | n/a | -$670.8M | n/a | n/a |
| Q3 FY 2024 | 2024-09-30 | $116.1M | -$340.2M | -293.1% | -1.72 |
Fiscal years, with buybacks and dividends
| Fiscal year | Ends | Revenue | Net income | Operating cash flow | Capex | Buybacks | Dividends |
|---|---|---|---|---|---|---|---|
| FY 2025 | 2025-12-31 | $477.2M | -$3.85B | -$67.2M | $8.2M | n/a | n/a |
| FY 2024 | 2024-12-31 | $463.5M | -$1.17B | -$53.0M | $3.0M | n/a | n/a |
| FY 2023 | 2023-12-31 | $496.3M | $429.1M | $12.7M | $2.9M | n/a | n/a |
| FY 2022 | 2022-12-31 | $499.3M | -$1.47B | $3.2M | $2.5M | $0 | n/a |
| FY 2021 | 2021-12-31 | $510.8M | -$535.5M | $93.8M | $2.7M | $0 | n/a |
Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are the cash the company paid to repurchase its common stock in the year, not the amount authorized. Balance sheet lines are as of 2026-06-30.
What this page is
Strategy in the regulatory record
Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.
Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.
This page follows Strategy (MSTR), SEC CIK 1050446, listed on Nasdaq, classified by the SEC as finance services. The cross-market tables live on the short interest and insider transactions hubs.
Source and updates
- Short interest
- FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-09-15.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-10-08.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-09-14.JSON and CSV
- Planned sales
- SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-10-08.JSON and CSV
- Large holders
- SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-05-14.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Financials
- SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
- Earnings dates
- SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-07-30.JSON and CSV
- Insider trades
- SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-09-22.JSON and CSV
- Company record
- EDGAR filing index for CIK 1050446Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 10 requests a minute without a key, 30 with a free key from a free account.
How to read it
- Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
- Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
- Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.
Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.
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Datasets
Frequently Asked Questions
How much of MSTR is sold short?
30,741,182 shares were held short at the 2026-09-15 settlement, 1.4 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is MSTR's daily short volume?
On 2026-10-08, 3,922,610 of the 9,466,059 MSTR shares reported to FINRA were sold short, 41.4% of the day's reported volume. Short volume is a flow for one day, not a position.
Does MSTR have fails to deliver?
The SEC's latest file shows 143 MSTR shares failed to deliver at settlement 2026-09-14. Fails are reported per settlement date and published twice a month with a lag.
Are MSTR insiders buying or selling?
Insiders at MSTR reported 17 open-market sells worth $1.9M in the last 90 days and no open-market buys. Latest filing: Patten Jarrod M (Director) on 2026-09-22.
Have MSTR insiders filed to sell?
50 Form 144 notices on file for MSTR worth $30.0M at the prices reported; 11 in the last 90 days worth $2.1M. Latest: Patten Jarrod M filed on 2026-10-08 to sell 1,400 shares ($211K) from 2026-10-08.
Who owns 5% or more of MSTR?
2 holders report 5% or more of MSTR in their latest filing, all on Schedule 13G (passive). The largest reported stake is Capital International Investors at 10.1% of the class (31,642,100 shares), filed 2026-05-14 for an event on 2026-03-31.
What did MSTR report last quarter?
In Q2 FY 2026 (quarter ended 2026-06-30) Strategy reported revenue of $122.4M, up 6.9% from the same quarter a year earlier, and net loss of $8.22B (-24.45 diluted EPS). In FY 2025 it generated -$67.2M of operating cash flow. As of 2026-06-30, cash was $1.71B against $6.71B of debt.
Which tracked 13F managers own MSTR?
5 of the 30 tracked 13F managers held MSTR shares at their latest filing, $260.6M in all. The largest: Renaissance Technologies (2.6M shares, $222.0M), D. E. Shaw & Co. (172K shares, $15.0M), Cliff Asness's AQR Capital Management (152K shares, $12.9M), Ken Griffin's Citadel Advisors (118K shares, $10.3M), Ray Dalio's Bridgewater Associates (6K shares, $484K).
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.