Stock Fundamentals

Company Information

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Company Name
MicroStrategy Incorporated
Sector
Technology
Industry
Software - Application
Exchange
NASDAQ
ISIN: US5949724083
CIK: 0001050446
CUSIP: 594972101
Currency: USD
Full Time Employees: 1,539
Phone: 703 848 8600
Website: https://www.strategy.com
Fiscal Year End: December
IPO Date: Jun 11, 1998
Description:

Strategy Inc, together with its subsidiaries, operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally. It offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments. The company also provides AI-powered enterprise analytics software, including Strategy One, which provides non-technical users with the ability to directly access novel and actionable insights for decision-making. In addition, the company provides Strategy Mosaic, a universal intelligence layer that offers enterprises with consistent definitions and governance across data sources, regardless of where that data resides or which tools access it. The company was formerly known as MicroStrategy Incorporated and changed its name to Strategy Inc in August 2025. The company was incorporated in 1989 and is headquartered in Tysons Corner, Virginia.

Address:

1850 Towers Crescent Plaza, Tysons Corner, VA, United States, 22182

Directors & Officers

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Name Title Year Born
Mr. Michael J. Saylor Executive Chairman 1965
Mr. Phong Q. Le President, CEO & Director 1977
Mr. Andrew Kang Executive VP & CFO 1977
Mr. Reza Virasteh Executive Vice President of Operations NA
Ms. Jeanine J. Montgomery Senior VP & Chief Accounting Officer 1962
Ms. Ponna Arumugam Executive VP & CTO NA
Mr. Shirish Jajodia Corporate Treasurer & Head of Investor Relations 1989
Mr. Thomas C. Chow Esq. Executive VP, General Counsel & Corporate Secretary 1979
Ms. Joty Paparello Executive VP & Chief Human Resource Officer NA
Mr. Saurabh Abhyankar Executive VP & Chief Product Officer NA

Institutional Holders

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Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 24.06M Dec 31, 2025 7.21% $0.05 21.01%
Capital Research & Mgmt Co - Division 3 15.01M Sep 30, 2025 4.50% $0.78 2.62%
BlackRock Inc 14.66M Sep 30, 2025 4.39% $0.08 3.29%
Morgan Stanley - Brokerage Accounts 8.42M Sep 30, 2025 2.52% $0.16 -8.46%
State Street Corp 5.99M Sep 30, 2025 1.79% $0.07 9.20%
Clear Street Group Inc 4.78M Sep 30, 2025 1.43% $5.25 0.00%
JPMorgan Chase & Co 4.75M Sep 30, 2025 1.42% $0.05 50.93%
Capital Research Global Investors 4.21M Sep 30, 2025 1.26% $0.25 33.61%
Geode Capital Management, LLC 3.74M Sep 30, 2025 1.12% $0.08 6.09%
NORGES BANK 3.53M Dec 31, 2025 1.06% $0.06 18.55%
UBS Group AG 2.52M Sep 30, 2025 0.76% $0.13 64.36%
CANTOR FITZGERALD, L. P. 2.43M Dec 31, 2025 0.73% $5.60 -39.38%
Harvest Portfolios Group Inc. 2.11M Dec 31, 2025 0.63% $5.58 36.09%
The Goldman Sachs Group Inc 2.09M Sep 30, 2025 0.63% $0.08 164.22%
Marex Group PLC 2.08M Sep 30, 2025 0.62% $4.74 10.78%
NATIONAL BANK OF CANADA /FI/ 2.04M Sep 30, 2025 0.61% $0.66 260.03%
Capula Management Ltd 1.76M Sep 30, 2025 0.53% $2.82 309,608.64%
Amvescap Plc. 1.59M Sep 30, 2025 0.48% $0.08 13.95%
Northern Trust Corp 1.57M Sep 30, 2025 0.47% $0.06 5.53%
Royal Bank of Canada 1.57M Sep 30, 2025 0.47% $0.08 314.90%

Shares Statistics

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Shares Outstanding: 314.11M
Shares Float: 313.53M
% Insiders: 17.60%
% Institutions: 6,270.20%
Short % Float: 11.53%

🏆 Top 10 Institutional Holders

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Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Group Inc 24.06M 7.21% ▲ 21.01% Dec 31, 2025
2 Capital Research & Mgmt Co - Division 3 15.01M 4.50% ▲ 2.62% Sep 30, 2025
3 BlackRock Inc 14.66M 4.39% ▲ 3.29% Sep 30, 2025
4 Morgan Stanley - Brokerage Accounts 8.42M 2.52% ▼ 8.46% Sep 30, 2025
5 State Street Corp 5.99M 1.79% ▲ 9.20% Sep 30, 2025
6 Clear Street Group Inc 4.78M 1.43% ▲ 0.00% Sep 30, 2025
7 JPMorgan Chase & Co 4.75M 1.42% ▲ 50.93% Sep 30, 2025
8 Capital Research Global Investors 4.21M 1.26% ▲ 33.61% Sep 30, 2025
9 Geode Capital Management, LLC 3.74M 1.12% ▲ 6.09% Sep 30, 2025
10 NORGES BANK 3.53M 1.06% ▲ 18.55% Dec 31, 2025

Valuation Metrics

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Enterprise Value: $59.02B
Trailing P/E: 0.00
Forward P/E: 1.04

Financial Highlights

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Market Cap: $45.84B
EBITDA: $-5.44B
PEG Ratio: $2.85
Book Value: $141.39
Earnings/Share: $-15.23
Profit Margin: 0.00%
Operating Margin: -4,401.61%
ROA (TTM): -7.78%
ROE (TTM): -11.11%
Revenue (TTM): $477.23M
Revenue/Share (TTM): $1.72
Earnings Growth (YOY): -77.50%
Revenue Growth (YOY): 1.90%

Stock Price History

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1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

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Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

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Financial Ratios

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Earnings History

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Balance Sheet (Yearly)

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Financial Ratios

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Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 5.62x 0.16x 0.17x -83.80x -1.51x
2024-12-31 0.71x 0.40x 0.29x -29.92x -3.88x
2023-12-31 0.83x 1.01x 0.55x -2.35x -19.06x
2022-12-31 0.83x -6.21x 1.16x -24.01x -1.89x
2021-12-31 0.86x 2.25x 0.72x -26.91x -2.86x
2020-12-31 0.95x 0.81x 0.62x -7.51x 6.36x
2019-12-31 2.79x 0.07x 0.45x -0.03x 4.47x
2018-12-31 3.01x 0.00x 0.38x N/A 0.00x
2017-12-31 4.66x 0.00x 0.26x N/A 0.00x
2016-12-31 3.69x 0.00x 0.28x N/A 0.01x
2015-12-31 3.27x 0.00x 0.31x N/A 0.00x
2014-12-31 2.34x 0.00x 0.42x N/A 0.00x
2013-12-31 2.06x 0.01x 0.47x N/A 0.04x
2012-12-31 1.65x 0.01x 0.58x N/A 0.04x
2011-12-31 1.57x 0.00x 0.63x N/A 0.00x
2010-12-31 1.59x 0.00x 0.61x N/A 0.00x
2009-12-31 2.00x 0.00x 0.44x N/A 0.00x
2008-12-31 1.50x 0.00x 0.53x N/A 0.00x
2007-12-31 1.44x 0.00x 0.57x N/A 0.00x
2006-12-31 1.55x 0.00x 0.46x N/A 0.00x
2005-12-31 1.87x 0.00x 0.35x 998.59x 0.00x
2004-12-31 1.95x 0.00x 0.29x 1,291.51x 0.00x
2003-12-31 1.45x 0.00x 0.61x 5.48x 0.00x
2002-12-31 0.89x -1.44x 1.43x 1.24x 1.79x
2001-12-31 0.75x -0.02x 1.67x N/A 0.53x
2000-12-31 1.38x 0.00x 0.94x N/A 0.00x
1999-12-31 1.78x 0.00x 0.50x N/A 0.00x
1998-12-31 1.81x 0.13x 0.44x N/A 5.64x
1997-12-31 0.78x -2.25x 1.01x N/A 1.48x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Jan 20, 2026 Jane A Dietze N/A Purchase 1.00K $99.48 $99.48K
Jan 12, 2026 Carl J Rickertsen N/A Purchase 5.00K $155.88 $779.40K
Jan 08, 2026 Phong Le N/A Purchase 12.00 $99.99 $1.20K
Nov 21, 2025 Jane A Dietze N/A Purchase 1.10K $95.28 $104.81K
Nov 19, 2025 Wei-Ming Shao N/A Sale 2.60K $202.02 $525.25K
Nov 18, 2025 Jeanine Montgomery N/A Sale 43.00 $208.55 $8.97K
Nov 17, 2025 Wei-Ming Shao N/A Sale 2.60K $200.00 $520.00K
Nov 13, 2025 Wei-Ming Shao N/A Sale 2.60K $223.67 $581.54K
Nov 12, 2025 Wei-Ming Shao N/A Sale 5.33K $226.36 $1.21M
Oct 17, 2025 Jarrod M Patten N/A Purchase 12.00K $96.88 $1.16M
Oct 16, 2025 Jarrod M Patten N/A Purchase 11.78K $97.95 $1.15M
Oct 07, 2025 Wei-Ming Shao N/A Sale 30.00K $357.37 $10.72M
Sep 18, 2025 Wei-Ming Shao N/A Sale 10.00K $355.79 $3.56M
Sep 15, 2025 Wei-Ming Shao N/A Purchase 12.50K $96.92 $1.21M
Aug 26, 2025 Phong Le N/A Purchase 119.00 $95.03 $11.31K
Aug 08, 2025 Gregg Winiarski N/A Purchase 10.00K $97.65 $976.50K
Aug 07, 2025 Andrew Kang N/A Sale 18.75K $395.00 $7.41M
Aug 05, 2025 Andrew Kang N/A Sale 6.25K $386.32 $2.41M
Jul 29, 2025 Andrew Kang N/A Purchase 2.80K $90.00 $252.00K
Jul 29, 2025 Jane A Dietze N/A Purchase 1.50K $90.00 $135.00K

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