MSTR

MicroStrategy Incorporated

MSTR.US strategy.com
130.97
+2.41 (+1.87%)
USD · NASDAQ
52-week range
81.81
365.21
Trading at 17% of the 52-week range
Market Cap
51.07B
P/E Ratio
0.00
Forward P/E
5.38
Book Value
83.12
Div. Yield
N/A
% Institutions
60.50%
% Insiders
0.224%

1 Year

-59.8%

3 Year

+276.6%

10 Year

+677.8%
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.

Company Information

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
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

People

Directors & Officers

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 & Principal Accounting Officer 1976
Mr. Thomas C. Chow Esq. Executive VP, General Counsel & Corporate Secretary 1979
Mr. Reza Virasteh Executive Vice President of Operations NA
Ms. Ponna Arumugam Executive VP & CTO NA
Mr. Chaitanya Jain Head of Investor Relations NA
Ms. Joty Paparello Executive VP & Chief Human Resource Officer NA
Mr. Saurabh Abhyankar Executive VP & Chief Product Officer NA
Mr. Jeremy Price Senior Vice President of Financial Planning & Analysis NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Apr 22, 2026 Jarrod M Patten N/A Sale 2.00K $178.16 $356.32K
Apr 21, 2026 Jarrod M Patten N/A Sale 500.00 $172.00 $86.00K
Apr 20, 2026 Jarrod M Patten N/A Sale 1.50K $166.95 $250.43K
Apr 13, 2026 Jarrod M Patten N/A Sale 3.40K $130.65 $444.21K
Apr 09, 2026 Jarrod M Patten N/A Sale 1.90K $130.58 $248.10K
Apr 08, 2026 Jarrod M Patten N/A Sale 1.40K $131.77 $184.48K
Apr 07, 2026 Jarrod M Patten N/A Sale 700.00 $123.11 $86.18K
Apr 01, 2026 Jarrod M Patten N/A Sale 700.00 $122.01 $85.41K
Mar 24, 2026 Phong Le N/A Sale 3.30K $138.33 $456.35K
Mar 24, 2026 Jeanine Montgomery N/A Sale 470.00 $138.33 $65.02K
Mar 24, 2026 Andrew Kang N/A Sale 2.37K $138.33 $328.26K
Mar 19, 2026 Phong Le N/A Purchase 2.51K $99.62 $249.95K
Mar 12, 2026 Andrew Kang N/A Sale 916.00 $137.25 $125.72K
Mar 12, 2026 Jeanine Montgomery N/A Sale 260.00 $137.25 $35.69K
Mar 12, 2026 Phong Le N/A Sale 2.03K $137.25 $279.17K
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

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Capital Research & Mgmt Co - Division 3 34.90M Jun 30, 2026 9.55% $0.63 11.01%
BlackRock Inc 17.75M Mar 31, 2026 4.86% $0.04 21.54%
Vanguard Portfolio Management, LLC 14.74M Mar 31, 2026 4.04% $0.10 0.00%
Vanguard Capital Management, LLC 14.08M Mar 31, 2026 3.85% $0.04 0.00%
Morgan Stanley - Brokerage Accounts 9.29M Mar 31, 2026 2.54% $0.07 -1.01%
Amvescap Plc. 8.72M Mar 31, 2026 2.39% $0.11 11.39%
State Street Corp 7.02M Mar 31, 2026 1.92% $0.03 14.58%
UBS Group AG 6.31M Mar 31, 2026 1.73% $0.12 9.57%
Geode Capital Management, LLC 4.66M Mar 31, 2026 1.27% $0.04 19.03%
Capital World Investors 4.31M Jun 30, 2026 1.18% $0.04 0.67%
NORGES BANK 3.98M Jun 30, 2026 1.09% $0.03 12.78%
Bank of America Corp 3.97M Mar 31, 2026 1.09% $0.04 3.05%
Marex Group Ltd 3.41M Mar 31, 2026 0.93% $2.69 16.27%
Capital Research Global Investors 2.99M Jun 30, 2026 0.82% $0.04 -60.69%
Defiance ETFs, LLC 2.88M Mar 31, 2026 0.79% $5.14 0.00%
Harvest Portfolios Group Inc. 2.68M Mar 31, 2026 0.73% $5.52 27.00%
Renaissance Technologies Corp 2.13M Mar 31, 2026 0.58% $0.36 122.59%
Vanguard Fiduciary Trust Co 1.95M Mar 31, 2026 0.53% $0.06 0.00%
CANTOR FITZGERALD, L. P. 1.82M Mar 31, 2026 0.50% $3.36 -24.98%
The Goldman Sachs Group Inc 1.79M Mar 31, 2026 0.49% $0.03 -23.32%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Capital Group Growth Fnd of Amer Comp 20.81M 5.70% ▼ 12.10% Jun 30, 2026
2 American Funds Growth Fd of Amer A 20.81M 5.70% ▼ 12.10% Jun 30, 2026
3 American Funds Fundamental Invs A 11.51M 3.15% ▲ 11.37% Jun 30, 2026
4 Capital Group Fundamental Invtrs Comp 11.51M 3.15% ▲ 11.37% Jun 30, 2026
5 Vanguard MStar Total Stk Mkt Idx Invest 10.54M 2.88% ▲ 0.29% Jul 31, 2026
6 T-REX 2X Long MSTR Daily Target ETF 8.24M 2.26% ▼ 4.58% Aug 31, 2026
7 Vanguard MStar Mid Cap Index Instl 7.16M 1.96% ▼ 0.13% Jul 31, 2026
8 Invesco QQQ Trust 7.12M 1.95% ▲ 0.52% Aug 31, 2026
9 Capital Group Growth Composite 4.08M 1.12% ▲ 7.79% Jun 30, 2026
10 American Funds IS® Growth 1 4.08M 1.12% ▲ 7.79% Jun 30, 2026

Financial Highlights

Market Cap: $51.07B
EBITDA: $-36.35B
PEG Ratio: $2.85
Book Value: $83.12
Earnings/Share: $-96.06
Profit Margin: 0.00%
Operating Margin: -6,808.11%
ROA (TTM): -38.73%
ROE (TTM): -63.56%
Revenue (TTM): $498.35M
Revenue/Share (TTM): $1.58
Earnings Growth (YOY): -77.50%
Revenue Growth (YOY): 6.90%

Valuation Metrics

Enterprise Value: $69.84B
Trailing P/E: 0.00
Forward P/E: 5.38

Shares Statistics

Shares Outstanding: 377.64M
Shares Float: 363.65M
% Insiders: 0.224%
% Institutions: 60.50%
Short % Float: 8.65%

Stock Price History

1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$477.23M
Cost of Goods Sold
adjust
$-149.42M
Gross Profit
subtotal
$327.82M
SG&A
adjust
$-151.91M
R&D
adjust
$-93.86M
Other Operating Expense
adjust
$-122.96M
Operating Income
subtotal
$-40.91M
Other / Non-Operating Items
adjust
$-3.81B
Net Income
subtotal
$-3.85B

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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