Mn Services Vermogensbeheer B.V. has opened a new $37.4M position in $MSTR, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $MSTR.
$MSTR Hedge Fund Activity
We have seen 617 institutional investors add shares of $MSTR stock to their portfolio, and 336 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 4,283,291 shares (+26.3%) to their portfolio in Q1 2025, for an estimated $1,234,744,296
- BLACKROCK, INC. added 3,157,005 shares (+28.0%) to their portfolio in Q1 2025, for an estimated $910,069,831
- CAPITAL RESEARCH GLOBAL INVESTORS added 2,632,421 shares (+2418.3%) to their portfolio in Q1 2025, for an estimated $758,848,001
- BANK OF MONTREAL /CAN/ removed 2,543,418 shares (-93.2%) from their portfolio in Q1 2025, for an estimated $733,191,106
- MORGAN STANLEY added 2,425,799 shares (+46.1%) to their portfolio in Q1 2025, for an estimated $699,285,077
- UBS GROUP AG removed 2,288,039 shares (-51.2%) from their portfolio in Q1 2025, for an estimated $659,573,002
- CAPITAL INTERNATIONAL INVESTORS added 2,036,077 shares (+16.1%) to their portfolio in Q1 2025, for an estimated $586,939,916
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$MSTR Insider Trading Activity
$MSTR insiders have traded $MSTR stock on the open market 89 times in the past 6 months. Of those trades, 8 have been purchases and 81 have been sales.
Here’s a breakdown of recent trading of $MSTR stock by insiders over the last 6 months:
- JARROD M PATTEN has made 2 purchases buying 15,000 shares for an estimated $1,438,780 and 28 sales selling 27,950 shares for an estimated $10,723,302.
- WEI-MING SHAO (EVP & General Counsel) has made 2 purchases buying 4,027 shares for an estimated $342,295 and 13 sales selling 33,752 shares for an estimated $11,811,909.
- CARL J RICKERTSEN has made 0 purchases and 3 sales selling 27,370 shares for an estimated $10,199,235.
- LESLIE J RECHAN has made 0 purchases and 3 sales selling 15,000 shares for an estimated $5,038,440.
- ANDREW KANG (EVP & CFO) has made 2 purchases buying 3,750 shares for an estimated $318,750 and 14 sales selling 9,700 shares for an estimated $3,735,247.
- PHONG LE (President & CEO) has made 2 purchases buying 10,500 shares for an estimated $892,500 and 10 sales selling 8,576 shares for an estimated $3,063,506.
- JEANINE MONTGOMERY (VP & CAO) has made 0 purchases and 10 sales selling 821 shares for an estimated $285,722.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$MSTR Government Contracts
We have seen $29,200 of award payments to $MSTR over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- MICROSTRATEGY TECHNICAL SUPPORT STANDARD RENEWAL - FY25 HHS PROGRAM PERFORMANCE TRACKING SYSTEM: $29,200
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$MSTR Congressional Stock Trading
Members of Congress have traded $MSTR stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $MSTR stock by members of Congress over the last 6 months:
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 02/24 and 1 sale worth up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$MSTR Analyst Ratings
Wall Street analysts have issued reports on $MSTR in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 05/05/2025
- Cantor Fitzgerald issued a "Overweight" rating on 05/05/2025
- HC Wainwright & Co. issued a "Buy" rating on 05/02/2025
- Canaccord Genuity issued a "Buy" rating on 05/02/2025
- Keefe, Bruyette & Woods issued a "Outperform" rating on 02/07/2025
- Maxim Group issued a "Buy" rating on 02/06/2025
- Mizuho issued a "Outperform" rating on 01/29/2025
To track analyst ratings and price targets for $MSTR, check out Quiver Quantitative's $MSTR forecast page.
$MSTR Price Targets
Multiple analysts have issued price targets for $MSTR recently. We have seen 8 analysts offer price targets for $MSTR in the last 6 months, with a median target of $518.0.
Here are some recent targets:
- Ramsey El-Assal from Barclays set a target price of $475.0 on 05/05/2025
- Brett Knoblauch from Cantor Fitzgerald set a target price of $614.0 on 05/05/2025
- Mike Colonnese from HC Wainwright & Co. set a target price of $521.0 on 05/02/2025
- Joseph Vafi from Canaccord Genuity set a target price of $464.0 on 05/02/2025
- Bill Papanastasiou from Keefe, Bruyette & Woods set a target price of $560.0 on 02/07/2025
- Matthew Galinko from Maxim Group set a target price of $500.0 on 02/06/2025
- Dan Dolev from Mizuho set a target price of $515.0 on 01/29/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $MSTR ticker page for more data.
