Jarrod M Patten, a director at $MSTR, bought 5,000 shares of the company on 06-05-2025 for an estimated $425,000. This trade was reported by Quiver Quantitative using data from a recent SEC filing. This increased their holdings of this class of stock by approximately inf%. Following this trade, they now own 5,000 shares of this class of $MSTR stock.
$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 Hedge Fund Activity
We have seen 640 institutional investors add shares of $MSTR stock to their portfolio, and 384 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 Congressional Stock Trading
Members of Congress have traded $MSTR stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 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 purchased up to $50,000 on 02/24.
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 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Canaccord Genuity issued a "Buy" rating on 05/19/2025
- UBS issued a "Buy" rating on 05/16/2025
- BTIG issued a "Buy" rating on 05/14/2025
- Monness issued a "Sell" rating on 04/01/2025
- Compass Point issued a "Buy" rating on 01/29/2025
To track analyst ratings and price targets for $MSTR, check out Quiver Quantitative's $MSTR forecast page.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
