Strategy Inc Class A (MSTR)

Strategy, Inc.'s stock price has been volatile, influenced by Bitcoin's price movements. The stock dropped significantly in the last six and three months. Key events include Bitcoin price fluctuations, unrealized losses, deleveraging events, share dilution, trading below NAV, MSCI reclassification concerns, and the Q4 2025 earnings report.

Strategy, Inc.'s software segment exhibits demand seasonality, with a period of seasonal strength from October 9 to February 15 based on historical trends. This timeframe has shown positive results compared to the benchmark in 15 out of 20 periods. The underlying software business contributes to a more predictable revenue stream, with potential quarterly fluctuations.

Strategy, Inc., formerly MicroStrategy, Inc., operates in the technology sector with a focus on enterprise analytics software and a Bitcoin treasury strategy. The company provides an AI-powered analytics platform, Strategy ONE, offering business intelligence, data discovery, advanced visualizations, and AI/ML capabilities.

Headquartered in Tysons Corner, Virginia, Strategy, Inc. has a global presence with offices and partners across North America, South America, Europe, the Middle East, Africa, and the Asia-Pacific region. It provides sales, technical support, professional services, education, and cloud-based AI-powered analytics solutions worldwide.

Strategy, Inc.'s brand reputation has been shaped by its rebranding and Bitcoin strategy, as well as related legal challenges. The company rebranded to Strategy, Inc. in February 2025, reflecting its focus as a Bitcoin Treasury Company. The company's Bitcoin accumulation has led to stock price volatility. Multiple class action lawsuits have been filed, alleging overstated profitability and understated volatility risks.

Strategy, Inc.'s ownership includes institutional investors, mutual funds, insiders, public companies, and retail investors. Major institutional holders include The Vanguard Group, Inc., Capital Research and Management Company, and BlackRock, Inc. Top mutual fund holders include The Growth Fund of America and Vanguard Index Funds - Vanguard Total Stock Market ETF. Insiders hold approximately 10.07% of the company's stock, while public companies and retail investors hold about 54.58%.