MSTR Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $164.55
P/E (TTM) -10.8
EPS (TTM) $-15.23
Ricavi (TTM) $477M
ROE (TTM) -12.3%
D/E Debito/Patrimonio 0.2
Intervallo 52 sett. $82–$359

MSTR Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Split azionari 3
Data ex-dividendo Split Tipo
08 Agosto 2024 10-for-1 Avanti
31 Luglio 2002 1-for-10 Inverso
27 Gennaio 2000 2-for-1 Avanti

Informazioni su Strategy Inc - Class A Common Stock Panoramica della società da Wikipedia

05 · wikidata

Strategy Inc., stylized as Strategy₿ and formerly known as MicroStrategy, is an American company that provides business intelligence (BI) and mobile software. Founded in 1989 by Michael J. Saylor, Sanju Bansal, and Thomas Spahr, the firm develops software to analyze internal and external data in order to make business decisions and to develop mobile apps. It is a public company headquartered in Tysons Corner, Virginia, in the Washington metropolitan area. Its primary business analytics competitors include SAP SE Business Objects, IBM Cognos, and Oracle Corporation's BI Platform. Saylor is the executive chairman and, from 1989 to 2022, was the CEO.

Since 2020, the company's securities are widely considered to be a bitcoin proxy due to Strategy's holdings of the cryptocurrency. Saylor has compared it to a bitcoin spot leveraged ETF, though it is not a regulated investment fund.

As of November 17, 2025, Strategy was reported to own over 650,000 bitcoins, worth roughly $59.69 billion, and is the largest corporate holder of the asset. This strategy has primarily been driven by Saylor.

History

Saylor started MicroStrategy in 1989 with a consulting contract from DuPont, which provided Saylor with $250,000 in start-up capital and office space in Wilmington, Delaware. Saylor was soon joined by company co-founder Sanju Bansal, whom he had met while the two were students at Massachusetts Institute of Technology (MIT). The company produced software for data mining and business intelligence using nonlinear mathematics, an idea inspired by a course on systems-dynamics theory that they took at MIT.

In 1992, MicroStrategy gained its first major client when it signed a $10 million contract with McDonald's. It increased revenues by 100% each year between 1990 and 1996. In 1994, the company's offices and its 50 employees moved from Delaware to Tysons Corner, Virginia.

On June 11, 1998, MicroStrategy became a public company via an initial public offering. The company sold 36 million shares of its common stock, each share priced at $6, under the stock ticker "MSTR" on the NASDAQ stock exchange.

In 2000, MicroStrategy founded Alarm.com as part of its research and development unit.

On March 20, 2000, after a review of its accounting practices, MicroStrategy announced that it would restate its financial results for the preceding two years. Its stock price, which had risen from $7 per share to as high as $333 per share in a year, lost $140 (62% of its value) in a day, in what is regarded as the bursting of the dot-com bubble.

Following MicroStrategy Inc.'s March 20, 2000 announcement that it had significantly overstated its 1998 and 1999 revenues, approximately two dozen class action securities fraud actions were filed in the United States District Court for the Eastern District of Virginia against MicroStrategy. In December 2000, the U.S. Securities and Exchange Commission brought charges against the company and its executives. A lawsuit was subsequently filed against MicroStrategy and certain of its officials over fraud. In December 2000, Saylor, Bansal, and the company's former CFO settled with the SEC without admitting wrongdoing, each paying $350,000 in fines. The officers also paid a combined total of $10 million in disgorgement. The company settled with the SEC, hiring an independent director to ensure regulatory compliance.

In February 2009, MicroStrategy sold Alarm.com to venture capital firm ABS Capital Partners for $27.7 million. The company introduced OLAP Services with a shared data set cache to accelerate reports and ad hoc queries. In 2010, the company began developing and deploying business intelligence software for mobile platforms, such as the iPhone and iPad.

In 2011, MicroStrategy expanded its offerings to include a cloud-based service, MicroStrategy Cloud.

In 2013, MicroStrategy sold Angel to Genesys Telecommunications Laboratories for $110 million.

In August 2022, the attorney general for the District of Columbia sued Saylor for tax fraud, accusing him of illegally avoiding more than $25 million in D.C. taxes by pretending to be a resident of other jurisdictions. MicroStrategy was accused of collaborating with Saylor to facilitate his tax evasion by misreporting his residential address to local and federal tax authorities and failing to withhold D.C. taxes. MicroStrategy said the case is "a personal tax matter involving Mr. Saylor" and called the claims against the company "false" and it would "defend aggressively against this overreach." In June 2024, Saylor and MicroStrategy reached a $40 million settlement agreement with the District of Columbia.

Saylor resigned as CEO effective August 8, 2022. Phong Le, who had been president, succeeded him. Saylor remains the executive chairman of MicroStrategy. In a press release announcing the transition, Saylor said that he would focus on the company's bitcoin acquisition strategy and that Phong would manage overall corporate operations.

Bitcoin purchases

In August 2020, MicroStrategy invested $250 million in bitcoin as a treasury reserve asset, citing declining returns from cash, a weakening dollar, and other global macroeconomic factors. The company went on to make several additional large purchases of bitcoin; on September 19, 2022, MicroStrategy and its subsidiaries held approximately 130,000 BTC, acquired at an aggregate purchase price of $3.98 billion at an average purchase price of $30,639 per bitcoin. Executive chairman Saylor has been described as working to "funnel nearly all of Strategy’s available funds" into Bitcoin.

On the company's quarterly earnings call on May 3, 2022, MicroStrategy CFO Phong Le stated that the company would face a margin call if bitcoin's price fell to about $21,000. A margin call would obligate the company to sell some of its bitcoin holdings. Le stated that the company could add more collateral to its loan to avoid such a situation. After bitcoin's price fell to about $20,800 in June 2022, the company said that it had not received a margin call and that it had enough capital to withstand further volatility. On December 22, 2022, MicroStrategy sold 704 BTC, which represented its first time selling any bitcoin, for an amount of around $11.8 million.

On September 25, 2023, MicroStrategy announced that, during the period between August 1, 2023, and September 24, 2023, MicroStrategy and its subsidiaries acquired 5,445 bitcoins for $147.3 million in cash, at an average price of $27,053 per bitcoin, inclusive of fees and expenses.

As of December 8, 2024, MicroStrategy was reported to own 423,650 bitcoins, worth $42.43 billion, and is the largest corporate holder of the asset. Like other cryptocurrency treasury firms, MicroStrategy doesn't give investors on-chain data that would allow public verification of its reserves. MicroStrategy purchased 149,880 bitcoins in the month beginning on November 11, 2024. On the strength of this asset, MicroStrategy was included in the Nasdaq-100 effective December 23, 2024.

A further 4,225 bitcoins were acquired between July 7–13, 2025 for $472.5M at an average price of $111,827 per Bitcoin.

Strategy has launched four credit instruments in the second and third quarter of 2025 worth $4 billion, with more to come. Michael Saylor told Bloomberg that these are high-yield perpetual securities aiming to reduce bitcoin volatility and risk for investors.

In late November 2025 Forbes reported that the shares of Strategy had dropped by 60% compared to the previous year, with its market capitalization down to $49 billion, which was below the value of the $56 billion in bitcoin it was holding at the same time. This was followed by a statement from Strategy CEO Phong Le about a potential sell of bitcoins by Strategy, which market observers saw as a contributing factor in a drop of bitcoin price below $86,000 in early December 2025.

Products

MicroStrategy 2020 is the latest platform release of the company's business intelligence software.

MicroStrategy 2019, the prior platform release, attempted to improve connectivity to data sources and applications and allow for easier mobile application development. it also offered Bluetooth identity detection and voice. The earlier suite of software, MicroStrategy 10, consisted of MicroStrategy Analytics, MicroStrategy Mobile, and Usher. MicroStrategy 10.10, released in December 2017, added MicroStrategy Workstation. It uses business intelligence and predictive analytics to search through and perform analytics on big data from a variety of sources, including data warehouses, Excel files, and Apache Hadoop distributions.

MicroStrategy Mobile, introduced in 2010, incorporates analytics capabilities to apps for iPhone, iPad, Android, and BlackBerry.

Usher is a digital credential and identity intelligence product for organizations to control digital and physical access. It replaces physical badges and passwords with secure digital badges, and generates information on user behavior and resource usage.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreTechnology industriaTechnology dipendenti1.539 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$477M
2019-12-31 → 2025-12-31
EPS$-15.23
2019-12-31 → 2025-12-31
Flusso di cassa libero$-75M
2019-12-31 → 2025-12-31
Margine netto-806.3%
2019-12-31 → 2025-12-31
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni MSTR media 5 anni Mediana dei peer Verdetto
P/E (TTM) -10.8 · · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Sorpresa media 6391.3%
Prossimo report Ott 28, 2026
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Giugno 2026 Lug 29, 2026 $-24.77 $-7.67 -223.0%
31 Marzo 2026 $-38.25 $-4.39 -770.4%
31 Dicembre 2025 $-42.93 $3.03 -1517.9%
30 Settembre 2025 $8.42 $8.31 1.3%
30 Giugno 2025 $32.60 $-0.09 34929.1%
31 Marzo 2025 $6.54 $-0.11 5928.9%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 16
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue $477M$463M$496M$499M$511M$481M$486M$498M$504M$514M$530M$580M
Cost of Revenue $149M$129M$110M$103M$92M$91M$100M$99M$97M$93M$101M$135M
Gross Profit $328M$334M$386M$396M$419M$390M$386M$398M$407M$420M$429M$445M
R&D Expense $94M$118M$121M$127M$117M$104M$109M$102M$79M$73M$65M$103M
SG&A Expense $152M$141M$115M$111M$96M$80M$87M$86M$80M$79M$81M$96M
Operating Expenses $5.77B$2.19B$501M$1.67B$1.20B$403M$387M$394M$334M$311M$295M$440M
Operating Income $-5.44B$-1.85B$-115M$-1.28B$-785M$-14M$-1M$4M$73M$110M$134M$5M
Other Non-op $-17M$4M$-5M$6M$2M$-7M$28M$5M$-7M$3M$4M$6M
Pretax Income $-5.53B$-1.93B$-125M$-1.32B$-811M$-20M$38M$20M$71M$115M$138M$11M
Income Tax $-1.68B$-768M$-554M$147M$-276M$-12M$4M$-2M$53M$23M$32M$6M
Net Income $-3.85B$-1.17B$429M$-1.47B$-535M$-8M$34M$23M$18M$92M$106M$5M
EPS (Basic) $-15.23$-6.06$3.14$-12.98$-53.44$-0.78$3.35$1.98$1.59$8.07$9.33$0.45
EPS (Diluted) $-15.23$-6.06$2.64$-12.98$-53.44$-0.78$3.33$1.97$1.58$8.01$9.18$0.44
Shares (Basic) 277,660,000192,549,000136,706,000113,209,00010,020,0009,684,00010,256,00011,375,00011,444,00011,425,00011,355,00011,301,000
Shares (Diluted) 277,660,000192,549,000165,662,000113,209,00010,020,0009,684,00010,328,00011,412,00011,547,00011,516,00011,539,00011,356,000
EBITDA $-5.42B$-1.84B$-101M$-1.26B$-773M$-293.0K$16M$8M$87M$125M$155M$30M
Stato Patrimoniale 23
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents $2.30B$38M$47M$44M$63M$60M$457M$110M$420M$402M$292M$147M
Short-term Investments ···$0$0$0$109M$466M$255M$187M$193M$199M
Receivables $206M$181M$184M$189M$189M$197M$164M$171M$165M$83M$68M$79M
Prepaid Expense $55M$31M$35M$24M$14M$14M$23M$30M$19M$12M$11M$18M
Current Assets $2.56B$252M$268M$265M$268M$273M$753M$778M$861M$685M$565M$462M
PP&E (Net) $29M$26M$29M$32M$37M$43M$50M$52M$53M$57M$66M$78M
PP&E (Gross) $147M$160M$159M$158M$159M$162M$159M$156M$155M$158M$163M$171M
Accum. Depreciation $118M$133M$130M$125M$123M$119M$109M$104M$101M$100M$97M$93M
Total Assets $61.64B$25.84B$4.76B$2.41B$3.56B$1.47B$917M$856M$933M$768M$657M$559M
Accounts Payable ·······$34M$31M$37M$32M$35M
Current Liabilities $456M$355M$323M$317M$312M$286M$270M$258M$271M$185M$173M$197M
Capital Leases $46M$56M$61M$67M$77M$84M$103M$0····
Deferred Tax $1.93B$407.0K$357.0K$198.0K$109.0K$8M$26.0K$37.0K$4.0K$294.0K$17.0K$4M
Other Non-current Liabilities $5M$5M$22M$17M$26M$33M$30M$61M$50M$16M$20M$23M
Total Liabilities $10.60B$7.61B$2.60B$2.79B$2.58B$913M$408M$326M$327M$216M$202M$234M
Long-term Debt $8.19B$7.19B$2.18B$2.38B$2.16B·······
Total Debt $8.19B$7.19B$2.18B$2.38B$2.16B·······
Paid-in Capital ···········$507M
Retained Earnings $6.32B$-2.17B$-999M$-1.43B$41M$576M$583M$549M$527M$494M$403M$297M
Treasury Stock ·$0$782M$782M$782M$782M$659M$586M$475M$475M$475M$475M
AOCI $-5M$-15M$-11M$-14M$-8M$-4M$-10M$-10M$-6M$-11M$-7M$-4M
Stockholders' Equity $44.12B$18.23B$2.16B$-383M$979M$446M$509M$530M$606M$566M$455M$324M
Liabilities + Equity $61.64B$25.84B$4.76B$2.41B$3.56B$1.47B$917M$856M$933M$768M$657M$559M
Flusso di cassa 16
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A $26M$18M$15M$11M$11M$13M$9M$4M$16M$20M$21M$25M
Stock-based Comp $53M$77M$70M$64M$44M$11M$10M$15M$14M$12M$17M$12M
Deferred Tax $-1.68B$-768M$-569M$125M$-279M$-21M$-3M$-8M$-4M$-4M$10M$-1M
Restructuring ·······$0$0$45.0K$279.0K$15M
Other Non-cash $5.39B$1.79B$68M$1.27B$853M$58M$2M$-22M$36M$-4M$-4M$-26M
Operating Cash Flow $-67M$-53M$13M$3M$94M$54M$61M$11M$78M$111M$150M$15M
CapEx $8M$3M$3M$2M$3M$4M$10M$7M$4M$2M$3M$12M
Investing Cash Flow $-22.51B$-22.09B$-1.91B$-279M$-2.63B$-1.02B$354M$-209M$-70M$4M$-8M$-82M
Stock Issued $16.27B$16.36B$2.03B$47M$1.00B$0······
Stock Repurchased ···$0$0$123M$73M$111M$0$0··
Net Stock Activity $16.27B$16.36B$2.03B$47M$0$-123M$-73M$-111M····
Dividends Paid ·····$0$0$0$0$0$0$0
Financing Cash Flow $24.84B$22.13B$1.89B$265M$2.54B$563M$-66M$-109M$2M$-1M$9M$-1M
Net Change in Cash $2.26B$-9M$-2M$-14M$4M$-397M$347M$-310M$18M$110M$145M$-73M
Taxes Paid $13M$1M$30M$22M$7M$7M$6M$13M$29M$24M$13M$6M
Free Cash Flow $-75M$-56M$10M$725.0K$91M$50M$51M$4M$74M$108M$146M$2M
Redditività 8
Metrica Tendenza 202520242023202220212020201920182017201620152014
Gross Margin 68.7%72.1%77.8%79.4%82.0%81.1%79.4%80.0%80.8%81.8%80.9%76.7%
Operating Margin -1140.8%-399.8%-23.2%-255.5%-153.6%-2.8%-0.21%0.80%14.7%21.0%25.3%0.88%
Net Margin -806.3%-251.7%86.5%-294.4%-104.8%-1.6%7.1%4.5%3.5%17.8%20.0%0.87%
Pretax Margin -1157.9%-417.4%-25.1%-264.9%-158.9%-4.2%7.9%4.1%14.4%22.1%26.0%1.9%
EBITDA Margin -1135.5%-396.0%-20.3%-253.4%-151.4%-0.06%3.2%1.5%17.2%24.4%29.3%5.2%
ROA -8.8%-6.8%12.0%-49.3%-21.3%-0.63%3.9%2.5%2.2%12.8%17.4%0.88%
ROE -8.4%-10.6%28.6%503.9%-74.4%-1.6%6.7%3.9%3.0%18.1%27.2%1.6%
ROIC -7.2%-4.4%9.1%-71.0%-16.5%-0.93%-0.18%0.83%3.1%15.7%22.6%0.72%
Liquidità e Solvibilità 4
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 5.60.70.80.80.91.02.83.04.13.73.32.3
Quick Ratio 5.50.60.70.70.80.92.72.94.03.63.22.1
Debt / Equity 0.20.41.0-6.22.2·······
LT Debt / Equity 0.20.41.0-6.22.2·······
Efficienza 2
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 0.00.00.10.20.20.40.50.60.60.70.91.0
Receivables Turnover 2.52.52.72.62.62.72.93.06.66.87.27.0
Per Azione 3
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue / Share $1.72$2.41$29.96$44.10$50.97$49.64$47.09$43.61$43.69$44.47$45.92$51.06
Cash Flow / Share $-0.24$-0.28$0.77$0.28$9.36$5.54$5.89$0.93$6.78$9.60$12.97$1.29
EPS (TTM) $-15.23$-6.06$2.64$-12.98$-53.44$-0.78$3.33$1.97$1.58$8.01$9.18$0.44
Tassi di Crescita 3
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 3.0%-6.6%-0.60%-2.2%6.2%·······
Revenue CAGR 3Y -1.5%-3.2%1.1%·········
Revenue CAGR 5Y -0.15%···········
Valutazione (TTM) 5
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM $477M$463M$496M$499M$511M$481M$486M$498M$504M$514M$530M$580M
Net Income TTM $-3.85B$-1.17B$429M$-1.47B$-535M$-8M$34M$23M$18M$92M$106M$5M
P/E -10.0-47.823.9-1.1-1.0-49.84.36.58.32.52.036.9
Earnings Yield -10.0%-2.1%4.2%-91.7%-98.2%-2.0%23.4%15.4%12.0%40.6%51.2%2.7%
Annual Payout ·····$0$0$0$0$0$0$0

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2025-12-312024-12-312024-09-302024-06-302024-03-31
Ricavi $477M $463M · · ·
Margine Lordo % 68.7% 72.1% · · ·
Margine Operativo % -1140.8% -399.8% · · ·
Utile netto $-3.85B $-1.17B · · ·
EPS Diluito $-15.23 $-6.06 · · ·

Proprietari istituzionali (13F) 1.085 filer · $43.0B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 1.085
Valore detenuto $43.0B
Nuove posizioni 137
Posizioni chiuse 172
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
137 (-30 vs trimestre precedente) 172 (+8 vs trimestre precedente) 412 (-64 vs trimestre precedente) 312 (+17 vs trimestre precedente) +27.2M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
VANGUARD GROUP INC $3.656.355.527 24.062.886 8,50% Azioni
Capital International Investors $3.034.130.047 34.902.002 7,06% Azioni
CLEAR STREET LLC $2.414.049.837 5.971.971 5,61% Azioni
Toroso Investments, LLC $2.220.931.590 14.616.200 5,16% Opzione Call
WOLVERINE TRADING, LLC $1.864.249.904 5.711.200 4,33% Opzione Call
BlackRock, Inc. $1.685.945.111 19.394.284 3,92% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.425.469.447 16.397.900 3,31% Opzione Put
VANGUARD PORTFOLIO MANAGEMENT LLC $1.334.671.757 15.353.408 3,10% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $1.298.612.411 14.938.599 3,02% Azioni
CITADEL ADVISORS LLC $1.106.905.769 12.733.300 2,57% Opzione Put
JANE STREET GROUP, LLC $1.079.227.257 12.414.900 2,51% Opzione Put
WOLVERINE TRADING, LLC $1.072.354.984 3.285.200 2,49% Opzione Put
CITADEL ADVISORS LLC $1.066.100.827 12.263.900 2,48% Opzione Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.062.188.977 12.218.900 2,47% Opzione Call
JANE STREET GROUP, LLC $1.041.386.628 11.979.600 2,42% Opzione Call
CTC LLC $1.002.407.216 115.312 2,33% Opzione Call
CTC LLC $814.638.416 93.712 1,89% Opzione Put
Invesco Ltd. $811.985.528 9.340.682 1,89% Azioni
MORGAN STANLEY $811.096.588 9.330.454 1,89% Azioni
STATE STREET CORP $654.370.878 7.527.561 1,52% Azioni
CLEAR STREET LLC $550.561.260 1.362.000 1,28% Opzione Put
GOLDMAN SACHS GROUP INC $505.077.319 5.810.162 1,17% Azioni
UBS Group AG $429.730.719 4.943.411 1,00% Azioni
GOLDMAN SACHS GROUP INC $411.683.094 4.735.800 0,96% Opzione Put
GEODE CAPITAL MANAGEMENT, LLC $399.295.885 4.606.751 0,93% Azioni
Capital World Investors $374.760.224 4.310.934 0,87% Azioni
NORGES BANK $345.935.849 3.979.476 0,80% Azioni
Harvest Portfolios Group Inc. $271.389.114 3.121.927 0,63% Azioni
Capital Research Global Investors $260.251.581 2.993.437 0,61% Azioni
JANE STREET GROUP, LLC $232.765.680 2.677.622 0,54% Azioni
RENAISSANCE TECHNOLOGIES LLC $221.992.446 2.553.692 0,52% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $219.144.445 2.520.930 0,51% Azioni
Point72 Europe (London) LLP $202.992.300 630.000 0,47% Opzione Call
Toroso Investments, LLC $198.461.895 1.306.100 0,46% Opzione Put
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $196.401.505 1.573.730 0,46% Azioni
VANGUARD FIDUCIARY TRUST CO $182.061.411 2.094.345 0,42% Azioni
WELLS FARGO & COMPANY/MN $173.360.428 1.994.253 0,40% Azioni
NORTHERN TRUST CORP $159.216.990 1.831.554 0,37% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $156.110.198 1.795.815 0,36% Azioni
Belvedere Trading LLC $144.755.836 1.665.200 0,34% Opzione Put
Toroso Investments, LLC $142.958.663 940.827 0,33% Azioni
LMR Partners LLP $142.104.471 1.634.700 0,33% Opzione Put
D. E. Shaw & Co., Inc. $141.061.311 1.622.700 0,33% Opzione Call
Clear Street Group Inc. $135.173.368 1.554.968 0,31% Azioni
WELLS FARGO & COMPANY/MN $132.324.846 1.522.200 0,31% Opzione Put
PEAK6 LLC $128.021.811 1.472.700 0,30% Opzione Put
Marex Group Ltd $127.928.709 1.471.629 0,30% Azioni
Legal & General Group Plc $123.526.400 1.420.987 0,29% Azioni
CAPSTONE INVESTMENT ADVISORS, LLC $119.276.653 1.372.100 0,28% Opzione Put
Belvedere Trading LLC $119.120.179 1.370.300 0,28% Opzione Call

Mostra tutti i 1.085 proprietari istituzionali →

Attivisti e proprietari del 5%+ 1 partecipazione

18

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
Apex Capital, LLC, Sanford J. Colen ×3 depositi 06 Novembre 2014 · Deposito iniziale Investimento passivo SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Insider aziendali 27 insider · 16 dirigenti · 11 direttori

19
Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Phong Le President & CEO 08 Giugno 2026 M 126.323 2 15 $-11.807.592
Andrew Kang EVP & CFO 08 Giugno 2026 M 71.044 0 18 $-6.022.437
Douglas King Thede Senior EVP & CFO 05 Settembre 2013 A · 0 0 $0
Paul N Zolfaghari President 05 Settembre 2013 A 166 0 0 $0
Jonathan F Klein President & CLO 05 Settembre 2013 A 0 0 0 $0
BANSAL SANJU K Vice Chairman, EVP and COO 10 Settembre 2010 S 0 0 0 $0
Wei-Ming Shao SEVP & General Counsel 23 Agosto 2024 M 6.460 0 0 $0
Jeanine Montgomery SVP & CAO 17 Giugno 2024 M 567 0 0 $0
SAYLOR MICHAEL J Executive Chairman 25 Aprile 2024 M 0 0 0 $0
Timothy Edwin Lang SEVP & CTO 09 Febbraio 2023 M 2.882 0 0 $0
Kevin Adkisson SEVP & CRO 15 Novembre 2022 M 259 0 0 $0
David J Rennyson SEVP, Worldwide Sales 08 Febbraio 2018 A · 0 0 $0
Stephen H. Holdridge SEVP, Worldwide Services 14 Novembre 2017 A · 0 0 $0
Marcus H Starke SEVP & Chief Marketing Officer 04 Maggio 2014 A · 0 0 $0
Peng Xiao Senior EVP & CTO 05 Settembre 2013 A · 0 0 $0
Eduardo S Sanchez VP, Worldwide Sales 01 Marzo 2006 M 842 0 0 $0
Brian P Brooks Direttore 31 Maggio 2026 A 1.092 0 0 $0
Gregg Winiarski Direttore 31 Maggio 2026 A 1.092 0 0 $0
Jane A Dietze Direttore 31 Maggio 2026 A 1.092 0 0 $0
Stephen X Graham Direttore 31 Maggio 2026 A 8.356 0 0 $0
Carl J Rickertsen Direttore 13 Agosto 2024 M 0 0 0 $0
Leslie J Rechan Direttore 31 Maggio 2024 A 497 0 0 $0
Robert H Epstein Direttore 31 Maggio 2017 A 0 0 0 $0
Thomas P Spahr Direttore 15 Novembre 2011 S 10.500 0 0 $0
Jarrod M Patten · 07 Agosto 2026 M 28.406 0 5 $-761.483
Adam M Mcdonald · 29 Agosto 2008 M 0 0 0 $0
Arthur S Locke III · 09 Dicembre 2005 M 0 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 73 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
CEPI · ETF Opportunities Trust 4,80% 56.694 NS 31 Luglio 2026 N-PORT
PFF · iShares Trust 4,77% 6.412.768 SH 11 Settembre 2026 Giornaliero
LFGY · Tidal Trust II 2,98% 29.160 NS 31 Luglio 2026 N-PORT
ULTY · Tidal Trust II 2,73% 217.000 NS 31 Luglio 2026 N-PORT
SATO · Invesco Exchange-Traded Fund Trust … 2,53% 1.340 SH 05 Ottobre 2026 Giornaliero
IGV · iShares Trust 1,46% 1.514.110 SH 11 Settembre 2026 Giornaliero
IGPT · Invesco Exchange-Traded Fund Trust 0,85% 77.585 SH 05 Ottobre 2026 Giornaliero
QNXT · iShares Trust 0,81% 1.730 SH 11 Settembre 2026 Giornaliero
IMCV · iShares Trust 0,60% 53.883 SH 11 Settembre 2026 Giornaliero
QQQE · Direxion Shares ETF Trust 0,60% 85.439 NS 31 Luglio 2026 N-PORT
VOE · VANGUARD INDEX FUNDS 0,50% 2.125.006 SH 19 Agosto 2026 Giornaliero
VLUE · iShares Trust 0,49% 362.622 SH 11 Settembre 2026 Giornaliero
BLOX · Tidal Trust II 0,43% 13.084 NS 31 Luglio 2026 N-PORT
FOWF · Pacer Funds Trust 0,35% 589 NS 31 Luglio 2026 N-PORT
TECB · iShares Trust 0,33% 12.644 SH 11 Settembre 2026 Giornaliero
VXF · VANGUARD INDEX FUNDS 0,32% 3.796.168 SH 19 Agosto 2026 Giornaliero
IMCB · iShares Trust 0,30% 38.739 SH 11 Settembre 2026 Giornaliero
VO · VANGUARD INDEX FUNDS 0,28% 7.169.034 SH 19 Agosto 2026 Giornaliero
EUSA · iShares, Inc. 0,25% 37.427 SH 11 Settembre 2026 Giornaliero
QQQM · Invesco Exchange-Traded Fund Trust … 0,24% 1.682.083 SH 05 Ottobre 2026 Giornaliero
QQQ · Invesco QQQ Trust, Series 1 0,24% 7.610.532 SH 05 Ottobre 2026 Giornaliero
IYW · iShares Trust 0,21% 405.170 SH 11 Settembre 2026 Giornaliero
IGM · iShares Trust 0,19% 156.451 SH 11 Settembre 2026 Giornaliero
IWX · iShares Trust 0,16% 47.323 SH 11 Settembre 2026 Giornaliero
SIZE · iShares Trust 0,15% 4.854 SH 11 Settembre 2026 Giornaliero
QRMI · Global X Funds 0,15% 224 NS 31 Luglio 2026 N-PORT
IETC · iShares U.S. ETF Trust 0,14% 7.643 SH 11 Settembre 2026 Giornaliero
PTNQ · Pacer Funds Trust 0,14% 18.314 NS 31 Luglio 2026 N-PORT
QYLG · Global X Funds 0,14% 2.412 NS 31 Luglio 2026 N-PORT
QQWZ · Pacer Funds Trust 0,14% 760 NS 31 Luglio 2026 N-PORT
QTR · Global X Funds 0,14% 114 NS 31 Luglio 2026 N-PORT
QYLD · Global X Funds 0,14% 118.054 NS 31 Luglio 2026 N-PORT
QCLR · Global X Funds 0,14% 48 NS 31 Luglio 2026 N-PORT
USXF · iShares Trust 0,13% 15.409 SH 11 Settembre 2026 Giornaliero
QSIX · Pacer Funds Trust 0,13% 255 NS 31 Luglio 2026 N-PORT
EVUS · iShares Trust 0,12% 3.684 SH 11 Settembre 2026 Giornaliero
ILCV · iShares Trust 0,12% 12.899 SH 11 Settembre 2026 Giornaliero
IWD · iShares Trust 0,11% 728.571 SH 11 Settembre 2026 Giornaliero
VTV · VANGUARD INDEX FUNDS 0,11% 3.138.522 SH 19 Agosto 2026 Giornaliero
VEGN · ETF Series Solutions 0,10% 1.927 NS 31 Luglio 2026 N-PORT
VGT · VANGUARD WORLD FUND 0,10% 1.891.770 SH 19 Agosto 2026 Giornaliero
IQSU · New York Life Investments ETF Trust 0,09% 3.070 NS 31 Luglio 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0,08% 197.463 SH 19 Agosto 2026 Giornaliero
EQAL · Invesco Exchange-Traded Fund Trust … 0,08% 3.933 SH 05 Ottobre 2026 Giornaliero
IWL · iShares Trust 0,07% 12.682 SH 11 Settembre 2026 Giornaliero
ILCB · iShares Trust 0,06% 6.411 SH 11 Settembre 2026 Giornaliero
PBUS · Invesco Exchange-Traded Fund Trust … 0,06% 41.853 SH 05 Ottobre 2026 Giornaliero
IYY · iShares Trust 0,06% 14.160 SH 11 Settembre 2026 Giornaliero
VFVA · VANGUARD WELLINGTON FUND 0,06% 5.766 SH 19 Agosto 2026 Giornaliero
IWB · iShares Trust 0,06% 225.915 SH 11 Settembre 2026 Giornaliero
GLBL · Pacer Funds Trust 0,06% 7 NS 31 Luglio 2026 N-PORT
ITOT · iShares Trust 0,06% 429.836 SH 11 Settembre 2026 Giornaliero
IWV · iShares Trust 0,06% 89.910 SH 11 Settembre 2026 Giornaliero
FTEC · FIDELITY COVINGTON TRUST 0,06% 118.847 NS 31 Luglio 2026 N-PORT
VV · VANGUARD INDEX FUNDS 0,05% 386.357 SH 19 Agosto 2026 Giornaliero
ESGV · VANGUARD WORLD FUND 0,05% 74.021 SH 19 Agosto 2026 Giornaliero
TOV · EA Series Trust 0,05% 1.293 NS 31 Luglio 2026 N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0,05% 45.604 NS 31 Luglio 2026 N-PORT
VOTE · TCW ETF Trust 0,05% 5.597 NS 31 Luglio 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0,05% 27.828 NS 31 Luglio 2026 N-PORT
CRBN · iShares Trust 0,04% 3.674 SH 11 Settembre 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,04% 10.504.713 SH 19 Agosto 2026 Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS 0,04% 53.955 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,04% 27.559 SH 19 Agosto 2026 Giornaliero
TOK · iShares Trust 0,04% 716 SH 11 Settembre 2026 Giornaliero
URTH · iShares, Inc. 0,04% 23.608 SH 11 Settembre 2026 Giornaliero
TILT · FlexShares Trust 0,04% 8.374 NS 31 Luglio 2026 N-PORT
ACWI · iShares Trust 0,03% 86.009 SH 11 Settembre 2026 Giornaliero
PRFZ · Invesco Exchange-Traded Fund Trust 0,03% 4.911 SH 05 Ottobre 2026 Giornaliero
PRF · Invesco Exchange-Traded Fund Trust 0,03% 17.228 SH 05 Ottobre 2026 Giornaliero
DYNF · BlackRock ETF Trust 0,02% 78.649 SH 11 Settembre 2026 Giornaliero
PEVC · Pacer Funds Trust 0,02% 6 NS 31 Luglio 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,02% 273.554 SH 19 Agosto 2026 Giornaliero

MSTR Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21
rating · 26 analisti COMPRA
Target mediano $215.00 +30,7%
6 23,1% Acquisto forte
17 65,4% Compra
3 11,5% Mantieni
0 0,0% Vendi
0 0,0% Vendita forte

Target Price a 12 Mesi

15 analisti · 2026-10-03

Target medio $236.80 +43,9%

Ora Prezzo attuale $164.55
Basso$160.00 Media$236.80 Alto$435.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
MSTR · -10.0 3.0% -806.3% -8.4% 68.7%
CDNS $84.96B 77.0 14.1% 20.9% 21.2% ·
SNPS $84.41B 56.4 15.1% 18.9% 7.1% 77.0%
APP $227.96B 69.1 70.0% 60.8% 201.9% ·
ADBE $132.21B 19.2 10.5% 30.0% 61.8% 89.3%
INTU $84.83B 19.2 13.9% 21.3% 24.0% ·
ADSK $53.90B 48.6 17.5% 15.6% 39.0% 91.0%
WDAY $45.51B 67.8 13.1% 7.3% 8.2% ·
ROP $47.45B 31.3 12.3% 19.4% 7.8% 69.2%
ZM · 14.9 4.4% 39.0% 20.3% 77.0%
PLTR $425.03B 282.1 56.2% 36.3% 26.2% 82.4%

Ultime notizie Notizie recenti che menzionano questa società

23

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

25

Nessun segnale aperto al momento — nessuna scheda è compilata, e questo è onesto.

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

26

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Fonte: SEC 10-K depositato Feb 19, 2026