MSTR Strategy Inc - Class A Common Stock
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Strategy Inc., 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.
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Strategy Inc., 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.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
MSTR Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
MSTR Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
MSTR Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
- Mocne kupno 6 23,1%
- Kup 17 65,4%
- Trzymaj 3 11,5%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
14 analityków · 2026-08-15Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $-24.77 | $-7.67 | -17.1% |
| 31 marca 2026 | $-38.25 | $-4.39 | -33.9% |
| 31 grudnia 2025 | $-42.93 | $3.03 | -46.0% |
| 30 września 2025 | $8.42 | $8.31 | 0.11% |
| 30 czerwca 2025 | $32.60 | $-0.09 | 32.7% |
| 31 marca 2025 | $6.54 | $-0.11 | 6.7% |
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| MSTR | — | -10.0 | 3.0% | -806.3% | -8.4% | 68.7% |
| SNPS | $84.41B | 56.4 | 15.1% | 18.9% | 7.1% | 77.0% |
| 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% |
| FICO | $35.56B | 56.4 | 15.9% | 32.8% | -45.4% | — |
| IOT | $16.29B | -1402.5 | 29.6% | -0.56% | -0.69% | 76.7% |
| U | $19.12B | -46.0 | 2.0% | -21.8% | -12.5% | 74.2% |
| CRCL | — | -180.2 | 63.9% | — | — | — |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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) | 277,660,000 | 192,549,000 | 136,706,000 | 113,209,000 | 10,020,000 | 9,684,000 | 10,256,000 | 11,375,000 | 11,444,000 | 11,425,000 | 11,355,000 | 11,301,000 | |
| Shares (Diluted) | 277,660,000 | 192,549,000 | 165,662,000 | 113,209,000 | 10,020,000 | 9,684,000 | 10,328,000 | 11,412,000 | 11,547,000 | 11,516,000 | 11,539,000 | 11,356,000 | |
| EBITDA | $-5.42B | $-1.84B | $-101M | $-1.26B | $-773M | $-293.0K | $16M | $8M | $87M | $125M | $155M | $30M |
Bilans 23
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Przepływy pieniężne 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Rentowność 8
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
Płynność i wypłacalność 4
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 5.6 | 0.7 | 0.8 | 0.8 | 0.9 | 1.0 | 2.8 | 3.0 | 4.1 | 3.7 | 3.3 | 2.3 | |
| Quick Ratio | 5.5 | 0.6 | 0.7 | 0.7 | 0.8 | 0.9 | 2.7 | 2.9 | 4.0 | 3.6 | 3.2 | 2.1 | |
| Debt / Equity | 0.2 | 0.4 | 1.0 | -6.2 | 2.2 | · | · | · | · | · | · | · | |
| LT Debt / Equity | 0.2 | 0.4 | 1.0 | -6.2 | 2.2 | · | · | · | · | · | · | · |
Efektywność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.1 | 0.2 | 0.2 | 0.4 | 0.5 | 0.6 | 0.6 | 0.7 | 0.9 | 1.0 | |
| Receivables Turnover | 2.5 | 2.5 | 2.7 | 2.6 | 2.6 | 2.7 | 2.9 | 3.0 | 6.6 | 6.8 | 7.2 | 7.0 |
Stopy Wzrostu 3
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -47.8 | 23.9 | -1.1 | -1.0 | -49.8 | 4.3 | 6.5 | 8.3 | 2.5 | 2.0 | 36.9 | |
| 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 |
Rachunek zysków i strat 16
| Wskaźnik | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $123M | $129M | $114M | $111M | $121M | $116M | $111M | $115M | $124M | $129M | $120M | $122M | $133M | $125M | $122M | $119M | |
| Cost of Revenue | $42M | $38M | $36M | $34M | $34M | $34M | $31M | $30M | $28M | $27M | $27M | $28M | $27M | $25M | $25M | $26M | |
| Gross Profit | $81M | $91M | $79M | $77M | $87M | $82M | $81M | $85M | $96M | $103M | $93M | $94M | $106M | $100M | $97M | $94M | |
| R&D Expense | $23M | $23M | $24M | $24M | $26M | $33M | $30M | $29M | $30M | $30M | $29M | $31M | $32M | $30M | $32M | $34M | |
| SG&A Expense | $37M | $38M | $36M | $41M | $36M | $34M | $36M | $35M | $29M | $29M | $29M | $28M | $29M | $27M | $29M | $27M | |
| Operating Expenses | $17.53B | $-3.80B | $-13.95B | $6.00B | $1.10B | $514M | $281M | $289M | $139M | $128M | $120M | $114M | $300M | $94M | $1.01B | $264M | |
| Operating Income | $-17.45B | $3.89B | $14.03B | $-5.92B | $-1.02B | $-433M | $-200M | $-204M | $-43M | $-25M | $-27M | $-20M | $-194M | $6M | $-918M | $-170M | |
| Other Non-op | $-4M | $-716.0K | $-8M | $-4M | $6M | $-5M | $694.0K | $2M | $-6M | $2M | $-250.0K | $-1M | $-6M | $5M | $5M | $2M | |
| Pretax Income | $-17.46B | $3.87B | $14.01B | $-5.94B | $-1.03B | $-479M | $-215M | $-214M | $-61M | $-34M | $-38M | $8M | $-214M | $-3M | $-926M | $-179M | |
| Income Tax | $-5.02B | $1.09B | $3.98B | $-1.73B | $-356M | $-139M | $-112M | $-161M | $-150M | $110M | $-60M | $-453M | $35M | $24M | $136M | $-48M | |
| Net Income | $-12.44B | $2.79B | $10.02B | $-4.22B | $-671M | $-340M | $-103M | $-53M | $89M | $-143M | $22M | $461M | $-250M | $-27M | $-1.06B | $-131M | |
| EPS (Basic) | $-44.27 | $9.30 | $36.23 | $-16.49 | $-3.46 | $-1.72 | $-0.57 | $-0.31 | $-36.50 | $-1.01 | $1.68 | $38.97 | $95.00 | $-2.39 | $-94.01 | $-11.58 | |
| EPS (Diluted) | $-39.76 | $8.42 | $32.60 | $-16.49 | $-3.46 | $-1.72 | $-0.57 | $-0.31 | $-29.66 | $-1.01 | $1.52 | $31.79 | $95.00 | $-2.39 | $-94.01 | $-11.58 | |
| Shares (Basic) | -538,433,000 | 284,376,000 | 275,244,000 | 256,473,000 | -355,273,000 | 197,273,000 | 178,607,000 | 171,942,000 | -30,589,000 | 142,214,000 | 13,247,000 | 11,834,000 | 79,312,000 | 11,308,000 | 11,300,000 | 11,289,000 | |
| Shares (Diluted) | -600,970,000 | 315,393,000 | 306,764,000 | 256,473,000 | -355,273,000 | 197,273,000 | 178,607,000 | 171,942,000 | -7,222,000 | 142,214,000 | 16,095,000 | 14,575,000 | 79,312,000 | 11,308,000 | 11,300,000 | 11,289,000 | |
| EBITDA | · | $3.89B | $14.03B | $-5.91B | · | $-433M | $-200M | $-201M | · | $-25M | $-27M | $-17M | · | $6M | $-918M | $-167M |
Bilans 20
| Wskaźnik | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.30B | $54M | $50M | $60M | $38M | $46M | $67M | $81M | · | $45M | $66M | $94M | · | $60M | $69M | $93M | |
| Receivables | $206M | $113M | $118M | $105M | $181M | $107M | $112M | $115M | · | $129M | $122M | $139M | · | $110M | $119M | $127M | |
| Prepaid Expense | $55M | $44M | $43M | $37M | $31M | $31M | $27M | $43M | · | $24M | $20M | $24M | · | $25M | $25M | $21M | |
| Current Assets | $2.56B | $214M | $213M | $204M | $252M | $186M | $208M | $242M | · | $200M | $210M | $260M | · | $202M | $220M | $247M | |
| PP&E (Net) | $29M | $30M | $30M | $28M | $26M | $28M | $28M | $29M | · | $30M | $31M | $31M | · | $33M | $35M | $36M | |
| PP&E (Gross) | $147M | · | · | · | $160M | · | · | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $118M | · | · | · | $133M | · | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $61.64B | $73.62B | $64.77B | $43.92B | $25.84B | $8.34B | $7.05B | $6.35B | $4.76B | $3.37B | $3.36B | $3.03B | · | $2.55B | $2.57B | $3.64B | |
| Current Liabilities | $456M | $324M | $315M | $309M | $355M | $288M | $446M | $310M | · | $268M | $273M | $312M | · | $261M | $274M | $305M | |
| Capital Leases | $46M | $48M | $51M | $54M | $56M | $57M | $57M | $58M | · | $60M | $64M | $65M | · | $69M | $72M | $74M | |
| Deferred Tax | $1.93B | $6.95B | $5.87B | $1.88B | $407.0K | $357.0K | $357.0K | $357.0K | · | $198.0K | $198.0K | $198.0K | · | $0 | $105.0K | $109.0K | |
| Other Non-current Liabilities | $5M | $5M | $5M | $4M | $5M | $6M | $6M | $18M | · | $18M | $18M | $18M | · | $30M | $26M | $26M | |
| Total Liabilities | $10.60B | $15.50B | $14.40B | $10.39B | $7.61B | $4.57B | $4.22B | $3.95B | · | $2.53B | $2.54B | $2.58B | · | $2.75B | $2.76B | $2.78B | |
| Long-term Debt | $8.19B | $8.17B | $8.16B | $8.14B | $7.19B | $4.21B | $3.85B | $3.56B | · | $2.18B | $2.18B | $2.18B | · | $2.38B | $2.37B | $2.36B | |
| Total Debt | · | $8.17B | $8.16B | $8.14B | · | $4.21B | $3.85B | $3.56B | · | $2.18B | $2.18B | $2.18B | · | $2.38B | $2.37B | $2.36B | |
| Retained Earnings | $6.32B | $18.95B | $16.32B | $6.35B | $-2.17B | $-1.50B | $-1.15B | $-1.05B | · | $-1.09B | $-945M | $-967M | · | $-1.18B | $-1.15B | $-89M | |
| Treasury Stock | · | · | · | · | · | $782M | $782M | $782M | · | $782M | $782M | $782M | · | $782M | $782M | $782M | |
| AOCI | $-5M | $-5M | $-5M | $-12M | $-15M | $-10M | $-14M | $-13M | · | $-15M | $-13M | $-13M | · | $-18M | $-14M | $-10M | |
| Stockholders' Equity | $44.12B | $52.33B | $47.48B | $32.22B | $18.23B | $3.77B | $2.83B | $2.40B | $2.16B | $840M | $819M | $443M | $-383M | $-200M | $-187M | $863M | |
| Liabilities + Equity | $61.64B | $73.62B | $64.77B | $43.92B | $25.84B | $8.34B | $7.05B | $6.35B | · | $3.37B | $3.36B | $3.03B | · | $2.55B | $2.57B | $3.64B |
Przepływy pieniężne 11
| Wskaźnik | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $4M | $9M | $7M | $5M | $6M | $4M | $3M | $5M | $3M | $3M | $3M | $4M | $2M | $2M | $3M | |
| Stock-based Comp | $10M | $15M | $16M | $12M | $19M | $19M | $21M | $18M | $20M | $17M | $15M | $18M | $17M | $17M | $15M | $14M | |
| Other Non-cash | · | · | · | $4.20B | · | · | · | $61M | · | · | · | $-445M | · | · | · | $157M | |
| Operating Cash Flow | $-22M | $-8M | $-35M | $-2M | $-17M | $-41M | $-23M | $29M | $1M | $-7M | $-18M | $37M | $-18M | $-1M | $-21M | $44M | |
| CapEx | $584.0K | $3M | $2M | $3M | $284.0K | $426.0K | $723.0K | $2M | $347.0K | $1M | $639.0K | $499.0K | $635.0K | $332.0K | $878.0K | $641.0K | |
| Investing Cash Flow | $-3.09B | $-4.96B | $-6.79B | $-7.67B | $-18.08B | $-1.58B | $-795M | $-1.64B | $-1.21B | $-163M | $-348M | $-180M | $-45M | $-6M | $-11M | $-216M | |
| Stock Issued | $4.41B | $2.20B | $5.26B | $4.41B | $15.12B | $1.11B | $0 | $138M | $1.21B | $148M | $335M | $341M | $47M | $0 | $0 | $0 | |
| Net Stock Activity | · | · | · | $4.41B | · | · | · | $138M | · | · | · | $341M | · | · | · | · | |
| Financing Cash Flow | $5.37B | $4.97B | $6.81B | $7.69B | $18.09B | $1.59B | $803M | $1.65B | $1.21B | $150M | $338M | $188M | $45M | $2M | $11M | $207M | |
| Net Change in Cash | $2.25B | $4M | $-10M | $22M | $-8M | $-21M | $-15M | $35M | $2M | $-21M | $-28M | $46M | $-16M | $-9M | $-23M | $35M | |
| Free Cash Flow | · | · | · | $-5M | · | · | · | $27M | · | · | · | $37M | · | · | · | $43M |
Rentowność 8
| Wskaźnik | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 70.5% | 68.8% | 69.4% | · | 70.4% | 72.2% | 74.0% | · | 79.4% | 77.5% | 77.1% | · | 79.8% | 79.3% | 78.5% | |
| Operating Margin | · | 3023.4% | 12256.3% | -5331.4% | · | -372.7% | -179.7% | -176.8% | · | -19.5% | -22.2% | -16.7% | · | 4.8% | -752.1% | -142.5% | |
| Net Margin | · | 2164.1% | 8752.8% | -3797.2% | · | -293.1% | -92.0% | -46.1% | · | -110.8% | 18.5% | 378.3% | · | -21.6% | -870.2% | -109.6% | |
| Pretax Margin | · | 3008.2% | 12233.4% | -5350.4% | · | -412.4% | -193.0% | -185.6% | · | -26.1% | -31.6% | 6.6% | · | -2.5% | -758.7% | -149.9% | |
| EBITDA Margin | · | 3023.4% | 12256.3% | -5325.5% | · | -372.7% | -179.7% | -174.1% | · | -19.5% | -22.2% | -13.8% | · | 4.8% | -752.1% | -140.2% | |
| ROA | · | 6.8% | 27.9% | -16.8% | · | -5.8% | -2.0% | -1.1% | · | -4.9% | 0.75% | 13.8% | · | -0.98% | -40.9% | -4.3% | |
| ROE | · | 9.9% | 39.8% | -24.4% | · | -14.8% | -5.6% | -3.7% | · | -44.8% | 7.0% | 70.6% | · | -20.8% | 1937.6% | -21.3% | |
| ROIC | · | 4.6% | 18.0% | -10.4% | · | -3.9% | -1.4% | -0.85% | · | -3.5% | 0.52% | -44.7% | · | 2.4% | -48.1% | -3.9% |
Płynność i wypłacalność 4
| Wskaźnik | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 0.7 | 0.7 | 0.7 | · | 0.6 | 0.5 | 0.8 | · | 0.7 | 0.8 | 0.8 | · | 0.8 | 0.8 | 0.8 | |
| Quick Ratio | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.4 | 0.6 | · | 0.6 | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.7 | |
| Debt / Equity | · | 0.2 | 0.2 | 0.3 | · | 1.1 | 1.4 | 1.5 | · | 2.6 | 2.7 | 4.9 | · | -11.9 | -12.7 | 2.7 | |
| LT Debt / Equity | · | 0.2 | 0.2 | 0.3 | · | 1.1 | 1.3 | 1.5 | · | 2.6 | 2.7 | 4.9 | · | -11.9 | -12.7 | 2.7 |
Efektywność 2
| Wskaźnik | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | |
| Receivables Turnover | · | 1.2 | 1.0 | 1.0 | · | 1.0 | 1.0 | 0.9 | · | 1.1 | 1.0 | 0.9 | · | 1.1 | 1.0 | 0.9 |
Wycena (TTM) 4
| Wskaźnik | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $470M | $453M | $454M | · | $472M | $477M | $487M | · | $497M | $490M | $489M | · | $495M | $495M | $496M | |
| Net Income TTM | · | $7.92B | $4.79B | $-5.33B | · | $-407M | $-210M | $-85M | · | $90M | $207M | $-878M | · | $-1.31B | $-1.32B | $-556M | |
| P/E | · | 14.1 | 29.2 | -15.1 | · | -46.7 | -372.3 | 5.3 | · | 1.1 | -0.5 | -0.4 | · | -0.2 | -0.1 | -0.8 | |
| Earnings Yield | · | 7.1% | 3.4% | -6.6% | · | -2.1% | -0.27% | 18.8% | · | 91.1% | -184.2% | -260.6% | · | -525.7% | -851.5% | -117.8% |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | |
|---|---|---|---|---|---|
| Przychody | $477M | $463M | — | — | — |
| Marża Brutto % | 68.7% | 72.1% | — | — | — |
| Marża Operacyjna % | -1140.8% | -399.8% | — | — | — |
| Zysk netto | $-3.85B | $-1.17B | — | — | — |
| Rozwodniony EPS | $-15.23 | $-6.06 | — | — | — |
Bilans
| 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.2 | 0.4 | — | — | — |
| Wskaźnik bieżący | 5.6 | 0.7 | — | — | — |
| Wskaźnik Szybkości | 5.5 | 0.6 | — | — | — |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2024-09-30 | 2024-06-30 | 2024-03-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $-75M | $-56M | — | — | — |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
- Michael Saylor wstrzymał regularne zakupy bitcoina przez Strategię. Co to oznacza dla akcji MSTR?
- Strategy stock rises after the company raises $263 million without selling bitcoin
- Clashing Over Saylor, Strategy, And Bitcoin's Biggest Risks
- Bitcoin Hits 20-Month Low, Ethereum, Dogecoin, XRP Also Decline: Analyst Identifies 'Genuine Battleground' For Beleaguered BTC Amid 'Extreme Fear'
- Strive obwinia wyprzedaż lewarowanych pozycji za spadek SATA i strategii STRC poniżej wartości nominalnej
- Strategy Buys $100 Million Of Bitcoin Ahead Of Price Surge
- MicroStrategy Stock Sees $6 Million in Bullish Bets Despite the 40% Crash
- Bitcoin, Ethereum Flat, XRP, Dogecoin Dip As US Hits 'Multiple Targets' In Iran: Analyst Points To Data Showing BTC Bottom Not In Yet
- Corporate Bitcoin Buying Has Collapsed This Year
- MicroStrategy kupuje dołek na Bitcoinie. Dlaczego inwestorzy zmieniają kurs i nagle nagradzają akcje MSTR.
Sygnały transakcyjne Ostatnie sygnały kupna/sprzedaży z ceną wejścia i wskaźnikiem ryzyka/zysku
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
Wybierz metryki, które są dla Ciebie ważne — kliknij ➕ obok dowolnego wiersza w Pełnych Fundamentach powyżej.
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Właściciele instytucjonalni (13F) 1 094 emitenci · $29.5B łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 141 (-18 vs poprzedni kw.) | 169 (+7 vs poprzedni kw.) | 392 (-76 vs poprzedni kw.) | 313 (+20 vs poprzedni kw.) | +47.4M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| Capital International Investors | $3 034 130 047 | 34 902 002 | 10,27% | Akcje |
| CLEAR STREET LLC | $2 414 049 837 | 5 971 971 | 8,17% | Akcje |
| WOLVERINE TRADING, LLC | $1 864 249 904 | 5 711 200 | 6,31% | Opcja kupna |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 425 469 447 | 16 397 900 | 4,83% | Opcja sprzedaży |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 334 671 757 | 15 353 408 | 4,52% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 298 612 411 | 14 938 599 | 4,40% | Akcje |
| WOLVERINE TRADING, LLC | $1 072 354 984 | 3 285 200 | 3,63% | Opcja sprzedaży |
| CITADEL ADVISORS LLC | $1 066 100 827 | 12 263 900 | 3,61% | Opcja kupna |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 062 188 977 | 12 218 900 | 3,60% | Opcja kupna |
| JANE STREET GROUP, LLC | $1 041 386 628 | 11 979 600 | 3,53% | Opcja kupna |
| CTC LLC | $1 002 407 216 | 115 312 | 3,39% | Opcja kupna |
| JANE STREET GROUP, LLC | $948 336 756 | 10 909 200 | 3,21% | Opcja sprzedaży |
| CTC LLC | $814 638 416 | 93 712 | 2,76% | Opcja sprzedaży |
| STATE STREET CORP | $654 370 878 | 7 527 561 | 2,22% | Akcje |
| CLEAR STREET LLC | $550 561 260 | 1 362 000 | 1,86% | Opcja sprzedaży |
| GOLDMAN SACHS GROUP INC | $482 777 556 | 5 553 636 | 1,63% | Akcje |
| GOLDMAN SACHS GROUP INC | $404 728 694 | 4 655 800 | 1,37% | Opcja sprzedaży |
| Capital World Investors | $374 760 224 | 4 310 934 | 1,27% | Akcje |
| NORGES BANK | $345 935 849 | 3 979 476 | 1,17% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $322 491 840 | 3 723 235 | 1,09% | Akcje |
| Harvest Portfolios Group Inc. | $271 389 114 | 3 121 927 | 0,92% | Akcje |
| Capital Research Global Investors | $260 251 581 | 2 993 437 | 0,88% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $221 992 446 | 2 553 692 | 0,75% | Akcje |
| Point72 Europe (London) LLP | $202 992 300 | 630 000 | 0,69% | Opcja kupna |
| Toroso Investments, LLC | $198 461 895 | 1 306 100 | 0,67% | Opcja sprzedaży |
| VANGUARD FIDUCIARY TRUST CO | $182 061 411 | 2 094 345 | 0,62% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $156 090 813 | 1 795 592 | 0,53% | Akcje |
| Belvedere Trading LLC | $144 755 836 | 1 665 200 | 0,49% | Opcja sprzedaży |
| D. E. Shaw & Co., Inc. | $141 061 311 | 1 622 700 | 0,48% | Opcja kupna |
| Clear Street Group Inc. | $135 173 368 | 1 554 968 | 0,46% | Akcje |
| WELLS FARGO & COMPANY/MN | $134 514 700 | 1 547 391 | 0,46% | Akcje |
| WELLS FARGO & COMPANY/MN | $132 324 846 | 1 522 200 | 0,45% | Opcja sprzedaży |
| PEAK6 LLC | $128 021 811 | 1 472 700 | 0,43% | Opcja sprzedaży |
| CAPSTONE INVESTMENT ADVISORS, LLC | $119 276 653 | 1 372 100 | 0,40% | Opcja sprzedaży |
| Belvedere Trading LLC | $119 120 179 | 1 370 300 | 0,40% | Opcja kupna |
| WOLVERINE ASSET MANAGEMENT LLC | $118 085 712 | 1 358 400 | 0,40% | Opcja sprzedaży |
| CAPSTONE INVESTMENT ADVISORS, LLC | $112 866 522 | 1 298 361 | 0,38% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $109 601 344 | 1 260 800 | 0,37% | Opcja kupna |
| Parallax Volatility Advisers, L.P. | $104 768 036 | 1 205 200 | 0,35% | Opcja sprzedaży |
| UBS Group AG | $100 153 879 | 1 152 121 | 0,34% | Opcja kupna |
| Sessa Capital IM, L.P. | $99 969 500 | 1 150 000 | 0,34% | Opcja sprzedaży |
| Quadrature Capital Ltd | $99 853 448 | 1 148 665 | 0,34% | Akcje |
| D. E. Shaw & Co., Inc. | $96 874 792 | 1 114 400 | 0,33% | Opcja sprzedaży |
| AMERIPRISE FINANCIAL INC | $86 932 000 | 1 000 000 | 0,29% | Opcja sprzedaży |
| Balyasny Asset Management L.P. | $81 470 796 | 937 200 | 0,28% | Opcja sprzedaży |
| National Pension Service | $78 883 933 | 907 442 | 0,27% | Akcje |
| Hudson Bay Capital Management LP | $77 689 341 | 893 700 | 0,26% | Opcja sprzedaży |
| CANTOR FITZGERALD, L. P. | $77 193 492 | 887 996 | 0,26% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $75 881 197 | 872 900 | 0,26% | Opcja sprzedaży |
| LMR Partners LLP | $74 655 484 | 858 800 | 0,25% | Opcja kupna |
| NATIXIS | $74 142 684 | 852 901 | 0,25% | Akcje |
| Toroso Investments, LLC | $68 706 168 | 452 163 | 0,23% | Akcje |
| LPL Financial LLC | $64 297 096 | 739 642 | 0,22% | Akcje |
| Swiss National Bank | $64 006 559 | 736 300 | 0,22% | Akcje |
| Point72 Europe (London) LLP | $60 125 030 | 186 602 | 0,20% | Akcje |
| Weiss Asset Management LP | $54 756 772 | 629 895 | 0,19% | Akcje |
| CITADEL ADVISORS LLC | $53 027 300 | 610 000 | 0,18% | Opcja sprzedaży |
| Qube Research & Technologies Ltd | $52 940 370 | 609 000 | 0,18% | Opcja sprzedaży |
| VANGUARD ASSET MANAGEMENT, Ltd | $52 662 194 | 605 800 | 0,18% | Akcje |
| Sumitomo Mitsui Trust Group, Inc. | $52 517 803 | 604 139 | 0,18% | Akcje |
| SUSQUEHANNA ADVISORS GROUP, INC. | $52 158 000 | 600 000 | 0,18% | Opcja sprzedaży |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $50 123 299 | 401 629 | 0,17% | Akcje |
| Qube Research & Technologies Ltd | $50 036 908 | 575 600 | 0,17% | Opcja kupna |
| TUDOR INVESTMENT CORP ET AL | $45 290 530 | 521 000 | 0,15% | Opcja kupna |
| Walleye Trading LLC | $44 916 731 | 516 700 | 0,15% | Opcja sprzedaży |
| Capula Management Ltd | $43 621 474 | 501 800 | 0,15% | Opcja sprzedaży |
| Walleye Trading LLC | $43 343 298 | 498 600 | 0,15% | Opcja kupna |
| GOLDMAN SACHS GROUP INC | $43 108 587 | 495 900 | 0,15% | Opcja kupna |
| BARCLAYS PLC | $42 597 090 | 490 016 | 0,14% | Akcje |
| NATIXIS | $41 283 057 | 474 900 | 0,14% | Opcja sprzedaży |
| CLEAR STREET LLC | $40 423 000 | 100 000 | 0,14% | Opcja kupna |
| Marex Group Ltd | $39 840 019 | 458 300 | 0,13% | Opcja kupna |
| Legal & General Group Plc | $39 546 715 | 454 926 | 0,13% | Akcje |
| EXCHANGE TRADED CONCEPTS, LLC | $39 309 746 | 452 200 | 0,13% | Opcja kupna |
| CANTOR FITZGERALD, L. P. | $39 118 500 | 450 000 | 0,13% | Opcja sprzedaży |
| CREDIT AGRICOLE S A | $38 249 200 | 440 000 | 0,13% | Opcja sprzedaży |
| BlackRock, Inc. | $38 129 497 | 438 623 | 0,13% | Akcje |
| CTC LLC | $37 563 409 | 432 111 | 0,13% | Akcje |
| TUDOR INVESTMENT CORP ET AL | $37 145 189 | 427 300 | 0,13% | Opcja sprzedaży |
| Parallax Volatility Advisers, L.P. | $36 475 828 | 419 600 | 0,12% | Opcja kupna |
| BANK OF AMERICA CORP /DE/ | $35 330 959 | 406 430 | 0,12% | Akcje |
| PEAK6 LLC | $33 759 005 | 388 347 | 0,11% | Akcje |
| JANE STREET GROUP, LLC | $33 599 575 | 386 513 | 0,11% | Akcje |
| PEAK6 LLC | $33 163 795 | 381 500 | 0,11% | Opcja kupna |
| California Public Employees Retirement System | $33 124 503 | 381 048 | 0,11% | Akcje |
| UBS Group AG | $31 136 240 | 358 176 | 0,11% | Akcje |
| EXCHANGE TRADED CONCEPTS, LLC | $30 784 608 | 354 131 | 0,10% | Akcje |
| Belvedere Trading LLC | $30 152 105 | 346 855 | 0,10% | Akcje |
| Mitsubishi UFJ Asset Management Co., Ltd. | $29 892 532 | 343 869 | 0,10% | Akcje |
| Caitong International Asset Management Co., Ltd | $29 053 658 | 334 219 | 0,10% | Akcje |
| CITIGROUP INC | $28 060 309 | 322 792 | 0,10% | Akcje |
| RHUMBLINE ADVISERS | $28 006 720 | 322 176 | 0,09% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $27 804 561 | 319 850 | 0,09% | Akcje |
| ProShare Advisors LLC | $26 920 483 | 309 680 | 0,09% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $26 809 212 | 308 400 | 0,09% | Akcje |
| Greenland Capital Management LP | $26 079 000 | 300 000 | 0,09% | Opcja sprzedaży |
| LMR Partners LLP | $26 079 000 | 300 000 | 0,09% | Opcja sprzedaży |
| IMC-Chicago, LLC | $25 635 918 | 294 903 | 0,09% | Akcje |
| CANTOR FITZGERALD, L. P. | $25 209 700 | 290 000 | 0,09% | Opcja kupna |
| BARCLAYS PLC | $25 053 226 | 288 200 | 0,08% | Opcja sprzedaży |
Insiderzy spółki 25 insiderów · 16 dyrektorzy generalni · 9 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Phong Le | President & CEO | 22 sierpnia 2024 M | 12 670 | 0 | 0 | $0 |
| Andrew Kang | SEVP & CFO | 17 czerwca 2024 M | 1 778 | 0 | 0 | $0 |
| Douglas King Thede | Senior EVP & CFO | 5 września 2013 A | — | 0 | 0 | $0 |
| Paul N Zolfaghari | President | 5 września 2013 A | 166 | 0 | 0 | $0 |
| Jonathan F Klein | President & CLO | 5 września 2013 A | 0 | 0 | 0 | $0 |
| BANSAL SANJU K | Vice Chairman, EVP and COO | 10 września 2010 S | 0 | 0 | 0 | $0 |
| Wei-Ming Shao | SEVP & General Counsel | 23 sierpnia 2024 M | 6 460 | 0 | 0 | $0 |
| Jeanine Montgomery | SVP & CAO | 17 czerwca 2024 M | 567 | 0 | 0 | $0 |
| SAYLOR MICHAEL J | Executive Chairman | 25 kwietnia 2024 M | 0 | 0 | 0 | $0 |
| Timothy Edwin Lang | SEVP & CTO | 9 lutego 2023 M | 2 882 | 0 | 0 | $0 |
| Kevin Adkisson | SEVP & CRO | 15 listopada 2022 M | 259 | 0 | 0 | $0 |
| David J Rennyson | SEVP, Worldwide Sales | 8 lutego 2018 A | — | 0 | 0 | $0 |
| Stephen H. Holdridge | SEVP, Worldwide Services | 14 listopada 2017 A | — | 0 | 0 | $0 |
| Marcus H Starke | SEVP & Chief Marketing Officer | 4 maja 2014 A | — | 0 | 0 | $0 |
| Peng Xiao | Senior EVP & CTO | 5 września 2013 A | — | 0 | 0 | $0 |
| Eduardo S Sanchez | VP, Worldwide Sales | 1 marca 2006 M | 842 | 0 | 0 | $0 |
| Jane A Dietze | Dyrektor | 31 maja 2026 A | 1 092 | 0 | 0 | $0 |
| Stephen X Graham | Dyrektor | 31 maja 2026 A | 8 356 | 0 | 0 | $0 |
| Carl J Rickertsen | Dyrektor | 13 sierpnia 2024 M | 0 | 0 | 0 | $0 |
| Leslie J Rechan | Dyrektor | 31 maja 2024 A | 497 | 0 | 0 | $0 |
| Robert H Epstein | Dyrektor | 31 maja 2017 A | 0 | 0 | 0 | $0 |
| Thomas P Spahr | Dyrektor | 15 listopada 2011 S | 10 500 | 0 | 0 | $0 |
| Jarrod M Patten | — | 7 sierpnia 2026 M | 28 406 | 0 | 5 | $-761 483 |
| Adam M Mcdonald | — | 29 sierpnia 2008 M | 0 | 0 | 0 | $0 |
| Arthur S Locke III | — | 9 grudnia 2005 M | 0 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 1 akcja
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| Apex Capital, LLC, Sanford J. Colen ×3 zgłoszenia | 6 listopada 2014 | — | Pierwotne zgłoszenie | Inwestycja pasywna | 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.
Posiadanie ETF-ów Posiadane przez 116 funduszy ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| AMAX · Starboard Investment Trust | 7,86% | 29 392 | 31 maja 2026 | N-PORT |
| CEPI · ETF Opportunities Trust | 5,64% | 31 991 NS | 30 kwietnia 2026 | N-PORT |
| LFGY · Tidal Trust II | 5,14% | 38 861 NS | 30 kwietnia 2026 | N-PORT |
| PFF · iShares Trust | 4,79% | 7 079 724 SH | 8 sierpnia 2026 | Dziennie |
| ULTY · Tidal Trust II | 4,65% | 240 000 NS | 30 kwietnia 2026 | N-PORT |
| CRPT · First Trust Exchange-Traded Fund VI… | 4,57% | 32 908 NS | 31 maja 2026 | N-PORT |
| DAT · ProShares Trust | 4,41% | 1 539 NS | 31 maja 2026 | N-PORT |
| RHTX · Starboard Investment Trust | 2,52% | 1 197 | 31 maja 2026 | N-PORT |
| CBLS · Elevation Series Trust | 2,50% | 8 020 NS | 30 kwietnia 2026 | N-PORT |
| SATO · Invesco Exchange-Traded Fund Trust … | 2,49% | 1 774 SH | 8 sierpnia 2026 | Dziennie |
| CBSE · Elevation Series Trust | 2,44% | 7 070 NS | 30 kwietnia 2026 | N-PORT |
| YALL · Tidal Trust I | 2,15% | 13 128 NS | 31 maja 2026 | N-PORT |
| IGV · iShares Trust | 1,12% | 1 614 343 SH | 8 sierpnia 2026 | Dziennie |
| QQQE · Direxion Shares ETF Trust | 1,10% | 80 700 NS | 30 kwietnia 2026 | N-PORT |
| CGGR · Capital Group Growth ETF | 1,03% | 1 583 609 NS | 31 maja 2026 | N-PORT |
| TRFK · Pacer Funds Trust | 0,97% | 35 887 NS | 30 kwietnia 2026 | N-PORT |
| FDFF · Fidelity Covington Trust | 0,83% | 2 177 NS | 31 maja 2026 | N-PORT |
| BLOX · Tidal Trust II | 0,72% | 11 633 NS | 30 kwietnia 2026 | N-PORT |
| QNXT · iShares Trust | 0,60% | 1 730 SH | 8 sierpnia 2026 | Dziennie |
| IGPT · Invesco Exchange-Traded Fund Trust | 0,53% | 62 699 SH | 8 sierpnia 2026 | Dziennie |
| VOE · VANGUARD INDEX FUNDS | 0,50% | 2 125 006 SH | 8 sierpnia 2026 | Dziennie |
| IMCV · iShares Trust | 0,45% | 52 917 SH | 8 sierpnia 2026 | Dziennie |
| XAIX · DBX ETF Trust | 0,41% | 4 002 NS | 31 maja 2026 | N-PORT |
| VLUE · iShares Trust | 0,37% | 360 331 SH | 8 sierpnia 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,32% | 3 796 168 SH | 8 sierpnia 2026 | Dziennie |
| GINN · Goldman Sachs ETF Trust | 0,29% | 3 820 NS | 31 maja 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,28% | 7 169 034 SH | 8 sierpnia 2026 | Dziennie |
| QYLG · Global X Funds | 0,27% | 2 294 NS | 30 kwietnia 2026 | N-PORT |
| QCLR · Global X Funds | 0,27% | 64 NS | 30 kwietnia 2026 | N-PORT |
| QRMI · Global X Funds | 0,26% | 255 NS | 30 kwietnia 2026 | N-PORT |
| QYLD · Global X Funds | 0,26% | 130 478 NS | 30 kwietnia 2026 | N-PORT |
| TECB · iShares Trust | 0,25% | 12 644 SH | 8 sierpnia 2026 | Dziennie |
| PTNQ · Pacer Funds Trust | 0,25% | 19 107 NS | 30 kwietnia 2026 | N-PORT |
| QTR · Global X Funds | 0,25% | 44 NS | 30 kwietnia 2026 | N-PORT |
| CRTC · DBX ETF Trust | 0,24% | 1 976 NS | 31 maja 2026 | N-PORT |
| QSIX · Pacer Funds Trust | 0,23% | 252 NS | 30 kwietnia 2026 | N-PORT |
| IMCB · iShares Trust | 0,22% | 38 073 SH | 8 sierpnia 2026 | Dziennie |
| PEVC · Pacer Funds Trust | 0,22% | 30 NS | 30 kwietnia 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,22% | 233 396 NS | 30 kwietnia 2026 | N-PORT |
| GEW · EA Series Trust | 0,21% | 1 900 NS | 29 maja 2026 | N-PORT |
| IQQQ · ProShares Trust | 0,19% | 5 038 NS | 31 maja 2026 | N-PORT |
| SCHG · SCHWAB STRATEGIC TRUST | 0,17% | 669 740 NS | 31 maja 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,17% | 4 410 NS | 31 maja 2026 | N-PORT |
| GSEW · Goldman Sachs ETF Trust | 0,17% | 18 824 NS | 31 maja 2026 | N-PORT |
| GXPT · Global X Funds | 0,16% | 1 014 NS | 31 maja 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,16% | 1 478 NS | 30 kwietnia 2026 | N-PORT |
| IYW · iShares Trust | 0,16% | 407 403 SH | 8 sierpnia 2026 | Dziennie |
| ANEW · ProShares Trust | 0,15% | 73 NS | 31 maja 2026 | N-PORT |
| HLAL · Listed Funds Trust | 0,14% | 8 346 NS | 31 maja 2026 | N-PORT |
| QQQ · Invesco QQQ Trust, Series 1 | 0,14% | 7 016 571 SH | 8 sierpnia 2026 | Dziennie |