Pacer Advisors Inc. Boosts Position in Strategy Inc $MSTR

Pacer Advisors Inc. boosted its stake in shares of Strategy Inc (NASDAQ:MSTR) by 41.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,136 shares of the software maker’s stock after buying an additional 9,758 shares during the quarter. Pacer Advisors Inc.’s holdings in Strategy were worth $10,677,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the stock. BSW Wealth Partners purchased a new position in shares of Strategy during the third quarter worth approximately $210,000. Patriot Investment Management Group Inc. grew its stake in Strategy by 19.5% in the third quarter. Patriot Investment Management Group Inc. now owns 14,465 shares of the software maker’s stock worth $4,661,000 after purchasing an additional 2,356 shares in the last quarter. Norden Group LLC increased its holdings in Strategy by 45.8% during the 3rd quarter. Norden Group LLC now owns 1,825 shares of the software maker’s stock worth $588,000 after purchasing an additional 573 shares during the period. World Investment Advisors increased its holdings in Strategy by 7.5% during the 3rd quarter. World Investment Advisors now owns 7,177 shares of the software maker’s stock worth $2,313,000 after purchasing an additional 498 shares during the period. Finally, Brookstone Capital Management raised its position in Strategy by 12.8% during the 3rd quarter. Brookstone Capital Management now owns 17,039 shares of the software maker’s stock valued at $5,490,000 after purchasing an additional 1,937 shares in the last quarter. 59.84% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. Sanford C. Bernstein set a $450.00 price target on Strategy and gave the company an “outperform” rating in a research note on Monday, December 8th. HC Wainwright dropped their target price on shares of Strategy from $521.00 to $475.00 and set a “buy” rating on the stock in a report on Monday, November 3rd. BTIG Research cut their target price on shares of Strategy from $700.00 to $630.00 and set a “buy” rating on the stock in a research report on Friday, October 31st. Cantor Fitzgerald restated an “overweight” rating on shares of Strategy in a report on Friday, December 5th. Finally, Canaccord Genuity Group upped their price target on shares of Strategy from $464.00 to $474.00 and gave the stock a “buy” rating in a research report on Monday, November 3rd. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, Strategy presently has a consensus rating of “Moderate Buy” and a consensus price target of $465.13.

Strategy Stock Performance

MSTR stock opened at $158.81 on Friday. Strategy Inc has a one year low of $154.12 and a one year high of $457.22. The firm has a market cap of $45.63 billion, a price-to-earnings ratio of 7.39 and a beta of 3.40. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.66 and a current ratio of 0.66. The firm has a 50-day simple moving average of $208.68 and a two-hundred day simple moving average of $310.60.

Strategy (NASDAQ:MSTR) last posted its quarterly earnings data on Thursday, October 30th. The software maker reported $8.42 EPS for the quarter, topping the consensus estimate of ($0.10) by $8.52. The firm had revenue of $128.69 million during the quarter, compared to analyst estimates of $116.65 million. Strategy had a net margin of 1,667.09% and a return on equity of 20.98%. Strategy’s revenue was up 10.9% on a year-over-year basis. During the same quarter in the previous year, the business posted ($1.56) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Strategy News Roundup

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: CEO bullish on 2026 — Strategy’s CEO says he’s “excited for 2026” despite the Bitcoin downturn, reiterating long?term conviction in the company’s strategy and use of Bitcoin as a corporate asset; that message can support sentiment if management outlines concrete catalysts or buyback/treasury plans. Strategy (MSTR) CEO Says He’s Excited for 2026 Despite Bitcoin Market Downturn – Here’s Why
• Positive Sentiment: Ongoing institutional crypto interest — a $250M close by HashKey Capital and broader fundraising in the crypto space signal continued institutional capital flowing into crypto strategies, a background tailwind for MSTR’s Bitcoin?linked thesis. Hashkey Capital Closes $250?Million Fund?IV to Boost Global Blockchain
• Neutral Sentiment: Market commentary and outlook pieces add noise — several analyst/market?strategy articles discuss MSTR’s risk/reward and whether the stock faces another crash or recovery; these are largely speculative but increase volatility as traders parse scenarios. What’s Ahead for MSTR Stock Price, Another Crash Or A Recovery?
• Neutral Sentiment: Macro/market instruments referenced (e.g., inverse S&P product) and unrelated industry antitrust news add broader market context but don’t directly move MSTR on their own. SPXS: A -3x Inverse Leveraged Strategy On The S&P 500
• Negative Sentiment: Company pivot — social and market commentary report Strategy has paused aggressive Bitcoin purchases and is building a cash reserve via stock sales (including large insider dispositions). That shift undermines the pure?play Bitcoin accumulation narrative and raises dilution/strategy risk for holders. MicroStrategy Stock (MSTR) Opinions on Bitcoin Strategy Pause
• Negative Sentiment: Analyst downgrade and price action pressure — a report noting an analyst downgrade (and a headline of trading down ~3.9%) is cited as an immediate catalyst depressing the share price; combined with heavy insider selling noted in filings, near?term sentiment is negative. Strategy (NASDAQ:MSTR) Trading Down 3.9% on Analyst Downgrade

Insider Activity

In other Strategy news, Director Jane A. Dietze acquired 1,100 shares of the stock in a transaction dated Friday, November 21st. The stock was purchased at an average price of $95.28 per share, with a total value of $104,808.00. Following the transaction, the director directly owned 2,600 shares of the company’s stock, valued at $247,728. This trade represents a 73.33% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Jarrod M. Patten bought 12,000 shares of the company’s stock in a transaction that occurred on Friday, October 17th. The shares were acquired at an average price of $96.88 per share, for a total transaction of $1,162,560.00. Following the completion of the purchase, the director owned 29,335 shares in the company, valued at $2,841,974.80. The trade was a 69.22% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last quarter, insiders acquired 24,880 shares of company stock worth $2,421,219 and sold 43,177 shares worth $13,564,266. Company insiders own 8.46% of the company’s stock.

About Strategy

Strategy, formerly known as MicroStrategy, Incorporated (NASDAQ: MSTR) is a global provider of enterprise analytics and mobility software. The company’s flagship platform offers business intelligence, data discovery, and advanced visualizations that enable organizations to analyze large volumes of data and deliver actionable insights. In addition to traditional on-premises deployments, Strategy provides a range of cloud-based services and managed offerings that allow customers to leverage the power of its analytics tools without managing complex infrastructure.

Founded in 1989 by Michael J.