MSTR MICROSTRATEGY INC

Ownership history in CAP Partners, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which CAP Partners, LLC reported a position in MICROSTRATEGY INC (MSTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.84% (2025 Q2)
Avg. % of fund
1.83%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 20,833 +6,579 +46.2% 1.79% $3.2M $151.95
2025 Q3 ADDED 14,254 +3,086 +27.6% 2.61% $4.6M $322.21
2025 Q2 REDUCED 11,168 -1,347 -10.8% 2.84% $4.5M $404.23
2025 Q1 ADDED 12,515 +765 +6.5% 2.62% $3.6M $288.27
2024 Q4 ADDED 11,750 +3,906 +49.8% 2.40% $3.4M $289.62
2024 Q3 ADDED 7,844 +7,303 +1349.9% 0.99% $1.3M $168.60
2024 Q2 ADDED 541 +35 +6.9% 0.61% $745K $137.75
2024 Q1 INITIATED 506 0.76% $863K
% of Fund (quarterly)    MSTR price (monthly, adj. close)
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