Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Strategy Inc (STRK)

90 + Investors. Track Smart Money conviction in STRK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — STRK

Based on 91 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 5Q
For 1 consecutive quarter, more hedge funds added STRK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
91 hedge funds hold STRK right now — the highest count in 1.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +75% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+75% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 58% buying

46 buying33 selling
Last quarter: 46 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new STRK position: 41 → 26 → 13 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 46% entered in last year

■ 0% conviction (2yr+) ■ 54% medium ■ 46% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

51 → 41 → 26 → 13 → 20 new funds/Q
New funds entering each quarter: 41 → 26 → 13 → 20. STRK is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 91 current holders: 91 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
19 of 91 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in STRK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — STRK

In 2026 Q1, 46 hedge funds were net buyers of STRK (20 opened a new position, 26 added to an existing one), while 33 reduced or exited (21 trimmed, 12 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 51% of total institutional value in STRK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 91.

Hedge Fund Ownership: STRK

How many hedge funds hold STRK — quarterly history vs. share price
Quarterly hedge fund ownership of STRK vs. share price

Market Analysis: STRK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STRK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Strategy Inc (STRK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much STRK has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
STRK
-8.7%
XLK
+41.0%

STRK outperformed XLK by -49.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
STRK
-13.8%
XLK
+6.3%

Since the filing became public, STRK outperformed XLK by -20.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: STRK
90 + Investors

Track Smart Money conviction in STRK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 90 83 8.43%
13F Shares 6M 7M -9.37%
Total Value $415M $548M -24.24%
New Positions 20 13 +7
Increased Positions 25 30 -5
Closed Positions 13 22 -9
Reduced Positions 21 22 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STRK

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

90 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in STRK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 STRK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ParaFi Capital LP 6.59% 430,628 $30.4M
2 Aspiring Ventures, LLC 1.75% 81,502 $5.8M
3 Andina Capital Management, LLC 1.40% 22,309 $1.6M
4 Sentinel Dome Partners, LLC 1.08% 16,000 $1.1M
5 Kovack Advisors, Inc. 0.77% 201,990 $14.4M
6 Infrastructure Capital Advisors, LLC 0.75% 153,001 $10.8M
7 Greenland Capital Management LP 0.64% 71,681 $5.1M
8 Ground Swell Capital, LLC 0.48% 3,467 $245K
9 Pasadena Private Wealth, LLC 0.35% 35,732 $2.5M
10 Ewing Morris & Co. Investment Partners Ltd. 0.34% 10,681 $755K
11 Ionic Capital Management LLC 0.20% 37,772 $2.7M
12 Advent Capital Management /de/ 0.19% 97,805 $7.0M
13 Exit Wealth Advisors, LLC. 0.11% 2,995 $212K
14 Calamos Advisors LLC 0.05% 200,000 $14.1M
15 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% 300,109 $21.2M
16 Wealthcare Advisory Partners LLC 0.03% 20,792 $1.5M
17 Capital International Investors 0.03% 1,522,681 $107.7M
18 Sovran Advisors, LLC 0.02% 3,924 $307K
19 Synergy Asset Management, LLC 0.02% 3,089 $218K
20 Ssi Investment Management LLC 0.02% 3,445 $245K
21 Vision Financial Markets LLC 0.02% 220 $16K
22 Fiduciary Alliance LLC 0.01% 2,997 $224K
23 Virtus Advisers, LLC 0.01% 400 $28K
24 Ascentis Wealth Management, LLC 0.01% 938 $66K
25 Independent Financial Group, LLC 0.01% 5,870 $415K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Strategy Inc (STRK)

What does the Smart Money Trend signal show for STRK?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added STRK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for STRK?

Slight buying edge — 58% buying: Last quarter: 46 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for STRK holders?

Elite ownership — 51% AUM from top-100 funds: 19 of 91 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in STRK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held STRK?

Mostly new holders — 46% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Strategy Inc (STRK) following the 2026 Q1 hedge fund 13F filings?

As of today, STRK has moved -13.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.3% for the XLK sector ETF — an outperformance of -20.1%. Since the quarter end (March 31, 2026), STRK has gained -8.7% vs +41.0% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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