Arkolith/Stocks/MSTR 8 PERP

MSTR 8 PERP

Strategy Inc
UnclassifiedNASDAQ/NGSCUSIP 594972887◍ Confluence graph
Tracked 13F Holders
81
-42 QoQ
13F Value (tracked)
$243.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)23 adding · 4 trimming
Insider net (180d)$0

Who owns MSTR 8 PERP?

81 tracked 13F filers

81 tracked 13F filers disclose a position in MSTR 8 PERP as of the latest SEC 13F filings, a combined $243.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

3 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$68.5M
969K
−8.8%
Reduced · −94K sh
Q1 2026
2ParaFi Capital LP
$30.4M
431K
+115%
Added · +230K sh
Q1 2026
3VAN ECK ASSOCIATES CORP
Withheld
355K
−15%
Reduced · −64K sh
Q1 2026
4MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$21.2M
300K
+24%
Added · +59K sh
Q1 2026
5LPL Financial LLC
$17.9M
253K
−2.1%
Reduced · −5K sh
Q1 2026
6MILLENNIUM MANAGEMENT LLC
Withheld
206K
New
+206K sh
Q1 2026
7Calamos Advisors LLC
$11.8M
200K
Held
Q2 2026
8Greenland Capital Management LP
$11.4M
193K
+170%
Added · +122K sh
Q2 2026
9INFRASTRUCTURE CAPITAL ADVISORS, LLC
$11.2M
191K
+25%
Added · +38K sh
Q2 2026
10STATE STREET CORP
$9.6M
162K
−3.6%
Reduced · −6K sh
Q2 2026
11FMR LLC
$9.6M
136K
Held
Q1 2026
12ADVENT CAPITAL MANAGEMENT /DE/
$7.0M
98K
−7.5%
Reduced · −8K sh
Q1 2026
13Aspiring Ventures, LLC
$4.6M
78K
−4.1%
Reduced · −3K sh
Q2 2026
14MORGAN STANLEY
$4.6M
65K
+41%
Added · +19K sh
Q1 2026
15Universal- Beteiligungs- und Servicegesellschaft mbH
$3.8M
65K
New
+65K sh
Q2 2026
16STIFEL FINANCIAL CORP
$4.0M
57K
+24%
Added · +11K sh
Q1 2026
17Ionic Capital Management LLC
$2.7M
38K
+31%
Added · +9K sh
Q1 2026
18NATIONAL BANK OF CANADA /FI/
$2.4M
34K
+4.1%
Added · +1K sh
Q1 2026
19Pasadena Private Wealth, LLC
$2.0M
34K
−6.0%
Reduced · −2K sh
Q2 2026
20MANUFACTURERS LIFE INSURANCE COMPANY, THE
$1.7M
24K
New
+24K sh
Q1 2026
21WELLS FARGO & COMPANY/MN
$1.5M
21K
−4.7%
Reduced · −1K sh
Q1 2026
22COMMONWEALTH EQUITY SERVICES, LLC
$1.5M
21K
+4.0%
Added · +783 sh
Q1 2026
23Wealthcare Advisory Partners LLC
$1.2M
20K
−2.5%
Reduced · −518 sh
Q2 2026
24MERCER GLOBAL ADVISORS INC /ADV
$1.4M
20K
−15%
Reduced · −4K sh
Q1 2026
25Shaolin Capital Management LLC
$972K
17K
New
+17K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MSTR 8 PERP being bought or sold by institutions?

Last quarter, 11 funds opened a new position in MSTR 8 PERP and 12 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
11
funds
Added
12
funds
Reduced
4
funds
Exited
0
funds

Funds that own MSTR 8 PERP also own

CompanyCo-held byCombined value
ALPHABET INC-CL CGOOG33 funds$6.0B
BROADCOM INCAVGO33 funds$5.9B
META PLATFORMS INC-CLASS AMETA33 funds$5.6B
NVIDIA CORPNVDA32 funds$18.1B
MICROSOFT CORPMSFT32 funds$10.8B
AMAZON.COM INCAMZN32 funds$9.8B
APPLE INCAAPL31 funds$12.9B
ALPHABET INC-CL AGOOGL31 funds$7.8B
MICRON TECHNOLOGY INCMU30 funds$4.3B
ELI LILLY & COLLY30 funds$3.6B
TESLA INCTSLA30 funds$3.5B
TAIWAN SEMICONDUCTOR-SP ADRTSM30 funds$2.8B

Ranked by how many of MSTR 8 PERP's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

36 funds-3 since Q1 2025
03978Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $61.9M · 1 values withheld

Share classes

Class13F holdersValue held
MSTRcs769 funds$17.2B
MSTR 8 PERPthis pagecp81 funds$243.6M
MSTR 0 12/01/29Sovereign/Corporate51 funds$2.0B
MSTR 0 03/01/30Sovereign/Corporate37 funds$1.5B
MSTR 0.625 09/15/28SDBCV35 funds$898.9M
MSTR 0.875 03/15/31SDBCV35 funds$523.9M
MSTR 2.25 06/15/32Sovereign/Corporate34 funds$570.6M
MSTR 0.625 03/15/30SDBCV31 funds$791.8M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in MSTR 8 PERP

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MSTR 8 PERP/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MSTR 8 PERP.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MSTR 8 PERP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.