Data / Companies / MSTR
Strategy Inc.Nasdaq
MSTR-US · CIK 0001050446 · Finance Services
Revenue by quarter
US$ · last 8Hover a column for its exact figure
$0$50M$100M$150M
Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
| Quarter | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $122.4M | -$8.2B | -24.45 |
| Q1 FY2026 | $124.3M | -$12.5B | -38.25 |
| Q4 FY2025 | $123.0M | -$12.4B | -42.93 |
| Q3 FY2025 | $128.7M | $2.8B | 8.42 |
Newest filings
All 784Description
- Ticker
- MSTR-US
- Exchange
- Nasdaq
- Index
- –
- Industry
- Finance Services
- SIC division
- Finance, insurance and real estate
- CIK
- 0001050446
- Fiscal year ends
- Dec
- Filings held
- 784 since 1998
- 8-K events
- 384
- Shares short
- 29.1M, 15 Oct 2026
Financial statements
The main lines of the income statement, balance sheet and cash flow, by year and by quarter. Each period opens its filing.
5 years · US$ millions
| Fiscal period | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Period ending | 31 Dec 2021 | 31 Dec 2022 | 31 Dec 2023 | 31 Dec 2024 | 31 Dec 2025 |
| Reported in | 10-K | 10-K | 10-K | 10-K | 10-K |
| Report filed | 16 Feb 2022 | 16 Feb 2023 | 15 Feb 2024 | 18 Feb 2025 | 19 Feb 2026 |
| Revenue | 511M | 499M | 496M | 463M | 477M |
| Cost of revenue | 92M | 103M | 110M | 129M | 149M |
| Gross profit | 419M | 396M | 386M | 334M | 328M |
| Gross margin | 82.0% | 79.4% | 77.8% | 72.1% | 68.7% |
| Research and development | 117M | 127M | 121M | 118M | 94M |
| Operating income | -785M | -1,276M | -115M | -1,853M | -5,444M |
| Operating margin | -153.6% | -255.5% | -23.2% | -399.8% | -1140.8% |
| Profit before tax | -811M | -1,322M | -125M | -1,934M | -5,526M |
| Income tax | -276M | 147M | -554M | -768M | -1,678M |
| Net income | -535M | -1,470M | 429M | -1,167M | -3,848M |
| Net margin | -104.8% | -294.4% | 86.5% | -251.7% | -806.3% |
| Earnings per share, diluted | -5.34 | -12.98 | 2.64 | -6.06 | -15.23 |
| Diluted shares | 100M | 113M | 166M | 193M | 278M |
Showing the last 5 years, FY2021 onwards. The full record goes back to FY2009 and comes with a data plan. Tell us what you need
Ratios
Worked out the same way for every company. Hover a ratio for how it is calculated.
Valuation
- Market cap
- $49.8B
- Price
- $141.36
- Price to book
- 1.61×
- Enterprise value
- $54.8B
- Market cap / sales
- 100.00×
- 52-week high
- $295.63
- 52-week low
- $82.31
Profitability
- Gross margin, TTM
- 67.6%
- Operating margin
- -7295.4%
- Net margin
- -6103.0%
- FCF margin
- -5.3%
- ROE
- -98.5%
- ROE, 3-year average
- 1.6%
- ROCE
- -96.7%
Growth
- Sales growth, TTM
- 7.8%
- Sales CAGR, 3 years
- -1.5%
- Sales CAGR, 5 years
- -0.1%
- Sales CAGR, 10 years
- -1.0%
- Price, 1 year
- -52.2%
- Price CAGR, 3 years
- 51.5%
- Price CAGR, 5 years
- 14.5%
Balance sheet
- Cash and equivalents
- $1.7B
- Borrowings
- $6.7B
- Net debt
- $5.0B
- Debt to equity
- 0.22×
- Shareholders' equity
- $30.9B
- Total assets
- $52.6B
- Net debt change, 1 year
- -$3.1B
Shareholders
- Share count, last 12 months
- 28.1%
- Years FCF margin > 20%, of 5
- 0
Showing the last 5 years, FY2021 onwards. The full record goes back to FY2009 and comes with a data plan. Tell us what you need
What the company said with its results
The key points, guidance and management's own words from each of the last four results releases.
No results summary read for this company yet.
Revenue by segment
As the company reports it in the segment note of each annual report: by business, by product and by region, latest year.
By region, FY2025
- United States$272.2M 57.0%
- EMEA$162.7M 34.1%
- Other Regions$42.4M 8.9%
3 years held, FY2023 to FY2025
Showing the last 5 years, FY2021 onwards. The full record goes back to FY2009 and comes with a data plan. Tell us what you need
Company events
Every 8-K, sorted by the event it reports, with the moment the SEC accepted it in New York time.
| 26 Oct 2026 | 26 Oct, 8:49 AM ET | 8-K | Investor updateOther events | 7.01, 8.01 | |
| 19 Oct 2026 | 19 Oct, 8:00 AM ET | 8-K | Investor updateOther events | 7.01, 8.01 | |
| 16 Oct 2026 | 16 Oct, 7:59 AM ET | 8-K | Investor updateOther events | 7.01, 8.01 | |
| 13 Oct 2026 | 13 Oct, 8:00 AM ET | 8-K | Investor updateOther events | 7.01, 8.01, 9.01 | |
| 5 Oct 2026 | 5 Oct, 8:00 AM ET | 8-K | Investor updateOther events | 7.01, 8.01 | |
| 1 Oct 2026 | 1 Oct, 8:01 AM ET | 8-K | Investor updateOther events | 7.01, 8.01 | |
| 28 Sep 2026 | 28 Sep, 8:00 AM ET | 8-K | Investor updateOther events | 7.01, 8.01 | |
| 25 Sep 2026 | 8-K | Other events | 8.01 | ||
| 21 Sep 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 14 Sep 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 8 Sep 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 1 Sep 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 31 Aug 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 24 Aug 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 17 Aug 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 10 Aug 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 3 Aug 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 30 Jul 2026 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 27 Jul 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 20 Jul 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 13 Jul 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 6 Jul 2026 | 8-K | Leadership changeInvestor updateOther events | 5.02, 7.01, 8.01 | ||
| 29 Jun 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 22 Jun 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 15 Jun 2026 | 8-K | Shareholder rights changeBylaws or fiscal year changeInvestor updateOther events | 3.03, 5.03, 7.01, 8.01, 9.01 | ||
| 15 Jun 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 10 Jun 2026 | 8-K | Shareholder vote | 5.07 | ||
| 8 Jun 2026 | 8-K | Other events | 8.01 | ||
| 8 Jun 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 1 Jun 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 26 May 2026 | 8-K | Investor updateOther events | 7.01, 8.01, 9.01 | ||
| 18 May 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 15 May 2026 | 8-K | Other events | 8.01 | ||
| 11 May 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 5 May 2026 | 8-K | ResultsInvestor update | 2.02, 7.01, 9.01 | ||
| 4 May 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 1 May 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 27 Apr 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 20 Apr 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 13 Apr 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 6 Apr 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 1 Apr 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 30 Mar 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 23 Mar 2026 | 8-K | Material agreementAgreement endedBylaws or fiscal year changeOther events | 1.01, 1.02, 5.03, 8.01, 9.01 | ||
| 23 Mar 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 16 Mar 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 9 Mar 2026 | 8-K | Investor updateOther events | 7.01, 8.01, 9.01 | ||
| 2 Mar 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 23 Feb 2026 | 8-K | Investor updateOther events | 7.01, 8.01 | ||
| 17 Feb 2026 | 8-K | Investor updateOther events | 7.01, 8.01 |
1–50 of 150
8-K events each year
Hover a column for its exact count
020406080100
'04'08'12'16'20'24'26
Every filing
The company's filings with the SEC, newest first: 784 held. Insider, fund and large-holder filings have their own tables below.
| 26 Oct 2026 | DEFA14A | – | 26 Oct, 5:10 PM ET | |
| 26 Oct 2026 | 8-K | 26 Oct 2026 | 26 Oct, 8:49 AM ET | |
| 20 Oct 2026 | DEFA14A | – | 20 Oct, 5:25 PM ET | |
| 20 Oct 2026 | DEFA14A | – | 20 Oct, 8:01 AM ET | |
| 19 Oct 2026 | DEFA14A | – | 19 Oct, 5:25 PM ET | |
| 19 Oct 2026 | DEFA14A | – | 19 Oct, 8:05 AM ET | |
| 19 Oct 2026 | 8-K | 19 Oct 2026 | 19 Oct, 8:00 AM ET | |
| 16 Oct 2026 | DEFA14A | – | 16 Oct, 5:25 PM ET | |
| 16 Oct 2026 | DEFA14A | – | 16 Oct, 8:49 AM ET | |
| 16 Oct 2026 | 8-K | 15 Oct 2026 | 16 Oct, 7:59 AM ET | |
| 15 Oct 2026 | DEFA14A | – | 15 Oct, 5:29 PM ET | |
| 14 Oct 2026 | DEFA14A | – | 14 Oct, 5:25 PM ET | |
| 13 Oct 2026 | DEFA14A | – | 13 Oct, 4:01 PM ET | |
| 13 Oct 2026 | DEFA14A | – | 13 Oct, 8:32 AM ET | |
| 13 Oct 2026 | 8-K | 12 Oct 2026 | 13 Oct, 8:00 AM ET | |
| 9 Oct 2026 | DEFA14A | – | 9 Oct, 5:25 PM ET | |
| 5 Oct 2026 | DEFA14A | – | 5 Oct, 5:25 PM ET | |
| 5 Oct 2026 | DEFA14A | – | 5 Oct, 8:02 AM ET | |
| 5 Oct 2026 | 8-K | 5 Oct 2026 | 5 Oct, 8:00 AM ET | |
| 5 Oct 2026 | DEF 14A | 28 Oct 2026 | 5 Oct, 7:55 AM ET | |
| 1 Oct 2026 | DEFA14A | – | 1 Oct, 8:02 AM ET | |
| 1 Oct 2026 | 8-K | 30 Sep 2026 | 1 Oct, 8:01 AM ET | |
| 30 Sep 2026 | DEFA14A | – | 30 Sep, 5:13 PM ET | |
| 29 Sep 2026 | DEFA14A | – | 29 Sep, 5:01 PM ET | |
| 28 Sep 2026 | DEFA14A | – | 28 Sep, 5:14 PM ET | |
| 28 Sep 2026 | DEFA14A | – | 28 Sep, 8:05 AM ET | |
| 28 Sep 2026 | 8-K | 14 Sep 2026 | 28 Sep, 8:00 AM ET | |
| 25 Sep 2026 | DEFA14A | – | ||
| 25 Sep 2026 | DEFA14A | – | ||
| 25 Sep 2026 | 8-K | 24 Sep 2026 | ||
| 25 Sep 2026 | PRE 14A | 28 Oct 2026 | ||
| 21 Sep 2026 | 8-K | 14 Sep 2026 | ||
| 14 Sep 2026 | 8-K | 14 Sep 2026 | ||
| 8 Sep 2026 | 8-K | 31 Aug 2026 | ||
| 1 Sep 2026 | 8-K | 31 Aug 2026 | ||
| 31 Aug 2026 | 8-K | 31 Aug 2026 | ||
| 24 Aug 2026 | 8-K | 24 Aug 2026 | ||
| 17 Aug 2026 | 8-K | 17 Aug 2026 | ||
| 10 Aug 2026 | 8-K | 10 Aug 2026 | ||
| 3 Aug 2026 | 10-Q | 30 Jun 2026 | ||
| 3 Aug 2026 | 8-K | 3 Aug 2026 | ||
| 31 Jul 2026 | 8-K/A | 30 Jul 2026 | ||
| 30 Jul 2026 | 8-K | 30 Jul 2026 | ||
| 27 Jul 2026 | 8-K | 27 Jul 2026 | ||
| 20 Jul 2026 | 8-K | 20 Jul 2026 | ||
| 13 Jul 2026 | 8-K | 13 Jul 2026 | ||
| 6 Jul 2026 | 8-K | 6 Jul 2026 | ||
| 29 Jun 2026 | 8-K | 29 Jun 2026 | ||
| 22 Jun 2026 | 8-K | 4 May 2026 | ||
| 15 Jun 2026 | 8-K | 14 Jun 2026 |
1–50 of 150
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months, with the shares they held after.
| 9 Oct 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 450 | $154.47 | $69.5K | 29,306 | 13 Oct 2026 |
| 9 Oct 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 450 | $156.00 | $70.2K | 28,856 | 13 Oct 2026 |
| 9 Oct 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 450 | $158.00 | $71.1K | 28,406 | 13 Oct 2026 |
| 8 Oct 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 950 | $150.54 | $143.0K | 28,856 | 13 Oct 2026 |
| 8 Oct 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 450 | $152.00 | $68.4K | 28,406 | 13 Oct 2026 |
| 22 Sep 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 475 | $171.00 | $81.2K | 28,406 | 23 Sep 2026 |
| 21 Sep 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 475 | $165.98 | $78.8K | 29,356 | 22 Sep 2026 |
| 21 Sep 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 475 | $167.00 | $79.3K | 28,881 | 22 Sep 2026 |
| 21 Sep 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 475 | $169.00 | $80.3K | 28,406 | 22 Sep 2026 |
| 4 Sep 2026 | Chow Thomas C.EVP & General Counsel | Sale outside a trading plan | 106 | $138.75 | $14.7K | 0 | 8 Sep 2026 |
| 27 Aug 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 925 | $129.00 | $119.3K | 29,331 | 31 Aug 2026 |
| 27 Aug 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 925 | $131.00 | $121.2K | 28,406 | 31 Aug 2026 |
| 25 Aug 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 925 | $124.00 | $114.7K | 28,406 | 26 Aug 2026 |
| 25 Aug 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 925 | $125.00 | $115.6K | 28,406 | 26 Aug 2026 |
| 25 Aug 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 925 | $127.00 | $117.5K | 28,406 | 26 Aug 2026 |
| 24 Aug 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 925 | $122.34 | $113.2K | 28,406 | 26 Aug 2026 |
| 7 Aug 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 1,950 | $101.50 | $197.9K | 28,406 | 10 Aug 2026 |
| 7 Aug 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 925 | $102.69 | $95.0K | 28,406 | 10 Aug 2026 |
| 7 Aug 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 925 | $104.03 | $96.2K | 28,406 | 10 Aug 2026 |
| 27 Jul 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 1,950 | $98.48 | $192.0K | 28,406 | 28 Jul 2026 |
| 24 Jul 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 1,950 | $92.45 | $180.3K | 28,406 | 28 Jul 2026 |
| 22 Jul 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 1,250 | $100.00 | $125.0K | 28,406 | 23 Jul 2026 |
| 23 Jun 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 1,500 | $106.08 | $159.1K | 28,406 | 24 Jun 2026 |
| 22 Jun 2026 | Le PhongPresident & CEO | Purchase | 11,000 | $90.80 | $998.8K | 11,000 | 22 Jun 2026 |
| 17 Jun 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 1,500 | $121.31 | $182.0K | 28,406 | 18 Jun 2026 |
| 16 Jun 2026 | Chow Thomas C.EVP & General Counsel | Purchase | 100 | $92.71 | $9.3K | 100 | 17 Jun 2026 |
| 16 Jun 2026 | Chow Thomas C.EVP & General Counsel | Purchase | 11 | $66.10 | $727 | 11 | 17 Jun 2026 |
| 15 Jun 2026 | Patten Jarrod MDirector | Sale outside a trading plan | 1,500 | $133.97 | $201.0K | 28,406 | 17 Jun 2026 |
| 9 Jun 2026 | Le PhongPresident & CEO | Sale under a trading plan | 2,888 | $123.38 | $356.3K | 128,957 | 9 Jun 2026 |
| 9 Jun 2026 | Le PhongPresident & CEO | Sale under a trading plan | 2,579 | $124.33 | $320.6K | 126,378 | 9 Jun 2026 |
| 9 Jun 2026 | Le PhongPresident & CEO | Sale under a trading plan | 55 | $124.88 | $6.9K | 126,323 | 9 Jun 2026 |
| 9 Jun 2026 | Kang AndrewEVP & CFO | Sale under a trading plan | 1,019 | $123.38 | $125.7K | 71,974 | 9 Jun 2026 |
| 9 Jun 2026 | Kang AndrewEVP & CFO | Sale under a trading plan | 910 | $124.33 | $113.1K | 71,064 | 9 Jun 2026 |
| 9 Jun 2026 | Kang AndrewEVP & CFO | Sale under a trading plan | 20 | $124.88 | $2.5K | 71,044 | 9 Jun 2026 |
| 9 Jun 2026 | Montgomery JeanineVP & CAO | Sale under a trading plan | 185 | $123.38 | $22.8K | 11,378 | 9 Jun 2026 |
| 9 Jun 2026 | Montgomery JeanineVP & CAO | Sale under a trading plan | 165 | $124.33 | $20.5K | 11,213 | 9 Jun 2026 |
| 9 Jun 2026 | Montgomery JeanineVP & CAO | Sale under a trading plan | 4 | $124.88 | $500 | 11,209 | 9 Jun 2026 |
| 5 Jun 2026 | Le PhongPresident & CEO | Sale under a trading plan | 1,650 | $114.79 | $189.4K | 212,013 | 5 Jun 2026 |
| 5 Jun 2026 | Le PhongPresident & CEO | Sale under a trading plan | 10,719 | $115.35 | $1.2M | 201,294 | 5 Jun 2026 |
| 5 Jun 2026 | Le PhongPresident & CEO | Sale under a trading plan | 13,149 | $116.57 | $1.5M | 188,145 | 5 Jun 2026 |
| 5 Jun 2026 | Le PhongPresident & CEO | Sale under a trading plan | 15,892 | $117.53 | $1.9M | 172,253 | 5 Jun 2026 |
| 5 Jun 2026 | Le PhongPresident & CEO | Sale under a trading plan | 15,954 | $118.59 | $1.9M | 156,299 | 5 Jun 2026 |
| 5 Jun 2026 | Le PhongPresident & CEO | Sale under a trading plan | 16,303 | $119.53 | $1.9M | 139,996 | 5 Jun 2026 |
| 5 Jun 2026 | Le PhongPresident & CEO | Sale under a trading plan | 3,858 | $120.22 | $463.8K | 136,138 | 5 Jun 2026 |
| 5 Jun 2026 | Le PhongPresident & CEO | Sale under a trading plan | 1,171 | $121.59 | $142.4K | 134,967 | 5 Jun 2026 |
| 5 Jun 2026 | Le PhongPresident & CEO | Sale under a trading plan | 5,882 | $122.55 | $720.8K | 129,085 | 5 Jun 2026 |
| 5 Jun 2026 | Le PhongPresident & CEO | Sale under a trading plan | 3,743 | $123.39 | $461.8K | 125,342 | 5 Jun 2026 |
| 5 Jun 2026 | Le PhongPresident & CEO | Sale under a trading plan | 5,144 | $124.24 | $639.1K | 120,198 | 5 Jun 2026 |
| 5 Jun 2026 | Le PhongPresident & CEO | Sale under a trading plan | 273 | $125.14 | $34.2K | 119,925 | 5 Jun 2026 |
| 5 Jun 2026 | Kang AndrewEVP & CFO | Sale under a trading plan | 582 | $114.79 | $66.8K | 101,213 | 5 Jun 2026 |
1–50 of 150
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| 9 Oct 2026 | Patten Jarrod MDirector | 1,350 | $210.8K | 9 Oct 2026 |
| 8 Oct 2026 | Patten Jarrod MDirector | 1,400 | $211.4K | 8 Oct 2026 |
| 22 Sep 2026 | Patten Jarrod MDirector | 475 | $81.2K | 22 Sep 2026 |
| 21 Sep 2026 | Patten Jarrod MDirector | 1,425 | $238.4K | 21 Sep 2026 |
| 4 Sep 2026 | Chow Thomas C.Officer | 106 | $14.7K | 4 Sep 2026 |
| 27 Aug 2026 | Patten Jarrod MDirector | 1,850 | $240.5K | 27 Aug 2026 |
| 25 Aug 2026 | Patten Jarrod MDirector | 2,775 | $347.8K | 25 Aug 2026 |
| 24 Aug 2026 | Patten Jarrod MDirector | 925 | $113.2K | 24 Aug 2026 |
| 7 Aug 2026 | Patten Jarrod MDirector | 3,800 | $389.1K | 7 Aug 2026 |
| 27 Jul 2026 | Patten Jarrod MDirector | 1,950 | $192.0K | 27 Jul 2026 |
| 24 Jul 2026 | Patten Jarrod MDirector | 1,950 | $180.3K | 24 Jul 2026 |
| 22 Jul 2026 | Patten Jarrod MDirector | 1,250 | $125.0K | 22 Jul 2026 |
| 23 Jun 2026 | Patten Jarrod MDirector | 1,500 | $159.1K | 23 Jun 2026 |
| 17 Jun 2026 | Patten Jarrod MDirector | 1,500 | $182.0K | 17 Jun 2026 |
| 15 Jun 2026 | Patten Jarrod MDirector | 1,500 | $201.0K | 15 Jun 2026 |
| 9 Jun 2026 | Kang AndrewOfficer | 1,949 | $241.4K | 9 Jun 2026 |
| 9 Jun 2026 | Le PhongOfficer, Director | 5,522 | $683.8K | 9 Jun 2026 |
| 5 Jun 2026 | Kang AndrewOfficer | 33,062 | $3.9M | 5 Jun 2026 |
| 5 Jun 2026 | Le PhongOfficer, Director | 93,738 | $11.1M | 5 Jun 2026 |
| 29 May 2026 | Patten Jarrod MDirector | 15,050 | $2.3M | 29 May 2026 |
| 28 May 2026 | Patten Jarrod MDirector | 7,250 | $1.1M | 28 May 2026 |
| 26 May 2026 | Patten Jarrod MDirector | 1,250 | $206.6K | 26 May 2026 |
| 20 May 2026 | Patten Jarrod MDirector | 2,250 | $374.3K | 20 May 2026 |
| 19 May 2026 | Patten Jarrod MDirector | 1,000 | $167.0K | 19 May 2026 |
| 19 May 2026 | Patten Jarrod MDirector | 2,000 | $333.8K | 19 May 2026 |
| 19 May 2026 | Kang AndrewOfficer | 5,597 | $927.9K | 19 May 2026 |
| 14 May 2026 | Patten Jarrod MDirector | 1,500 | $286.3K | 14 May 2026 |
| 11 May 2026 | Patten Jarrod MDirector | 2,750 | $526.9K | 11 May 2026 |
| 8 May 2026 | Patten Jarrod MDirector | 1,000 | $186.7K | 8 May 2026 |
| 4 May 2026 | Patten Jarrod MDirector | 2,000 | $366.5K | 4 May 2026 |
| 1 May 2026 | Patten Jarrod MDirector | 750 | $133.6K | 1 May 2026 |
| 1 May 2026 | Patten Jarrod MDirector | 1,500 | $257.6K | 1 May 2026 |
| 30 Apr 2026 | Patten Jarrod MDirector | 1,750 | $285.6K | 30 Apr 2026 |
| 22 Apr 2026 | Patten Jarrod MDirector | 2,000 | $356.3K | 22 Apr 2026 |
| 21 Apr 2026 | Patten Jarrod MDirector | 500 | $86.0K | 21 Apr 2026 |
| 20 Apr 2026 | Patten Jarrod MDirector | 1,500 | $250.4K | 20 Apr 2026 |
| 13 Apr 2026 | Patten Jarrod MDirector | 1,400 | $181.8K | 13 Apr 2026 |
| 13 Apr 2026 | Patten Jarrod MDirector | 2,000 | $262.4K | 13 Apr 2026 |
| 9 Apr 2026 | Patten Jarrod MDirector | 1,900 | $248.1K | 9 Apr 2026 |
| 8 Apr 2026 | Patten Jarrod MDirector | 1,400 | $184.5K | 8 Apr 2026 |
| 7 Apr 2026 | Patten Jarrod MDirector | 700 | $86.2K | 7 Apr 2026 |
| 1 Apr 2026 | Patten Jarrod MDirector | 700 | $85.4K | 1 Apr 2026 |
| 31 Mar 2026 | Patten Jarrod MDirector | 700 | $87.2K | 31 Mar 2026 |
| 30 Mar 2026 | Patten Jarrod MDirector | 700 | $89.6K | 30 Mar 2026 |
| 26 Mar 2026 | Patten Jarrod MDirector | 700 | $96.2K | 26 Mar 2026 |
| 24 Mar 2026 | Kang AndrewOfficer | 2,373 | $328.3K | 24 Mar 2026 |
| 24 Mar 2026 | Le PhongOfficer, Director | 3,299 | $456.4K | 24 Mar 2026 |
| 12 Mar 2026 | Kang AndrewOfficer | 916 | $125.7K | 12 Mar 2026 |
| 12 Mar 2026 | Le PhongOfficer, Director | 2,034 | $279.2K | 12 Mar 2026 |
| 2 Mar 2026 | Shao Wei-MingFormer Officer | 2,500 | $350.0K | 2 Mar 2026 |
1–50 of 80
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| 14 May 2026 | Capital International Investors | 13G amended | 10.1% | 31.6M |
| 11 May 2026 | JANE STREET GROUP, LLC | 13G amended | 4% | 13.1M |
| 30 Apr 2026 | Vanguard Capital Management | 13G | 5.34% | 16.8M |
| 27 Mar 2026 | The Vanguard Group | 13G amended | 0% | 0 |
| 13 Feb 2026 | Capital International Investors | 13G amended | 7.8% | 20.9M |
| 11 Feb 2026 | JANE STREET GROUP, LLC | 13G amended | 7.3% | 19.5M |
| 30 Jan 2026 | The Vanguard Group | 13G amended | 8.98% | 24.1M |
| 13 Nov 2025 | JANE STREET GROUP, LLC | 13G | 6.3% | 16.8M |
| 13 Nov 2025 | Capital Ventures International | 13G amended | 4.8% | 12.9M |
Trades by members of the House
From each member's periodic transaction report: the amount is the band the report gives.
| 21 Oct 2025 | Shri ThanedarMI13 | Sale | $15,001 - $50,000 | Self | 13 Aug 2026 |
| 5 Jun 2026 | Gilbert CisnerosCA31 | Purchase | $15,001 - $50,000 | Self | 2 Jul 2026 |
| 1 Jul 2024 | Shri ThanedarMI13 | Purchase | $15,001 - $50,000 | Self | 11 Aug 2025 |
| 12 May 2025 | Jefferson ShreveIN06 | Sale | $15,001 - $50,000 | Self | 22 Jun 2025 |
| 24 Dec 2024 | Neal Patrick MD, Facs DunnFL02 | Purchase | $15,001 - $50,000 | SP | 10 Mar 2025 |
| 24 Feb 2025 | Jefferson ShreveIN06 | Purchase | $15,001 - $50,000 | Self | 9 Mar 2025 |
| 16 Aug 2019 | Tom MalinowskiNJ07 | Purchase | $1,001 - $15,000 | Self | 26 Aug 2021 |
| 11 Jul 2019 | Tom MalinowskiNJ07 | Sale (partial) | $1,001 - $15,000 | Self | 26 Aug 2021 |
| 9 Jul 2019 | Tom MalinowskiNJ07 | Purchase | $1,001 - $15,000 | Self | 9 Jul 2021 |
| 14 Aug 2019 | Tom MalinowskiNJ07 | Sale | $1,001 - $15,000 | Self | 9 Jul 2021 |
| 6 Feb 2019 | Donna ShalalaFL27 | Sale | $1,001 - $15,000 | Self | 27 Apr 2020 |
Short interest
Shares sold short and not yet bought back, on every FINRA settlement date.
Shares short, each settlement
| 15 Oct 2026 | 29.1M | -0.94% | 1.53 |
| 30 Sep 2026 | 29.4M | -4.44% | 1.23 |
| 15 Sep 2026 | 30.7M | -5.77% | 1.42 |
| 31 Aug 2026 | 32.6M | +2.33% | 1 |
| 14 Aug 2026 | 31.9M | -1.85% | 2.05 |
| 31 Jul 2026 | 32.5M | -19.35% | 2.16 |
| 15 Jul 2026 | 40.3M | -5.85% | 1.97 |
| 30 Jun 2026 | 42.8M | +4.64% | 1.32 |
| 15 Jun 2026 | 40.9M | +8.48% | 1.82 |
| 29 May 2026 | 37.7M | -4.71% | 2.82 |
1–10 of 138
Funds that hold it
Every fund's holding from its latest Form 13F, largest first, with what it added or trimmed in the quarter.
Funds holding
1,040
quarter to 30 Jun 2026
Added or new
432
since 31 Mar 2026
Trimmed
267
in the quarter
Largest holder
Capital International Investors
$3.0B
The 60 largest of 1,040 funds, by value
| Capital International Investors | $3.0B | 34.9M | +3.5M | Added | 0.63% | Filing ↗ |
| BlackRock, Inc. | $1.7B | 19.4M | +1.6M | Added | 0.03% | Filing ↗ |
| Vanguard Portfolio Management LLC | $1.3B | 15.4M | +611.7K | Added | 0.06% | Filing ↗ |
| Vanguard Capital Management LLC | $1.3B | 14.9M | +861.1K | Added | 0.03% | Filing ↗ |
| Invesco Ltd. | $812.0M | 9.3M | +616.3K | Added | 0.06% | Filing ↗ |
| Morgan Stanley | $811.1M | 9.3M | +44.4K | Added | 0.04% | Filing ↗ |
| State Street Corp. | $654.4M | 7.5M | +506.6K | Added | 0.02% | Filing ↗ |
| Goldman Sachs Group Inc. | $505.1M | 5.8M | +4.0M | Added | 0.05% | Filing ↗ |
| UBS Group AG | $429.7M | 4.9M | -1.4M | Trimmed | 0.07% | Filing ↗ |
| Geode Capital Management, LLC | $399.3M | 4.6M | -49.1K | Trimmed | 0.02% | Filing ↗ |
| Capital World Investors | $374.8M | 4.3M | +28.8K | Added | 0.04% | Filing ↗ |
| Norges Bank | $345.9M | 4.0M | – | Held | 0.03% | Filing ↗ |
| Harvest Portfolios Group Inc. | $271.4M | 3.1M | +442.2K | Added | 3.83% | Filing ↗ |
| Capital Research Global Investors | $260.3M | 3.0M | -4.6M | Trimmed | 0.04% | Filing ↗ |
| Jane Street Group, LLC | $232.8M | 2.7M | +2.5M | Added | 0.15% | Filing ↗ |
| Renaissance Technologies LLC | $222.0M | 2.6M | +422.8K | Added | 0.31% | Filing ↗ |
| Susquehanna International Group, LLP | $219.1M | 2.5M | +1.2M | Added | 0.19% | Filing ↗ |
| Vanguard Fiduciary Trust Co. | $182.1M | 2.1M | +144.6K | Added | 0.04% | Filing ↗ |
| Wells Fargo & Company | $173.4M | 2.0M | +1.3M | Added | 0.03% | Filing ↗ |
| Northern Trust Corp. | $159.2M | 1.8M | +69.5K | Added | 0.02% | Filing ↗ |
| Charles Schwab Investment Management Inc. | $156.1M | 1.8M | +239.2K | Added | 0.02% | Filing ↗ |
| Cantor Fitzgerald, L. P. | $154.4M | 1.8M | – | Held | 1.50% | Filing ↗ |
| Clear Street Group Inc. | $135.2M | 1.6M | +271.1K | Added | 0.43% | Filing ↗ |
| Marex Group Ltd | $127.9M | 1.5M | -1.9M | Trimmed | 0.95% | Filing ↗ |
| Legal & General Group Plc | $123.5M | 1.4M | +48.5K | Added | 0.03% | Filing ↗ |
| HRT Financial LP | $119.4M | 1.4M | +1.4M | New | 0.22% | Filing ↗ |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | $117.1M | 1.3M | -226.8K | Trimmed | 0.02% | Filing ↗ |
| Amundi | $115.1M | 1.3M | +792.1K | Added | 0.03% | Filing ↗ |
| Capstone Investment Advisors, LLC | $112.9M | 1.3M | +1.2M | Added | 1.03% | Filing ↗ |
| National Bank of Canada | $105.0M | 1.2M | +677.5K | Added | 0.09% | Filing ↗ |
| Bank of America Corp. | $102.3M | 1.2M | -2.8M | Trimmed | 0.01% | Filing ↗ |
| Quadrature Capital Ltd | $99.9M | 1.1M | +729.4K | Added | 0.85% | Filing ↗ |
| Bank of New York Mellon Corp | $89.5M | 1.0M | +14.6K | Added | 0.01% | Filing ↗ |
| Capula Management Ltd | $87.1M | 1.0M | +998.0K | Added | 0.38% | Filing ↗ |
| Tidal Investments LLC | $86.2M | 991.3K | -368.9K | Trimmed | 0.21% | Filing ↗ |
| Citigroup Inc. | $83.6M | 961.6K | +238.5K | Added | 0.04% | Filing ↗ |
| National Pension Service | $78.9M | 907.4K | +85.5K | Added | 0.05% | Filing ↗ |
| Deutsche Bank AG | $76.1M | 874.9K | +90.0K | Added | 0.02% | Filing ↗ |
| First Trust Advisors LP | $74.4M | 855.8K | +99.9K | Added | 0.04% | Filing ↗ |
| Natixis | $74.1M | 852.9K | +237.7K | Added | 0.35% | Filing ↗ |
| LPL Financial LLC | $64.3M | 739.6K | +32.5K | Added | 0.01% | Filing ↗ |
| Swiss National Bank | $64.0M | 736.3K | -29.8K | Trimmed | 0.03% | Filing ↗ |
| Bank of Montreal | $61.7M | 709.6K | -143.2K | Trimmed | 0.02% | Filing ↗ |
| Barclays PLC | $60.5M | 696.3K | -75.2K | Trimmed | 0.02% | Filing ↗ |
| JPMorgan Chase & Co. | $57.9M | 624.4K | +60.0K | Added | 0.00% | Filing ↗ |
| Weiss Asset Management LP | $54.8M | 629.9K | -37.6K | Trimmed | 0.80% | Filing ↗ |
| Vanguard Asset Management, Ltd | $52.7M | 605.8K | +78.4K | Added | 0.04% | Filing ↗ |
| Sumitomo Mitsui Trust Group, Inc. | $52.5M | 604.1K | +4.8K | Added | 0.03% | Filing ↗ |
| Nuveen, LLC | $51.4M | 591.6K | +14.3K | Added | 0.01% | Filing ↗ |
| Price T Rowe Associates Inc. | $40.5M | 466.2K | +40.0K | Added | 0.00% | Filing ↗ |
1–50 of 60
Dividends and buybacks
Dividend per share, the cash paid and the shares bought back, each fiscal year.
This company has paid no dividend in the years held.
Peers
Companies in the same industry, largest first, on the same measures.
| Company | Market value | Revenue, 12 months | Revenue growth | Operating margin | Net margin | ROE | P/E | EV/EBITDA |
|---|---|---|---|---|---|---|---|---|
| Strategy Inc.this company | $49.8B | $498.3M | 7.8% | -7295.4% | -6103.0% | -98.5% | – | – |
| American Express Co. | $210.0B | $77.6B | 10.2% | – | 15.8% | 34.2% | 17.6× | – |
| Nu Holdings Ltd. | $60.2B | $15.8B | 37.0% | – | 18.2% | 25.4% | 21.2× | – |
| Coinbase Global, Inc. | $42.5B | $6.3B | -10.4% | 9.9% | -15.7% | -7.6% | – | 45.6× |
| Synchrony Financial | $23.3B | $15.0B | 0.3% | – | 22.2% | 20.1% | 7.8× | – |
| Circle Internet Group, Inc. | $21.9B | $2.9B | – | 7.4% | 15.5% | 12.9% | 43.6× | 62.9× |
| SoFi Technologies, Inc. | $21.1B | $4.3B | 40.8% | – | 14.8% | 5.7% | 34.1× | – |
| Chime Financial, Inc. | $11.2B | $2.5B | – | -2.1% | -0.7% | -1.3% | – | – |
| Iren Ltd. | $9.8B | $707.0M | 41.1% | -148.0% | -99.4% | -16.8% | – | – |
| Hut 8 Corp. | $8.3B | $318.0M | 129.5% | -295.3% | -188.6% | -41.6% | – | – |
| Terawulf Inc. | $6.3B | $165.2M | 14.6% | -250.4% | -1179.9% | -1323.4% | – | – |
What the company does
The description for this company is being written.
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