As of the latest SEC filings, Strategy Inc (STRD) is held by 8 institutional funds. The largest fund shareholder is American Funds Fundamental Investors (CFNAX), holding an estimated $430,370,776.20 in market value, representing 0.28% of its portfolio.
Funds holding Strategy Inc (STRD)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- STRD
- CIK:
- 0001050446
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CFNAX
American Funds Fundamental Investors
|
MF | Capital Group / American Funds | 0.28% | $430,370,776.20 | 5,673,972 | Mar 31, 2026 | May 28, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.51% | $67,661,234.00 | 892,040 | Mar 31, 2026 | May 26, 2026 |
|
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
|
ETF | Independent / Boutique | 1.77% | $41,503,149.90 | 540,054 | Apr 30, 2026 | Jun 22, 2026 |
|
PFXF
VanEck Preferred Securities ex Financials ETF
|
ETF | Independent / Boutique | 1.33% | $28,647,255.55 | 377,683 | Mar 31, 2026 | May 28, 2026 |
|
SPFF
Global X SuperIncome Preferred ETF
|
ETF | Independent / Boutique | 1.27% | $1,876,292.75 | 24,415 | Apr 30, 2026 | Jun 29, 2026 |
|
SABA
Saba Capital Income & Opportunities Fund II
|
CEF | Independent / Boutique | -0.03% | -$82,152.65 | -1,069 | Apr 30, 2026 | Jun 26, 2026 |
|
BRW
Saba Capital Income & Opportunities Fund
|
CEF | Independent / Boutique | -0.05% | -$193,815.70 | -2,522 | Apr 30, 2026 | Jun 26, 2026 |
|
CVSCX
Calamos Market Neutral Income Fund
|
MF | Calamos | -0.02% | -$3,842,500.00 | -50,000 | Apr 30, 2026 | Jun 26, 2026 |
Advertisement (320x50)