Portfolio Stocks

Distillfolio is for informational and educational purposes only and does not constitute investment advice. Distillfolio is not a registered investment advisor. Past performance is not indicative of future results. Always do your own research before making any investment decisions.

© 2026–present Distillfolio

MSTR

Strategy IncTechnologyMkt Cap $65.7B

Distillfolio Position

2026-05-11

Short #12

Score −0.4252

Weight 4.0%

2026-02-09 → 2026-05-08

Analyst

Insider

BullishBearish

1 month

+45.8%

2 months

+35.6%

3 months

+35.5%

13F · Hedge Fund

2025-09-30 → 2025-12-31 · top 5 of 31 funds

Capula Management Ltd
$565.8M → $19.2M
-$546.6M
Weiss Asset Management LP
$0.0M → $149.8M
+$149.8M
Hudson Bay Capital Management LP
$147.4M → $13.6M
-$133.9M
Quadrature Capital Ltd
$0.0M → $114.9M
+$114.9M
RENAISSANCE TECHNOLOGIES LLC
$42.1M → $137.1M
+$95.0M

13F · Asset Manager

2025-09-30 → 2025-12-31 · top 5 of 58 managers

VANGUARD GROUP INC
$6.4B → $3.7B
-$2.8B
BlackRock, Inc.
$4.7B → $2.2B
-$2.5B
Capital International Investors
$4.8B → $3.1B
-$1.7B
GEODE CAPITAL MANAGEMENT, LLC
$1.2B → $592.8M
-$607.1M
FMR LLC
$480.9M → $40.3M
-$440.6M

13F · Other Institutional

2025-09-30 → 2025-12-31 · top 5 of 47 institutions

MORGAN STANLEY
Bank
$2.7B → $1.4B
-$1.3B
STATE STREET CORP
Bank
$1.9B → $931.0M
-$998.7M
JPMORGAN CHASE & CO
Bank
$765.5M → $75.8M
-$689.7M
NORGES BANK
Bank
$0.0M → $536.1M
+$536.1M
NATIONAL BANK OF CANADA /FI/
Bank
$658.9M → $152.2M
-$506.6M

Analyst Ratings

2026-05-07 · 60d ·6 Bullish0 Bearish0 Neutral

Bullish
TD Cowen
2026-05-07
Buy
Bullish
Canaccord Genuity
2026-05-07
Buy
Bullish
BTIG
2026-05-06
Buy
Bullish
Benchmark
2026-05-06
Buy
Bullish
Cantor Fitzgerald
2026-04-21
Overweight

Price Momentum

2025-05-08 → 2026-05-08

1 month
from 2026-04-10
+45.8%
3 months
from 2026-02-09
+35.5%
6 months
from 2025-11-06
-20.9%
9 months
from 2025-08-08
-52.5%
12 months
from 2025-05-08
-54.7%

Short Interest

2026-02-13 → 2026-04-15 · 5 periods

2026-04-15
37.20M shares short
2.38d
+0.59d
2026-03-31
35.88M shares short
1.79d
+0.27d
2026-03-13
32.45M shares short
1.52d
-0.75d
2026-02-27
36.15M shares short
2.28d
+1.10d
2026-02-13
37.80M shares short
1.18d

Insider Transactions

2026-05-04 · 5 most recent transactions

SellOther
Patten Jarrod M
2026-05-04
$367K
SellOther
Patten Jarrod M
2026-05-01
$391K
SellOther
Patten Jarrod M
2026-04-30
$286K
SellOther
Patten Jarrod M
2026-04-22
$356K
SellOther
Patten Jarrod M
2026-04-21
$86K

Congressional Trades

—

No congressional transactions

ARK Holdings

—

Not held by any ARK ETF