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 $34.9B

Distillfolio Position

2026-07-11

Short #18

Score −0.0869

Weight 2.1%

2026-04-10 → 2026-07-10

Analyst

Insider

BullishBearish

1 month

-18.0%

2 months

-51.7%

3 months

-26.4%

13F · Hedge Fund

2025-12-31 → 2026-03-31 · top 5 of 30 funds

RENAISSANCE TECHNOLOGIES LLC
$137.1M → $230.8M
+$93.7M
Weiss Asset Management LP
$149.8M → $83.3M
-$66.5M
Quadrature Capital Ltd
$114.9M → $52.3M
-$62.6M
D. E. Shaw & Co., Inc.
$49.7M → $3.6M
-$46.1M
CITADEL ADVISORS LLC
$108.5M → $152.3M
+$43.7M

13F · Asset Manager

2025-12-31 → 2026-03-31 · top 5 of 59 managers

VANGUARD GROUP INC
$3.7B → exited
-$3.7B
Capital International Investors
$3.1B → $3.9B
+$791.4M
Amundi
$727.9M → $66.4M
-$661.6M
Capital Research Global Investors
$1.1B → $950.4M
-$114.5M
Capital World Investors
$442.4M → $534.4M
+$92.0M

13F · Other Institutional

2025-12-31 → 2026-03-31 · top 5 of 50 institutions

NORGES BANK
Bank
$536.1M → exited
-$536.1M
MORGAN STANLEY
Bank
$1.4B → $1.2B
-$266.5M
ROYAL BANK OF CANADA
Bank
$175.7M → $42.3M
-$133.3M
GOLDMAN SACHS GROUP INC
Bank
$354.1M → $223.0M
-$131.1M
BANK OF MONTREAL /CAN/
Bank
$236.8M → $106.4M
-$130.4M

Analyst Ratings

2026-07-08 · 60d ·6 Bullish0 Bearish0 Neutral

Bullish
Barclays
2026-07-08
Overweight
Bullish
Mizuho
2026-07-07
Outperform
Bullish
Citigroup
2026-07-01
Buy
Bullish
BTIG
2026-07-01
Buy
Bullish
TD Cowen
2026-06-30
Buy

Price Momentum

2025-07-10 → 2026-07-10

1 month
from 2026-06-10
-18.0%
3 months
from 2026-04-10
-26.4%
6 months
from 2026-01-08
-43.3%
9 months
from 2025-10-08
-71.4%
12 months
from 2025-07-10
-77.6%

Short Interest

2026-04-15 → 2026-06-15 · 5 periods

2026-06-15
40.88M shares short
1.82d
-1.00d
2026-05-29
37.68M shares short
2.82d
+0.38d
2026-05-15
39.55M shares short
2.44d
+0.50d
2026-04-30
40.78M shares short
1.94d
-0.44d
2026-04-15
37.20M shares short
2.38d

Insider Transactions

2026-06-23 · 5 most recent transactions

SellOther
Patten Jarrod M
2026-06-23
$159K
BuyCEO
Le Phong
2026-06-22
$999K
SellOther
Patten Jarrod M
2026-06-17
$182K
BuyGC
Chow Thomas C.
2026-06-16
$10K
SellOther
Patten Jarrod M
2026-06-15
$201K

Congressional Trades

—

No congressional transactions

ARK Holdings

—

Not held by any ARK ETF