CTC 13F: Adds $24M to Strategy (MSTR) Stake

CTC expanded its investment in Strategy Inc (MSTR) during the latest reporting period, according to a recent Form 13F filing with the SEC. The firm added 273,397 shares to its portfolio, representing a 117.9% increase in its position. This move brought the fund's total holdings to 505,227 shares, which were valued at approximately $43.47 million at the time of the filing.

Growth in the Strategy Inc Position

The fund's aggressive buying nearly doubled its previous stake of 231,830 shares. By adding over 273,000 shares, the firm now holds a significant position with a reported cost basis of $221.93 per share. It is important to remember that 13F filings are backward-looking and reflect holdings as of the end of the reporting period; they do not necessarily represent the investor's current market position.

Strategy Inc Stock Performance

On Friday, shares of Strategy Inc were trading at $86.05. This price puts the stock near the lower end of its 52-week range, which spans from $81.81 to $306.16. The stock is currently trading well under its 50-day moving average of $134.12 and its 200-day moving average of $135.70. With a beta of 3.57, the stock tends to move much more sharply than the broader market, likely tied to its significant holdings of bitcoin.

Recent Earnings

For its most recent financial period, Strategy Inc reported revenue of $498.35 million, which reflects growth of 6.9%. The company is not currently profitable, reporting a loss of $99.08 per share. Its return on equity stands at -0.63%, and it has a net margin of 0.0%. Investors are looking toward the next financial update, with the next earnings date set for October 29, 2026.

Analysts Set New Price Targets

Several research firms have recently updated their views on the company. On October 16, 2026, Cantor Fitzgerald maintained an Overweight rating and raised its price target to $208.00 from $186.00. Barclays also kept an Overweight rating on October 9, 2026, with a $175.00 target. Earlier in October, Citigroup maintained a Buy rating while significantly increasing its target from $136.00 to $240.00. Other firms including B. Riley Securities and Canaccord Genuity also maintain Buy ratings, contributing to a consensus strong buy among 15 analysts who have an average price target of $237.80.

About Strategy Inc

Strategy Inc, which was known as MicroStrategy Incorporated until August 2025, operates as a bitcoin treasury company. It provides investors with exposure to the cryptocurrency through various equity and debt securities. Beside its digital asset focus, the Tysons Corner, Virginia-based firm develops AI-driven enterprise analytics software that helps businesses pull insights from complex data sets. These two distinct business lines make it a unique player in both the technology and financial sectors.

What's Ahead for Strategy Inc

Investors will be watching the upcoming earnings release on October 29, 2026, to see how the company's software revenue and bitcoin holdings are performing. The recent price target increases from major banks suggest Wall Street expects a recovery toward the $237.80 mean target. As with all 13F data, this filing provides a snapshot of where CTC stood months ago rather than a live view of its current trades.