Waterloo Capital »

MicroStrategy Incorporated shares owned by Waterloo Capital

Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in MicroStrategy Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MicroStrategy Incorporated held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in MicroStrategy Incorporated by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $205k 1.6k 124.80
2025-06-30 $222k 550 404.23

More positions owned by Waterloo Capital

Wal-Mart Stores (WMT)
Ishares S&p 500 Index Core S&p500 Etf (IVV)
State Street Spdr Portfolio S&p 500 Growth Etf State Street Spd (SPYG)
Fidelity Enhanced International Etf Enhanced Intl (FENI)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Apple (AAPL)
Dimensional Us Large Cap Value Etf Us Large Cap Val (DFLV)
NVIDIA Corporation (NVDA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Aptus International Enhanced Yield Aptus Int Enh Yl (IDUB)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Ishares Msci Emerging Markets Ex China Etf Msci Emrg Chn (EMXC)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Aptus Defined Risk Etf Aptus Defined (DRSK)

View all positions for Waterloo Capital

Top funds holding MicroStrategy Incorporated

Capital Research and Management Company - Division 3
Jane Street
Vanguard Group
Susquehanna International
Citadel Advisors
Toroso Investments
BlackRock
Vanguard Portfolio Management
Vanguard Capital Management
Morgan Stanley
Capital Research Global Investors
UBS Group
State Street Corporation
Geode Capital Management
LMR Partners

View all funds holding MicroStrategy Incorporated