STRATEGY SHS (ESIM)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals to build a valuation model.

Institutional Trends (2 Quarters)

No trend data available for this metric.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 13 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders13of 5,944

Avg: 68

Uncrowded72th percentileCrowded

Institutional Activity

Buy/Sell Ratio5.5x

47th percentile

11 buying2 selling

+10

New

-0

Closed

+294K

Net shares

Ownership Concentration

Top 5: 88.9%Top 10: 99.5%

JANE STREET GROUP,47.8%

PAX Financial Group,20.8%

Discipline Wealth Solutions,11.7%

CITADEL ADVISORS4.3%

EverSource Wealth Advisors,4.3%

Others (8)11.1%

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Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.05%Max: 0.38%High conviction (>1%): 0

JANE STREET GROUP,

PAX Financial Group,

Discipline Wealth Solutions,

CITADEL ADVISORS

EverSource Wealth Advisors,

SUSQUEHANNA INTERNATIONAL GROUP, LLP

HRT FINANCIAL

COMMONWEALTH EQUITY SERVICES,

ROYAL BANK OF CANADA

IFP Advisors,

Crowding AnalysisModerate

Holders13of 5,944

Avg: 68

Uncrowded72th percentileCrowded

Institutional Activity

Buy/Sell Ratio5.5x

47th percentile

11 buying2 selling

+10

New

-0

Closed

+294K

Net shares

Ownership Concentration

Top 5: 88.9%Top 10: 99.5%

JANE STREET GROUP,47.8%

PAX Financial Group,20.8%

Discipline Wealth Solutions,11.7%

CITADEL ADVISORS4.3%

EverSource Wealth Advisors,4.3%

Others (8)11.1%

Crowding AnalysisModerate

Holders13of 5,944

Avg: 68

Uncrowded72th percentileCrowded

Institutional Activity

Buy/Sell Ratio5.5x

47th percentile

11 buying2 selling

+10

New

-0

Closed

+294K

Net shares

Ownership Concentration

Top 5: 88.9%Top 10: 99.5%

JANE STREET GROUP,47.8%

PAX Financial Group,20.8%

Discipline Wealth Solutions,11.7%

CITADEL ADVISORS4.3%

EverSource Wealth Advisors,4.3%

Others (8)11.1%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 13 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 13 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position