STRATEGY SHS (ESSC)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

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 12 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

Holders12of 5,944

Avg: 68

Uncrowded71th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.33x

46th percentile

10 buying3 selling

+4

New

-1

Closed

+516K

Net shares

Ownership Concentration

Top 5: 90.0%Top 10: 99.5%

Strategic Equity Management46.2%

MONEYWISE,21.6%

WEALTH ENHANCEMENT ADVISORY SERVICES,12.5%

PAX Financial Group,5.4%

COMMONWEALTH EQUITY SERVICES,4.3%

Others (7)10.0%

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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 sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Institutional Trends (2 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.03%Avg weight: 0.67%Max: 4.07%High conviction (>1%): 2

Strategic Equity Management

MONEYWISE,

WEALTH ENHANCEMENT ADVISORY SERVICES,

PAX Financial Group,

COMMONWEALTH EQUITY SERVICES,

CreativeOne Wealth,

First Heartland Consultants,

49 WEALTH MANAGEMENT,

Whitaker-Myers Wealth Managers,

EverSource Wealth Advisors,

Crowding AnalysisModerate

Holders12of 5,944

Avg: 68

Uncrowded71th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.33x

46th percentile

10 buying3 selling

+4

New

-1

Closed

+516K

Net shares

Ownership Concentration

Top 5: 90.0%Top 10: 99.5%

Strategic Equity Management46.2%

MONEYWISE,21.6%

WEALTH ENHANCEMENT ADVISORY SERVICES,12.5%

PAX Financial Group,5.4%

COMMONWEALTH EQUITY SERVICES,4.3%

Others (7)10.0%

Crowding AnalysisModerate

Holders12of 5,944

Avg: 68

Uncrowded71th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.33x

46th percentile

10 buying3 selling

+4

New

-1

Closed

+516K

Net shares

Ownership Concentration

Top 5: 90.0%Top 10: 99.5%

Strategic Equity Management46.2%

MONEYWISE,21.6%

WEALTH ENHANCEMENT ADVISORY SERVICES,12.5%

PAX Financial Group,5.4%

COMMONWEALTH EQUITY SERVICES,4.3%

Others (7)10.0%

Ownership Map

Top 12 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 12 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

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2020-03

$32,948

ESSC · +229%

$17,580

S&P 500 · +76%

+$15,368

ahead of the index

Total return (5Y)

+229%

S&P 500

+76%

vs. market

+154%

outperformed

Annualized

40.6%

mkt 17.5%

Volatility

75%

annualized

Beta

0.82

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

ESSCS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

ESSC (solid)S&P 500 (outline)Green = positive year, red = negative. Number = ESSC's return.

Beat the market

3 / 5 yrs

60% win rate

Best year

+149%

2025

Worst year

-12%

2022

Worst drawdown

-13%

recovered in 2 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -13%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.