MicroStrategy Inc. (MSTR)

Sector:
INFORMATION TECHNOLOGY
Industry:
SOFTWARE
SIC:
SERVICES-PREPACKAGED SOFTWARE
CEO:
Phong Q. Le
Employees:
2,150
1850 TOWERS CRESCENT PLAZA, TYSONS CORNER, VA 22182
7038488600

MicroStrategy Incorporated provides enterprise analytics software and services worldwide. The company provides a modern analytics experience by delivering insights across multiple devices to users via hyperintelligence products, visualization and reporting capabilities, mobility features, and custom applications developed on the platform. It serves companies from a range of industries, including retail, consulting, technology, manufacturing, finance, banking, insurance, healthcare, education, and telecommunications.

Data derived from most recent annual or quarterly report
Market Cap 3.563 Billion Shares Outstanding11.29 Million Avg 30-day Volume 495.283 Thousand
P/E Ratio26.6646 Dividend Yield0.0 EPS1.68
Price to Revenue11.0175 Debt to Equity2.6595 EBITDA-1.502 Billion
Price to Book Value6.7283 Operating Margin-46.9133 Enterprise Value7.622 Billion
Current Ratio0.768 EPS Growth1.078 Quick Ratio0.688
1 Yr BETA 2.2999 52-week High/Low 475.09 / 132.56 Profit Margin41.3187
Operating Cash Flow Growth-101.8165 Free Cash Flow to Firm (FCFF) TTM -980.749 Million Free Cash Flow to Equity (FCFE) TTM-5.748 Million
Altman Z-Score-0.4624
Earnings Report2023-10-31
View SEC Filings from MSTR instead.

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MicroStrategy Inc. YCharts
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SEC Web Site SEC DEF 14A Filings

Funds Holding MSTR (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding MSTR

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2023-09-26 by PATTEN JARROD M
  • 4: filed on 2023-08-09 by PATTEN JARROD M
  • 4: filed on 2023-08-07 by PATTEN JARROD M
  • 4: filed on 2023-06-21 by SHAO WEI-MING
  • 4: filed on 2023-06-21 by LE PHONG
  • 4: filed on 2023-06-07 by MONTGOMERY JEANINE
  • 4: filed on 2023-06-07 by KANG ANDREW
  • 4: filed on 2023-06-07 by SHAO WEI-MING
  • 4: filed on 2023-06-07 by ADKISSON KEVIN
  • 4: filed on 2023-06-07 by LE PHONG

    • Events (8k)

  • 8-K: filed on 2023-09-25:
    Item 8.01: Other Events
  • 8-K: filed on 2023-08-01:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 1.02: Termination of a Material Definitive Agreement
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-07-07:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
  • 8-K: filed on 2023-06-28:
    Item 8.01: Other Events
  • 8-K: filed on 2023-05-30:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 5.07: Submission of Matters to a Vote of Security Holders
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-01:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 1.02: Termination of a Material Definitive Agreement
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-04-05:
    Item 8.01: Other Events
  • 8-K: filed on 2023-04-04:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
  • 8-K: filed on 2023-03-27:
    Item 1.02: Termination of a Material Definitive Agreement
    Item 8.01: Other Events
  • 8-K: filed on 2023-03-02:
    Item 8.01: Other Events

    • Proposed Sales (Form 144)

  • 144: filed on 2023-06-20:
  • 144: filed on 2023-06-16:
  • 144: filed on 2023-08-03:
  • 144: filed on 2023-08-04:
  • 144: filed on 2023-08-08:
  • 144: filed on 2023-08-09:
  • 144: filed on 2023-09-22:

    • Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    3.4 Thousand total shares from 5 transactions

    Exercise Derivative Conversion (M)

    3.4 Thousand total shares from 5 transactions

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    PATTEN JARROD M

    • Director
    		 0 2023-09-22 4

    SHAO WEI-MING SEVP & GENERAL COUNSEL

    • Officer
    		 316 2023-06-20 3

    LE PHONG PRESIDENT & CEO

    • Officer
    • Director
    		 458 2023-06-16 3

    MONTGOMERY JEANINE SVP & CAO

    • Officer
    		 381 2023-06-05 3

    KANG ANDREW SEVP & CFO

    • Officer
    		 873 2023-06-05 2

    ADKISSON KEVIN SEVP & CRO

    • Officer
    		 259 2023-06-05 3

    RICKERTSEN CARL J

    • Director
    		 4,000 2023-05-31 1

    GRAHAM STEPHEN X

    • Director
    		 200 2023-05-31 1

    RECHAN LESLIE J

    • Director
    		 2,000 2023-05-31 1

    LANG TIMOTHY EDWIN SEVP & CTO

    • Officer
    		 2,882 2023-02-09 2

    SAYLOR MICHAEL J CHAIRMAN AND CEO

    ALCANTARA LLC

    • Officer
    • Director
    • 10% Owner
    		 0 2020-12-28 0

    MAYR LISA SEVP & CFO

    • Officer
    		 0 2019-11-07 0

    BREYA MARGARET ANNE SEVP & CMO

    • Officer
    		 0 2018-07-30 0

    EPSTEIN ROBERT H

    • Director
    		 0 2018-05-18 0

    NORLIN KEVIN SEVP, WORLDWIDE SALES

    • Officer
    		 0 2018-04-30 0

    RENNYSON DAVID J SEVP, WORLDWIDE SALES

    • Officer
    		 0 2018-02-08 0

    HOLDRIDGE STEPHEN H. SEVP, WORLDWIDE SERVICES

    • Officer
    		 0 2017-11-14 0

    TAE MICHAEL S SEVP, WORLDWIDE SERVICES

    • Officer
    		 0 2016-01-08 0

    THEDE DOUGLAS KING SENIOR EVP & CFO

    • Officer
    		 0 2015-05-04 0

    STARKE MARCUS H SEVP & CHIEF MARKETING OFFICER

    • Officer
    		 0 2014-05-04 0

    SAYLOR MICHAEL J CHAIRMAN AND CEO

    • Officer
    • Director
    • 10% Owner
    		 0 2014-04-30 0

    KLEIN JONATHAN F PRESIDENT & CLO

    • Officer
    		 0 2013-09-05 0

    ZOLFAGHARI PAUL N PRESIDENT

    • Officer
    		 0 2013-09-05 0

    XIAO PENG SENIOR EVP & CTO

    • Officer
    		 0 2013-09-05 0

    BANSAL SANJU K VICE CHAIRMAN, EVP AND COO

    • Officer
    • Director
    		 0 2012-06-07 0

    SPAHR THOMAS P

    • Director
    		 8,565 2012-05-03 0

    WATTS BOB EVP, WORLDWIDE PROF SVCS

    • Officer
    		 0 2012-04-09 0

    BEDELL JEFFREY A EVP, TECHNOLOGY AND CTO

    • Officer
    		 20,270 2012-02-23 0

    HUNT DONALD W EVP, WORLDWIDE SALES & OPS

    • Officer
    		 0 2011-04-01 0

    MCDONALD ADAM M EVP, WORLDWIDE SERVICES

    • Officer
    		 0 2008-08-29 0

    FOWLER F DAVID

    • Director
    		 23,100 2006-03-10 0

    SANCHEZ EDUARDO S VP, WORLDWIDE SALES

    • Officer
    		 20,842 2006-03-01 0

    LARUE DAVID W

    • Director
    		 0 2006-02-22 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    PATTEN JARROD M - Director

    		2023-09-26 16:18:11 -0400 2023-09-22 M 1,000 $121.43 a 1,000 direct

    PATTEN JARROD M - Director

    		2023-09-26 16:18:11 -0400 2023-09-22 S 1,000 $323.51 d 0 direct

    PATTEN JARROD M - Director

    		2023-09-26 16:18:11 -0400 2023-09-22 M 1,000 d 20,600 direct

    PATTEN JARROD M - Director

    		2023-08-09 16:49:09 -0400 2023-08-09 M 450 $121.43 a 450 direct 1.6666 -8.259 -14.6028 2.8624 3 -14.6028 31

    PATTEN JARROD M - Director

    		2023-08-09 16:49:09 -0400 2023-08-09 S 450 $379.55 d 0 direct 1.6666 -8.259 -14.6028 2.8624 3 -14.6028 31

    PATTEN JARROD M - Director

    		2023-08-09 16:49:09 -0400 2023-08-09 M 450 d 21,600 direct

    PATTEN JARROD M - Director

    		2023-08-09 16:49:09 -0400 2023-08-08 M 450 $121.43 a 450 direct 1.6666 -8.259 -14.6028 2.8624 3 -14.6028 31

    PATTEN JARROD M - Director

    		2023-08-09 16:49:09 -0400 2023-08-08 S 450 $391.05 d 0 direct 1.6666 -8.259 -14.6028 2.8624 3 -14.6028 31

    PATTEN JARROD M - Director

    		2023-08-09 16:49:09 -0400 2023-08-08 M 450 d 22,050 direct

    PATTEN JARROD M - Director

    		2023-08-07 16:02:22 -0400 2023-08-04 M 1,000 $121.43 a 1,000 direct -2.9886 -3.4225 -14.3807 0.0 1 -15.626 9

    PATTEN JARROD M - Director

    		2023-08-07 16:02:22 -0400 2023-08-04 S 1,000 $389.87 d 0 direct -2.9886 -3.4225 -14.3807 0.0 1 -15.626 9

    PATTEN JARROD M - Director

    		2023-08-07 16:02:22 -0400 2023-08-04 M 1,000 d 22,500 direct

    PATTEN JARROD M - Director

    		2023-08-07 16:02:22 -0400 2023-08-03 M 500 $121.43 a 500 direct -2.9886 -3.4225 -14.3807 0.0 1 -15.626 9

    PATTEN JARROD M - Director

    		2023-08-07 16:02:22 -0400 2023-08-03 S 500 $393.11 d 0 direct -2.9886 -3.4225 -14.3807 0.0 1 -15.626 9

    PATTEN JARROD M - Director

    		2023-08-07 16:02:22 -0400 2023-08-03 M 500 d 23,500 direct

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 22:15:05 UTC 4.8283 0.4917 150000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 21:45:03 UTC 4.8283 0.4917 150000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 21:15:04 UTC 4.8283 0.4917 150000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 20:45:04 UTC 4.8283 0.4917 150000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 20:15:05 UTC 4.8317 0.4883 150000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 19:45:03 UTC 4.8317 0.4883 150000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 19:15:04 UTC 4.8317 0.4883 150000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 18:45:04 UTC 4.8356 0.4844 150000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 18:15:04 UTC 4.8356 0.4844 150000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 17:45:03 UTC 0.0 0.0 150000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 17:15:03 UTC 0.0 0.0 150000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 16:45:04 UTC 4.8458 0.4742 150000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 16:15:05 UTC 4.8458 0.4742 150000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 15:45:04 UTC 4.8458 0.4742 150000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 15:15:03 UTC 4.8458 0.4742 100000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 14:45:03 UTC 4.8458 0.4742 100000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 14:15:03 UTC 4.8458 0.4742 100000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 13:45:03 UTC 4.8458 0.4742 100000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 13:15:05 UTC 4.8458 0.4742 100000
    MICROSTRATEGY INC-CL A MSTR 2023-09-27 12:45:05 UTC 4.8458 0.4742 100000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    Prudential Investment Portfolios 12- PGIM QMA Large-Cap Core Equity Plus Fund MSTR -100.0 shares, $-66450.0 2021-06-30 N-PORT
    Prudential Investment Portfolios 12- PGIM QMA Long-Short Equity Fund MSTR -100.0 shares, $-57840.0 2021-09-30 N-PORT

    No recent transactions

    *** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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