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MSTR

Strategy Inc

Sector: technologySoftware - ApplicationNASDAQMarket Cap: $36.38B

MicroStrategy Inc. is a technology company providing business intelligence, mobile software, and cloud-based services, with a primary political signal being a direct equity holding by former President Donald J. Trump.

Govt Dependence
5/100
Regulatory Density
65/100
Lobbying Intensity
0/100
Political Signal
NEUTRAL

BusinessWhat MSTR does

MicroStrategy Inc. operates as a provider of enterprise analytics and mobility software. Its revenue is derived from software licenses, subscription services, and product support. The company also holds a significant portfolio of Bitcoin, which influences its market valuation.

12 months past · 3 months futureMSTR activity timeline

$414$247$80 AugSepOctNovDecJan '26FebMarAprMayJunJulAugSepOct ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Jul 28 $402.01 hi $82.31 lo $91.67 CONGRESS 19 INSIDERS 0 13F FUNDS 30 BILLS 28 Gilbert Ray Cisneros (D) · Purchase · 2026-06-05 Renaissance Technologies · + $230766M · 2026-03-31Two Sigma Investments · + $46061M · 2026-03-31Two Sigma Investments · holds $34195M · 2026-03-31Two Sigma Investments · + $32098M · 2026-03-31Two Sigma Investments · - $26507M · 2026-03-31Citadel Advisors · + $4834M · 2025-09-30Citadel Advisors · - $1668M · 2025-12-31Millennium Management · + $311M · 2025-09-30D.E. Shaw & Co. · + $307M · 2025-12-31Millennium Management · - $260M · 2025-12-31D.E. Shaw & Co. · - $161M · 2025-12-31D.E. Shaw & Co. · - $161M · 2025-09-30Millennium Management · - $153M · 2025-09-30Renaissance Technologies · + $137M · 2025-12-31D.E. Shaw & Co. · + $124M · 2025-09-30D.E. Shaw & Co. · + $98M · 2025-09-30Two Sigma Investments · + $88M · 2025-09-30D.E. Shaw & Co. · holds $77M · 2025-12-31 HR.2385 · markup · 2026-06-25HR.2505 · committee · 2026-06-09 MARKUP · Senate Homeland Security and Governmental Affairs · 2026-07-29MARKUP · Senate Judiciary · 2026-07-30MARKUP · Senate Commerce, Science, and Transportation Subcommittee on · 2026-07-30
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
249 trading days · 1 congressional trades shown · 0 insider buys · 18 13F filings · 2 past bill actions · 3 upcoming markups

Executive Branch ConflictsMSTR held by Trump-administration officials

Lifetime Government AwardsMSTR federal contracts by year

$76M
total awarded · 2004–2026
111
contracts on file
2018
peak year ($10M)
$10M $5M 2004: $6M across 1 contract $6M 2004 2007: $34K across 1 contract $34K 2007 2009: $456K across 2 contracts $456K 2009 2 contracts 2010: $9K across 1 contract $9K 2010 2011: $5M across 10 contracts $5M 2011 10 contracts 2012: $3M across 9 contracts $3M 2012 9 contracts 2013: $3M across 9 contracts $3M 2013 9 contracts 2014: $752K across 3 contracts $752K 2014 3 contracts 2015: $4M across 9 contracts $4M 2015 9 contracts 2016: $3M across 10 contracts $3M 2016 10 contracts 2017: $10M across 6 contracts $10M 2017 6 contracts 2018: $10M across 11 contracts (peak year) $10M 2018 11 contracts 2019: $5M across 7 contracts $5M 2019 7 contracts 2020: $10M across 6 contracts $10M 2020 6 contracts 2021: $1M across 3 contracts $1M 2021 3 contracts 2022: $2M across 2 contracts $2M 2022 2 contracts 2023: $5M across 5 contracts $5M 2023 5 contracts 2024: $7M across 7 contracts $7M 2024 7 contracts 2025: $1M across 3 contracts $1M 2025 3 contracts 2026: $1M across 6 contracts $1M 2026 6 contracts
Top contracts by award amount
$8.9M Department of Commerce 2017-09-13 IGF::OT::IGF STRATEGIC PLANNING
$7.1M Department of Commerce 2020-09-04 HUMAN CAPITAL SUPPORT TASK ORDER
$5.9M Department of Homeland Security 2004-09-20 PROFESSIONAL SUPPORT SERVICES
$4.8M Department of Commerce 2023-12-29 TO FACILITATE THE DEVELOPMENT OF TRAINING PREREQUISITES, THE FACILITAT
$4.2M Department of Commerce 2024-09-09 STRATEGY AND ENGAGEMENT SUPPORT SERVICES TASK ORDER
23 years · 111 contracts

Smart Money · 13F HoldingsHedge funds holding MSTR

$372.25B
Total MSTR held by tracked 13F funds
17
Funds with MSTR positions
Renaissance Technologies $230.77B +123% 2026-03-31
Two Sigma Investments $46.06B +19161% 2026-03-31
Two Sigma Investments $34.20B holds 2026-03-31
Two Sigma Investments $32.10B +13% 2026-03-31
Two Sigma Investments $26.51B -51% 2026-03-31
Citadel Advisors $1.67B -27% 2025-12-31
D.E. Shaw & Co. $307M +4055% 2025-12-31
Millennium Management $260M -95% 2025-12-31
9 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading MSTRMembers of Congress with recent MSTR positions

2 politicians traded MSTR across 5 disclosed transactions totaling $163K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just MSTR). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading MSTR

2026-06-05 Gilbert Ray Cisneros D-California · house Purchase $15,001 - $50,000
2024-07-01 Shri Thanedar D-Michigan · house Purchase $15,001 - $50,000 406d late
2024-07-01 Shri Thanedar D-Michigan · house purchase $15,001 - $50,000 406d late
2025-05-12 Jefferson Shreve R-Indiana · house Sale $15,001 - $50,000
2025-05-12 Jefferson Shreve R-Indiana · house sale $15,001 - $50,000
2025-02-24 Jefferson Shreve R-Indiana · house purchase $15,001 - $50,000
2025-02-24 Jefferson Shreve R-Indiana · house Purchase $15,001 - $50,000
2019-08-14 (unknown) sale $1,001 - $15,000 695d late
2019-07-09 (unknown) purchase $1,001 - $15,000 731d late
2019-08-14 (unknown) Sale $1,001 - $15,000 695d late
2019-07-09 (unknown) Purchase $1,001 - $15,000 731d late
2019-02-06 (unknown) sale $1,001 - $15,000 446d late
19+ trades on file · most recent 2026-07-03

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills Affecting MSTRLive legislation impacting this stock

Political ProfileWhere MSTR sits in Washington

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STRUCTURAL: Direct executive branch exposure via a single filer (Donald J. Trump) holding two positions flagged for crypto. EVIDENTIARY: No corporate insider buys in 180 days (`get_corporate_insider_signal.total_buys` = 0) and congressional trading shows only sales (`Top congressional traders[0].transaction_type` = 'Sale'). Net: High-profile, concentrated executive exposure is offset by a lack of supportive trading or lobbying activity.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Heightened regulatory scrutiny of cryptocurrency holdings
    SEC, CFTC
    "`get_executive_branch_exposure.by_ticker[0].holdings[0].flag_crypto` is true for Trump's disclosed position."

Regulatory opportunities

  • Potential federal contracts for business intelligence software
    Multiple Federal Departments
    "`get_government_precedent.federal_contracts_summary[0].agencies` lists 9 federal agencies, including DoD and DHS, with $29.1M in total obligations."
Member intelligence layer

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Frequently AskedAbout MSTR & political exposure

Does Strategy Inc (MSTR) hold federal contracts?
Yes. Strategy Inc has 111 federal contract awards totaling $76,450,265, primarily from agencies including Department of Agriculture, Department of Commerce, Department of Defense. See full contract list and amounts on this page.
Which Trump cabinet officials own MSTR stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in MSTR on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded MSTR stock?
19 congressional trades by 6 unique members of Congress, most recently on 2026-06-05. See the Congressional Trading panel for politician-by-politician breakdown.
What is MSTR political risk profile?
Government dependence: 5/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 0%.
How does GovGreed track MSTR political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. MSTR data is updated daily from these official federal sources.