Geneos Wealth Management Inc. - MICROSTRATEGY INC ownership

MICROSTRATEGY INC's ticker is MSTR and the CUSIP is 594972408. A total of 4 filers reported holding MICROSTRATEGY INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of MICROSTRATEGY INC
ValueSharesWeighting
Q3 2023$379,163
-6.1%
1,155
-2.0%
0.02%
-4.8%
Q2 2023$403,713
+14.9%
1,179
-1.9%
0.02%0.0%
Q1 2023$351,369
+90.2%
1,202
-7.9%
0.02%
+90.9%
Q4 2022$184,749
-7.6%
1,305
+38.1%
0.01%
-21.4%
Q3 2022$200,000
+23.5%
945
-3.1%
0.01%
+75.0%
Q2 2022$162,000
-63.3%
975
+7.4%
0.01%
-57.9%
Q1 2022$441,000
-6.6%
908
+4.7%
0.02%
+5.6%
Q4 2021$472,000
+0.4%
867
+16.4%
0.02%0.0%
Q3 2021$470,000
+49.2%
745
+49.9%
0.02%
+50.0%
Q2 2021$315,000
+22.6%
497
+26.8%
0.01%
+71.4%
Q1 2021$257,000
+131.5%
392
+122.7%
0.01%
+75.0%
Q4 2020$111,000
+1010.0%
176
+193.3%
0.00%
+300.0%
Q3 2016$10,000600.00%
Other shareholders
MICROSTRATEGY INC shareholders Q4 2023
NameSharesValueWeighting ↓
GLENHILL ADVISORS LLC 586,581$115,791,0008.20%
SOMA EQUITY PARTNERS LP 42,000$8,291,0004.37%
EMINENCE CAPITAL, LP 707,693$139,699,0002.19%
NEW AMSTERDAM PARTNERS LLC/NY 45,518$8,985,0002.04%
EMERALD ADVISERS, LLC 183,473$36,218,0001.54%
EMERALD MUTUAL FUND ADVISERS TRUST 141,623$27,956,0001.33%
Piermont Capital Management Inc. 23,658$4,670,0001.07%
Cortina Asset Management, LLC 114,951$22,691,0000.95%
BOARDMAN BAY CAPITAL MANAGEMENT LLC 2,095$414,0000.91%
Sterling Capital Management LLC 274,380$54,163,0000.49%
View complete list of MICROSTRATEGY INC shareholders