Jefferies Group's MSTR Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 163,258 shares of Strategy Inc (MSTR) worth $52.6 M, representing 0.25% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in MSTR, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 144,906 shares. Largest reduction occurred in Q2 2024, reducing 108,450 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Strategy (MSTR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Strategy (MSTR) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2023 | +200 | New Buy | 200 | $32.83 |
| Q4 2023 | +2,070 | Add 1035.00% | 2,270 | $63.16 |
| Q1 2024 | +132,180 | Add 5822.91% | 134,450 | $170.46 |
| Q2 2024 | -108,450 | Reduce 80.66% | 26,000 | $137.75 |
| Q3 2024 | -26,000 | Sold Out | 26,000 | $0.00 |
| Q4 2024 | +13,319 | New Buy | 13,319 | $289.62 |
| Q1 2025 | +5,351 | Add 40.18% | 18,670 | $288.27 |
| Q2 2025 | -318 | Reduce 1.70% | 18,352 | $404.23 |
| Q3 2025 | +144,906 | Add 789.59% | 163,258 | $322.21 |
Jefferies Group's Strategy Investment FAQs
Jefferies Group first purchased Strategy Inc (MSTR) in Q3 2023, acquiring 200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Strategy Inc (MSTR) for 9 quarters since Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Strategy Inc (MSTR) was in Q3 2025, adding 163,258 shares worth $52.6 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 163,258 shares of Strategy Inc (MSTR), valued at approximately $52.6 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Strategy Inc (MSTR) represents approximately 0.25% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Strategy Inc (MSTR) was 163,258 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.