# STRATEGY INC SERIES A PERP PF

STRATEGY INC SERIES A PERP PF is a security (CUSIP 594972887) tracked across SEC portfolio filings. 92 institutional managers reported $400.6M on Form 13F as of 2026-06-30; 8 registered fund positions totaling $149.3M via N-PORT as of 2026-05-31.

## Summary

- Issuer: STRATEGY INC
- Class: SERIES A PERP PF
- CUSIP: 594972887
- Asset category: EP
- 13F holders: 92
- 13F value: $400.6M
- 13F period: 2026-06-30
- N-PORT fund positions: 8
- N-PORT value: $149.3M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 92 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| Capital International Investors | Los Angeles, CA | $107.7M | 1,522,681 |
| BlackRock, Inc. | New York, NY | $68.5M | 969,048 |
| Capital World Investors | LOS ANGELES, CA | $52.1M | 736,597 |
| [ParaFi Capital LP](https://search.stillhousedata.com/firm/294670) | NEW YORK, NY | $30.4M | 430,628 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | CENTRAL, K3 | $21.2M | 300,109 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $17.9M | 252,865 |
| STATE STREET CORP | BOSTON, MA | $11.9M | 168,000 |
| [Calamos Advisors LLC](https://search.stillhousedata.com/firm/105758) | NAPERVILLE, IL | $11.8M | 200,000 |
| [INFRASTRUCTURE CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/166459) | New York, NY | $10.8M | 153,001 |
| FMR LLC | BOSTON, MA | $9.6M | 135,600 |
| ADVENT CAPITAL MANAGEMENT /DE/ | NEW YORK, NY | $7.0M | 97,805 |
| [Greenland Capital Management LP](https://search.stillhousedata.com/firm/317701) | NEW YORK, NY | $5.1M | 71,681 |
| MORGAN STANLEY | NEW YORK, NY | $4.6M | 65,075 |
| [Aspiring Ventures, LLC](https://search.stillhousedata.com/firm/282891) | CINCINNATI, OH | $4.6M | 78,131 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $4.0M | 56,829 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [American Funds Fundamental Investors](https://search.stillhousedata.com/fund/S000009227) | American Funds Fundamental Investors | $102.7M | 6.67% |
| [New Economy Fund](https://search.stillhousedata.com/fund/S000009598) | New Economy Fund | $29.6M | 5.74% |
| [Calamos Market Neutral Income Fund](https://search.stillhousedata.com/fund/S000004062) | CALAMOS INVESTMENT TRUST/IL | $15.6M | 8.87% |
| Advent Convertible & Income Fund | ADVENT CONVERTIBLE & INCOME FUND | $1.1M | 18.56% |
| [Virtus Global Allocation Fund](https://search.stillhousedata.com/fund/S000025374) | Virtus Strategy Trust | $170K | 11.57% |
| [Virtus Newfleet Multi-Sector Bond ETF](https://search.stillhousedata.com/fund/S000048895) | ETFis Series Trust I | $25K | 0.59% |
| Fidelity Multi-Strategy Credit Fund | Fidelity Multi-Strategy Credit Fund | $21K | 3.77% |
| Virtus Global Multi-Sector Income Fund | Virtus Global Multi-Sector Income Fund | $7K | 0.77% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/594972887.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.