STRATEGY INC NOTE 0.625% 9/1

STRATEGY INC NOTE 0.625% 9/1 is a security (CUSIP 594972AQ4) tracked across SEC portfolio filings. 34 institutional managers reported $1.1B on Form 13F as of 2026-06-30; 2 registered fund positions totaling $923K via N-PORT as of 2026-03-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 34 managers by value.

ManagerLocationValueShares
D. E. Shaw & Co., Inc.New York, NY$257.6M233,872,000
Weiss Asset Management LPBOSTON, MA$170.4M154,820,000
WOLVERINE ASSET MANAGEMENT LLCCHICAGO, IL$145.8M132,335,000
LMR Partners LLPLONDON, X0$69.8M63,500,000
Balyasny Asset Management L.P.Chicago, IL$68.0M61,754,000
DeepCurrents Investment Group LLCNEW YORK, NY$54.6M49,655,000
WHITEBOX ADVISORS LLCMINNEAPOLIS, MN$46.0M42,000,000
Hudson Bay Capital Management LPGreenwich, CT$42.1M38,192,000
TWO SIGMA INVESTMENTS, LPNew York, NY$32.1M29,300,000
Sculptor Capital LPNew York, NY$27.5M25,000,000
MILLENNIUM MANAGEMENT LLCNEW YORK, NY$26.4M24,000,000
STATE STREET CORPBOSTON, MA$23.2M21,086,000
FMR LLCBOSTON, MA$21.9M19,982,000
BlackRock, Inc.New York, NY$18.0M16,450,000
ARISTEIA CAPITAL LLCGREENWICH, CT$13.2M12,000,000

Top fund holders (N-PORT)

FundRegistrantValue% of fund
Franklin BSP Private Credit FundFranklin BSP Private Credit Fund$594K51.00%
Blackstone Alternative Multi-Strategy FundBlackstone Alternative Investment Funds$329K0.91%

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