STRATEGY SHS - EVENTIDE US MRKT (ESUM) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2024 to Q4 2025

Type / Class
Equity / EVENTIDE US MRKT
Symbol
ESUM
Price per share
$27.69
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
4,387,032
Total reported value
$119,508,164
% of total 13F portfolios
0%
Share change
+415,273
Value change
+$12,167,215
Number of holders
39
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 39 institutional investors reported holding 4,387,032 shares of STRATEGY SHS - EVENTIDE US MRKT (ESUM).

Institutional Holders of STRATEGY SHS - EVENTIDE US MRKT (ESUM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 4,387,032 $119,508,164 +$12,167,215 $26.93 39
2025 Q3 3,971,759 $107,957,639 +$6,501,897 $27.18 38
2025 Q2 3,677,842 $95,806,968 +$48,133,424 $25.99 30
2025 Q1 1,833,687 $43,292,638 +$34,458,969 $23.61 16
2024 Q4 373,624 $9,065,133 +$9,065,133 $24.26 3