Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STRATEGY SHS (ESSC)

9 + Investors. Track Smart Money conviction in ESSC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

9+

Inst. Holders

Hedge Fund Ownership: ESSC

How many hedge funds hold ESSC — quarterly history vs. share price
Quarterly hedge fund ownership of ESSC vs. share price

Market Analysis: ESSC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESSC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: ESSC
2026 Q1 Stats Unlock in 3 days 9 + Investors

Track Smart Money conviction in ESSC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 9 0 100%
13F Shares 379K 0 100%
Total Value $10M $0 100%
New Positions 9 0 +9
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESSC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

9 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ESSC. Verified SEC 13F-HR filings.

QUARTER:
Top 12 institutional holders of ESSC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Equity Management 4.07% 413,836 $10.8M
2 MONEYWISE, INC. 2.21% 193,800 $5.1M
3 PAX Financial Group, LLC 0.21% 48,128 $1.3M
4 Whitaker-Myers Wealth Managers, LTD. 0.06% 12,264 $321K
5 Values First Advisors, Inc. 0.06% 4,176 $109K
6 First Heartland Consultants, Inc. 0.03% 13,615 $356K
7 49 WEALTH MANAGEMENT, LLC 0.03% 13,190 $345K
8 CreativeOne Wealth, LLC 0.02% 35,647 $933K
9 EverSource Wealth Advisors, LLC 0.02% 11,337 $703K
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% 111,985 $3.0M
11 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 38,333 $1.0M
12 OSAIC HOLDINGS, INC. 0.00% 97 $3K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — STRATEGY SHS (ESSC)

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.