Robeco increases stake in Strategy by 11%, holding 133,755 shares

Robeco Institutional Asset Management, one of Europe’s largest asset managers, bumped up its position in Strategy Inc by 11% during the second quarter of 2026. The firm now holds 133,755 shares of the Bitcoin treasury company formerly known as MicroStrategy, according to its 13F filing submitted on July 21. The position is worth approximately $11.63 million as of June 30. Not exactly a bet-the-farm move for a firm managing hundreds of billions in assets, but the direction of the trade tells a more interesting story than its size. What the filing actually shows Robeco added 13,291 shares during the quarter, a move that pushed its total holdings from a previously reported range of roughly 120,464 to 121,000 shares up to the current 133,755. That’s an 11.03% increase quarter-over-quarter. Those 133,755 shares represent just 0.0143% of Strategy’s outstanding stock. Strategy held 818,334 Bitcoin as of May 3, 2026, representing 22% growth in its Bitcoin stack year-to-date. That makes it the largest corporate holder of Bitcoin on the planet. The company has essentially transformed itself from an enterprise software firm into what it calls a “Bitcoin Treasury Company.” The broader institut...