Strategy 8-K

Summary

Weekly ATM, share repurchase and bitcoin update. From 7/20/2026–7/26/2026, Strategy sold MSTR common shares through its ATM and repurchased STRC preferred shares; it made no bitcoin purchases. The company also reported its bitcoin holdings and dollar reserve and directs investors to its public dashboard for market, bitcoin and KPI updates.

Key Figures

• ATM: 5.43M MSTR shares sold for $544.5M net proceeds; $23.0B of MSTR issuance capacity remained across the current offering and the increase announced 3/23/2026. The $21.0B increase may be used once capacity under the existing offering is substantially depleted. No preferred shares were sold. Remaining issuance capacity: STRF $1.62B, STRC $17.5B, STRK $2.1B and STRD $4.01B.
• Repurchases: 288,930 STRC shares for $25.0M; no STRF, STRK, STRD or MSTR shares were repurchased. Remaining capacity: $975M for preferred shares and $1.0B for MSTR common stock.
• Bitcoin: no purchases during the week. Holdings were 843,775 BTC, with aggregate purchase cost of $63.69B, including fees and expenses, and an average purchase price of $75,476 per BTC.
• USD reserve: $3.75B as of 7/26/2026, intended for preferred dividends and interest on indebtedness; it includes expected proceeds from ATM shares not yet settled.

Investor Takeaways

• Future weekly updates will show whether Strategy resumes bitcoin purchases and how it uses its remaining ATM and repurchase capacity.