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Get filing alertsStrategy Inc pauses ATM sales and bitcoin buys; holds 843,738 BTC at $75.7K avg cost
Filed May 26, 2026 · Period ending May 26, 2026 · ~1 min read
Key Changes
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Strategy holds 843,738 bitcoin acquired for $63.87 billion ($75,700 average cost per coin including fees), providing current snapshot of the company's core cryptocurrency position and cost basis.
Item 8.01 — Other Events verify on EDGAR → -
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Company announced capital structure updates via press release on May 26, 2026; specific terms not detailed in the 8-K body and require review of attached Exhibit 99.1.
Item 7.01 — Regulation FD Disclosure verify on EDGAR → -
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No ATM share sales or bitcoin purchases occurred during May 18-25, 2026, marking a pause in the company's typical capital-raising and bitcoin-accumulation activities.
Item 8.01 — Other Events verify on EDGAR → -
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USD Reserve balance stands at $871 million as of May 25, 2026, the liquidity pool designated for preferred dividend and debt interest payments.
Item 8.01 — Other Events verify on EDGAR → -
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Strategy's website dashboard is now an official Regulation FD disclosure channel for bitcoin holdings, security prices, and key metrics—investors should monitor it for material updates.
Item 7.01 — Regulation FD Disclosure verify on EDGAR →
Summary
Strategy Inc filed a weekly update showing no activity in its at-the-market equity program or bitcoin purchases between May 18-25, 2026—a notable pause for a company known for aggressive bitcoin accumulation. The filing confirms the company's position: 843,738 bitcoin with an average cost of $75,700 per coin, totaling $63.87 billion invested. With bitcoin's market price fluctuating, this cost basis is critical for assessing unrealized gains or losses on the balance sheet.
The company also announced unspecified capital structure updates via press release, which could signal new financing, debt modifications, or equity issuances. The $871 million USD Reserve provides a cushion for fixed obligations like preferred dividends and debt interest, but the week-long pause in bitcoin buying may reflect either strategic timing or capital constraints. Investors should watch whether the company resumes purchases in coming weeks and review the press release (Exhibit 99.1) for details on the capital structure changes, as these could materially affect dilution or leverage.
Section-by-Section Diff
Event · Item 8.01 — Other Events
Strategy Inc disclosed no ATM share sales or bitcoin purchases May 18-25, 2026; holds 843,738 BTC at $75,700 avg cost; USD Reserve at $871M.
Added in current filing · verify on EDGAR →
during the period between May 18, 2026 and May 25, 2026, Strategy did not sell any shares under its at-the-market offering program and did not purchase any bitcoin.
Strategy reported zero activity in both its at-the-market equity offering program and bitcoin acquisition program for the week ending May 25, 2026. This represents a pause in the company's typical capital-raising and bitcoin-accumulation activities.
Added in current filing · verify on EDGAR →
As of May 25, 2026, the balance of the USD Reserve is $871 million.
Strategy reported its USD Reserve balance at $871 million as of May 25, 2026. This reserve was established in December 2025 as a management-designated liquidity pool to support preferred stock dividend payments and debt interest obligations, providing visibility into the company's ability to meet fixed obligations.
Event · Item 7.01 — Regulation FD Disclosure
Item 7.01 — Regulation FD Disclosure filed; see Key Changes for terms.
Added in current filing · verify on EDGAR →
On May 26, 2026, Strategy issued a press release announcing certain capital structure updates.
Strategy Inc disclosed capital structure updates through a press release on May 26, 2026.1). Investors should review the press release for material terms of any financing, equity issuance, debt modification, or other capital structure changes.
Added in current filing · verify on EDGAR →
Strategy also maintains a dashboard on its website (www.strategy.com) as a disclosure channel for providing broad, non-exclusionary distribution of information regarding Strategy to the public, including information regarding market prices of its outstanding securities, bitcoin purchases, sales, and holdings, certain key performance indicator metrics and other supplemental information, and as one means of disclosing non-public information in compliance with its disclosure obligations under Regulation FD.
Strategy disclosed that it maintains a public dashboard on its website as a Regulation FD-compliant disclosure channel. The dashboard provides information on security prices, bitcoin transactions and holdings, key performance indicators, and other supplemental data. This establishes the website as an official channel for material non-public information, meaning investors should monitor it regularly for updates that may not appear in traditional SEC filings.
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Figures/quotes linked to EDGAR · Narrative written by AI · Jun 17, 2026 · How we verify