Welcome to our dedicated page for Strategy SEC filings (Ticker: STRC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Capital International Investors reports beneficial ownership of 31,642,100 shares of Strategy Inc common stock, representing 10.1% of the 314,264,726 shares believed to be outstanding. The filing states 31,621,215 shares are held with sole voting power and 31,642,100 with sole dispositive power. The schedule notes that reported shares include convertible preferreds equal to 152,268 common shares and corporate convertible/exchangeable debt equal to 21,732 common shares. The amendment is signed by Aaron Espin on 05/13/2026.
Jane Street Group and affiliated entities disclosed beneficial ownership of Strategy Inc Class A common stock totaling 13,064,661.40 shares, representing 4.0% of the class. The filing reports shared voting and shared dispositive power over 13,064,661.40 shares; sole voting and dispositive power are reported as 0.
The Schedule 13G/A lists related entities (Jane Street Capital, Jane Street Options, Jane Street Global Trading, Jane Street Singapore) and shows Jane Street Capital beneficially holding 12,945,072.40 shares and Jane Street Options holding 108,500.00 shares as part of the combined position. The filing is signed by an authorized signatory on 05/11/2026.
MSTR affiliate filed a Notice of Proposed Sale of 2,750 Class A shares. The filing lists 05/11/2026 and identifies Fidelity Brokerage Services LLC as the broker and cash as the proposed method. The record also shows multiple open‑market sales by Jarrod M. Patten during March–May 2026, including 1,900 shares on 04/09/2026 and 1,400 shares on 04/08/2026.
Strategy Inc. reported recent activity under its at-the-market stock offering and related bitcoin purchases. Between May 4 and May 10, 2026, the company sold 231,324 shares of its MSTR Class A common stock, generating net proceeds of about $43.0 million, including small sales of STRC preferred shares.
During the same period, Strategy used these proceeds to acquire 535 bitcoin at an aggregate purchase price of $43.0 million, or an average of $80,340 per bitcoin. As of May 10, 2026, it held 818,869 bitcoin with an aggregate purchase price of $61.86 billion and an average purchase price of $75,540 per bitcoin. The filing also notes substantial remaining ATM capacity across its preferred and common stock classes.
Jarrod M. Patten reported multiple sales of Class A shares of MSTR under a Form 144 filing. The excerpt lists option-related activity with an option grant dated 05/31/2016 and a sale reporting line for 05/08/2026. Several market dispositions from March through May 2026 are itemized, with individual trades showing share counts and gross proceeds.
Strategy Inc. reported a sharp bitcoin-driven loss for the quarter ended March 31, 2026. Total revenues from its software business rose to $124.3 million from $111.1 million a year earlier, led by higher subscription services.
The company recorded an unrealized loss on digital assets of $14.46 billion, driving a net loss of $12.54 billion and a net loss attributable to common stockholders of $12.77 billion, or $38.25 per share. Strategy held 762,099 bitcoins with a fair value of $51.65 billion and a cost basis of $57.69 billion, after purchasing 89,599 bitcoins for $7.25 billion during the quarter.
To fund its strategy, the company raised $5.29 billion through at-the-market sales of 33.47 million class A shares and $2.06 billion via new STRC preferred stock, while paying $229.5 million in preferred dividends. Long-term debt, primarily Convertible Senior Notes, stood near $8.17 billion.
Strategy Inc director Patten Jarrod M reported multiple equity transactions involving the company’s Class A Common Stock and preferred shares. On May 4, 2026, he exercised a director stock option to acquire 2,000 Class A shares at $18.654 per share.
That same day, he reported open-market sales totaling 2,000 Class A shares in four 500‑share trades at prices between $181 and $186. He also reports direct holdings of Series A Perpetual Stride, Stretch, and Strife Preferred Stock, and a footnote indicates 29,800 shares remain subject to the director stock option after this exercise.
Strategy Inc reported first quarter 2026 results that are dominated by bitcoin mark-to-market swings. For the quarter ended March 31, 2026, operating loss was $14.47 billion, driven by an unrealized loss on digital assets of $14.46 billion, versus $5.91 billion a year earlier. Net loss was $12.54 billion, or $38.25 per diluted share, compared to a net loss of $4.22 billion, or $16.49 per share, in the prior-year period.
Core software and services operations showed modest growth. Total revenues reached $124.3 million, up 11.9% year over year, with gross profit of $83.4 million and a 67.1% gross margin. Subscription services revenue increased while product support declined.
Strategy continues to scale its bitcoin-centric balance sheet and financing strategy. As of May 3, 2026, the company held about 818,334 bitcoins with an original cost basis of $61.81 billion and a market value of $64.14 billion, reflecting a 22% increase in holdings year to date and a 9.4% BTC Yield. Year to date, Strategy reports raising $11.68 billion, including $7.37 billion of aggregate gross proceeds in Q1 2026 and $4.32 billion in Q2-to-date sales under its at-the-market equity offering program.
Strategy Inc director Jarrod M. Patten reported an exercise-and-sell sequence in Class A Common Stock. On April 30 and May 1, 2026, he sold a total of 4,000 shares in open-market transactions at prices between $161.61 and $178.08 per share. Over the same two days, he exercised director stock options to acquire 4,000 shares at an exercise price of $18.654 per share. Following these transactions, Patten directly holds 28,000 shares of Strategy Inc Class A Common Stock.
Jarrod M. Patten filed a Form 144 reporting proposed and recent sales of Class A shares. The notice lists an option grant of 2,000 shares (granted 05/31/2016) and multiple reported dispositions during March–May 2026, including sales of 700 shares on 03/26/2026 for $96,159 and 2,250 shares on 05/01/2026 for $391,145.