Welcome to our dedicated page for Strategy SEC filings (Ticker: STRF), 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.
The Strategy Inc 10.00% Series A Perpetual Strife Preferred Stock (STRF) filings page on Stock Titan is intended to aggregate U.S. Securities and Exchange Commission disclosures related to this preferred stock and its issuer, MicroStrategy Incorporated d/b/a Strategy. Company press releases state that offerings of STRF, including initial public offerings and at-the-market (ATM) programs, are conducted under effective shelf registration statements and prospectus supplements filed with the SEC.
Through SEC filings such as registration statements and prospectus supplements, Strategy describes the key terms of STRF, including its 10.00% non-cumulative dividend rate on the stated amount, the initial $100 per share stated amount used to determine liquidation preference, and the mechanism that adjusts liquidation preference based on recent trading prices. These documents also outline redemption rights that allow Strategy to redeem all, but not less than all, STRF shares under specified conditions, and the rights of holders to require repurchase upon certain fundamental change events.
While specific filings are not listed here, investors researching STRF typically look to SEC documents for detailed risk factors, capital structure information, and descriptions of how proceeds from STRF offerings will be used. Company communications explain that proceeds are intended for general corporate purposes, including the acquisition of Bitcoin and working capital, reflecting Strategy’s focus as a Bitcoin Treasury Company and software provider.
On Stock Titan, STRF-related SEC filings are supplemented by AI-powered summaries that aim to make complex documents more accessible. As new filings become available from EDGAR, they can be surfaced with concise explanations of dividend provisions, liquidation preference adjustments, redemption and fundamental change terms, and the relationship of STRF to other Strategy securities such as common stock and the 8.00% Series A Perpetual Strike Preferred Stock. This helps users quickly understand how regulatory filings shape the rights and obligations associated with STRF.
Strategy Inc reported recent activity under its at-the‑market offering program and related bitcoin purchases. Between May 11 and May 17, 2026, it sold 19,519,801 shares of its STRC preferred stock for net proceeds of $1,949.0 million and 430,344 shares of MSTR common stock for net proceeds of $83.7 million, contributing to total net proceeds of $2,032.7 million for the period.
As of May 17, 2026, $17,510.8 million of STRC, $1,619.3 million of STRF, $2,100.0 million of STRK, $4,014.8 million of STRD and $26,265.7 million of MSTR stock remained available for issuance and sale under the ATM. Using ATM proceeds, Strategy acquired 24,869 bitcoin for an aggregate purchase price of $2.01 billion at an average price of $80,985 per bitcoin, bringing its total holdings to 843,738 bitcoin acquired for $63.87 billion at an average price of $75,700.
Strategy Inc reported recent activity under its at-the‑market offering program and related bitcoin purchases. Between May 11 and May 17, 2026, it sold 19,519,801 shares of its STRC preferred stock for net proceeds of $1,949.0 million and 430,344 shares of MSTR common stock for net proceeds of $83.7 million, contributing to total net proceeds of $2,032.7 million for the period.
As of May 17, 2026, $17,510.8 million of STRC, $1,619.3 million of STRF, $2,100.0 million of STRK, $4,014.8 million of STRD and $26,265.7 million of MSTR stock remained available for issuance and sale under the ATM. Using ATM proceeds, Strategy acquired 24,869 bitcoin for an aggregate purchase price of $2.01 billion at an average price of $80,985 per bitcoin, bringing its total holdings to 843,738 bitcoin acquired for $63.87 billion at an average price of $75,700.
Strategy Inc has agreed to repurchase approximately $1.50 billion aggregate principal amount of its 0% Convertible Senior Notes due 2029 for an estimated cash price of about $1.38 billion, with the final price tied to the volume-weighted average price of its Class A common stock over a defined measurement period.
The company plans to fund these repurchases using available cash, sales under its at-the-market equity program, and/or bitcoin sales. Settlement is expected on or about May 19, 2026, after which the repurchased notes will be cancelled and about $1.50 billion principal amount of the 2029 notes will remain outstanding.
Strategy Inc has agreed to repurchase approximately $1.50 billion aggregate principal amount of its 0% Convertible Senior Notes due 2029 for an estimated cash price of about $1.38 billion, with the final price tied to the volume-weighted average price of its Class A common stock over a defined measurement period.
The company plans to fund these repurchases using available cash, sales under its at-the-market equity program, and/or bitcoin sales. Settlement is expected on or about May 19, 2026, after which the repurchased notes will be cancelled and about $1.50 billion principal amount of the 2029 notes will remain outstanding.
MSTR affiliate Jarrod M. Patten reported proposed and recent sales of Class A shares under Form 144. The notice lists a planned sale of 1,500 shares with a sale method marked Cash and an option grant date of 05/31/2016. The filing also itemizes multiple open-market dispositions by Mr. Patten during March–May 2026, including sales of 2,750 shares on 05/11/2026 for $526,886.25 and 1,900 shares on 04/09/2026 for $248,105.00.
MSTR affiliate Jarrod M. Patten reported proposed and recent sales of Class A shares under Form 144. The notice lists a planned sale of 1,500 shares with a sale method marked Cash and an option grant date of 05/31/2016. The filing also itemizes multiple open-market dispositions by Mr. Patten during March–May 2026, including sales of 2,750 shares on 05/11/2026 for $526,886.25 and 1,900 shares on 04/09/2026 for $248,105.00.
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.
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.
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.
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.
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.
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. 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 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.