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Strategy Inc reported second quarter 2026 results heavily impacted by bitcoin price movements. An unrealized loss on digital assets of $8.32 billion drove an operating loss of $8.33 billion, compared with $14.03 billion of operating income a year earlier. The company recorded a net loss of $8.22 billion, or $24.45 per diluted share, versus net income of $10.02 billion in the prior-year quarter.
Core operations were relatively stable, with total revenues of $122.4 million, up 6.9% year over year, and gross margin of 66.6%. Bitcoin holdings increased 11% to 846,000 bitcoin as of June 30, 2026, and 843,775 bitcoin with a market value of $54.77 billion as of July 26, 2026. The USD Reserve reached $3.75 billion, estimated to cover preferred dividends and interest for over 2.1 years.
Strategic capital actions included raising $8.41 billion via at-the-market equity offerings in Q2, repurchasing $1.50 billion of 0% Convertible Senior Notes due 2029 at an approximate 8% discount, and authorizing $1.0 billion repurchase programs for STRC Digital Credit Securities and MSTR common stock. The company sold $218.4 million of bitcoin year-to-date 2026 to help fund preferred dividends and expects preferred distributions to be treated as non-taxable return of capital for U.S. federal income tax purposes for the foreseeable future.
Strategy Inc reported second-quarter 2026 revenue of $122.4 million, up from $114.5 million a year earlier, with gross profit of $81.6 million and a 66.6% margin. A $8.32 billion unrealized loss on digital assets drove an operating loss of $8.33 billion and net loss of $8.22 billion, or $24.45 per diluted share, compared with $10.02 billion net income in the prior-year quarter.
Bitcoin holdings rose to 846,000 bitcoin as of June 30, 2026 and 843,775 bitcoin as of July 26, 2026, with a $63.69 billion cost basis and $54.77 billion market value at a $64,915 price. Year-to-date BTC Yield was 4.5%, BTC Gain 29,997 bitcoin and BTC $ Gain $1.95 billion. The company built a $3.75 billion USD Reserve, equal to about 2.1 years of preferred dividends and interest, while raising $8.41 billion via at-the-market equity offerings in the quarter and an additional $1.28 billion in July.
Management repurchased $1.50 billion of 0% Convertible Senior Notes due 2029 for $1.38 billion, reducing convertible debt to $6.71 billion, and began a $1.0 billion STRC preferred-stock repurchase program. It also increased the STRC dividend rate to 12.00% and expects preferred distributions to be treated as non-taxable return of capital for the foreseeable future, subject to changes in earnings and profits.
Strategy Inc director Jarrod M. Patten exercised stock options for 1,950 Class A Common shares on July 24 and again for 1,950 shares on July 27, 2026 at an exercise price of $18.236 per share. He then sold 1,950 shares on July 24 at $92.455 per share and 1,950 shares on July 27 at $98.480 per share. Footnotes state these exercises draw on a larger option grant with 36,100 shares still subject to the option. The filing also reports direct holdings of 10,000, 29,335 and 5,000 shares of three Series A perpetual preferred stock classes.
MicroStrategy Incorporated (MSTR) insider Jarrod M. Patten has filed to sell Class A shares. The notice covers a planned sale of 1,950 Class A shares on 07/27/2026 through Fidelity Brokerage Services LLC, in connection with a stock option exercise, with a stated market value of $192,036.00 and CUSIP 330807622. The filing also lists prior Class A share sales over the past three months, including 1,750 shares for $285,555.00 on 04/30/2026 and 15,050 shares for $2,331,812.78 on 05/29/2026.
Strategy Inc reported activity in its at-the-market offering, repurchase programs, bitcoin holdings and USD reserve for July 20–26, 2026. Under its ATM, it sold 5,429,160 shares of Class A common stock (MSTR), generating $544.5 million in net proceeds. As of July 26, 2026, $22,981.4 million of MSTR capacity (in millions) remained available for issuance and sale under the combined current offering and the previously announced $21.0 billion MSTR Increase.
In its preferred share repurchase program, Strategy repurchased 288,930 shares of STRC for an aggregate $25.0 million during the period, while other preferred series and common stock saw no repurchases. Remaining repurchase capacity totaled $975.0 million for preferred stock and $1.0 billion for Class A common stock.
Strategy also confirmed bitcoin holdings of 843,775 BTC with an aggregate purchase price of $63.69 billion and an average purchase price of $75,476 per bitcoin, inclusive of fees and expenses, with no bitcoin purchases that week. As of July 26, 2026, the USD Reserve stood at $3.75 billion, including expected cash proceeds from unsettled ATM share sales. Strategy highlighted its website dashboard as a channel for ongoing disclosure of security prices, bitcoin activity and key metrics.
Jarrod M. Patten filed a Form 144 indicating an intention to sell 1,950 Class A shares of MSTR through Fidelity Brokerage Services LLC on 07/24/2026, following acquisition via stock option exercise. The notice also lists multiple prior open-market sales of Class A shares between April and July 2026 with individual transactions as large as 15,050 shares and proceeds up to $2,331,812.78.
Strategy Inc director Jarrod M Patten exercised options for 1,250 shares of Class A Common Stock at $18.236 per share on July 22, 2026, then sold 1,250 shares at $100 per share. He retains options on 40,000 shares and direct holdings in several Series A perpetual preferred stocks.
Jarrod M. Patten indicates an intention to sell 1,250 Class A shares of MicroStrategy Incorporated through Fidelity Brokerage Services on July 22, 2026, with an aggregate value of $125,000.00. The shares are tied to a stock option exercise with settlement in cash.
Over the prior three months, Patten reported multiple open-market sales of Class A shares, including 15,050 shares on May 29, 2026 for $2,331,812.78 and 7,250 shares on May 28, 2026 for $1,071,080.23, along with several smaller transactions.
Strategy Inc. reported activity in its at-the-market offering and digital-asset strategy for the week of July 13–19, 2026. The company sold 2,732,318 shares of its MSTR Class A common stock under the ATM program, generating $263.5 million in net proceeds.
After these sales, $23,526.5 million of MSTR Stock remains available for issuance and sale under the ATM, reflecting capacity from the existing authorization and the previously announced $21.0 billion increase. No preferred shares were sold and no shares were repurchased during the period.
As of July 19, 2026, Strategy held 843,775 bitcoin, acquired for an aggregate purchase price of $63.69 billion and an average purchase price of $75,476. The company also reported a US dollar reserve balance of $3.225 billion, intended to support preferred dividends and interest payments.
Strategy Inc. reported activity in its at-the-market offering program and updates on digital asset and cash reserves for the period July 6–12, 2026. Over that week, Strategy sold 4,818,781 shares of its Class A common stock (MSTR) under the ATM, generating $466.7 million in net proceeds. As of July 12, 2026, the company had remaining ATM capacity for MSTR of $23.79 billion, alongside undrawn preferred stock capacities of $1,619.3 million (STRF), $17,510.8 million (STRC), $2,100.0 million (STRK), and $4,014.8 million (STRD).
During the same period, Strategy did not repurchase any shares under its share repurchase programs and made no bitcoin purchases. As of July 12, 2026, it held 843,775 bitcoin, acquired at an aggregate purchase price of $63.69 billion, implying an average purchase price of $75,476 per bitcoin, inclusive of fees and expenses. The company also maintained a $3.0 billion USD Reserve intended to support preferred stock dividends and interest on indebtedness, which includes expected cash proceeds from unsettled ATM sales. Strategy continues to use its website dashboard as a primary channel for broad public disclosure of market, bitcoin, and key performance information.