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Strategy 8-K Report, Regulation FD Disclosure (Jan 26, 2026)

Reports
Regulation FD·Other Events
Filing Date
Filed January 26, 2026
Period End
January 26, 2026
In the record · 2016–202610-K1110-Q338-K265

MSTR filed 11 annual reports (10-K), 33 quarterly reports (10-Q) and 265 current reports (8-K) between 2016 and 2026.

  1. Leadership change8-K · Jul ’18Jul ’18
  2. Material agreement8-K · Feb ’21Feb ’21
  3. Leadership change8-K · Apr ’23Apr ’23
  4. Material agreement8-K · Mar ’25Mar ’25

01—Abstract

Summary

Summary of the 8-K filed January 26, 2026. Cited figures are marked; the original filing is the authoritative source.

On January 26, 2026, Strategy Inc (MSTR) reported in an 8-K filed under Items 8.01 and 7.01 on its at-the-market (ATM) offering activity and bitcoin holdings for the period January 20 through January 25, 2026.

Across the ATM program, the company sold 70,201 shares of its 10.00% Series A Perpetual Stretch Preferred Stock (STRC) with a notional value and net proceeds of $7.0 milliona, and 1,569,770 shares of Class A Common Stock (MSTR) with net proceeds of $257.0 million. Total net proceeds for the period were $264.0 million, net of sales commissions. No shares of STRF, STRK or STRD were sold in the period.

The company used the ATM proceeds to acquire 2,932 bitcoin for an aggregate purchase price of $264.1 millionb, at an average price of $90,061 per bitcoin, inclusive of fees and expenses. As of January 25, 2026, Strategy's aggregate bitcoin holdings were 712,647 BTC, with an aggregate purchase price of $54.19 billion and an average purchase price of $76,037 per bitcoin.

Remaining capacity under the ATM as of January 25, 2026 was $1,619.3 millionc for STRF, $3,621.4 million for STRC, $20,331.6 million for STRK, $4,014.8 million for STRD and $8,170.1 million for MSTR. The filing also states that Strategy uses its website dashboard (www.strategy.com) as a Regulation FD disclosure channel, and that information furnished under Item 7.01 is not deemed filed for Section 18 purposes.

02—Key points

Key Highlights

  1. Total ATM net proceeds of $264.0 million for January 20 to January 25, 2026, with MSTR Class A Common Stock contributing $257.0 million from 1,569,770 shares sold.
  2. STRC preferred stock sales of 70,201 shares generated $7.0 million in net proceeds during the period.
  3. No sales of STRF, STRK or STRD were reported for the period.
  4. Strategy acquired 2,932 bitcoin for an aggregate purchase price of $264.1 million, funded entirely by ATM sale proceeds, at an average price of $90,061 per bitcoin.
  5. Aggregate bitcoin holdings reached 712,647 BTC as of January 25, 2026, with an aggregate purchase price of $54.19 billion and an average purchase price of $76,037.
  6. Remaining ATM capacity as of January 25, 2026 included $20,331.6 million for STRK and $8,170.1 million for MSTR.
  7. The filing reiterates the company's use of its website dashboard as a Regulation FD disclosure channel.

03—Questions

Frequently Asked Questions

  1. How much capital did Strategy raise through its ATM program in the reported period?

    The filing reports total net proceeds of $264.0 million from ATM sales during January 20 to January 25, 2026, net of sales commissions. Of this, $257.0 million came from MSTR Class A Common Stock and $7.0 million came from STRC preferred stock.

  2. What did Strategy do with the proceeds from the ATM sales?

    The filing states that the bitcoin purchases were made using proceeds from ATM share sales. In the period, the company acquired 2,932 bitcoin for an aggregate purchase price of $264.1 million, inclusive of fees and expenses.

  3. What is Strategy's total bitcoin position after these purchases?

    As of January 25, 2026, aggregate bitcoin holdings were 712,647 BTC, with an aggregate purchase price of $54.19 billion and an average purchase price of $76,037 per bitcoin, inclusive of fees and expenses.

  4. How much capacity remains under the ATM program?

    As of January 25, 2026, the filing lists remaining availability of $1,619.3 million for STRF, $3,621.4 million for STRC, $20,331.6 million for STRK, $4,014.8 million for STRD and $8,170.1 million for MSTR Class A Common Stock.

04—Continue

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