Strategy Inc increased its U.S. dollar reserve by $450 million last week, pushing the balance to $3 billion as of July 12, 2026, according to a Form 8-K filed with the Securities and Exchange Commission (SEC).
Key Takeaways
Strategy increased its USD reserve by $450 million to $3 billion as of July 12, 2026. Bitcoin holdings held at 843,775 BTC, with an aggregate cost basis of $63.69 billion.Strategy raised $466.7 million selling MSTR shares under its ATM program this week.Strategy funded the reserve increase through its at-the-market stock program. The company sold 4,818,781 shares of Class A common stock (MSTR) during the week, generating $466.7 million in net proceeds. No shares were sold under the STRF, STRC, STRK, or STRD preferred stock ATM programs.
Strategy also reported no share buybacks during the period under its repurchase programs.
Capital Capacity Remains LargeThe company still holds substantial capacity to raise more capital. Remaining ATM availability stands at $1.6 billion for STRF, $17.5 billion for STRC, $2.1 billion for STRK, $4.0 billion for STRD and $23.8 billion for MSTR, based on figures in the filing.
The MSTR capacity reflects both the existing offering and a $21 billion increase Strategy announced in March 2026. Sales under that increase begin once the current offering is largely used up.
Why the Reserve MattersThe filing was signed by Thomas C. Chow, Strategy’s Executive Vice President and General Counsel.
