DeFi Development Corp. filed an 8-K current report on September 21, 2026, disclosing a 4% increase in its SOL and SOL Equivalents holdings over the week ended September 18, 2026, and announcing the closing of an over-allotment option exercise related to its Variable Rate Series C Perpetual Preferred Stock offering.

Key Highlights

  • SOL holdings grew by 101,381: The company's SOL and SOL Equivalents increased from 2,388,923 to 2,490,304 during the period from September 14, 2026 through September 18, 2026.
  • 4% week-over-week increase: The change from September 11, 2026 to September 18, 2026 represents a 4% rise as reported in the filing.
  • Over-allotment option closed: R.F. Lafferty and Co., Inc. exercised its over-allotment option in connection with the initial public offering of the company's Variable Rate Series C Perpetual Preferred Stock.
  • Three securities listed on Nasdaq: The company's Common Stock (DFDV), Warrants (DFDVW), and Variable Rate Series C Perpetual Preferred Stock (CHAD) are each registered on The Nasdaq Stock Market LLC.
  • Emerging growth company status: The registrant indicated it qualifies as an emerging growth company under applicable SEC rules.

DeFi Development Corp Discloses Weekly SOL Accumulation and Preferred Stock Over-Allotment Closing

According to the filing, DeFi Development Corp. (NASDAQ:DFDV), headquartered in Boca Raton, Florida, reported that its SOL and SOL Equivalents grew by 101,381 units during the period from September 14, 2026 through September 18, 2026. As of September 11, 2026, the company held 2,388,923 SOL and SOL Equivalents; as of September 18, 2026, that figure stood at 2,490,304, representing a 4% change, as disclosed in the filing's comparative table.

The filing also stated that "the Company expects SOL held in treasury to be deployed through its staking, validator and onchain treasury infrastructure, subject to market conditions and risk management considerations." This characterization is the company's own and is accompanied by cautionary language noting that forward-looking statements are subject to substantial risks, uncertainties, and other factors described in the company's most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q.

Separately, the filing disclosed that on September 21, 2026, the company issued a press release announcing the closing of R.F. Lafferty and Co., Inc.'s exercise of its over-allotment option connected to the initial public offering of the company's Variable Rate Series C Perpetual Preferred Stock, which trades on NASDAQ under the symbol CHAD. The press release was furnished as Exhibit 99.1 to the current report. The filing was signed by Joseph Onorati, Chairman and CEO, on September 21, 2026.

What Was Disclosed

The 8-K disclosed a weekly increase of 101,381 in the company's SOL and SOL Equivalents holdings, bringing the total to 2,490,304 as of September 18, 2026, and confirmed the closing of an over-allotment option exercise tied to the company's preferred stock offering.