Strategy Inc filed a Form 8-K on November 2, 2026, disclosing its at-the-market offering activity, bitcoin purchases, share repurchase activity, and USD Reserve and USD Cash balances for the period October 26, 2026 through November 1, 2026.

Key Highlights

  • MSTR shares sold: 1,178,552 shares of Class A Common Stock were sold under the ATM program during the period, generating net proceeds of $164.0 million.
  • Bitcoin purchased: 811 BTC were acquired at an aggregate purchase price of $65.5 million, or an average purchase price of $80,846 (inclusive of fees and expenses).
  • Total BTC holdings: As of November 1, 2026, Strategy held 849,327 BTC at an aggregate purchase price of $64.08 billion and an average purchase price of $75,451.
  • STRC repurchases: 2,092,035 shares of Variable Rate Series A Perpetual Stretch Preferred Stock were repurchased for $208.2 million in aggregate during the period.
  • USD Reserve balance: As of November 1, 2026, the USD Reserve stood at $4.79 billion; USD Cash stood at $132.7 million.
  • Preferred stock ATM capacity: No preferred shares were sold during the period; remaining availability included $1,619.3 million for STRF, $17,510.8 million for STRC, $2,100.0 million for STRK, and $4,014.8 million for STRD.

Strategy's Weekly Bitcoin and Capital Activity: October 26 to November 1, 2026

According to the filing, Strategy Inc (NASDAQ:MSTR) sold 1,178,552 shares of its Class A Common Stock through its at-the-market offering program during the period October 26, 2026 to November 1, 2026, generating net proceeds of $164.0 million. The filing noted that $65.5 million of those net proceeds were used to fund bitcoin purchases, while $98.5 million was allocated to USD Cash. No shares of preferred stock - STRF, STRC, STRK, or STRD - were sold under the ATM program during the same period.

The company disclosed that it purchased 811 BTC during the period at an aggregate purchase price of $65.5 million and an average purchase price of $80,846, inclusive of fees and expenses. As of November 1, 2026, Strategy's aggregate bitcoin holdings totaled 849,327 BTC, acquired at a cumulative cost of $64.08 billion and an average purchase price of $75,451 per bitcoin, also inclusive of fees and expenses, according to the filing.

The filing also disclosed repurchase activity: 2,092,035 shares of STRC (Variable Rate Series A Perpetual Stretch Preferred Stock) were repurchased during the period at an aggregate purchase price of $208.2 million, funded using USD Cash. No other preferred classes or MSTR common stock were repurchased. The company reported that $748.6 million in aggregate purchase price of preferred stock remains available under its digital credit securities repurchase program, and $1.0 billion remains available under its MSTR Stock repurchase program. During the period, Strategy also used $43.4 million of its USD Reserve to fund dividend payments on preferred stock.

What Was Disclosed

Strategy Inc's 8-K covers its ATM offering sales, bitcoin acquisitions, share repurchases, and capital reserve balances for the week ended November 1, 2026, filed on November 2, 2026, and signed by Executive Vice President and General Counsel Thomas C. Chow.