• As of July 26, MSTR held 843,775 BTC, up 25% year-to-date. The firm sold about $218.4M of Bitcoin for preferred dividend funding, with ~$216M sold in early July.
  • MSTR CEO Phong Le says the company holds $3.75 billion in cash, kept in U.S. dollars to fund Perpetual Stretch Preferred Stock dividends — enough to cover over two years of payouts and interest.
  • Management reported no repurchases of Strategy Inc Class A (MSTR) so far; STRC repurchased $28.9M notional at $86.53 avg, and $975M remains available under its $1B buyback program.