Is Strategy’s Accumulation Paused? The SEC Filing Data

3 weeks ago 5

Rommie Analytics

Key Takeaways

  • No Bitcoin was purchased, while the company’s USD reserve increased from $2.55 billion to $3 billion.
  • Strategy still has approximately $23.79 billion of MSTR issuance capacity available under its ATM program.
  • The activity shows Strategy prioritizing liquidity after its recent 3,588 BTC sale rather than immediately returning to accumulation.

According to the company’s July 13 Form 8-K filing with the SEC, it made no Bitcoin purchases during the period, leaving its holdings at 843,775 BTC following the previous week’s sale of 3,588 BTC. Its US dollar reserve increased by $450 million to $3 billion.

Strategy has increased its USD Reserve by $450 million. As of 7/12/2026, we hodl ₿843,775 in our BTC Reserves and $3.0 billion in our USD Reserves. $MSTR

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