TLDR: Strategy’s USD Reserve rose to $4.65 billion after a $650 million boost from ATM stock sales. USD Reserve duration extended by 143 days to 2.7 years following the latest capital allocat
Strategy Inc reported an update to its bitcoin and cash reserves on August 10, 2026, according to a filing with the U.S. Securities and Exchange Commission.
The Virginia-based company increased its USD Reserve by $650 million and repurchased $109 million worth of its STRC preferred stock.
The changes extended the USD Reserve’s duration to 2.7 years and tightened STRC’s bitcoin-backed credit spread by 10 basis points. As of August 9, 2026, Strategy held 840,447 bitcoin and $4.65 billion in its USD Reserve.
Strategy funded the reserve increase through sales under its at-the-market offering program. Between August 3 and August 9, 2026, the company sold 6,585,682 shares of Class A common stock. Those sales generated $653.1 million in net proceeds during the week.
Strategy increased its USD Reserve by $650M and repurchased $109M of $STRC. This increased USD Duration by 143 days to 2.7 yrs and tightened STRC's BTC Credit by 10 bps. As of 8/9/26, we hold ₿840,447 in our BTC Reserve and $4.65B in our USD Reserve. $MSTR…
— Strategy (@Strategy) August 10, 2026
Of that amount, $650 million went directly into the USD Reserve. The remaining $3.1 million was added to Strategy’s general cash balance. The company confirmed the update in a post on its official account, noting the moves “tightened STRC’s BTC Credit by 10 bps.”
The USD Reserve exists to support dividend payments on Strategy’s preferred stock and interest on its outstanding debt.
As of August 9, 2026, its balance stood at $4.65 billion. That figure includes cash expected from ATM shares sold but not yet settled.
Strategy still has substantial capacity left under its equity programs. As of August 9, 2026, $17.51 billion in Class A common stock remained available for issuance. The company also holds $2.1 billion in unused capacity for its STRK preferred stock offering.
Strategy sold 1,690 bitcoin during the same reporting period, generating $108.6 million in proceeds. The average sale price came to $64,262 per coin, net of fees and expenses. Those proceeds were used to repurchase shares of STRC stock.
Under the Digital Credit Securities Repurchase Program, Strategy bought back 1,152,020 shares of STRC. The aggregate purchase price for those shares totaled $108.6 million. The buyback tightened STRC’s bitcoin-backed credit spread by 10 basis points, according to the company.
Following the bitcoin sale, Strategy’s aggregate holdings stood at 840,447 coins as of August 9, 2026, a figure the company confirmed in its own social media post.
The aggregate purchase price of those holdings reached $63.36 billion, with an average purchase price of $75,385 per coin.
Strategy still has room to continue the buyback program going forward. As of August 9, 2026, $785.2 million remained available under the Digital Credit Securities Repurchase Program.
A separate MSTR Stock repurchase program, announced on June 29, 2026, still holds $1.0 billion in unused capacity.
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