Key Highlights
- Strategy acquired 3,273 BTC for approximately $255 million at $77,906 per Bitcoin
- Company’s Bitcoin reserves have reached 818,334 BTC, purchased for roughly $61.81 billion at $75,537 average cost
- Funding came from Strategy’s $21 billion Class A common stock ATM program
- Strategy controls approximately 3.9% of Bitcoin’s 21 million total supply, surpassing BlackRock’s IBIT holding of ~802,823 BTC
- Company’s Bitcoin Yield metric for 2026 reached 9.6%, increasing from the previous week’s 9.5%
Strategy expanded its Bitcoin treasury by 3,273 coins during the past week, deploying approximately $255 million at an average acquisition price of $77,906 per Bitcoin. Executive chairman Michael Saylor disclosed the transaction on Monday through his X account.
The company’s cumulative Bitcoin position now stands at 818,334 BTC. Strategy assembled this reserve through investments totaling roughly $61.81 billion, representing a weighted average purchase price of $75,537 per coin.
Saylor additionally revealed that Strategy’s Bitcoin Yield — the company’s proprietary measurement tracking Bitcoin accumulation against shareholder dilution — climbed to 9.6% for 2026 year-to-date. This represents an increase from the 9.5% figure recorded one week earlier.
The acquisition received financing through the company’s $21 billion Class A common stock ATM program. Strategy issued 1.45 million Class A shares to generate capital for the Bitcoin purchase. The company refrained from issuing preferred stock during the April 20–26 timeframe.
Strategy Surpasses BlackRock’s IBIT Holdings
Strategy’s holdings of 818,334 BTC represent approximately 3.9% of Bitcoin’s hard-capped supply of 21 million coins. This position places the company ahead of BlackRock’s iShares Bitcoin Trust, which maintains holdings of roughly 802,823 BTC.
Strategy’s Bitcoin treasury comprises over 60% of all Bitcoin held by publicly traded corporations worldwide. Saylor has articulated a long-term objective of accumulating between 5% and 7% of Bitcoin’s total supply — indicating substantial room for continued expansion.
The company has established significant capital-raising infrastructure to pursue this objective. Strategy filed in March 2026 to create dual $21 billion ATM programs for MSTR common stock and STRC preferred stock, alongside a $2.1 billion program for STRK preferred shares. These mechanisms provide $42 billion in combined capital capacity.
MSTR Stock Shows Mixed Performance Across Different Timeframes
MSTR traded at $172 at the time of publication, delivering approximately 12.55% gains year-to-date in 2026. Extending the timeframe to 12 months reveals a contrasting narrative — the stock has declined roughly 47.5% to 51% during this period.
The shares experienced particularly challenging conditions between July and December 2025. August saw a 16.78% decline, followed by a 16.36% drop in October, while November produced a substantial 34.26% decrease. Examining a five-year window shows MSTR has generated returns around 134.9%.
Separately, Strive, another corporate Bitcoin accumulator, announced on Monday the purchase of 789 BTC for $61.43 million at an average price of $77,890 per Bitcoin. Strive’s aggregate holdings have reached 14,557 BTC, carrying a valuation near $1.13 billion as of April 24.
Saylor is scheduled to deliver remarks at The Bitcoin Conference later this week.
