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DEFA14A ·Filed Sep 25, 2026

MSTR

Strategy Inc
NEUTRAL
Impact 3/10
Horizonweeks Processed1mo ago SEC0001193125-26-402937
Proxy solicitation materials
Actionable Insight • Neutral

Monitor the definitive proxy statement for specific vote recommendations and details on the proposed preferred stock term changes. The special meeting outcome could affect the capital structure if preferred stock terms are modified.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled: T+20d ⚠ clustered
MSTR ▼ -10.06% at T+20d
NEUTRAL call -10.06% · α vs SPY -10.03% · entry $157.14 → $141.33
Next anchor: T+60d in 8w
Latest observation: T+21 -22.10% FF3 residual α
Entry = T+0 close
Sep 25, 2026
via day close
T+1d
-1.57%
call -1.57% · α -1.39%
$154.67
settled 4w ago
T+5d
+4.64%
call +4.64% · α +3.43%
$164.43
settled 26d ago
T+20d
-10.06%
call -10.06% · α -10.03%
$141.33
settled 5d ago
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Strategy Inc filed a DEFA14A on September 25, 2026, providing additional definitive proxy soliciting materials related to its 2026 Special Meeting of Stockholders. The filing references a social media post by the company regarding proposals to be voted on, including proposed changes to the terms of multiple series of perpetual preferred stock. This is a routine procedural communication to shareholders, with no new financial data or material corporate events disclosed.

Key Facts

  • Filed on September 25, 2026 as additional definitive proxy soliciting materials (DEFA14A)
  • Relates to the 2026 Special Meeting of Stockholders
  • Company made a post on its X account concerning the special meeting and certain proposals
  • Proposals include changes to terms of 10.00% Series A Perpetual Strife Preferred Stock, Variable Rate Series A Perpetual Stretch Preferred Stock, 8.00% Series A Perpetual Strike Preferred Stock, and 10.00% Series A Perpetual Stride Preferred Stock
  • A preliminary proxy statement has been filed; a definitive proxy statement will be filed and mailed to stockholders
  • No proxy cards are being furnished with this communication

Financial Impact

No financial figures disclosed in this filing

Risk Factors

  • Proposed changes to preferred stock terms may alter the rights or economics of those securities
  • Shareholder vote outcome is uncertain until definitive proxy is filed and voted upon

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-402937
Document: 0001193125-26-402937-index-headers.html0001193125-26-402937
Document: 0001193125-26-402937-index.html0001193125-26-402937
Document: 0001193125-26-402937.txt0001193125-26-402937
66 reports for MSTR
Performance horizon
71% Hit rate @ T+5 5 of 7 directional calls Went positive at some point 7 of 8 best @ T+60▲ +17.41%Mar 24, 2026
Filters
Rows
Reports for MSTR, sortable and filterable
TypeNow
Oct 26, 2026
1d ago
DEFA14A
NEUTRAL ★ 2/10
$139.82awaiting T+5awaiting T+5$141.40 (+1.13%)
Oct 26, 2026
1d ago
8-K
NEUTRAL ★ 3/10
$139.82awaiting T+5awaiting T+5$141.40 (+1.13%)
Oct 21, 2026
6d ago
Institutional Cluster
BULLISH ★ 4/10
$145.80awaiting T+5awaiting T+5$141.40 (−3.02%)
Oct 20, 2026
7d ago
DEFA14A
NEUTRAL ★ 3/10
$153.48awaiting T+5awaiting T+5$141.40 (−7.87%)
Oct 20, 2026
7d ago
DEFA14A
NEUTRAL ★ 3/10
$142.72 $141.40▼ −0.92%▼ −1.00%$141.40 (−0.92%)
Oct 19, 2026
8d ago
DEFA14A
NEUTRAL ★ 3/10
$142.72 $141.40▼ −0.92%▼ −1.00%$141.40 (−0.92%)
Oct 19, 2026
8d ago
DEFA14A
NEUTRAL ★ 3/10
$136.02 $139.82▲ +2.79%▲ +2.94%$141.40 (+3.96%)
Oct 19, 2026
8d ago
8-K
NEUTRAL ★ 4/10
$136.02 $139.82▲ +2.79%▲ +2.94%$141.40 (+3.96%)
Oct 16, 2026
11d ago
DEFA14A
NEUTRAL ★ 3/10
$136.02 $139.82▲ +2.79%▲ +2.94%$141.40 (+3.96%)
Oct 16, 2026
11d ago
DEFA14A
NEUTRAL ★ 3/10
$136.83 $146.01▲ +6.71%▲ +7.14%$141.40 (+3.34%)
Showing 10 of 66

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Report published Sep 25, 2026