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DEFA14A ·Filed Sep 28, 2026

MSTR

Strategy Inc
NEUTRAL
Impact 3/10
Horizonweeks Processed29d 21h ago SEC0001193125-26-403425
Proxy solicitation materials
Actionable Insight • Neutral

Monitor the definitive proxy statement for specific preferred stock term changes and vote recommendations. The special meeting outcome could affect preferred share valuations, but no material new information is provided in this filing.

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
Entry = T+0 close
Sep 28, 2026
via day close
T+1d
-1.57%
call -1.57% · α -1.39%
$154.67
settled 29d ago
T+5d
+4.64%
call +4.64% · α +3.43%
$164.43
settled 23d ago
T+20d
-10.06%
call -10.06% · α -10.03%
$141.33
settled yesterday
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Strategy Inc filed a DEFA14A to disclose that its Director of Investor Relations posted on X about the upcoming 2026 Special Meeting of Stockholders and proposals to modify terms of multiple series of perpetual preferred stock. The filing is a routine solicitation communication and does not contain new material financial information or vote outcomes.

Key Facts

  • Filed on September 28, 2026, as additional definitive proxy soliciting material (DEFA14A).
  • Chaitanya Jain, Director of Investor Relations, made a post on X on September 26, 2026 regarding the 2026 Special Meeting and related proposals.
  • Proposals involve changes to the terms of the 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 follow.
  • No proxy cards are being furnished with this communication.

Financial Impact

No financial figures disclosed in this filing.

Risk Factors

  • Proposed preferred stock term changes may be viewed negatively by preferred holders if terms are modified unfavorably.
  • Shareholder vote outcome is uncertain until definitive proxy is filed.

Investment Themes

Documents Analyzed

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

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-403425
Document: 0001193125-26-403425-index-headers.html0001193125-26-403425
Document: 0001193125-26-403425-index.html0001193125-26-403425
Document: 0001193125-26-403425.txt0001193125-26-403425
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 28, 2026