MicroStrategy Holds Fast to Bitcoin Hoard as June Deadline Nears

MicroStrategy, the largest corporate holder of Bitcoin, reported 818,334 Bitcoin on its balance sheet as of May 3, 2026. An SEC filing confirmed the company has not sold any of its holdings, continuing a strategy of accumulation through equity raises.

The holdings were acquired at an average price of $75,537 per Bitcoin. The company has not publicly announced any intention to liquidate a position, and no official statement has ruled out the possibility of a sale by June 30.

Recent data suggests the pace of buying is slowing. MicroStrategy purchased just 535 Bitcoin in the week ending May 11, its smallest weekly addition of 2026, according to an analysis of SEC filings. The slowdown follows months of aggressive purchases funded by at-the-market equity offerings.

The absence of any sale announcement leaves the company on track with its stated strategy, but the market has seen significant uncertainty. No authoritative source has identified a catalyst for the recent shift in sentiment.

The next real-world event to watch is any SEC filing or company announcement before July 1 disclosing a Bitcoin transaction, or on-chain evidence of a transfer to an exchange, which would confirm a sale.