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MSTRSeptember 14, 2026
Thesis holds

A reason to own MicroStrategy (Strategy) held.

Helm tested one of the reasons to own MicroStrategy (Strategy) against a primary source and recorded what it found. The sentence below is quoted exactly as it was published.

The claim under test

The company is a leveraged bitcoin holding vehicle whose value tracks its BTC stack

What the source actually says

As of September 13, 2026, Strategy holds approximately 845,050 bitcoin that were acquired at an aggregate purchase price of $63.73 billion and an average purchase price of approximately $75,412 per bitcoin, inclusive of fees and expenses.
SEC filingSeptember 14, 2026Read the source

Why it matters

The source confirms that Strategy holds a significant amount of bitcoin, supporting the thesis that the company's value tracks its BTC stack.

Helm runs this against house theses in public and against your own holdings inside the terminal. Scan a ticker.