MicroStrategy’s latest Bitcoin purchase is the smallest since 2026, and the slowdown may be structural

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MicroStrategy bought just 535 bitcoins (BTC) between May 5 and May 11, its smallest purchase since 2026 and the latest data point in a clear slowdown in corporate holdings.

The transaction, which was valued at $43 million, brought the total property to 818,869 mixed bitcoins worth $75,540 per transaction. BTC yield, which is an indicator of the growth of Bitcoin per share of the company, stopped at 9.4% until March but stopped when buying operations.

A clear slowdown in weekly purchases

The track has dipped sharply over four weeks. Strategically bought 34,164 bitcoins for the week ending April 20. That number dropped to 3,273 bitcoins the following week, then stopped completely before that Q1 2026 earnings on May 5. confirms purchase 535 bitcoins this week buyback, much less than last time.

Strategy purchased 535 BTC for ~$43.0 million at ~$80,340 per bitcoin and achieved BTC Yield of 9.4% YTD 2026. As of 5/10/2026, we hodl 818,869. $BTC purchased for ~$61.86 billion at ~$75,540 per bitcoin. $MSTR $STRC https://t.co/qScHXi2BBJ

– Michael Saylor (@saylor) May 11, 2026

Through all purchasing operations, the company’s combined cost base is now 75.54 million dollars, with cumulative spending reaching 61.86 billion dollars.

BTC yield reached 5.6% since the beginning of the year in mid-April. Then it jumped to 9.5% later The big purchase in Aprilbut it dropped slightly to 9.4% since then.

Small purchases no longer exceed stock dilution resulting from continued ATM offerings and issuance of $STRC premium shares.

these accounts, not instant bitcoin pricewhich now controls the aggressiveness of the micro strategy each week.

From accumulation to active management

During the earnings call on May 5, CEO Fong Lee disclosed Bitcoin will be sold under specific conditions for the first time the $STRC funding standards include earnings and fiscal management, when sales exceed the issuance of new shares.

Shares fell 3% after the commentswhich reflects the symbolic disconnect from Saylor’s previous divorce position against the sale.

Maybe we’ll sell some bitcoin to finance the dividend distribution just to secure the market and send it to the spring we did,” Michael Saylor said in a statement on strategic dividends.

Combined with this week’s small buying, this statement indicates a transition from passive to active balance sheet management.

Executives still expect to be clear buyers, aiming to buy more than 10% of the currency being sold.

The signs to watch in the coming weeks are whether the buying process will pick up, whether the company will make its first tactical sale, and how the $STRC issue develops with its increased earnings commitments.

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