# Strategy Inc. (NASDAQ:MSTR)

> We are the world's first and largest Bitcoin Treasury company, and the largest independent, publicly traded business intelligence company.

## About

We are the world's first and largest Bitcoin Treasury company, and the largest independent, publicly traded business intelligence company. We provide cloud-native, AI-powered enterprise analytics software to thousands of global customers, and leverage 35+ years of software expertise to explore innovation in Bitcoin applications. We believe the combination of our operating structure, Bitcoin strategy, and focus on technology innovation provides a unique opportunity for value creation. We rebranded from MicroStrategy to Strategy in February 2025.

## Key facts

- **Projects:** ["Renasant Bank | Personalized banking insight without fragmented logic\n\nRenasant Bank is a community bank with more than 200 locations in the United States. Like many institutions, it had customer data spread across CRM platforms, BI tools, and third-party applications. With Strategy's cloud and AI-native technologies, Renasant Bank established consistent business definitions across its platforms while keeping the flexibility to deliver personalized dashboards to key stakeholders such as branch managers and executive leadership.\n\n\"Strategy empowers us to have a platform that's enterprise-grade and enterprise-scale.\"\n\n**Greg Owings**, Director of Enterprise Strategy, Renasant Bank\n\n[Read the customer story](https://software.strategy.com/customer-stories/renasant-bank)","Helsana | 90% fewer reports and CHF 1.3 million in annual savings\n\nHelsana consolidated a fragmented reporting environment of nearly 2,000 reports into about 200 self-service dashboards. The program reduced report volume by 90% and generated CHF 1.3 million in annual savings while improving consistency and transparency across the organization.\n\n[Read the customer story](https://software.strategy.com/customer-stories/helsana)","goeasy | From reporting work to lending opportunity\n\ngoeasy is a Canadian consumer finance company serving customers through branch and digital channels. With Strategy, teams cut daily report preparation from 3 to 4 hours to minutes, expanded trusted data access from roughly 50 to more than 2,500 users, and now support about 90,000 dashboard views a month. goeasy estimates the recovered time is worth 10 to 15 additional loan opportunities per branch each week. Mosaic is now extending that governed foundation across Databricks, Azure, additional business units, and AI agents.\n\n\"We chose Strategy because it's the most complete data analytics platform out there. It has all the components you need to enable efficient, effective data analytics and reports at scale.\"\n\n**Jide Adeoye**, Director of Business Intelligence, GoEasy\n\n[Read the customer story](https://software.strategy.com/customer-stories/goeasy)","TD Bank | Governed AI across capital-markets teams\n\nTD Bank uses Strategy Mosaic to hold governed definitions for critical capital-markets measures such as volume-weighted average price, while trading desks, quantitative teams, and business groups retain autonomy. With Google Cloud, Mosaic provides a reusable semantic foundation for transaction banking, electronic trading, client-facing analytics, and future AI use cases without placing business logic inside a single cloud, model, or application.\n\n\"The light bulb went off in my head. I saw the value of this semantic layer, and I saw a need for a pivot; to do something different than the next data platform, the next data warehouse being the winner.\"\n\n**Dan Bosman**, SVP and Chief Information Officer, TD Bank\n\n[Read the customer story](https://software.strategy.com/customer-stories/td-bank)","Franklin Templeton | Consistent investment intelligence after acquisition\n\nFranklin Templeton manages more than $1.6 trillion for institutional and retail clients worldwide. Following a major acquisition, the firm needed to reconcile siloed data, multiple analytics environments, semantic models, and security structures. Strategy helped create a governed foundation with consistent business logic and identity management, enabling more reliable performance analysis, benchmark comparisons, reporting, and AI-assisted insight.\n\n\"With Strategy, we were able to build a governed, trusted semantic layer pointing to curated data sources.\"\n\n**Sulochana Modur**, Director of Enterprise Data & Analytics, Franklin Templeton\n\n[Read the customer story](https://software.strategy.com/customer-stories/franklin-templeton)"]
- **Leadership:** Michael J. Saylor (Executive Chairman, Founder of Strategy, previously served as CEO from 1989 to 2022. An American entrepreneur and inventor with a strong background in technology and business strategy, he has been instrumental in the growth of the company and is a named inventor on over 48 patents.)

_Verified data last updated: 2026-08-14_

## Recent filings

- 2026-08-17 — other — [mstr_2026-08-17_11-00-16.pdf](https://ai-chat-dev-red.vercel.app/mstr/preview/114427?documentId=114427)
- 2026-08-14 — other — [mstr_2026-08-14_19-02-54.pdf](https://ai-chat-dev-red.vercel.app/mstr/preview/114362?documentId=114362)
- 2026-08-10 — other — [mstr_2026-08-10_19-01-03.pdf](https://ai-chat-dev-red.vercel.app/mstr/preview/113060?documentId=113060)
- 2026-08-10 — other — [mstr_2026-08-10_11-00-15.pdf](https://ai-chat-dev-red.vercel.app/mstr/preview/113034?documentId=113034)
- 2026-08-07 — other — [mstr_2026-08-07_20-33-03.pdf](https://ai-chat-dev-red.vercel.app/mstr/preview/112727?documentId=112727)
- 2026-08-03 — other — [mstr_2026-08-03_19-57-47.pdf](https://ai-chat-dev-red.vercel.app/mstr/preview/106166?documentId=106166)
- 2026-08-03 — financials — [mstr_2026-08-03_19-49-56.pdf](https://ai-chat-dev-red.vercel.app/mstr/preview/106165?documentId=106165)
- 2026-08-03 — other — [mstr_2026-08-03_11-00-16.pdf](https://ai-chat-dev-red.vercel.app/mstr/preview/105659?documentId=105659)

## Live AI chat

- https://ai-chat-dev-red.vercel.app/mstr/chat
- Investor website: https://strategy.com/