Strategy meets criteria for inclusion in the S&P 500

Strategy, known for its bitcoin accumulation policy, now meets all criteria for potential inclusion in the S&P 500 index. According to CoinDesk, citing S&P Dow Jones Indices, the committee’s decision is expected as early as September.

In Q2 2025, the company posted one of the strongest results in its history: $14 billion in operating profit, $10 billion in net profit ($32.6 EPS), and $114.5 million in revenue. Subscription revenues grew nearly 70%. Management raised its 2025 forecast to $34 billion operating profit, $24 billion net profit, and $80 EPS, assuming bitcoin reaches $150,000 by year-end.

As of September 1, Strategy held 632,457 BTC. Its BTC Yield since the beginning of the year stood at 25.4%. Growth was further boosted by new fair-value accounting standards, which allowed reporting of unrealized gains from digital assets.

The company meets all S&P 500 requirements: US listing, market cap above $8.2 billion, sufficient trading volumes, and positive results. The announcement is expected on September 5, with changes effective September 19.

If approved, Strategy will become the first company with a bitcoin treasury included in the S&P 500. This would mark a milestone in integrating digital assets into the traditional US stock market.