DeFi Development Corp. (DFDV) filed a Form 8-K on September 28, 2026, disclosing an increase in its Solana (SOL) treasury holdings. According to the filing, the company added approximately 47,706 SOL and SOL equivalents between September 21 and September 25, 2026.
As of September 25, 2026, the company reported total SOL and SOL equivalents of 2,538,010. This represents a 2% increase week-over-week and a 10% increase since the company’s Q2 earnings report on August 12, 2026.
The company stated that it expects its SOL holdings to be deployed through staking, validator operations, and onchain treasury infrastructure, subject to market conditions and risk management considerations.
In addition to the treasury update, the filing references a press release (Exhibit 99.1) which details the company’s strategy. The press release notes that the company has a $300 million ATM program providing additional capital for growth. It also highlights the performance of its preferred stock, CHAD, which carries a 13% annual dividend rate supported by the productive SOL treasury.
