ACDC at a glance
ProFrac Holding Corp. (ACDC, SEC CIK 1881487) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 16, 2026 and Form 4 insider filings as recently as August 26, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), ProFrac Holding Corp. (ACDC) reported revenue of $1.9 billion (down 11.4% from FY2024) and a net loss of $369.0 million. Diluted EPS was -$2.22.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding ProFrac Holding Corp. (ACDC) shares worth $105.5 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Wilks Dan H. on August 25, 2026 of 30,820 shares at $4.81 per share.
- In the last 90 days, ACDC insiders reported 10 open-market purchases ($9.8M) and 0 open-market sales ($0) on Form 4, a net purchase of $9.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.9B
- −11.4% vs prior year
- Insiders · 90 days
- 10 buys · 0 sells
- Net +$9.8M
- 13F holders
- 25 funds
- $105.5M · +0 vs prior quarter
- Latest 8-K
- Sep 16, 2026
- Item 1.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Risk factors section not provided; no new or changed risks identifiable from supplied text
- New July 1, 2026 Credit Agreement indicates updated financing arrangements
- Seventh Supplemental Indenture dated July 1, 2026 indicates amended debt documentation
- No defaults upon senior securities reported during the quarter
- Mine safety disclosures incorporated in Exhibit 95 without underlying violation details
AI summary of the ACDC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- 675 basis points of interest may be paid in kind for 12 months, increasing Term Loan principal instead of cash interest outflows
- Maturity extended from January 26, 2029 to February 15, 2030, easing near-term refinancing pressure
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 references Exhibit 99.1 for ProFrac’s fiscal-year results and related financial commentary
- Exhibit 99.1 earnings information is furnished, not filed under Exchange Act Section 18
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CEO transition effective August 7, 2026: Matthew D. Wilks succeeds Johnathan L. Wilks while retaining Executive Chairman role
- Leadership remains founder-family controlled, with Matthew and Johnathan Wilks first cousins and sons of principal stockholders
Item EX-99.1: Item EX-99.1
- Q2 revenue $498.1M, up from $449.6M sequentially, while net loss narrowed to $74.7M from $80.8M
- Adjusted EBITDA $69.4M, margin 14%, versus $54.0M and 12% in Q1
Item 2.03: Creation of a Direct Financial Obligation
- July 6, 2026 press release covers the Eclipse Credit Agreement and Seventh Supplemental Indenture
- Debt terms and resulting financial obligations require review of Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 contains a press release with ProFrac’s disclosed information
- Forward-looking statements subject to risks and uncertainties, with actual results potentially differing materially
Item 1.02: Termination of a Material Definitive Agreement
- ProFrac repaid all outstanding obligations under the March 4, 2022 credit agreement on July 1, 2026
- Senior secured asset-based revolving facility commitments terminated following repayment
Item EX-99.1: Item EX-99.1
- $300 million Eclipse ABL facility replaces $275 million JPM facility, increasing maximum committed capacity by $25 million
- July 2030 maturity extends refinancing runway beyond the prior September 2027 maturity
AI summaries of ACDC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ACDC
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Wilks Dan H. | Buy | Aug 25, 2026 | 30,820 | $4.81 |
| THRC Holdings, LP | Buy | Aug 25, 2026 | 30,820 | $4.81 |
| Wilks Dan H. | Buy | Aug 24, 2026 | 363,757 | $4.70 |
| THRC Holdings, LP | Buy | Aug 24, 2026 | 363,757 | $4.70 |
| Wilks Dan H. | Buy | Aug 21, 2026 | 212,650 | $4.74 |
| THRC Holdings, LP | Buy | Aug 21, 2026 | 212,650 | $4.74 |
| Wilks Dan H. | Buy | Aug 11, 2026 | 202,331 | $5.44 |
| Wilks Matthew | Buy | Aug 11, 2026 | 22,481 | $5.44 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $2.6B | $2.2B | $1.9B |
| Operating Income | - | -$60.4M | -$225.8M |
| Net Income | - | -$215.1M | -$369.0M |
| Op. Margin | - | -2.8% | -11.6% |
| Net Margin | - | -9.8% | -19.0% |
| Balance Sheet | |||
| Total Assets | - | $3.0B | $2.6B |
| Equity | $1.2B | $1.0B | $717.5M |
| ROE | - | -21.4% | -51.4% |
| Per Share | |||
| EPS | $-0.82 | $-1.38 | $-2.22 |
| Cash Flow | |||
| Operating CF | $553.5M | $367.3M | $189.5M |
| CapEx | - | $255.0M | $169.9M |
Source: XBRL data in ProFrac Holding Corp. (ACDC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ACDC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $105.5M |
| Q1 2026 | 25 | $91.3M |
| Q4 2025 | 23 | $50.9M |
| Q3 2025 | 24 | $44.5M |
| Q2 2025 | 22 | $56.1M |
| Q1 2025 | 17 | $43.6M |
| Q4 2024 | 13 | $43.5M |
| Q3 2024 | 13 | $17.1M |
- AQR Capital Management+1.12M (+73%)
- Vanguard Capital Management LLC+894.6K (+374%)
- Millennium Management+584.7K (+73%)
- Dimensional Fund Advisors+505.9K (+130%)
- Two Sigma Investments+472.3K (+383%)
- Goldman Sachs Group−266.0K (-67%)
- Wells Fargo & Co−253.7K (-24%)
- Citadel Advisors LLC−183.1K (-28%)
- FIRST FINANCIAL BANKSHARES INC−33.5K (-1%)
- Ameriprise Financial−23.8K (-21%)
- U.S. Bancorp+61
- Renaissance Technologies LLC−140.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 162 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ACDC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 16, 2026 | - | Analysis | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Jul 6, 2026 | - | Analysis | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 8-K | Apr 13, 2026 | - | Analysis | - |
| 4 | Apr 9, 2026 | - | - | - |
| 4 | Apr 9, 2026 | - | - | - |
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ACDC SEC filings: frequently asked questions
Are ACDC insiders buying or selling?
In the last 90 days, ProFrac Holding Corp. (ACDC) officers, directors and 10% owners reported 10 open-market purchases worth $9.8 million by 3 insiders and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ACDC stock?
As of June 30, 2026, the largest ProFrac Holding Corp. (ACDC) holders among the 13F filers tracked by SignalX were FIRST FINANCIAL BANKSHARES INC ($22.4 million), AQR Capital Management ($15.4 million), BlackRock ($11.4 million), D.E. Shaw & Co ($9.1 million), Millennium Management ($8.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ACDC's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ProFrac Holding Corp. (ACDC) reported revenue of $1.9 billion (down 11.4% from FY2024) and a net loss of $369.0 million. Diluted EPS was -$2.22. The figures come from the XBRL data in the 10-K.
What did ACDC report in its latest 8-K?
ProFrac Holding Corp. (ACDC) filed an 8-K on September 16, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). 675 basis points of interest may be paid in kind for 12 months, increasing Term Loan principal instead of cash interest outflows.
What are the latest ACDC SEC filings?
ProFrac Holding Corp. (ACDC) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 16, 2026 and a Form 4 insider filing on August 26, 2026.
What is ACDC's SEC CIK number?
ProFrac Holding Corp. (ACDC)'s SEC Central Index Key (CIK) is 1881487. EDGAR lists every ACDC filing under that number.
Ask anything about ACDC
The research agent reads ACDC's filings, financials, insider trades and 13F holders, then answers with sources.