ACLX at a glance
Arcellx, Inc. (ACLX, SEC CIK 1786205) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on November 5, 2025, an 8-K current report on April 28, 2026 and Form 4 insider filings as recently as April 28, 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), Arcellx, Inc. (ACLX) reported revenue of $22.3 million (down 79.4% from FY2024) and a net loss of $228.9 million. Diluted EPS was -$4.07.
- As of March 31, 2026, 26 institutional investment managers tracked by SignalX reported holding Arcellx, Inc. (ACLX) shares worth $2.5 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $22.3M
- −79.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 26 funds
- $2.5B · +1 vs prior quarter
- Latest 8-K
- Apr 28, 2026
- Item 2.01 · Item 3.01 · Item 5.01 · Item 5.02 · Item 5.03
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Clinical-stage biotech developing novel D-Domain powered CAR-T immunotherapies for cancer and autoimmune diseases
- New emphasis: ARC-SparX universal CAR-T platform and expanded non-oncology trials including Phase 1 generalized Myasthenia Gravis (gMG) dosing in 2025
- Strategic shift: Pending acquisition by Gilead at $115/share plus $5 CVR contingent payment tied to $6B anito-cel sales milestone by 2029
- Quantitative highlight: 117 patients dosed in pivotal Phase 2 iMMagine-1 trial with 96% overall response rate and PDUFA date set for Dec 23, 2026
- Noteworthy fact: First filing of Biologics License Application (BLA) submitted and accepted for anito-cel in fourth line or later relapsed/refractory multiple myeloma
Risk Factors
- Regulatory risk: Hart-Scott-Rodino Antitrust Act clearance required for Gilead merger, with timing and approval uncertainty risking deal abandonment
- Macroeconomic risk: Global pandemics and U.S. trade policy changes may disrupt operations and third-party providers critical to business
- Operational risk: Dependency on Kite for development and manufacturing of certain product candidates, risking supply interruptions or quality issues
- Market disruption risk: Significant competition from other biotech/pharma companies threatens market share and operating results
- Financial risk: Accumulated deficit of $725.8M with net losses $228.9M in 2025, requiring substantial additional funding to continue operations and development
AI summary of the ACLX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Sep 30, 2025
Management Discussion & Analysis
- No changes in cash position, operating cash flow, or capital deployment mentioned
- No management commentary on near-term outlook or updated guidance included
Risk Factors
- New FDA clinical hold risk on anito-cel triggered by previous partial hold requires costly and time-consuming mitigation measures
- Net loss $170.8M for nine months ended Sept 30, 2025 vs $60.3M prior year, reflecting increased R&D and operational costs
- FDA's 15-year post-treatment follow-up requirement for gene therapies introduces long-term regulatory compliance burden
- Competitive risk heightened by reliance on successful development of three ARC-SparX candidates ACLX-001, ACLX-002, ACLX-004 in upcoming trials
- Liquidity risk: existing cash sufficient for 12 months, but accelerated capital consumption may necessitate dilutive financing or unfavorable collaborations
AI summary of the ACLX 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 2.01: Completion of Acquisition or Disposition of Assets
- Amended and restated certificate of incorporation and bylaws became effective upon merger closing
- Governance documents attached as Exhibits 3.1 and 3.2, indicating transaction-related structural changes for shareholders
Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule
- Arcellx’s Item 3.01 disclosure references the Introductory Note for details on a continued-listing issue or exchange transfer
- Investors should review the Introductory Note for the affected exchange, compliance deadline, and potential trading implications
Item 5.01: Changes in Control of Registrant
- Change in control completed through the Offer
- Arcellx became a wholly owned subsidiary of Parent at the Effective Time
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Item 5.02 indicates potential officer or director changes, but the provided excerpt is incomplete
- No individual, role, departure, appointment, or compensation terms identified in the available text
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Item 5.03 references amendments to Arcellx’s incorporation documents or bylaws
- Introductory Note contains the substantive amendment details for shareholder-rights assessment
Item 7.01: Regulation FD Disclosure
- Arcellx merger agreement announced Feb 23, 2026 alongside FDA acceptance of BLA for anito-cel
- Anito-cel targets BCMA for relapsed/refractory multiple myeloma: BLA acceptance signals regulatory review underway
Item 1.01: Entry into a Material Definitive Agreement
- Gilead Sciences acquiring Arcellx at $115.00/share cash + $5.00 CVR per share, totaling up to $120.00/share
- CVR pays $5.00 only if anito-cel cumulative worldwide sales exceed $6.0B by December 31, 2029: milestone is high-bar, payment not guaranteed
AI summaries of ACLX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ACLX
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Carroll Jill | D | Apr 28, 2026 | 9,174 | - |
| Carroll Jill | D | Apr 28, 2026 | 8,011 | - |
| Carroll Jill | D | Apr 28, 2026 | 11,459 | - |
| Lubner David Charles | U | Apr 28, 2026 | 21,659 | - |
| Ware Olivia C | D | Apr 28, 2026 | 36,806 | - |
| Carroll Jill | U | Apr 28, 2026 | 1,479,148 | - |
| Galligan Andrew H | U | Apr 28, 2026 | 5,000 | - |
| Patel Kavita | D | Apr 28, 2026 | 27,077 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $107.9M | $22.3M |
| Operating Income | -$89.9M | -$137.6M | -$253.1M |
| Net Income | -$70.7M | -$107.3M | -$228.9M |
| Op. Margin | - | -127.5% | -1135.6% |
| Net Margin | - | -99.5% | -1027.3% |
| Balance Sheet | |||
| Total Assets | - | $711.3M | $604.0M |
| Equity | - | $454.8M | $402.4M |
| ROE | - | -23.6% | -56.9% |
| Per Share | |||
| EPS | $-1.47 | $-2.00 | $-4.07 |
| Cash Flow | |||
| Operating CF | - | -$83.5M | -$210.3M |
| CapEx | $21.4M | $13.4M | $2.3M |
Source: XBRL data in Arcellx, Inc. (ACLX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate ACLX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q1 2026 | 26 | $2.53B |
| Q4 2025 | 25 | $1.77B |
| Q3 2025 | 26 | $2.26B |
| Q2 2025 | 25 | $1.78B |
| Q1 2025 | 25 | $1.47B |
| Q4 2024 | 21 | $1.62B |
| Q3 2024 | 17 | $203.6M |
- Goldman Sachs Group+601.3K (+85%)
- Millennium Management+494.0K (+5601%)
- Morgan Stanley+407.4K (+79%)
- BlackRock+396.5K (+11%)
- Northern Trust+28.3K (+9%)
- FMR LLC (Fidelity)−3.44M (-97%)
- T. Rowe Price Group−1.56M (-97%)
- Citadel Advisors LLC−1.51M (-99%)
- JPMorgan Chase & Co−860.9K (-59%)
- State Street Corp−322.6K (-16%)
- Vanguard Group Inc−4.08M
- Raymond James Financial−122.3K
- D.E. Shaw & Co−25.2K
- Dimensional Fund Advisors−8.9K
- AQR Capital Management−8.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 165 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ACLX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 28, 2026 | - | - | - |
| 4 | Apr 17, 2026 | - | - | - |
| 4 | Mar 19, 2026 | - | - | - |
| 10-K | Feb 26, 2026 | Dec 31, 2025 | Analysis | |
| 4 | Feb 25, 2026 | - | - | - |
| SC 13D | Feb 23, 2026 | - | - | |
| 8-K | Feb 23, 2026 | - | Analysis | - |
| 4 | Feb 19, 2026 | - | - | |
| SC 13G | Feb 17, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Jan 20, 2026 | - | - | |
| 4 | Jan 14, 2026 | - | - | |
| 4 | Jan 13, 2026 | - | - | |
| 4 | Jan 12, 2026 | - | - |
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ACLX SEC filings: frequently asked questions
Which institutions hold ACLX stock?
As of March 31, 2026, the largest Arcellx, Inc. (ACLX) holders among the 13F filers tracked by SignalX were Gilead Sciences ($771.7 million), BlackRock ($453.0 million), Vanguard Capital Management LLC ($278.5 million), Vanguard Portfolio Management LLC ($278.4 million), State Street Corp ($192.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ACLX's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Arcellx, Inc. (ACLX) reported revenue of $22.3 million (down 79.4% from FY2024) and a net loss of $228.9 million. Diluted EPS was -$4.07. The figures come from the XBRL data in the 10-K.
What are the main risks in ACLX's latest 10-K?
In the 10-K filed February 26, 2026, Arcellx, Inc. (ACLX) flagged: Regulatory risk: Hart-Scott-Rodino Antitrust Act clearance required for Gilead merger, with timing and approval uncertainty risking deal abandonment. Macroeconomic risk: Global pandemics and U.S. trade policy changes may disrupt operations and third-party providers critical to business. (AI summary of the Risk Factors section.)
What did ACLX report in its latest 8-K?
Arcellx, Inc. (ACLX) filed an 8-K on April 28, 2026 reporting Item 2.01 (Completion of Acquisition or Disposition of Assets), Item 3.01 (Notice of Delisting or Failure to Satisfy a Continued Listing Rule), Item 5.01 (Changes in Control of Registrant), Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 5.03 (Amendments to Articles of Incorporation or Bylaws). Amended and restated certificate of incorporation and bylaws became effective upon merger closing.
What are the latest ACLX SEC filings?
Arcellx, Inc. (ACLX) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on November 5, 2025, an 8-K current report on April 28, 2026 and a Form 4 insider filing on April 28, 2026.
What is ACLX's SEC CIK number?
Arcellx, Inc. (ACLX)'s SEC Central Index Key (CIK) is 1786205. EDGAR lists every ACLX filing under that number.
Ask anything about ACLX
The research agent reads ACLX's filings, financials, insider trades and 13F holders, then answers with sources.