ACLX Arcellx, Inc.
company
SEC Filings & Insider Trading Activity 2026

CIK: 1786205
Health Care
Biological Products, (No Diagnostic Substances) 33 filings
Russell 2000

Latest Arcellx, Inc. (ACLX) SEC EDGAR filings in 2026, including the most recent 10-K annual report filed on February 26, 2026, a 10-Q quarterly report filed on November 5, 2025, an 8-K current report filed on April 28, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Arcellx, Inc. (ACLX) (SEC CIK 1786205), with AI-powered section-by-section summaries updated daily.

10-Q: 12
SC 13G: 10
10-K: 5
SC 13D: 3
8-K: 3

Latest 2026 SEC Filing Dates

10-K Annual Report
Feb 26, 2026
10-Q Quarterly Report
Nov 5, 2025
8-K Current Report
Apr 28, 2026

AI 10-K Annual Report Analysis
Latest 10-K (2025-12-31)

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 10-Q Quarterly Report Analysis
Latest 10-Q (2025-09-30)

Management Discussion & Analysis

  • No revenue or profitability data disclosed in this section
  • No segment or product line performance details provided
  • 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 8-K Current Report Analysis
Recent 8-K Filings

Filed Feb 23, 2026
8-K
Full analysis →

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

Go deeper on Arcellx, Inc.

Ask AI about ACLX filings. Chat with the 10-K, 10-Q, and 8-K for instant answers on financials, risks, and guidance.

Track institutional money. See which funds are building or cutting ACLX positions, quarter over quarter.

Catch cross-signals. Spot when insider buying, fund accumulation, and activist stakes line up on ACLX.

Annual Reports Archive
10-K

AI-powered analysis of Arcellx, Inc. (ACLX) 10-K annual reports filed with SEC EDGAR.

Quarterly Reports Archive
10-Q

AI-powered analysis of Arcellx, Inc. (ACLX) 10-Q quarterly reports filed with SEC EDGAR.

Recent 8-K Filings
Current Reports

AI-powered analysis of Arcellx, Inc. (ACLX) 8-K current reports disclosing material events.

Financial Summary
XBRL

FY2023FY2024FY2025
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 financial data from Arcellx, Inc. (ACLX) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

FormFiling DatePeriodAnalysisSEC
8-K
Apr 28, 2026---
10-K
Feb 26, 2026Dec 31, 2025Analysis
8-K
Feb 23, 2026-Analysis-
8-K
Dec 8, 2025--
10-Q
Nov 5, 2025Sep 30, 2025Analysis
10-Q
Aug 7, 2025Jun 30, 2025-
10-Q
May 8, 2025Mar 31, 2025-
10-K
Feb 27, 2025Dec 31, 2024-
SC 13G
Nov 22, 2024--
SC 13D
Nov 8, 2024--
10-Q
Nov 7, 2024Sep 30, 2024-
10-Q
Aug 8, 2024Jun 30, 2024-
10-Q
May 9, 2024Mar 31, 2024-
10-K
Feb 28, 2024Dec 31, 2023-
SC 13G
Feb 9, 2024--
SC 13G
Jan 29, 2024--
10-Q
Nov 13, 2023Sep 30, 2023-
10-Q
Aug 14, 2023Jun 30, 2023-
SC 13G
Jul 21, 2023--
10-Q
May 8, 2023Mar 31, 2023-
10-K
Mar 29, 2023Dec 31, 2022-
SC 13G
Feb 14, 2023--
SC 13G
Feb 8, 2023--
SC 13G
Feb 6, 2023--
10-Q
Nov 14, 2022Sep 30, 2022-

13F Fund Holdings: Quarterly Trend

Latest: Q1 2026

Aggregate ACLX share value held by 13F filers tracked by SignalX, by quarter.

Position changes: Q4 2025Q1 2026
Top Buyers
Top Sellers
Closed Positions

Source: 13F-HR filings on SEC EDGAR (aggregated from 172 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe.

Frequently Asked Questions

What are the latest ACLX SEC filings in 2026?

Arcellx, Inc. (ACLX) has filed a 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 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did ACLX file its most recent 10-K annual report?

Arcellx, Inc. (ACLX) filed its most recent 10-K annual report on February 26, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view ACLX 10-Q quarterly reports?

Arcellx, Inc. (ACLX)'s most recent 10-Q quarterly report was filed on November 5, 2025. SignalX displays every ACLX 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has ACLX filed recently?

Arcellx, Inc. (ACLX)'s most recent 8-K was filed on April 28, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find ACLX insider trading activity (Form 4)?

SignalX aggregates every ACLX Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does ACLX file with the SEC?

Arcellx, Inc. (ACLX) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new ACLX filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Arcellx, Inc. (ACLX).

What is ACLX's SEC CIK number?

Arcellx, Inc. (ACLX)'s SEC CIK (Central Index Key) number is 1786205. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1786205 to look up all ACLX filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find ACLX return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Arcellx, Inc. (ACLX) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.

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