AMPL at a glance
Amplitude, Inc. (AMPL, SEC CIK 1866692) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as October 6, 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), Amplitude, Inc. (AMPL) reported revenue of $343.2 million (up 14.7% from FY2024) and a net loss of $88.5 million. Diluted EPS was -$0.67.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding Amplitude, Inc. (AMPL) shares worth $278.7 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Skates Spenser on October 2, 2026 of 70,087 shares at $14.52 per share.
- In the last 90 days, AMPL insiders reported 0 open-market purchases ($0) and 5 open-market sales ($7.3M) on Form 4, a net sale of $7.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $343.2M
- +14.7% vs prior year
- Insiders · 90 days
- 0 buys · 5 sells
- Net −$7.3M
- 13F holders
- 25 funds
- $278.7M · +0 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Gross profit $69.1M, gross margin 68% vs 73% YoY
- Operating loss $35.2M, operating margin (35)% vs (33)% YoY
- Non-GAAP operating loss $1.5M, margin (1)% vs (2)% YoY
- Operating cash flow $25.6M vs $20.1M YoY, free cash flow $23.7M vs $18.2M
- ARR $410M, up 22% YoY; customers with ARR over $100,000 up 30% to 824
Risk Factors
- Sustained losses: $57.9 million net loss and $604.3 million accumulated deficit as of June 30, 2026
- Privacy litigation: defending two privacy class actions, with a third action previously resolved
- Regulatory compliance: evolving privacy and data-protection laws increasing compliance costs
- Platform disruption: security breaches, technical difficulties, or outages threatening customer usage
- Foreign-exchange exposure: currency fluctuations affecting revenue and expenses denominated in foreign currencies
AI summary of the AMPL 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 2.02: Results of Operations and Financial Condition
- Q2 and first-half fiscal 2026 results covered periods ended June 30, 2026
- Press release issued August 5, 2026, with financial results furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $100.9M, up 21% YoY, with ARR $410M, up 22%, supporting continued subscription growth
- Remaining performance obligations $483M, up 35%, providing stronger forward revenue visibility than current-quarter growth
Item 5.07: Submission of Matters to a Vote of Security Holders
- Three Class II director nominees elected, each serving through the 2029 annual meeting
- KPMG LLP appointment ratified for fiscal year ending December 31, 2026
Item 2.02: Results of Operations and Financial Condition
- Q1 fiscal 2026 results for three months ended March 31, 2026
- Press release furnished as Exhibit 99.1, containing the detailed financial results
AI summaries of AMPL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AMPL
Don't miss the next AMPL filing
- Alerts as it files. A push when AMPL files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut AMPL, by share count.
- Ask anything. An AI agent that reads every AMPL filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Skates Spenser | C | Oct 2, 2026 | 70,087 | - |
| Skates Spenser | C | Oct 2, 2026 | 70,087 | - |
| Skates Spenser | Sell | Oct 2, 2026 | 70,087 | $14.52 |
| Skates Spenser | C | Oct 1, 2026 | 3,539 | - |
| Skates Spenser | C | Oct 1, 2026 | 3,539 | - |
| Skates Spenser | Sell | Oct 1, 2026 | 3,539 | $14.45 |
| Skates Spenser | C | Sep 30, 2026 | 1,374 | - |
| Skates Spenser | C | Sep 30, 2026 | 1,374 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $276.3M | $299.3M | $343.2M |
| Gross Profit | $204.4M | $222.3M | $253.9M |
| Net Income | - | -$94.3M | -$88.5M |
| Gross Margin | 74.0% | 74.3% | 74.0% |
| Net Margin | - | -31.5% | -25.8% |
| Balance Sheet | |||
| Total Assets | - | $445.9M | $420.7M |
| Equity | - | $296.6M | $245.3M |
| ROE | - | -31.8% | -36.1% |
| Per Share | |||
| EPS | $-0.77 | $-0.76 | $-0.67 |
| Cash Flow | |||
| Operating CF | - | $18.5M | $29.8M |
| CapEx | $1.3M | $1.7M | $1.6M |
Source: XBRL data in Amplitude, Inc. (AMPL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AMPL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $278.7M |
| Q1 2026 | 25 | $236.6M |
| Q4 2025 | 25 | $400.0M |
| Q3 2025 | 26 | $344.6M |
| Q2 2025 | 26 | $397.7M |
| Q1 2025 | 22 | $244.3M |
| Q4 2024 | 17 | $237.7M |
| Q3 2024 | 14 | $41.4M |
- FMR LLC (Fidelity)+2.67M (+81%)
- Citadel Advisors LLC+836.7K (+2312%)
- Dimensional Fund Advisors+278.5K (+45%)
- AQR Capital Management+273.3K (+22%)
- Morgan Stanley+229.2K (+25%)
- Millennium Management−1.65M (-81%)
- Bank of America Corp−311.8K (-56%)
- Goldman Sachs Group−279.8K (-47%)
- Two Sigma Investments−275.4K (-40%)
- Vanguard Capital Management LLC−151.6K (-4%)
- Allstate+83.2K
- D.E. Shaw & Co+11.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 180 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AMPL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
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 | Oct 6, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| SC 13G | Aug 6, 2026 | - | - | |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - |
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AMPL SEC filings: frequently asked questions
Are AMPL insiders buying or selling?
In the last 90 days, Amplitude, Inc. (AMPL) officers, directors and 10% owners reported no open-market purchases and 5 open-market sales worth $7.3 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AMPL stock?
As of June 30, 2026, the largest Amplitude, Inc. (AMPL) holders among the 13F filers tracked by SignalX were BlackRock ($76.8 million), Vanguard Portfolio Management LLC ($46.5 million), FMR LLC (Fidelity) ($45.7 million), Vanguard Capital Management LLC ($30.1 million), State Street Corp ($19.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AMPL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Amplitude, Inc. (AMPL) reported revenue of $343.2 million (up 14.7% from FY2024) and a net loss of $88.5 million. Diluted EPS was -$0.67. The figures come from the XBRL data in the 10-K.
What did AMPL report in its latest 8-K?
Amplitude, Inc. (AMPL) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 and first-half fiscal 2026 results covered periods ended June 30, 2026.
What are the latest AMPL SEC filings?
Amplitude, Inc. (AMPL) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on October 6, 2026.
What is AMPL's SEC CIK number?
Amplitude, Inc. (AMPL)'s SEC Central Index Key (CIK) is 1866692. EDGAR lists every AMPL filing under that number.
Ask anything about AMPL
The research agent reads AMPL's filings, financials, insider trades and 13F holders, then answers with sources.