ARVN at a glance
ARVINAS, INC. (ARVN, SEC CIK 1655759) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as June 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), ARVINAS, INC. (ARVN) reported revenue of $262.6 million (down 0.3% from FY2024) and a net loss of $80.8 million. Diluted EPS was -$1.14.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding ARVINAS, INC. (ARVN) shares worth $275.8 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Saik Andrew on June 24, 2026 of 5,696 shares at $8.16 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $262.6M
- −0.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $275.8M · +2 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue, profitability, cash flow, and margins not provided in supplied MD&A excerpt
- VEPPANU FDA approval in Q2 2026 for ESR1-mutated ER+/HER2- advanced or metastatic breast cancer
- Rigel license generated $70.0M upfront payment, with potential $15.0M additional upfront payment
- ARV-102 PSP Phase 1b trial on clinical hold pending FDA review of requested information
- ARV-806 dose-escalation enrollment completed, with clinical data planned for second half of 2026
Risk Factors
- New AI and machine-learning risk triggered by deployment in PROTAC discovery and preclinical pharmacokinetic prediction
- VEPPANU commercialization dependence shifted to Rigel after May 2026 exclusive global license
- AI compliance exposure increases as EU AI Act becomes fully effective in August 2026
- Collaboration risk heightened by Genentech termination notice requiring agreement termination in August 2026
- Capital-raising risk remains without committed external funding, potentially diluting stockholders or restricting operations
AI summary of the ARVN 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 2026 results for quarter ended June 30, 2026
- Corporate update included alongside quarterly financial results
Item 5.07: Submission of Matters to a Vote of Security Holders
- Leslie V. Norwalk and Randy Teel elected as Class II directors through 2029
- Norwalk received 33,199,341 votes, with 10,607,126 withheld
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Filing provides only the authorized signature of General Counsel Jared Freedberg
- No director or officer departure, election, appointment, or succession details disclosed
AI summaries of ARVN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ARVN
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- Fund moves. Which tracked funds opened, added or cut ARVN, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Kennedy Edward Moore Jr. | A | Jun 24, 2026 | 22,714 | - |
| Smaldone Alsup Laurie | A | Jun 24, 2026 | 22,714 | - |
| Kennedy Edward Moore Jr. | A | Jun 24, 2026 | 15,527 | - |
| Norwalk Leslie V | A | Jun 24, 2026 | 22,714 | - |
| Cunningham Everett | A | Jun 24, 2026 | 22,714 | - |
| Smaldone Alsup Laurie | A | Jun 24, 2026 | 15,527 | - |
| Saik Andrew | Sell | Jun 24, 2026 | 5,696 | $8.16 |
| Cunningham Everett | A | Jun 24, 2026 | 15,527 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $263.4M | $262.6M |
| Operating Income | -$401.5M | -$250.2M | -$118.5M |
| Net Income | -$367.3M | -$198.9M | -$80.8M |
| Op. Margin | - | -95.0% | -45.1% |
| Net Margin | - | -75.5% | -30.8% |
| Balance Sheet | |||
| Total Assets | - | $1.1B | $717.9M |
| Equity | - | $561.7M | $433.9M |
| ROE | - | -35.4% | -18.6% |
| Per Share | |||
| EPS | $-6.62 | $-2.77 | $-1.14 |
| Cash Flow | |||
| Operating CF | - | -$259.3M | -$273.8M |
| CapEx | $2.9M | $1.8M | $1.9M |
Source: XBRL data in ARVINAS, INC. (ARVN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ARVN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $275.8M |
| Q1 2026 | 28 | $321.9M |
| Q4 2025 | 25 | $363.6M |
| Q3 2025 | 26 | $282.2M |
| Q2 2025 | 27 | $280.0M |
| Q1 2025 | 21 | $168.9M |
| Q4 2024 | 18 | $377.0M |
| Q3 2024 | 16 | $170.6M |
- BlackRock+811.5K (+12%)
- Two Sigma Investments+741.3K (+40%)
- State Street Corp+368.4K (+20%)
- AQR Capital Management+316.8K (+111%)
- T. Rowe Price Group+301.1K (+70%)
- Citadel Advisors LLC−560.0K (-47%)
- Morgan Stanley−172.0K (-25%)
- D.E. Shaw & Co−143.4K (-4%)
- Goldman Sachs Group−116.1K (-15%)
- JPMorgan Chase & Co−112.3K (-78%)
- Renaissance Technologies LLC+215.3K
- Prudential Financial+10.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 191 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ARVN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 4 | Jun 24, 2026 | - | - | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 4 | Jun 18, 2026 | - | - | - |
| 8-K | Jun 16, 2026 | - | Analysis | - |
| 8-K | Jun 2, 2026 | - | Analysis | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 8-K | May 12, 2026 | - | Analysis | |
| 8-K | May 12, 2026 | - | Analysis | |
| 10-Q | May 11, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 1, 2026 | - | Analysis | - |
| SC 13G | Apr 28, 2026 | - | - |
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ARVN SEC filings: frequently asked questions
Which institutions hold ARVN stock?
As of June 30, 2026, the largest ARVINAS, INC. (ARVN) holders among the 13F filers tracked by SignalX were BlackRock ($63.2 million), Vanguard Portfolio Management LLC ($34.3 million), D.E. Shaw & Co ($29.0 million), Pfizer Inc ($27.7 million), Vanguard Capital Management LLC ($22.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ARVN's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ARVINAS, INC. (ARVN) reported revenue of $262.6 million (down 0.3% from FY2024) and a net loss of $80.8 million. Diluted EPS was -$1.14. The figures come from the XBRL data in the 10-K.
What did ARVN report in its latest 8-K?
ARVINAS, INC. (ARVN) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results for quarter ended June 30, 2026.
What are the latest ARVN SEC filings?
ARVINAS, INC. (ARVN) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on June 26, 2026.
What is ARVN's SEC CIK number?
ARVINAS, INC. (ARVN)'s SEC Central Index Key (CIK) is 1655759. EDGAR lists every ARVN filing under that number.
Ask anything about ARVN
The research agent reads ARVN's filings, financials, insider trades and 13F holders, then answers with sources.