BAND at a glance
Bandwidth Inc. (BAND, SEC CIK 1514416) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as September 17, 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), Bandwidth Inc. (BAND) reported revenue of $753.8 million (up 0.7% from FY2024) and a net loss of $12.9 million. Diluted EPS was -$0.43.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Bandwidth Inc. (BAND) shares worth $796.3 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Roush Lukas M. on September 16, 2026 of 1,500 shares at $48.60 per share.
- In the last 90 days, BAND insiders reported 0 open-market purchases ($0) and 26 open-market sales ($2.3M) on Form 4, a net sale of $2.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $753.8M
- +0.7% vs prior year
- Insiders · 90 days
- 0 buys · 26 sells
- Net −$2.3M
- 13F holders
- 30 funds
- $796.3M · +3 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $219.9M, up 22% YoY from $180.0M, led by messaging surcharges of $68.0M, up 54%
- Gross margin 36% vs 40% YoY; operating margin (2)% vs (2)% YoY
- Cloud communications $151.9M, up 12%; messaging surcharges strongest line at $68.0M, up 54%
- Cash $170M, marketable securities $4M; $150M undrawn credit capacity
- $15M quarterly share repurchases; $116M paid for $122M convertible-note repurchases
- $316M issued in 0% 2032 convertible notes, generating $282M net proceeds
Risk Factors
- New government-shutdown risk triggered by October 2025 U.S. shutdown, delaying FCC reviews and rulemaking
- Financial risk: nearly all operating cash held in non-FDIC-insured deposit accounts
- Regulatory risk: FCC shutdowns may delay licenses, certifications, dispute resolution, and IP-transition proceedings
- Competitive risk: larger rivals may bundle comparable services at lower prices, pressuring margins
- Market risk: inflation may increase wages and network-component costs, compressing gross margins
AI summary of the BAND 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 7.01: Regulation FD Disclosure
- Bandwidth plans investor-conference presentations during Q3 2026
- Exhibit 99.1 contains the presentation materials for investor review
Item 7.01: Regulation FD Disclosure
- Harlan appointed General Counsel and Secretary, effective September 1, 2026
- Leadership change places legal and corporate-secretarial oversight under new executive
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Emily C. Harlan became General Counsel and Secretary September 1, 2026, succeeding retiring executive R. Brandon Asbill
- Harlan’s annualized base salary is $360,000 with a 50% target cash incentive, prorated for 2026
Item 8.01: Other Events
- Filing contains only the required signature certification dated August 3, 2026
- CFO Daryl E. Raiford signed on behalf of Bandwidth Inc.
AI summaries of BAND 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BAND
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Roush Lukas M. | Sell | Sep 16, 2026 | 1,500 | $48.60 |
| Ross Kade | Sell | Sep 2, 2026 | 753 | $49.29 |
| Raiford Daryl E | Sell | Sep 2, 2026 | 1,400 | $48.99 |
| Raiford Daryl E | Sell | Sep 2, 2026 | 2,536 | $47.74 |
| Raiford Daryl E | Sell | Sep 2, 2026 | 3,291 | $49.97 |
| Ross Kade | Sell | Sep 2, 2026 | 2,096 | $47.54 |
| Ross Kade | Sell | Sep 2, 2026 | 1,151 | $48.50 |
| Krupka Devin M | Sell | Sep 1, 2026 | 3,074 | $48.97 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $748.5M | $753.8M |
| Gross Profit | $236.2M | $280.0M | $295.1M |
| Operating Income | - | -$20.1M | -$14.4M |
| Net Income | -$16.3M | -$6.5M | -$12.9M |
| Gross Margin | - | 37.4% | 39.1% |
| Op. Margin | - | -2.7% | -1.9% |
| Net Margin | - | -0.9% | -1.7% |
| Balance Sheet | |||
| Total Assets | - | $989.2M | $1.1B |
| Equity | $297.4M | $312.5M | $400.0M |
| ROE | -5.5% | -2.1% | -3.2% |
| Per Share | |||
| EPS | - | $-0.24 | $-0.43 |
| Cash Flow | |||
| Operating CF | $39.0M | $83.9M | $89.5M |
Source: XBRL data in Bandwidth Inc. (BAND)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BAND share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $796.3M |
| Q1 2026 | 27 | $206.2M |
| Q4 2025 | 24 | $174.5M |
| Q3 2025 | 25 | $186.6M |
| Q2 2025 | 27 | $184.4M |
| Q1 2025 | 23 | $108.5M |
| Q4 2024 | 18 | $110.2M |
| Q3 2024 | 16 | $68.7M |
- D.E. Shaw & Co+961.2K (+275%)
- Two Sigma Investments+331.0K (+67%)
- State Street Corp+217.5K (+30%)
- Citadel Advisors LLC+162.1K (+73%)
- Citigroup+157.7K (+3724%)
- Dimensional Fund Advisors−613.3K (-40%)
- BlackRock−493.9K (-17%)
- Bank of America Corp−89.0K (-68%)
- AQR Capital Management−62.5K (-14%)
- Ameriprise Financial−43.2K (-7%)
- Raymond James Financial+101.8K
- Prudential Financial+9.1K
- Hilltop Holdings Inc.+8.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 190 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BAND 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 |
|---|---|---|---|---|
| 4 | Sep 17, 2026 | - | - | - |
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 8-K | Sep 4, 2026 | - | Analysis | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 4 | Aug 10, 2026 | - | - | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 8-K | Jun 16, 2026 | - | Analysis | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
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BAND SEC filings: frequently asked questions
Are BAND insiders buying or selling?
In the last 90 days, Bandwidth Inc. (BAND) officers, directors and 10% owners reported no open-market purchases and 26 open-market sales worth $2.3 million by 9 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BAND stock?
As of June 30, 2026, the largest Bandwidth Inc. (BAND) holders among the 13F filers tracked by SignalX were BlackRock ($156.0 million), D.E. Shaw & Co ($83.0 million), Vanguard Capital Management LLC ($81.3 million), State Street Corp ($59.6 million), Dimensional Fund Advisors ($59.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BAND's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Bandwidth Inc. (BAND) reported revenue of $753.8 million (up 0.7% from FY2024) and a net loss of $12.9 million. Diluted EPS was -$0.43. The figures come from the XBRL data in the 10-K.
What did BAND report in its latest 8-K?
Bandwidth Inc. (BAND) filed an 8-K on September 15, 2026 reporting Item 7.01 (Regulation FD Disclosure). Bandwidth plans investor-conference presentations during Q3 2026.
What are the latest BAND SEC filings?
Bandwidth Inc. (BAND) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on September 17, 2026.
What is BAND's SEC CIK number?
Bandwidth Inc. (BAND)'s SEC Central Index Key (CIK) is 1514416. EDGAR lists every BAND filing under that number.
Ask anything about BAND
The research agent reads BAND's filings, financials, insider trades and 13F holders, then answers with sources.