Consumer Discretionary · Retail-Retail Stores, NEC

BARK Bark, Inc. SEC Filings & Insider Trading Activity 2026

company
CIK 181957487 filings
Russell 2000

BARK at a glance

Bark, Inc. (BARK, SEC CIK 1819574) filed its latest 10-K annual report on June 10, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 24, 2026 and Form 4 insider filings as recently as September 14, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

  • For the fiscal year ended March 31, 2026 (FY2026), Bark, Inc. (BARK) reported revenue of $394.8 million (down 18.5% from FY2025) and a net loss of $39.0 million. Diluted EPS was -$4.57.
  • As of March 31, 2026, 16 institutional investment managers tracked by SignalX reported holding Bark, Inc. (BARK) shares worth $9.0 million in 13F-HR filings.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Revenue · FY2026
$394.8M
−18.5% vs prior year
Insiders · 90 days
0 buys · 0 sells
No open-market trades
13F holders
16 funds
$9.0M · −3 vs prior quarter
Latest 8-K
Aug 24, 2026
Item 5.02

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Jun 30, 2026

Management Discussion & Analysis

  • Revenue $78.8M, down 23.4% YoY from $102.9M
  • Gross margin 72.7% vs 62.3% YoY; adjusted margin 66.4% vs 65.8%
  • Commerce worst revenue performer, $12.1M, down 11.4% YoY; DTC $66.7M, down 25.2%
  • Net income $0.7M vs $7.0M loss; adjusted EBITDA margin 0.78% vs 0.09%
  • Tariff receivable $12.1M; $3.2M refunds and $0.2M interest received during quarter
  • Headwinds: tariffs, geopolitical friction, interest rates, commodity costs, and discretionary spending uncertainty

Risk Factors

  • Tariffs and trade barriers: New or increased tariffs could raise costs and reduce discretionary demand, especially for China-sourced products
  • Supply concentration: Limited manufacturers, suppliers, and logistics providers lack alternative or replacement arrangements
  • Consumer demand: Recession, inflation, and uncertainty could reduce discretionary purchases of BARK products
  • Competition: Rivals with greater resources and AI capabilities could pressure pricing, customer acquisition, and operating margins
  • Payment compliance: New payment methods could add regulatory requirements, fraud exposure, and higher transaction fees

AI summary of the BARK 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

Filed Aug 24, 2026Full analysis →

Item 5.02: Departure/Appointment of Directors or Principal Officers

  • Jim McGinty resigned as BARK director effective August 21, 2026
  • Board size reduced from eight to seven members
Filed Aug 6, 2026Full analysis →

Item 2.02: Results of Operations and Financial Condition

  • Fiscal Q1 2026 results covered the quarter ended June 30, 2026
  • Earnings details furnished in Exhibit 99.1, requiring review for revenue, profitability, and guidance implications
Filed Jul 28, 2026Full analysis →

Item 5.02: Departure/Appointment of Directors or Principal Officers

  • Anya Hamill becomes CFO September 8, 2026, replacing interim CFO Brian Dostie
  • Hamill brings CFO experience at Laird Superfood and Little Secrets Chocolates, plus Danone North America and WhiteWave Foods

AI summaries of BARK 8-K current reports filed with the SEC. What 8-K item codes mean

SignalX for BARK

Don't miss the next BARK filing

  • Alerts as it files. A push when BARK files an 8-K or an insider trades.
  • Fund moves. Which tracked funds opened, added or cut BARK, by share count.
  • Ask anything. An AI agent that reads every BARK filing and answers with sources.

BARK alerts on your phone. Follow it in the SignalX Android app.

Get it on Google Play

Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

InsiderTypeDatePrice
Black Michael ScottFSep 10, 2026$9.60
Black Michael ScottFAug 20, 2026$9.94
Meeker MattFAug 20, 2026$9.94
Meeker MattFAug 14, 2026$10.12
Koehler AllisonFAug 10, 2026$10.71
Black Michael ScottFAug 10, 2026$10.71
Dostie BrianFAug 10, 2026$10.71
Black Michael ScottFJul 10, 2026$9.60

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
MetricFY2024FY2025FY2026
Profitability
Revenue$490.2M$484.2M$394.8M
Gross Profit$302.2M$302.0M$241.9M
Operating Income--$35.1M-$40.2M
Net Income-$37.0M-$32.9M-$39.0M
Gross Margin61.6%62.4%61.3%
Op. Margin--7.3%-10.2%
Net Margin-7.6%-6.8%-9.9%
Balance Sheet
Total Assets-$260.6M$170.0M
Equity-$99.5M$72.0M
ROE--33.0%-54.2%
Per Share
EPS$-0.21$-0.19$-4.57
Cash Flow
Operating CF--$7.1M-$23.2M

Source: XBRL data in Bark, Inc. (BARK)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q1 2026

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

Quarterly totals table
BARK shares held by 13F filers tracked by SignalX, by quarter
QuarterFundsTotal value
Q1 202616$9.0M
Q4 202519$11.7M
Q3 202520$16.2M
Q2 202524$19.7M
Q1 202521$22.2M
Q4 202417$27.1M
Q3 202412$9.0M
Position changes: Q4 2025 → Q1 2026
Top Buyers
Top Sellers

Source: 13F-HR filings on SEC EDGAR (aggregated from 129 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

BARK 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

FormFiling dateAnalysisSEC
4Sep 14, 2026--
8-KAug 24, 2026Analysis-
4Aug 21, 2026--
4Aug 21, 2026--
4Aug 17, 2026--
4Aug 11, 2026--
4Aug 11, 2026--
4Aug 11, 2026--
8-KAug 6, 2026Analysis-
10-QAug 6, 2026Analysis
8-KJul 28, 2026Analysis-
4Jul 13, 2026--
4Jul 7, 2026--
4Jun 11, 2026--
4Jun 10, 2026-
10-KJun 10, 2026-
4Jun 10, 2026-
4Jun 10, 2026-
4Jun 10, 2026-
8-KJun 9, 2026Analysis
4May 22, 2026-
4May 18, 2026-
4May 12, 2026-
4May 12, 2026-
4May 12, 2026-

Related Consumer Discretionary companies

All Consumer Discretionary →

BARK SEC filings: frequently asked questions

Which institutions hold BARK stock?

As of March 31, 2026, the largest Bark, Inc. (BARK) holders among the 13F filers tracked by SignalX were BlackRock ($3.4 million), Vanguard Capital Management LLC ($2.7 million), State Street Corp ($1.2 million), Northern Trust ($390,000), AQR Capital Management ($362,000). 13F-HR reports are filed up to 45 days after each quarter ends.

What was BARK's revenue in fiscal year 2026?

For the fiscal year ended March 31, 2026 (FY2026), Bark, Inc. (BARK) reported revenue of $394.8 million (down 18.5% from FY2025) and a net loss of $39.0 million. Diluted EPS was -$4.57. The figures come from the XBRL data in the 10-K.

What did BARK report in its latest 8-K?

Bark, Inc. (BARK) filed an 8-K on August 24, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Jim McGinty resigned as BARK director effective August 21, 2026.

What are the latest BARK SEC filings?

Bark, Inc. (BARK) filed its latest 10-K annual report on June 10, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 24, 2026 and a Form 4 insider filing on September 14, 2026.

What is BARK's SEC CIK number?

Bark, Inc. (BARK)'s SEC Central Index Key (CIK) is 1819574. EDGAR lists every BARK filing under that number.

Ask anything about BARK

The research agent reads BARK's filings, financials, insider trades and 13F holders, then answers with sources.