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
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
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
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.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Black Michael Scott | F | Sep 10, 2026 | 156 | $9.60 |
| Black Michael Scott | F | Aug 20, 2026 | 747 | $9.94 |
| Meeker Matt | F | Aug 20, 2026 | 4,684 | $9.94 |
| Meeker Matt | F | Aug 14, 2026 | 721 | $10.12 |
| Koehler Allison | F | Aug 10, 2026 | 471 | $10.71 |
| Black Michael Scott | F | Aug 10, 2026 | 810 | $10.71 |
| Dostie Brian | F | Aug 10, 2026 | 289 | $10.71 |
| Black Michael Scott | F | Jul 10, 2026 | 156 | $9.60 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| 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 Margin | 61.6% | 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 2026Aggregate BARK share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q1 2026 | 16 | $9.0M |
| Q4 2025 | 19 | $11.7M |
| Q3 2025 | 20 | $16.2M |
| Q2 2025 | 24 | $19.7M |
| Q1 2025 | 21 | $22.2M |
| Q4 2024 | 17 | $27.1M |
| Q3 2024 | 12 | $9.0M |
- AQR Capital Management+611.9K (+600%)
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- Northern Trust+60.4K (+9%)
- Invesco Ltd+31.5K (+24%)
- Bank of America Corp+21.3K (+19%)
- Morgan Stanley−411.0K (-64%)
- Goldman Sachs Group−275.4K (-41%)
- FMR LLC (Fidelity)−143.6K (-91%)
- BlackRock−137.5K (-2%)
- D.E. Shaw & Co−106.3K (-88%)
- Vanguard Group Inc−6.85M
- Citadel Advisors LLC−171.4K
- JPMorgan Chase & Co−86.9K
- T. Rowe Price Group−62.0K
- Millennium Management−20.8K
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
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 14, 2026 | - | - | - |
| 8-K | Aug 24, 2026 | - | Analysis | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 10-K | Jun 10, 2026 | Mar 31, 2026 | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 8-K | Jun 9, 2026 | - | Analysis | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - |
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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.