BETA at a glance
BETA Technologies Inc (BETA, SEC CIK 1784570) filed its latest 10-K annual report on March 9, 2026, a 10-Q quarterly report on August 12, 2026, an 8-K current report on August 12, 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), BETA Technologies Inc (BETA) reported revenue of $35.6 million (up 136.0% from FY2024) and a net loss of $745.9 million. Diluted EPS was -$12.85.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding BETA Technologies Inc (BETA) shares worth $1.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Clark Kyle on October 6, 2026 of 10,000 shares at $20.90 per share.
- In the last 90 days, BETA insiders reported 2 open-market purchases ($503K) and 24 open-market sales ($9.3M) on Form 4, a net sale of $8.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $35.6M
- +136.0% vs prior year
- Insiders · 90 days
- 2 buys · 24 sells
- Net −$8.8M
- 13F holders
- 27 funds
- $1.3B · +3 vs prior quarter
- Latest 10-Q
- Aug 12, 2026
- Quarterly report
SignalX for BETA
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- Fund moves. Which tracked funds opened, added or cut BETA, 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 |
|---|---|---|---|---|
| Clark Kyle | Sell | Oct 6, 2026 | 10,000 | $20.90 |
| Clark Kyle | Sell | Oct 5, 2026 | 10,000 | $21.30 |
| Clark Kyle | Sell | Oct 2, 2026 | 10,000 | $21.77 |
| Clark Kyle | Sell | Oct 1, 2026 | 10,000 | $22.00 |
| Clark Kyle | Sell | Sep 30, 2026 | 10,000 | $22.63 |
| Clark Kyle | Sell | Sep 29, 2026 | 10,000 | $22.62 |
| Clark Kyle | Sell | Sep 26, 2026 | 10,000 | $23.32 |
| Clark Kyle | Sell | Sep 25, 2026 | 10,000 | $24.15 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $15.1M | $35.6M |
| Gross Profit | - | $10.6M | $25.7M |
| Operating Income | - | -$272.2M | -$372.7M |
| Net Income | - | -$275.6M | -$745.9M |
| Gross Margin | - | 70.1% | 72.2% |
| Op. Margin | - | -1803.7% | -1046.3% |
| Net Margin | - | -1826.4% | -2094.2% |
| Balance Sheet | |||
| Total Assets | - | $666.4M | $2.1B |
| Equity | $385.4M | $435.9M | $1.8B |
| ROE | - | -63.2% | -41.0% |
| Per Share | |||
| EPS | - | $-6.77 | $-12.85 |
| Cash Flow | |||
| Operating CF | - | -$222.7M | -$267.8M |
| CapEx | $153.2M | $73.5M | $45.4M |
Source: XBRL data in BETA Technologies Inc (BETA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BETA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $1.33B |
| Q1 2026 | 24 | $1.11B |
| Q4 2025 | 23 | $2.19B |
- Millennium Management+919.0K (+1757%)
- Vanguard Portfolio Management LLC+547.6K (+41%)
- State Street Corp+475.4K (+23%)
- Vanguard Capital Management LLC+422.7K (+30%)
- Morgan Stanley+160.6K (+40%)
- AQR Capital Management+416.2K
- Renaissance Technologies LLC+59.7K
- Ameriprise Financial+58.0K
- Allstate+11.0K
- Two Sigma Investments−211.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 74 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BETA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
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BETA SEC filings: frequently asked questions
Are BETA insiders buying or selling?
In the last 90 days, BETA Technologies Inc (BETA) officers, directors and 10% owners reported 2 open-market purchases worth $502,798 by 1 insider and 24 open-market sales worth $9.3 million by 1 insider on Form 4, a net sale of $8.8 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BETA stock?
As of June 30, 2026, the largest BETA Technologies Inc (BETA) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($558.4 million), GE Aerospace ($340.2 million), Amazon.com Inc ($196.9 million), BlackRock ($49.1 million), State Street Corp ($43.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BETA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), BETA Technologies Inc (BETA) reported revenue of $35.6 million (up 136.0% from FY2024) and a net loss of $745.9 million. Diluted EPS was -$12.85. The figures come from the XBRL data in the 10-K.
What are the latest BETA SEC filings?
BETA Technologies Inc (BETA) filed its latest 10-K annual report on March 9, 2026, a 10-Q quarterly report on August 12, 2026, an 8-K current report on August 12, 2026 and a Form 4 insider filing on October 6, 2026.
What is BETA's SEC CIK number?
BETA Technologies Inc (BETA)'s SEC Central Index Key (CIK) is 1784570. EDGAR lists every BETA filing under that number.
Ask anything about BETA
The research agent reads BETA's filings, financials, insider trades and 13F holders, then answers with sources.