CRGY at a glance
Crescent Energy Co (CRGY, SEC CIK 1866175) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 3, 2026 and Form 4 insider filings as recently as September 25, 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), Crescent Energy Co (CRGY) reported revenue of $3.6 billion (up 22.1% from FY2024) and net income of $132.9 million.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Crescent Energy Co (CRGY) shares worth $1.5 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Liberty Mutual Foundation Inc. on May 7, 2026 of 32,600,000 shares at $12.33 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.6B
- +22.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 32 funds
- $1.5B · +0 vs prior quarter
- Latest 8-K
- Aug 3, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Governance risk: Specified Rights Agreement grants PT Independence director designation rights tied to Liberty Mutual's Class B shares (≥33.33% ownership)
- Structural risk: Manager Executives compensated by Manager, not directly by company, obscuring full executive compensation transparency
- Operational risk: Management Agreement places day-to-day management with external Manager, no required time dedication or fee allocation for Manager Executives
- Market risk: Equity awards to CEOs and COOs tied to absolute/relative total shareholder return over 3 years, with 0%-240% payout potential
- Financial risk: No employment agreements or guaranteed severance, but “double trigger” acceleration of equity vesting upon qualifying termination plus CIC benefits for key executives
Management Discussion & Analysis
- No revenue, profitability or segment performance data disclosed in MD&A
- Cash distributions from operating subsidiaries essential for funding corporate expenses; subject to legal and debt restrictions
- Dividend or share repurchase details not provided; capital allocation specifics absent
- Management highlights tax law changes and governance risks with controlling Preferred Stockholder limiting common stock influence
- Key risks: cybersecurity threats, legal proceedings, asset disposals, operational hazards, and geopolitical tensions impacting operations and financial condition
AI summary of the CRGY 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue, YoY change, and profitability percentages not provided in supplied MD&A
- Best and worst-performing segments or product lines not disclosed in supplied MD&A
- $671.0M net proceeds from 2031 Convertible Notes, including $56.6M capped-call costs
- $500.0M 2028 Notes redeemed; $17.0M extinguishment loss recognized
- Commodity volatility, inflation, tariffs, elevated rates, and Iran conflict identified as near-term headwinds
Risk Factors
- Newly added convertible-note dilution risk triggered by $2.75% Convertible Senior Notes due 2031
- Most material update: 2031 Notes may require current-liability reclassification, materially reducing reported working capital
- Financial reporting risk: issuance-cost amortization produces interest expense exceeding cash interest payments
- Equity-market risk: anticipated conversions could encourage short selling and depress Class A stock price
- Earnings risk: “if converted” accounting may reduce diluted EPS when the company is profitable
AI summary of the CRGY 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 earnings release covers the quarter ended June 30, 2026
- Results announced August 3, 2026, with the full release furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $1.395B and net income attributable to Crescent $493M, supported by 335 MBoe/d production and strong oil pricing
- Record Adjusted EBITDAX $798M and Levered Free Cash Flow $418M strengthen capacity for debt reduction and shareholder returns
Item 2.02: Results of Operations and Financial Condition
- Adjusted EBITDAX excludes $30 million and $45 million Ridgemar contingent earn-out settlements for three and six months ended June 30, 2026
- Acquired SilverBow and Vital derivative settlements expected as positive cash-flow adjustments and additions to Adjusted EBITDAX
Item 1.01: Entry into a Material Definitive Agreement
- Borrowing base reduced $3.9B to $3.5B, lowering secured liquidity capacity by $400M
- Revolving-loan maturity extended to May 19, 2031 from October 22, 2030, reducing near-term refinancing pressure
AI summaries of CRGY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CRGY
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- Fund moves. Which tracked funds opened, added or cut CRGY, 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 |
|---|---|---|---|---|
| Rynd John Clayton | J | Sep 23, 2026 | 300,000 | - |
| Kendall Brandi | J | Sep 23, 2026 | 300,000 | - |
| Rockecharlie David C. | J | Sep 23, 2026 | 900,000 | - |
| ROWLAND MARCUS C | G | Aug 14, 2026 | 3,500 | - |
| Hall Jerome D JR | F | Jun 2, 2026 | 44,731 | $11.99 |
| Liberty Mutual Foundation Inc. | Sell | May 7, 2026 | 32,600,000 | $12.33 |
| ROWLAND MARCUS C | Sell | May 6, 2026 | 40,000 | $13.25 |
| ROWLAND MARCUS C | A | Apr 1, 2026 | 17,411 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $2.4B | $2.9B | $3.6B | |
| Operating Income | $324.7M | $218.5M | $229.3M | |
| Net Income | $67.6M | -$114.6M | $132.9M | |
| Op. Margin | 13.6% | 7.5% | 6.4% | |
| Net Margin | 2.8% | -3.9% | 3.7% | |
| Balance Sheet | ||||
| Total Assets | $6.8B | $9.2B | $12.4B | |
| Equity | $1.7B | $3.1B | $5.2B | |
| ROE | 3.9% | -3.7% | 2.6% | |
| Cash Flow | ||||
| Operating CF | $935.8M | $1.2B | $1.7B | |
Source: XBRL data in Crescent Energy Co (CRGY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CRGY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $1.52B |
| Q1 2026 | 32 | $1.82B |
| Q4 2025 | 31 | $1.04B |
| Q3 2025 | 31 | $852.1M |
| Q2 2025 | 29 | $804.4M |
| Q1 2025 | 26 | $707.9M |
| Q4 2024 | 21 | $806.2M |
| Q3 2024 | 17 | $282.6M |
- Goldman Sachs Group+8.60M (+104%)
- Two Sigma Investments+3.84M (+215%)
- Dimensional Fund Advisors+3.14M (+24%)
- Citadel Advisors LLC+3.10M (+3475%)
- Wells Fargo & Co+1.53M (+301%)
- Bank of America Corp−2.22M (-73%)
- D.E. Shaw & Co−1.56M (-95%)
- Citigroup−300.1K (-50%)
- FMR LLC (Fidelity)−262.2K (-22%)
- Ameriprise Financial−44.6K (-3%)
- Mangrove Partners+25.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 219 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CRGY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 10-Q | Aug 3, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 8-K | Jul 8, 2026 | - | Analysis | - |
| 4 | Jun 4, 2026 | - | - | |
| 8-K | May 22, 2026 | - | Analysis | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 10-Q | May 4, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 4, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 9, 2026 | - | Analysis | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
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CRGY SEC filings: frequently asked questions
Which institutions hold CRGY stock?
As of June 30, 2026, the largest Crescent Energy Co (CRGY) holders among the 13F filers tracked by SignalX were BlackRock ($380.2 million), Vanguard Portfolio Management LLC ($169.3 million), Goldman Sachs Group ($166.1 million), State Street Corp ($162.5 million), Dimensional Fund Advisors ($160.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CRGY's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Crescent Energy Co (CRGY) reported revenue of $3.6 billion (up 22.1% from FY2024) and net income of $132.9 million. The figures come from the XBRL data in the 10-K.
What are the main risks in CRGY's latest 10-K?
In the 10-K filed February 25, 2026, Crescent Energy Co (CRGY) flagged: Governance risk: Specified Rights Agreement grants PT Independence director designation rights tied to Liberty Mutual's Class B shares (≥33.33% ownership). Structural risk: Manager Executives compensated by Manager, not directly by company, obscuring full executive compensation transparency. (AI summary of the Risk Factors section.)
What did CRGY report in its latest 8-K?
Crescent Energy Co (CRGY) filed an 8-K on August 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 earnings release covers the quarter ended June 30, 2026.
What are the latest CRGY SEC filings?
Crescent Energy Co (CRGY) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 3, 2026 and a Form 4 insider filing on September 25, 2026.
What is CRGY's SEC CIK number?
Crescent Energy Co (CRGY)'s SEC Central Index Key (CIK) is 1866175. EDGAR lists every CRGY filing under that number.
Ask anything about CRGY
The research agent reads CRGY's filings, financials, insider trades and 13F holders, then answers with sources.