CRNC at a glance
Cerence Inc. (CRNC, SEC CIK 1768267) filed its latest 10-K annual report on November 20, 2025, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 26, 2026 and Form 4 insider filings as recently as August 12, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), Cerence Inc. (CRNC) reported revenue of $251.8 million (down 24.0% from FY2024) and a net loss of $18.7 million. Diluted EPS was -$0.43.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding Cerence Inc. (CRNC) shares worth $196.6 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Salinas Jennifer on August 10, 2026 of 25,998 shares at $8.83 per share.
- In the last 90 days, CRNC insiders reported 0 open-market purchases ($0) and 1 open-market sale ($230K) on Form 4, a net sale of $230K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $251.8M
- −24.0% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$230K
- 13F holders
- 29 funds
- $196.6M · +0 vs prior quarter
- Latest 8-K
- Aug 26, 2026
- Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $69.6M, up 11.8% YoY from $62.2M
- Operating margin 2.7% vs negative 1.5% YoY
- License revenue $41.6M, up 21.7%; professional services worst at $12.5M, down 17.7%
- Operating cash flow $20.0M, down 15.8% from $23.7M
- $30M share-repurchase authorization; automotive production delays, tariffs, pricing pressure and high interest rates remain headwinds
Risk Factors
- Share repurchase risk: $30 million authorization may be suspended, modified, or terminated, leaving employee-award dilution unmitigated
- Intellectual-property accounting risk: Samsung settlement and license generated $49.5 million revenue in fiscal 2026 first quarter
- Reporting volatility risk: future IP licenses, settlements, or judgments may receive different U.S. GAAP treatment than historical receipts
- Market risk: repurchases could reduce cash reserves or increase common-stock volatility
- Insider-trading compliance risk: future Rule 10b5-1 plans could execute around significant company events
AI summary of the CRNC 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 8.01: Other Events
- Cerence agreed to repurchase $10 million principal of 1.50% convertible notes due 2028
- Cash price equals 92.75% of principal, plus accrued interest through settlement
Item 8.01: Other Events
- Board-authorized repurchase program of up to $30 million in common stock beginning August 10, 2026
- Flexible execution through open-market, private, block, Rule 10b5-1 and Rule 10b-18 transactions
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q3 2026 results covered quarter ended June 30, 2026
- Earnings release and investor presentation furnished as Exhibits 99.1 and 99.2
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Marcy Klevorn resigning as director effective July 1, 2026 for personal reasons
- Departure leaves vacancies on the Compensation Committee and Nominating and Governance Committee
AI summaries of CRNC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CRNC
Don't miss the next CRNC filing
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- Fund moves. Which tracked funds opened, added or cut CRNC, 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 |
|---|---|---|---|---|
| Salinas Jennifer | Sell | Aug 10, 2026 | 25,998 | $8.83 |
| Klevorn Marcy S | A | Feb 12, 2026 | 12,968 | $0.01 |
| Harris Marion | A | Feb 12, 2026 | 12,968 | $0.01 |
| Budnik Marianne | A | Feb 12, 2026 | 12,968 | $0.01 |
| Matus Kristi Ann | A | Feb 12, 2026 | 12,968 | $0.01 |
| DAVIS DOUGLAS LEE | A | Feb 12, 2026 | 12,968 | $0.01 |
| Mentz Christian | A | Jan 9, 2026 | 131,694 | $12.35 |
| Salinas Jennifer | A | Jan 9, 2026 | 131,694 | $12.35 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $331.5M | $251.8M |
| Gross Profit | - | $244.3M | $183.1M |
| Operating Income | - | -$579.9M | -$2.3M |
| Net Income | - | -$588.1M | -$18.7M |
| Gross Margin | - | 73.7% | 72.7% |
| Op. Margin | - | -174.9% | -0.9% |
| Net Margin | - | -177.4% | -7.4% |
| Balance Sheet | |||
| Total Assets | $1.3B | $702.4M | $630.6M |
| Equity | $694.9M | $141.1M | $150.7M |
| ROE | - | -416.8% | -12.4% |
| Per Share | |||
| EPS | - | $-14.12 | $-0.43 |
| Cash Flow | |||
| Operating CF | - | $17.2M | $61.2M |
| CapEx | - | $5.0M | $14.4M |
Source: XBRL data in Cerence Inc. (CRNC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CRNC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $196.6M |
| Q1 2026 | 29 | $102.7M |
| Q4 2025 | 29 | $180.0M |
| Q3 2025 | 28 | $187.1M |
| Q2 2025 | 27 | $155.5M |
| Q1 2025 | 24 | $96.8M |
| Q4 2024 | 20 | $85.4M |
| Q3 2024 | 17 | $21.1M |
- BlackRock+373.0K (+9%)
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- State Street Corp−107.7K (-8%)
- Prudential Financial−101.8K (-91%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 203 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CRNC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Aug 26, 2026 | - | Analysis | - |
| 4 | Aug 12, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 2, 2026 | - | Analysis | - |
| SC 13G | May 15, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 8-K | Feb 18, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 10-Q | Feb 5, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 4, 2026 | - | - | |
| 4 | Jan 12, 2026 | - | - | |
| 4 | Jan 12, 2026 | - | - | |
| 4 | Jan 12, 2026 | - | - | |
| 4 | Jan 12, 2026 | - | - | |
| 4 | Jan 12, 2026 | - | - | |
| 8-K | Dec 29, 2025 | - | - | |
| 4 | Nov 24, 2025 | - | - | |
| 4 | Nov 24, 2025 | - | - | |
| 4 | Nov 24, 2025 | - | - |
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CRNC SEC filings: frequently asked questions
Are CRNC insiders buying or selling?
In the last 90 days, Cerence Inc. (CRNC) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $229,508 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CRNC stock?
As of June 30, 2026, the largest Cerence Inc. (CRNC) holders among the 13F filers tracked by SignalX were BlackRock ($51.4 million), Vanguard Capital Management LLC ($20.8 million), Vanguard Portfolio Management LLC ($18.7 million), Dimensional Fund Advisors ($15.9 million), Goldman Sachs Group ($15.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CRNC's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), Cerence Inc. (CRNC) reported revenue of $251.8 million (down 24.0% from FY2024) and a net loss of $18.7 million. Diluted EPS was -$0.43. The figures come from the XBRL data in the 10-K.
What did CRNC report in its latest 8-K?
Cerence Inc. (CRNC) filed an 8-K on August 26, 2026 reporting Item 8.01 (Other Events). Cerence agreed to repurchase $10 million principal of 1.50% convertible notes due 2028.
What are the latest CRNC SEC filings?
Cerence Inc. (CRNC) filed its latest 10-K annual report on November 20, 2025, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 26, 2026 and a Form 4 insider filing on August 12, 2026.
What is CRNC's SEC CIK number?
Cerence Inc. (CRNC)'s SEC Central Index Key (CIK) is 1768267. EDGAR lists every CRNC filing under that number.
Ask anything about CRNC
The research agent reads CRNC's filings, financials, insider trades and 13F holders, then answers with sources.