GO at a glance
Grocery Outlet Holding Corp. (GO, SEC CIK 1771515) filed its latest 10-K annual report on March 4, 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 August 31, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 3, 2026 (FY2025), Grocery Outlet Holding Corp. (GO) reported revenue of $4.7 billion (up 7.3% from FY2024) and a net loss of $224.9 million. Diluted EPS was -$2.30.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding Grocery Outlet Holding Corp. (GO) shares worth $470.3 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Jaros Carey F. on August 27, 2026 of 15,000 shares at $11.70 per share.
- In the last 90 days, GO insiders reported 2 open-market purchases ($263K) and 1 open-market sale ($16K) on Form 4, a net purchase of $247K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.7B
- +7.3% vs prior year
- Insiders · 90 days
- 2 buys · 1 sell
- Net +$247K
- 13F holders
- 29 funds
- $470.3M · +1 vs prior quarter
- Latest 8-K
- Aug 12, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 4, 2026
Management Discussion & Analysis
- Revenue $1.193B, up 1.1% YoY from $1.180B, driven by new-store sales
- Gross margin 30.2% vs 30.6% YoY; comparable sales declined 0.3%
- Operating margin 1.3% vs 1.1% YoY; net income $5.6M vs $5.0M
- 36 underperforming stores closed; 10 new stores opened, ending with 547 stores
- Promotional activity expected to pressure gross margin through Q3; new tariffs create uncertain future impact
Risk Factors
- No risk-factors section provided; changes from the most recent 10-K cannot be determined
- No share repurchases during the second quarter of fiscal 2026
- No director or Section 16 officer adopted or terminated trading arrangements during the quarter
AI summary of the GO 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
- Fiscal-quarter results announcement for period ended July 4, 2026
- Full financial results available in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 net sales rose 1.1% to $1.19B, but comparable-store sales declined 0.3% as average transaction size fell 2.1%
- Adjusted EBITDA declined to $65.7M from $67.7M, with margin compressing to 5.5% amid promotions and inventory markdowns
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 furnished under Regulation FD, meaning disclosure is public but generally not treated as a filed Exchange Act document
- Limited Section 18 liability and incorporation by reference into other filings absent explicit reference
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO Christopher Miller departs June 26, 2026, with separation benefits under the Executive Severance Plan
- Chief Merchandising & Purchasing Officer Matthew Delly departs June 12, 2026, creating near-term merchandising leadership turnover
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 10 director nominees re-elected, preserving board continuity through the 2027 annual meeting
- Eric J. Lindberg and Jeffrey R. York faced comparatively high opposition, with 9,598,222 and 10,773,593 against votes
AI summaries of GO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for GO
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Jaros Carey F. | Buy | Aug 27, 2026 | 15,000 | $11.70 |
| Kerr Frank Michael | Sell | Aug 21, 2026 | 1,432 | $11.30 |
| Miller Paul Blaine | Buy | Aug 20, 2026 | 8,000 | $10.90 |
| Jaros Carey F. | J | Jul 30, 2026 | 45,000 | - |
| Jaros Carey F. | J | Jul 30, 2026 | 45,000 | - |
| Miller Paul Blaine | Buy | Jun 25, 2026 | 5,000 | $9.50 |
| Miller Paul Blaine | Buy | Jun 18, 2026 | 10,000 | $9.37 |
| Ferry Ian Daniel | A | Jun 15, 2026 | 19,339 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $4.4B | $4.7B |
| Gross Profit | - | $1.3B | $1.4B |
| Operating Income | - | $78.3M | -$221.7M |
| Net Income | - | $39.5M | -$224.9M |
| Gross Margin | - | 30.2% | 30.3% |
| Op. Margin | - | 1.8% | -4.7% |
| Net Margin | - | 0.9% | -4.8% |
| Balance Sheet | |||
| Total Assets | $3.0B | $3.2B | $3.1B |
| Equity | - | $1.2B | $983.7M |
| ROE | - | 3.3% | -22.9% |
| Per Share | |||
| EPS | - | $0.40 | $-2.30 |
| Cash Flow | |||
| Operating CF | - | $112.0M | $222.1M |
| CapEx | $169.0M | $186.6M | $198.3M |
Source: XBRL data in Grocery Outlet Holding Corp. (GO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate GO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $470.3M |
| Q1 2026 | 28 | $368.1M |
| Q4 2025 | 28 | $630.6M |
| Q3 2025 | 29 | $979.1M |
| Q2 2025 | 31 | $740.3M |
| Q1 2025 | 26 | $422.7M |
| Q4 2024 | 21 | $390.1M |
| Q3 2024 | 17 | $294.1M |
- AQR Capital Management+1.95M (+2147%)
- D.E. Shaw & Co+597.3K (+181%)
- BlackRock+492.1K (+3%)
- Millennium Management+396.8K (+16%)
- Two Sigma Investments+192.0K (+210%)
- FMR LLC (Fidelity)−4.96M (-99%)
- Dimensional Fund Advisors−2.05M (-67%)
- Invesco Ltd−836.4K (-37%)
- Goldman Sachs Group−579.4K (-25%)
- Bank of America Corp−468.5K (-43%)
- Citadel Advisors LLC+416.0K
- Franklin Resources+65.4K
- Soros Fund Management−36.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 209 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
GO 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 | Aug 31, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| SC 13G | Aug 19, 2026 | - | - | |
| SC 13G | Aug 14, 2026 | - | - | |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| 10-Q | Aug 12, 2026 | Jul 4, 2026 | Analysis | |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 8-K | Jun 9, 2026 | - | Analysis | |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 8-K | May 13, 2026 | - | Analysis | |
| 10-Q | May 13, 2026 | Apr 4, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - |
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GO SEC filings: frequently asked questions
Are GO insiders buying or selling?
In the last 90 days, Grocery Outlet Holding Corp. (GO) officers, directors and 10% owners reported 2 open-market purchases worth $262,700 by 2 insiders and 1 open-market sale worth $16,182 by 1 insider on Form 4, a net purchase of $246,518. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold GO stock?
As of June 30, 2026, the largest Grocery Outlet Holding Corp. (GO) holders among the 13F filers tracked by SignalX were BlackRock ($152.4 million), Vanguard Portfolio Management LLC ($60.7 million), State Street Corp ($44.5 million), Vanguard Capital Management LLC ($42.0 million), Millennium Management ($29.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was GO's revenue in fiscal year 2025?
For the fiscal year ended January 3, 2026 (FY2025), Grocery Outlet Holding Corp. (GO) reported revenue of $4.7 billion (up 7.3% from FY2024) and a net loss of $224.9 million. Diluted EPS was -$2.30. The figures come from the XBRL data in the 10-K.
What did GO report in its latest 8-K?
Grocery Outlet Holding Corp. (GO) filed an 8-K on August 12, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal-quarter results announcement for period ended July 4, 2026.
What are the latest GO SEC filings?
Grocery Outlet Holding Corp. (GO) filed its latest 10-K annual report on March 4, 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 August 31, 2026.
What is GO's SEC CIK number?
Grocery Outlet Holding Corp. (GO)'s SEC Central Index Key (CIK) is 1771515. EDGAR lists every GO filing under that number.
Ask anything about GO
The research agent reads GO's filings, financials, insider trades and 13F holders, then answers with sources.