GDDY at a glance
GoDaddy (GDDY, SEC CIK 1609711) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as October 5, 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), GoDaddy (GDDY) reported revenue of $5.0 billion (up 8.3% from FY2024) and net income of $875.0 million. Diluted EPS was $6.22.
- As of June 30, 2026, 37 institutional investment managers tracked by SignalX reported holding GoDaddy (GDDY) shares worth $6.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Sine Jared F. on October 2, 2026 of 644 shares at $96.88 per share.
- In the last 90 days, GDDY insiders reported 0 open-market purchases ($0) and 16 open-market sales ($3.6M) on Form 4, a net sale of $3.6M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $5.0B
- +8.3% vs prior year
- Insiders · 90 days
- 0 buys · 16 sells
- Net −$3.6M
- 13F holders
- 37 funds
- $6.8B · +1 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- One-stop-shop platform for 20.4M small business customers: domain identity, web presence, and commerce tools anchored by AI-powered Airo platform
- Launched Agent Name Service (ANS) end of 2025: open trust layer for AI-powered agents on emerging "agentic open internet"; developers register agents via public API
- A&C segment revenue share grew to 38% of total (vs 36% in 2024, 34% in 2023), reflecting ongoing strategic shift from legacy domain-heavy Core Platform toward software/commerce
- Revenue $4,951.1M, up 8.3% YoY; 2025 total bookings $5,400.0M, up 7.2%; over half of internally generated code now written by AI tools
- GoDaddy Capital launched in 2025: merchant cash advance up to $1.0M for GoDaddy Payments users, paired with new Instant Payout on-demand disbursement feature
Risk Factors
- FTC settlement approved May 21, 2025 requires GoDaddy to comply with specific security requirements for hosting services for at least 20 years
- International revenue ~33% of total in 2025; geopolitical risks from China, Ukraine/Russia, Middle East conflicts could materially impact operations
- Heavy concentration on AWS for cloud infrastructure; termination or outage would disrupt platform with limited short-term alternatives
- AI-driven website creation tools risk displacing demand for core domain and website-building products; pricing pressure could increase
- Significant indebtedness via Credit Facility and Senior Notes; restrictive covenants limit acquisitions, dividends, and additional capital raises
Management Discussion & Analysis
- Revenue $4,951.1M, up 8.3% YoY; A&C best segment at +14.3% ($1,889M) vs Core +4.9% ($3,062M)
- Operating margin 22.8% vs 19.5% prior year; NEBITDA margin implied at $1,585.9M vs $1,395.9M (+13.6%)
- A&C Segment EBITDA margin 45.4% vs 44.7% (+70 bps); Core Segment EBITDA margin 33.0% vs 31.9% (+110 bps)
- Operating cash flow $1,599.4M (+24.2%); share repurchases $834.8M in FY25 plus $767.4M ASRs; $2,165.2M buyback authorization remaining through 2027
- Management expects T&D costs to decline as % of revenue; AI monetization trends flagged as risk to pricing; .CO registry loss immaterial but signals competitive domain pressure
AI summary of the GDDY 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
- Revenue $1,298.0M, up 6.6% YoY from $1,217.6M
- Operating margin 26.4% vs 21.9% YoY; net margin 18.5% vs 16.4%
- Best segment A&C revenue $514.8M, up 11.0%; EBITDA margin 46.8% vs 44.4%
- Core revenue $783.2M, up 3.9%; EBITDA margin 33.4% vs 32.7%
- Operating cash flow $442.5M, up 16.5%; six-month repurchases $833.6M for 9.6M shares
- Liquidity sufficient for at least 12 months; additional capital potentially needed for acquisitions or repurchases
Risk Factors
- New AI risk expansion: agentic systems may take unintended or unauthorized actions, increasing supervision and liability exposure
- Most materially updated technology risk: customers shifting to AI platforms and closed ecosystems could reduce demand for domains, hosting, and website tools
- Regulatory risk: evolving U.S. and international AI laws may require costly product and business-practice changes across jurisdictions
- Competitive risk: commoditization and competitors’ AI investments could drive price competition, lower margins, and market-share losses
- Financial risk: indebtedness may divert operating cash flow to debt payments and constrain additional capital raising
AI summary of the GDDY 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 1.01: Entry into a Material Definitive Agreement
- Revolving capacity increased to $1,200 million from $1,000 million, expanding liquidity by $200 million
- Facility maturity extended to July 31, 2031, supporting longer-term refinancing flexibility
Item EX-99.1: Item EX-99.1
- Q2 revenue $1.298B, up 6.6%, with A&C accelerating 11% to $514.8M versus Core growth of 3.9%
- Operating margin expanded 450bps to 26.4%; NEBITDA margin reached 33.4%, signaling strong operating leverage
Item 2.02: Results of Operations and Financial Condition
- GoDaddy reported fiscal Q2 2026 results for the quarter ended June 30, 2026
- Detailed financial results and management commentary provided in Exhibit 99.1 press release
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Shareholders approved the Amended Plan on June 3, 2026, making it effective immediately
- Authorized Class A shares increased by 3,116,000 for equity compensation grants
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees elected through 2027, supporting board continuity
- Say-on-pay approved with 101,962,417 votes for and 8,404,346 against
AI summaries of GDDY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for GDDY
Don't miss the next GDDY filing
- Alerts as it files. A push when GDDY files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut GDDY, 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 |
|---|---|---|---|---|
| Sine Jared F. | Sell | Oct 2, 2026 | 644 | $96.88 |
| Bhutani Amanpal Singh | Sell | Oct 1, 2026 | 4,500 | $97.50 |
| Sine Jared F. | Sell | Oct 1, 2026 | 1,000 | $97.50 |
| Sine Jared F. | Sell | Sep 2, 2026 | 1,163 | $101.19 |
| Palitwanon Phontip | Sell | Sep 2, 2026 | 530 | $101.19 |
| McCaffrey Mark | Sell | Sep 2, 2026 | 3,873 | $101.19 |
| Bhutani Amanpal Singh | Sell | Sep 2, 2026 | 8,194 | $101.19 |
| McCaffrey Mark | Sell | Sep 2, 2026 | 2,000 | $100.37 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $4.6B | $5.0B |
| Operating Income | - | $893.5M | $1.1B |
| Net Income | $1.4B | $936.9M | $875.0M |
| Op. Margin | - | 19.5% | 22.8% |
| Net Margin | - | 20.5% | 17.7% |
| Balance Sheet | |||
| Total Assets | $7.6B | $8.2B | $8.0B |
| Equity | - | $692.1M | $215.1M |
| ROE | - | 135.4% | 406.8% |
| Per Share | |||
| EPS | $9.08 | $6.45 | $6.22 |
| Cash Flow | |||
| Operating CF | $1.0B | $1.3B | $1.6B |
| CapEx | - | $26.6M | $23.9M |
Source: XBRL data in GoDaddy (GDDY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate GDDY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 37 | $6.82B |
| Q1 2026 | 36 | $6.35B |
| Q4 2025 | 35 | $9.45B |
| Q3 2025 | 36 | $10.66B |
| Q2 2025 | 35 | $12.53B |
| Q1 2025 | 35 | $9.50B |
| Q4 2024 | 30 | $8.28B |
| Q3 2024 | 26 | $3.73B |
- Ameriprise Financial+5.76M (+91%)
- AQR Capital Management+2.68M (+240%)
- Invesco Ltd+1.03M (+31%)
- Goldman Sachs Group+811.7K (+77%)
- FMR LLC (Fidelity)+775.8K (+19%)
- BlackRock−2.87M (-22%)
- JPMorgan Chase & Co−1.57M (-51%)
- State Street Corp−1.07M (-17%)
- Vanguard Portfolio Management LLC−1.02M (-13%)
- Morgan Stanley−774.4K (-12%)
- Marex Group plc−3.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 270 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
GDDY 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 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - |
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GDDY SEC filings: frequently asked questions
Are GDDY insiders buying or selling?
In the last 90 days, GoDaddy (GDDY) officers, directors and 10% owners reported no open-market purchases and 16 open-market sales worth $3.6 million by 6 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold GDDY stock?
As of June 30, 2026, the largest GoDaddy (GDDY) holders among the 13F filers tracked by SignalX were Ameriprise Financial ($1.0 billion), BlackRock ($887.6 million), Vanguard Capital Management LLC ($735.1 million), Vanguard Portfolio Management LLC ($589.2 million), Morgan Stanley ($492.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was GDDY's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), GoDaddy (GDDY) reported revenue of $5.0 billion (up 8.3% from FY2024) and net income of $875.0 million. Diluted EPS was $6.22. The figures come from the XBRL data in the 10-K.
What are the main risks in GDDY's latest 10-K?
In the 10-K filed February 25, 2026, GoDaddy (GDDY) flagged: FTC settlement approved May 21, 2025 requires GoDaddy to comply with specific security requirements for hosting services for at least 20 years. International revenue ~33% of total in 2025; geopolitical risks from China, Ukraine/Russia, Middle East conflicts could materially impact operations. (AI summary of the Risk Factors section.)
What did GDDY report in its latest 8-K?
GoDaddy (GDDY) filed an 8-K on August 4, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). Revolving capacity increased to $1,200 million from $1,000 million, expanding liquidity by $200 million.
What are the latest GDDY SEC filings?
GoDaddy (GDDY) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on October 5, 2026.
What is GDDY's SEC CIK number?
GoDaddy (GDDY)'s SEC Central Index Key (CIK) is 1609711. EDGAR lists every GDDY filing under that number.
Ask anything about GDDY
The research agent reads GDDY's filings, financials, insider trades and 13F holders, then answers with sources.