HLLY at a glance
Holley Inc. (HLLY, SEC CIK 1822928) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 23, 2026 and Form 4 insider filings as recently as August 14, 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), Holley Inc. (HLLY) reported revenue of $613.5 million (up 1.9% from FY2024) and net income of $19.2 million. Diluted EPS was $0.16.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding Holley Inc. (HLLY) shares worth $62.7 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $613.5M
- +1.9% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 28 funds
- $62.7M · +0 vs prior quarter
- Latest 8-K
- Sep 23, 2026
- Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 28, 2026
Management Discussion & Analysis
- Q2 revenue $172.0M, up 3.2% YoY from $166.7M
- Gross margin 41.0% vs 41.7% YoY
- Operating income $2.8M, down 89.9% from $27.5M
- Net loss $2.4M vs $10.9M net income YoY
- Tariff costs, lower volume, and $28.3M divestiture loss pressured results; $11.1M tariff refund received during 26 weeks
Risk Factors
- No material changes identified; risks carried forward from the December 31, 2025 Form 10-K
- Forward-looking statement risk from known and unknown uncertainties materially affecting operations and results
- Market risk from share repurchases influenced by stock prices, regulatory limitations, and economic conditions
- Capital allocation risk from $23.0 million remaining under the $25.0 million repurchase authorization
AI summary of the HLLY 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
- $10 million voluntary prepayment on first-lien term loan
- Debt reduction lowers future interest expense and strengthens balance-sheet flexibility
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 28, 2026
- Full-year 2026 outlook and guidance included in Exhibit 99.1
Item 8.01: Other Events
- $15 million paydown of first-lien term loan, reducing secured debt obligations
- Lower leverage and future interest expense, potentially improving financial flexibility
AI summaries of HLLY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HLLY
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| WEAVER JESSE | F | Aug 12, 2026 | 32,457 | $3.17 |
| Stevenson Matthew | F | Aug 12, 2026 | 56,800 | $3.17 |
| Stevenson Matthew | F | Jun 6, 2026 | 97,675 | $2.57 |
| Basham Owen | A | May 8, 2026 | 32,710 | - |
| Coady James D. | A | May 8, 2026 | 32,710 | - |
| Stevenson Matthew | A | May 8, 2026 | 376,964 | - |
| Clempson Graham | A | May 8, 2026 | 32,710 | - |
| Clempson Graham | A | May 8, 2026 | 32,710 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $602.2M | $613.5M |
| Gross Profit | - | $238.5M | $266.2M |
| Operating Income | - | $14.7M | $82.5M |
| Net Income | - | -$23.2M | $19.2M |
| Gross Margin | - | 39.6% | 43.4% |
| Op. Margin | - | 2.4% | 13.4% |
| Net Margin | - | -3.9% | 3.1% |
| Balance Sheet | |||
| Total Assets | $1.2B | $1.1B | $1.2B |
| Equity | - | $421.2M | $448.9M |
| ROE | - | -5.5% | 4.3% |
| Per Share | |||
| EPS | - | $-0.20 | $0.16 |
| Cash Flow | |||
| Operating CF | - | $46.9M | $46.2M |
| CapEx | $5.9M | $6.8M | $12.3M |
Source: XBRL data in Holley Inc. (HLLY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HLLY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $62.7M |
| Q1 2026 | 28 | $74.2M |
| Q4 2025 | 26 | $87.3M |
| Q3 2025 | 26 | $59.7M |
| Q2 2025 | 26 | $32.1M |
| Q1 2025 | 22 | $27.9M |
| Q4 2024 | 18 | $25.6M |
| Q3 2024 | 14 | $16.6M |
- Goldman Sachs Group+861.8K (+279%)
- BlackRock+758.7K (+16%)
- Dimensional Fund Advisors+447.5K (+18%)
- Franklin Resources+443.3K (+32%)
- State Street Corp+84.8K (+6%)
- JPMorgan Chase & Co−539.5K (-94%)
- AQR Capital Management−402.5K (-47%)
- D.E. Shaw & Co−254.5K (-21%)
- Prudential Financial−190.3K (-94%)
- Two Sigma Investments−147.8K (-14%)
- M&T Bank+12.0K
- Millennium Management−694.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 188 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HLLY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 23, 2026 | - | Analysis | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 28, 2026 | Analysis | |
| 8-K | Jul 14, 2026 | - | Analysis | - |
| 4 | Jun 9, 2026 | - | - | |
| 8-K | May 26, 2026 | - | Analysis | |
| 8-K | May 18, 2026 | - | Analysis | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 8-K | May 6, 2026 | - | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 10-Q | May 6, 2026 | Mar 29, 2026 | Analysis | |
| 4 | Apr 29, 2026 | - | - | - |
| 4 | Apr 29, 2026 | - | - | - |
| 8-K | Apr 8, 2026 | - | Analysis | - |
| 10-K | Mar 16, 2026 | Dec 31, 2025 | - | |
| 8-K | Mar 4, 2026 | - | Analysis | - |
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HLLY SEC filings: frequently asked questions
Which institutions hold HLLY stock?
As of June 30, 2026, the largest Holley Inc. (HLLY) holders among the 13F filers tracked by SignalX were BlackRock ($14.4 million), Vanguard Capital Management LLC ($8.0 million), Dimensional Fund Advisors ($7.4 million), Bank of America Corp ($4.6 million), Franklin Resources ($4.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HLLY's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Holley Inc. (HLLY) reported revenue of $613.5 million (up 1.9% from FY2024) and net income of $19.2 million. Diluted EPS was $0.16. The figures come from the XBRL data in the 10-K.
What did HLLY report in its latest 8-K?
Holley Inc. (HLLY) filed an 8-K on September 23, 2026 reporting Item 8.01 (Other Events). $10 million voluntary prepayment on first-lien term loan.
What are the latest HLLY SEC filings?
Holley Inc. (HLLY) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 23, 2026 and a Form 4 insider filing on August 14, 2026.
What is HLLY's SEC CIK number?
Holley Inc. (HLLY)'s SEC Central Index Key (CIK) is 1822928. EDGAR lists every HLLY filing under that number.
Ask anything about HLLY
The research agent reads HLLY's filings, financials, insider trades and 13F holders, then answers with sources.