IONQ at a glance
IonQ, Inc. (IONQ, SEC CIK 1824920) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on September 8, 2026 and Form 4 insider filings as recently as September 15, 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), IonQ, Inc. (IONQ) reported revenue of $130.0 million (up 201.9% from FY2024) and a net loss of $510.4 million. Diluted EPS was -$1.82.
- As of June 30, 2026, 35 institutional investment managers tracked by SignalX reported holding IonQ, Inc. (IONQ) shares worth $6.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Raymond John w on September 10, 2026 of 2,407 shares at $37.21 per share.
- In the last 90 days, IONQ insiders reported 0 open-market purchases ($0) and 1 open-market sale ($90K) on Form 4, a net sale of $90K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $130.0M
- +201.9% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$90K
- 13F holders
- 35 funds
- $6.0B · +1 vs prior quarter
- Latest 8-K
- Sep 8, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Quantum platform company offering quantum computing hardware, networking, sensing, security products, and QCaaS via major cloud providers and own platform
- New emphasis on acquisitions in 2025-2026: Oxford Ionics (EQC semiconductor scaling), Lightsynq (photonic interconnect), plus id Quantique, Vector Atomic, Capella Space, Skyloom, and pending SkyWater acquisition for secure foundry access
- Strategic shift: Accelerated roadmap leveraging complementary technology acquisitions to build a global quantum ecosystem beyond just computing, including quantum security and sensing
- Quantitative metric: Net loss $510.4M in 2025, increasing from $331.6M in 2024, accumulated deficit $1.194B, reflecting continued heavy investment in R&D and expansion
- Noteworthy fact: Only company claiming modular trapped-ion qubit approach operating at room temperature with all-to-all qubit connectivity and significantly lower error-correction overhead than solid-state competitors
Risk Factors
- No specific regulatory or legal risk named in text
- No geopolitical or macroeconomic threat detailed
- Supply chain security reliance on external partners for penetration testing and forensics support
- No competitive or market disruption risk specified
- Cybersecurity governance led by Chief Information Security Officer with executive oversight from Audit Committee and Board
Management Discussion & Analysis
- Revenue $130.0M in 2025, up 202% YoY from $43.1M in 2024, driven by quantum hardware progress and acquisitions
- Operating loss $633.7M in 2025 vs $232.5M in 2024, net loss attributable to IonQ $510.4M vs $331.6M, no margin % disclosed
- Best segment quantum hardware and QCaaS, contributing most to revenue growth; no detailed segment profit data provided
- Cash and investments $3,336.8M at 2025 year-end, net cash used in operations $283.2M, investing outflow $2.1B (securities purchase), financing inflow $3.36B (stock/warrant issuances)
- Management plans $1.8B SkyWater acquisition in 2026, expects continued significant losses and increased expenses, inflation and geopolitical risks noted as headwinds
AI summary of the IONQ 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
Risk Factors
- Newly added acquisition risk: SkyWater Acquisition integration, triggered by entry into a business where IonQ has no prior experience
- Most material operational update: SkyWater foundries in Minnesota, Florida, and Texas have limited manufacturing redundancy
- Regulatory risk: CHIPS funding may impose performance obligations, while competitors received letters of intent exceeding $2 billion
- Near-term market risk: Cancellable orders and limited backlog impair revenue and margin forecasting
- Financial risk: Fixed-price wafer contracts expose IonQ to yield losses, scrap, and cost overruns
AI summary of the IONQ 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 7.01: Regulation FD Disclosure
- 2026 financial guidance issued following SkyWater Technology acquisition
- Guidance reflects expected post-acquisition financial outlook for IonQ
Item EX-99.1: Item EX-99.1
- 2026 revenue outlook raised to $450–$460 million following SkyWater acquisition
- Guidance includes SkyWater contributions from July 31 through December 31, 2026
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Board expanded by two seats, adding Eric R. Ball and Timothy E. Baxter effective August 24, 2026
- Ball appointed Class II director through 2029 Annual Meeting; Baxter Class III director through 2027 Annual Meeting
Item 8.01: Other Events
- Public warrants expire September 30, 2026, ending holders’ right to purchase common stock
- Exercise price $11.50 per share, creating potential final exercise demand before expiration
Item 3.02: Unregistered Sales of Equity Securities
- Resale registration covering 1,958,951 IonQ common shares held by selling stockholders
- Prospectus supplement filed August 7, 2026 under existing Form S-3ASR registration
AI summaries of IONQ 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IONQ
Don't miss the next IONQ filing
- Alerts as it files. A push when IONQ files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut IONQ, by share count.
- Ask anything. An AI agent that reads every IONQ filing and answers with sources.
IONQ alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| de Masi Niccolo | F | Sep 11, 2026 | 16,121 | $37.09 |
| Singh Inder M | F | Sep 11, 2026 | 6,272 | $37.09 |
| DACIER PAUL T | F | Sep 11, 2026 | 4,457 | $37.09 |
| Raymond John w | Sell | Sep 10, 2026 | 2,407 | $37.21 |
| Baxter Timothy E | A | Aug 24, 2026 | 5,540 | - |
| Ball Eric R. | A | Aug 24, 2026 | 5,540 | - |
| TOLEDANO GABRIELLE B | Sell | Jun 18, 2026 | 2,757 | $55.01 |
| Chou Kathryn K. | Sell | Jun 18, 2026 | 2,757 | $55.02 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $43.1M | $130.0M |
| Operating Income | - | -$232.5M | -$633.7M |
| Net Income | -$157.8M | -$331.6M | -$510.4M |
| Op. Margin | - | -539.7% | -487.4% |
| Net Margin | - | -770.0% | -392.6% |
| Balance Sheet | |||
| Total Assets | $553.6M | $508.4M | $6.6B |
| Equity | - | $383.9M | $3.8B |
| ROE | - | -86.4% | -13.4% |
| Per Share | |||
| EPS | $-0.78 | $-1.56 | $-1.82 |
| Cash Flow | |||
| Operating CF | - | -$105.7M | -$283.2M |
| CapEx | $13.7M | $18.0M | $16.4M |
Source: XBRL data in IonQ, Inc. (IONQ)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IONQ share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 35 | $6.02B |
| Q1 2026 | 34 | $3.36B |
| Q4 2025 | 35 | $5.57B |
| Q3 2025 | 34 | $7.96B |
| Q2 2025 | 35 | $4.20B |
| Q1 2025 | 31 | $1.31B |
| Q4 2024 | 24 | $1.59B |
| Q3 2024 | 16 | $98.5M |
- Morgan Stanley+5.12M (+24%)
- Bank of America Corp+4.66M (+258%)
- D.E. Shaw & Co+789.6K (+42%)
- Vanguard Capital Management LLC+534.5K (+4%)
- Ameriprise Financial+533.2K (+2202%)
- BlackRock−8.97M (-30%)
- Goldman Sachs Group−1.76M (-50%)
- Two Sigma Investments−1.54M (-66%)
- Vanguard Portfolio Management LLC−1.43M (-9%)
- State Street Corp−1.15M (-12%)
- Millennium Management+1.96M
- Allstate+24.2K
- Renaissance Technologies LLC−137.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 244 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IONQ 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 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 8-K | Aug 28, 2026 | - | Analysis | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| SC 13G | Aug 13, 2026 | - | - | |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jul 31, 2026 | - | Analysis | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
Related Information Technology companies
- AGYS · AGILYSYS INCServices-Computer Integrated Systems Design
- ASUR · ASURE SOFTWARE INCServices-Computer Integrated Systems Design
- AUR · Aurora Innovation IncServices-Computer Integrated Systems Design
- CSPI · CSP INC /MA/Services-Computer Integrated Systems Design
- DMRC · Digimarc CORPServices-Computer Integrated Systems Design
- GDDY · GoDaddyServices-Computer Integrated Systems Design
- KDK · Kodiak AI IncServices-Computer Integrated Systems Design
- NTCT · NETSCOUT SYSTEMS INCServices-Computer Integrated Systems Design
IONQ SEC filings: frequently asked questions
Are IONQ insiders buying or selling?
In the last 90 days, IonQ, Inc. (IONQ) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $89,564 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold IONQ stock?
As of June 30, 2026, the largest IonQ, Inc. (IONQ) holders among the 13F filers tracked by SignalX were Morgan Stanley ($1.4 billion), BlackRock ($1.1 billion), Vanguard Capital Management LLC ($830.8 million), Vanguard Portfolio Management LLC ($743.5 million), State Street Corp ($432.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IONQ's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), IonQ, Inc. (IONQ) reported revenue of $130.0 million (up 201.9% from FY2024) and a net loss of $510.4 million. Diluted EPS was -$1.82. The figures come from the XBRL data in the 10-K.
What are the main risks in IONQ's latest 10-K?
In the 10-K filed February 25, 2026, IonQ, Inc. (IONQ) flagged: No specific regulatory or legal risk named in text. No geopolitical or macroeconomic threat detailed. (AI summary of the Risk Factors section.)
What did IONQ report in its latest 8-K?
IonQ, Inc. (IONQ) filed an 8-K on September 8, 2026 reporting Item 7.01 (Regulation FD Disclosure). 2026 financial guidance issued following SkyWater Technology acquisition.
What are the latest IONQ SEC filings?
IonQ, Inc. (IONQ) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on September 8, 2026 and a Form 4 insider filing on September 15, 2026.
What is IONQ's SEC CIK number?
IonQ, Inc. (IONQ)'s SEC Central Index Key (CIK) is 1824920. EDGAR lists every IONQ filing under that number.
Ask anything about IONQ
The research agent reads IONQ's filings, financials, insider trades and 13F holders, then answers with sources.