Materials · Metal Mining

Jana Partners 13F Holdings & SEC Filings 2026

fund
CIK 149764970 filings

Jana Partners at a glance

Jana Partners (SEC CIK 1497649) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 14, 2026 and an 8-K current report on September 25, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

Source: 13F-HR filings on SEC EDGAR.

Latest 8-K
Sep 25, 2026
Current report

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Jun 30, 2026

Management Discussion & Analysis

  • Quarterly revenue $0, unchanged from $0 YoY
  • Operating expenses $6,136,586 vs $803,874 YoY
  • Net loss before taxes $8,762,433 for nine months vs $2,565,809 YoY
  • Cash $50,047 vs $57,365 at September 30, 2025
  • Operating cash used $679,534 vs $327,489 YoY; investing cash used $201,110 vs $0

Risk Factors

  • General business risk carried forward from the 10-K without quarterly updates
  • No newly added regulatory, legal, compliance, operational, competitive, market, or financial risks disclosed
  • No defaults upon senior securities reported
  • No additional risk details provided in the excerpt

AI summary of the Jana Partners 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

Filed Sep 25, 2026Full analysis →

Item EX-99.1: Item EX-99.1

  • QSM USA approved for up to $14,999,831 California sales-tax exclusion on $176,468,600 of qualified property
  • Incentive could reduce capital costs for planned Southern California silicon-wafer manufacturing, subject to agreement and compliance
Filed Sep 17, 2026Full analysis →

Item EX-99.1: Item EX-99.1

  • OTCQB trading commenced September 15, 2026, improving market visibility and potentially expanding investor access and liquidity
  • Uplisting supports GSTX’s stated pathway toward a potential Nasdaq listing, but does not guarantee eligibility or approval
Filed Jun 30, 2026Full analysis →

Item 8.01: Other Events

  • Boilerplate incorporation-by-reference language only
  • No substantive event or investor-actionable information disclosed

Item 5.02: Departure/Appointment of Directors or Principal Officers

  • Charles Wantrup resigned as director June 29, 2026, without reported disagreement with company operations or policies
  • Daniel Kennedy and Theresa Jester appointed directors June 26, 2026

AI summaries of Jana Partners 8-K current reports filed with the SEC. What 8-K item codes mean

SignalX for Jana Partners

Don't miss the next Jana Partners filing

  • 13F alerts. A push when Jana Partners files a new 13F or a 13D stake.
  • Smart Money consensus. Which stocks Jana Partners and other tracked funds bought together.
  • Ask anything. An AI agent that reads every Jana Partners filing and answers with sources.

Jana Partners alerts on your phone. Follow it in the SignalX Android app.

Get it on Google Play

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
MetricFY2023FY2024FY2025
Profitability
Operating Income-$1.2M-$2.6M-$3.1M
Net Income-$1.3M-$2.6M-$3.3M
Balance Sheet
Total Assets$18K$307K$313K
Equity-$5.0M-$2.8M-$4.6M
ROE26.2%93.1%72.5%
Per Share
EPS$0.00$-0.01$0.00
Cash Flow
Operating CF-$72K-$96K-$430K

Source: XBRL data in Jana Partners's 10-K filings on SEC EDGAR, in USD. Compare across companies →

Jana Partners filing archive

AI analysis pages for each 10-K, 10-Q and 8-K

Latest Jana Partners SEC filings

FormFiling dateAnalysisSEC
8-KSep 25, 2026Analysis-
8-KSep 17, 2026Analysis-
10-QAug 14, 2026Analysis
8-KJun 30, 2026Analysis-
8-KJun 26, 2026Analysis-
8-KJun 24, 2026--
10-QMay 15, 2026Analysis
8-KApr 23, 2026Analysis-
8-KApr 17, 2026Analysis-
10-QApr 10, 2026Analysis
10-KFeb 25, 2026-
10-QNov 12, 2025-
10-QOct 20, 2025-
10-QOct 20, 2025-
10-KJul 15, 2025Analysis
10-QOct 9, 2024-
10-QMay 24, 2024-
10-QMar 27, 2024-
10-KJan 16, 2024-
10-QSep 13, 2023-
10-QAug 4, 2023-
10-QJun 29, 2023-
10-KApr 12, 2023-
10-QAug 18, 2022-
10-QAug 4, 2022-

Related Materials companies

All Materials →

Jana Partners 13F holdings: frequently asked questions

What did Jana Partners report in its latest 8-K?

Jana Partners filed an 8-K on September 25, 2026. QSM USA approved for up to $14,999,831 California sales-tax exclusion on $176,468,600 of qualified property.

What are the latest Jana Partners SEC filings?

Jana Partners filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 14, 2026 and an 8-K current report on September 25, 2026.

What is Jana Partners's SEC CIK number?

Jana Partners's SEC Central Index Key (CIK) is 1497649. EDGAR lists every Jana Partners filing under that number.

Ask anything about Jana Partners

The research agent reads Jana Partners's filings, financials, insider trades and 13F holders, then answers with sources.