LFVN at a glance
Lifevantage Corp (LFVN, SEC CIK 849146) filed its latest 10-K annual report on August 27, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on October 5, 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 June 30, 2026 (FY2026), Lifevantage Corp (LFVN) reported revenue of $182.6 million (down 20.1% from FY2025) and net income of $5.1 million. Diluted EPS was $0.40.
- As of June 30, 2026, 18 institutional investment managers tracked by SignalX reported holding Lifevantage Corp (LFVN) shares worth $13.7 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Lewis Darwin on September 15, 2026 of 976 shares at $6.22 per share.
- In the last 90 days, LFVN insiders reported 1 open-market purchase ($6K) and 2 open-market sales ($56K) on Form 4, a net sale of $50K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $182.6M
- −20.1% vs prior year
- Insiders · 90 days
- 1 buy · 2 sells
- Net −$50K
- 13F holders
- 18 funds
- $13.7M · −2 vs prior quarter
- Latest 8-K
- Aug 27, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2025
Business Overview
- Core business model: Direct sales of nutrigenomic-based dietary supplements and wellness products promoting health activation through genetic pathways
- New product emphasis: Launched patent-pending MindBody GLP-1 System™ targeting gut-brain axis for appetite control and weight management
- Strategic shift: Expanded and optimized Evolve Compensation Plan globally for independent consultants, enhancing recruitment and retention efforts
- Quantitative metric: Rewards Circle loyalty program expanded to six new regions by February 2024, incentivizing subscription purchases among customers and consultants
- Noteworthy fact: Introduced technology-driven consultant engagement tools using AI and machine learning to personalize sales guidance and improve productivity
Risk Factors
- Cybersecurity risk oversight by audit committee with direct board reporting on material incidents and financial effects
- CIIO with 40+ years IT security experience leads cybersecurity program addressing risk detection and mitigation
- Potential operational disruption from cybersecurity threats managed via continuous monitoring and remediation efforts
Management Discussion & Analysis
- Cash and equivalents $20.2M at June 30, 2025, up $3.3M from $16.9M at June 30, 2024
- Net cash from operations $11.9M in FY2025 vs $12.2M in FY2024, slight decrease due to inventory and deposits
- Cash used in investing $1.4M in FY2025 for software and app development vs $2.2M in FY2024 for leasehold improvements
- Cash used in financing $7.6M in FY2025 for stock repurchases, dividends, and tax withholding vs $14.4M in FY2024
- Working capital $23.7M at June 30, 2025 vs $15.3M at June 30, 2024, driven by higher cash, inventory, and prepaid expenses
- No outstanding balance on 2024 Credit Facility as of June 30, 2025; line of credit up to $5.0M available
- Management expects current cash flow and reserves sufficient for next 12 months; may adjust capital spending or seek additional funding if needed
AI summary of the LFVN 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 Mar 31, 2026
Management Discussion & Analysis
- Management-cited headwinds: consultant retention, supply-chain pressure, tariffs, foreign exchange, regulation, cybersecurity, and economic conditions
- Outlook commentary limited to forward-looking statement risks and uncertainties
Risk Factors
- Risk-factors section not provided; supplied text covers unregistered sales, insider trading plans, and exhibits
- New $60.0 million repurchase authorization through December 31, 2027
- Repurchases totaled 205,869 shares during the quarter, reducing remaining authorization to $58,994,272
- Director Darwin Lewis adopted a Rule 10b5-1 purchase plan beginning in fiscal Q3 2026
- No defaults upon senior securities reported
AI summary of the LFVN 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 fourth-quarter and full-year results ended June 30, 2026 released August 27, 2026
- Detailed financial results and management commentary contained in Exhibit 99.1
Item 5.02: Departure/Appointment of Directors or Principal Officers
- 1,500,000 shares reserved for new-hire equity awards, creating potential shareholder dilution
- Board adopted plan without stockholder approval under Nasdaq Rule 5635(c)(4)
AI summaries of LFVN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LFVN
Don't miss the next LFVN filing
- Alerts as it files. A push when LFVN files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut LFVN, by share count.
- Ask anything. An AI agent that reads every LFVN filing and answers with sources.
LFVN 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 |
|---|---|---|---|---|
| Cunningham Kristen | F | Oct 1, 2026 | 637 | $6.24 |
| Aure Carl | F | Oct 1, 2026 | 460 | $6.24 |
| Lewis Darwin | Buy | Sep 15, 2026 | 976 | $6.22 |
| Cunningham Kristen | Sell | Sep 14, 2026 | 8,901 | $6.18 |
| Cunningham Kristen | Sell | Sep 11, 2026 | 100 | $6.41 |
| Cunningham Kristen | F | Sep 10, 2026 | 2,254 | $6.37 |
| Aure Carl | F | Sep 10, 2026 | 1,869 | $6.37 |
| Moorehead Terrence | A | Aug 6, 2026 | 540,123 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $228.5M | $182.6M |
| Gross Profit | - | $183.7M | $141.6M |
| Operating Income | - | $12.2M | $6.1M |
| Net Income | - | $9.8M | $5.1M |
| Gross Margin | - | 80.4% | 77.6% |
| Op. Margin | - | 5.3% | 3.3% |
| Net Margin | - | 4.3% | 2.8% |
| Balance Sheet | |||
| Total Assets | $60.3M | $72.0M | $62.1M |
| Equity | - | $34.6M | $33.6M |
| ROE | - | 28.3% | 15.1% |
| Per Share | |||
| EPS | - | $0.75 | $0.40 |
| Cash Flow | |||
| Operating CF | - | $11.9M | $10.2M |
| CapEx | $2.2M | $1.4M | $3.6M |
Source: XBRL data in Lifevantage Corp (LFVN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LFVN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 18 | $13.7M |
| Q1 2026 | 20 | $14.3M |
| Q4 2025 | 20 | $20.7M |
| Q3 2025 | 21 | $32.5M |
| Q2 2025 | 21 | $42.4M |
| Q1 2025 | 15 | $31.4M |
| Q4 2024 | 10 | $31.0M |
| Q3 2024 | 7 | $15.5M |
- Citadel Advisors LLC+23.3K (+30%)
- Citigroup+5.5K (+898%)
- FMR LLC (Fidelity)+1.1K (+18%)
- PNC Financial Services+489 (+59%)
- BlackRock−501.1K (-65%)
- Renaissance Technologies LLC−198.3K (-23%)
- State Street Corp−114.6K (-69%)
- Goldman Sachs Group−74.3K (-40%)
- Northern Trust−66.1K (-73%)
- Millennium Management+70.3K
- Vanguard Portfolio Management LLC−63.2K
- Invesco Ltd−33.5K
- Bank of America Corp−23.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 132 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LFVN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current 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 | - | - | - |
| 8-K | Oct 5, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 8-K | Aug 27, 2026 | - | Analysis | - |
| 10-K | Aug 27, 2026 | Jun 30, 2026 | - | |
| 4 | Aug 10, 2026 | - | - | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 5, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 8-K | Apr 16, 2026 | - | Analysis | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Mar 18, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Feb 11, 2026 | - | - |
Related Health Care companies
- AARD · Aardvark Therapeutics, Inc.Pharmaceutical Preparations
- ABT · Abbott LaboratoriesPharmaceutical Preparations
- ABBV · AbbVie IncPharmaceutical Preparations
- ABEO · ABEONA THERAPEUTICS INC.Pharmaceutical Preparations
- ACAD · ACADIA PHARMACEUTICALS INCPharmaceutical Preparations
- ACRS · Aclaris Therapeutics, Inc.Pharmaceutical Preparations
- ACTU · ACTUATE THERAPEUTICS, INC.Pharmaceutical Preparations
- ADCT · ADC Therapeutics SAPharmaceutical Preparations
LFVN SEC filings: frequently asked questions
Are LFVN insiders buying or selling?
In the last 90 days, Lifevantage Corp (LFVN) officers, directors and 10% owners reported 1 open-market purchase worth $6,071 by 1 insider and 2 open-market sales worth $55,649 by 1 insider on Form 4, a net sale of $49,578. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold LFVN stock?
As of June 30, 2026, the largest Lifevantage Corp (LFVN) holders among the 13F filers tracked by SignalX were Renaissance Technologies LLC ($4.2 million), Vanguard Capital Management LLC ($2.7 million), BlackRock ($1.7 million), Dimensional Fund Advisors ($1.6 million), AQR Capital Management ($705,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LFVN's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), Lifevantage Corp (LFVN) reported revenue of $182.6 million (down 20.1% from FY2025) and net income of $5.1 million. Diluted EPS was $0.40. The figures come from the XBRL data in the 10-K.
What are the main risks in LFVN's latest 10-K?
In the 10-K filed September 4, 2025, Lifevantage Corp (LFVN) flagged: Cybersecurity risk oversight by audit committee with direct board reporting on material incidents and financial effects. CIIO with 40+ years IT security experience leads cybersecurity program addressing risk detection and mitigation. (AI summary of the Risk Factors section.)
What did LFVN report in its latest 8-K?
Lifevantage Corp (LFVN) filed an 8-K on August 27, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal fourth-quarter and full-year results ended June 30, 2026 released August 27, 2026.
What are the latest LFVN SEC filings?
Lifevantage Corp (LFVN) filed its latest 10-K annual report on August 27, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on October 5, 2026.
What is LFVN's SEC CIK number?
Lifevantage Corp (LFVN)'s SEC Central Index Key (CIK) is 849146. EDGAR lists every LFVN filing under that number.
Ask anything about LFVN
The research agent reads LFVN's filings, financials, insider trades and 13F holders, then answers with sources.