LNSR at a glance
LENSAR, Inc. (LNSR, SEC CIK 1320350) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on August 13, 2026 and Form 4 insider filings as recently as June 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), LENSAR, Inc. (LNSR) reported revenue of $51.7 million (up 12.4% from FY2024) and a net loss of $34.3 million. Diluted EPS was -$2.87.
- As of June 30, 2026, 15 institutional investment managers tracked by SignalX reported holding LENSAR, Inc. (LNSR) shares worth $6.2 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $51.7M
- +12.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 15 funds
- $6.2M · +0 vs prior quarter
- Latest 8-K
- Aug 13, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Terminated Alcon merger: shareholder demands and prior books-and-records litigation create potential damages and management distraction
- Regulatory clearance: ALLY System growth depends on additional approvals and certifications across target markets
- Market adoption: advanced cataract procedures typically lack third-party reimbursement, leaving patients responsible for incremental costs
- Customer concentration: one customer represented approximately 14% of six-month 2026 revenue
- Liquidity and financing: current resources expected to fund operations for at least one year, while $3.0 million cash must remain deposited under the credit agreement
AI summary of the LNSR 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 quarter ended June 30, 2026 results announced August 13, 2026
- Full financial results and management commentary furnished in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $16.5M, up 18%, with recurring revenue $13.7M, up 20%, strengthening the recurring-revenue model
- 10 ALLY placements, 13-system backlog, and 215 ALLY systems installed, up 30% year over year
Item 5.07: Submission of Matters to a Vote of Security Holders
- 90.53% voting participation, providing strong shareholder representation at the August 4 annual meeting
- Three Class III directors elected through 2029, preserving board continuity
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Michael A. Rossi appointed interim CFO and principal financial officer, effective May 29, 2026
- Turnaround-focused healthcare finance background, including public-company CFO experience at Harvard Bioscience
Item 8.01: Other Events
- 2026 annual meeting scheduled virtually for August 4, 2026
- Common and Series A Convertible Preferred Stockholders of record June 10, 2026 eligible to vote
AI summaries of LNSR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LNSR
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Wong Kendra | A | Jun 3, 2026 | 13,066 | - |
| CURTIS NICHOLAS T | A | Jun 3, 2026 | 130,662 | - |
| LINK WILLIAM J PHD | A | Jun 3, 2026 | 17,421 | - |
| O'Farrell Elizabeth G. | A | Jun 3, 2026 | 17,421 | - |
| LINDSTROM RICHARD L MD | A | Jun 3, 2026 | 17,421 | - |
| WEISNER AIMEE S | A | Jun 3, 2026 | 17,421 | - |
| Winer Gary M | A | Jun 3, 2026 | 17,421 | - |
| ELLIS THOMAS B | A | Jun 3, 2026 | 17,421 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $35.7M | $46.0M | $51.7M |
| Operating Income | - | -$10.7M | -$24.6M |
| Net Income | -$14.4M | -$31.4M | -$34.3M |
| Op. Margin | - | -23.2% | -47.6% |
| Net Margin | -40.3% | -68.3% | -66.4% |
| Balance Sheet | |||
| Total Assets | - | $66.3M | $71.4M |
| Equity | - | $4.9M | -$26.0M |
| ROE | - | -645.9% | 131.7% |
| Per Share | |||
| EPS | $-1.31 | $-2.73 | $-2.87 |
| Cash Flow | |||
| Operating CF | - | -$2.3M | -$14.8M |
| CapEx | $236K | $156K | $83K |
Source: XBRL data in LENSAR, Inc. (LNSR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LNSR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 15 | $6.2M |
| Q1 2026 | 15 | $10.1M |
| Q4 2025 | 13 | $20.3M |
| Q3 2025 | 15 | $20.9M |
| Q2 2025 | 17 | $21.6M |
| Q1 2025 | 13 | $21.4M |
| Q4 2024 | 7 | $13.4M |
| Q3 2024 | 6 | $4.7M |
- Millennium Management+108.1K (+860%)
- Vanguard Capital Management LLC+12.7K (+3%)
- BlackRock−443.7K (-71%)
- Dimensional Fund Advisors−73.3K (-33%)
- State Street Corp−54.8K (-40%)
- Goldman Sachs Group−47.4K (-44%)
- Northern Trust−44.1K (-67%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 101 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LNSR 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 |
|---|---|---|---|---|
| 10-Q | Aug 13, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 8-K | Aug 10, 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 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 8-K | May 29, 2026 | - | Analysis | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 8, 2026 | - | - | |
| 8-K | May 8, 2026 | - | Analysis | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 8-K | Apr 15, 2026 | - | Analysis | - |
| 8-K | Mar 31, 2026 | - | - | - |
| 10-K | Mar 31, 2026 | Dec 31, 2025 | - | |
| 4 | Mar 19, 2026 | - | - | - |
| 8-K | Mar 17, 2026 | - | Analysis | - |
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LNSR SEC filings: frequently asked questions
Which institutions hold LNSR stock?
As of June 30, 2026, the largest LENSAR, Inc. (LNSR) holders among the 13F filers tracked by SignalX were Vanguard Capital Management LLC ($2.3 million), BlackRock ($1.1 million), Dimensional Fund Advisors ($866,000), Millennium Management ($689,000), State Street Corp ($462,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LNSR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), LENSAR, Inc. (LNSR) reported revenue of $51.7 million (up 12.4% from FY2024) and a net loss of $34.3 million. Diluted EPS was -$2.87. The figures come from the XBRL data in the 10-K.
What did LNSR report in its latest 8-K?
LENSAR, Inc. (LNSR) filed an 8-K on August 13, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal quarter ended June 30, 2026 results announced August 13, 2026.
What are the latest LNSR SEC filings?
LENSAR, Inc. (LNSR) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on August 13, 2026 and a Form 4 insider filing on June 5, 2026.
What is LNSR's SEC CIK number?
LENSAR, Inc. (LNSR)'s SEC Central Index Key (CIK) is 1320350. EDGAR lists every LNSR filing under that number.
Ask anything about LNSR
The research agent reads LNSR's filings, financials, insider trades and 13F holders, then answers with sources.