LITE at a glance
Lumentum Holdings Inc (LITE, SEC CIK 1633978) filed its latest 10-K annual report on August 17, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on August 11, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 27, 2026 (FY2026), Lumentum Holdings Inc (LITE) reported revenue of $3.0 billion (up 83.2% from FY2025) and a net loss of $6.9 billion. Diluted EPS was -$92.96.
- As of June 30, 2026, 43 institutional investment managers tracked by SignalX reported holding Lumentum Holdings Inc (LITE) shares worth $35.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Ali Wajid on October 1, 2026 of 24,542 shares at $1048.50 per share.
- In the last 90 days, LITE insiders reported 0 open-market purchases ($0) and 69 open-market sales ($90.5M) on Form 4, a net sale of $90.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $3.0B
- +83.2% vs prior year
- Insiders · 90 days
- 0 buys · 69 sells
- Net −$90.5M
- 13F holders
- 43 funds
- $35.9B · −1 vs prior quarter
- Latest 10-Q
- May 6, 2026
- Quarterly report
SignalX for LITE
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Ali Wajid | Sell | Oct 1, 2026 | 24,542 | $1048.50 |
| Wupen Yuen | Sell | Sep 29, 2026 | 307 | $945.00 |
| Wupen Yuen | Sell | Sep 28, 2026 | 500 | $948.50 |
| Wupen Yuen | Sell | Sep 25, 2026 | 500 | $935.75 |
| Wupen Yuen | Sell | Sep 24, 2026 | 500 | $921.07 |
| Wupen Yuen | Sell | Sep 23, 2026 | 500 | $946.56 |
| Wupen Yuen | Sell | Sep 22, 2026 | 500 | $935.55 |
| Wupen Yuen | Sell | Sep 21, 2026 | 500 | $959.27 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.6B | $3.0B |
| Gross Profit | - | $459.9M | $1.3B |
| Operating Income | - | -$180.1M | $524.8M |
| Net Income | - | $25.9M | -$6.9B |
| Gross Margin | - | 28.0% | 41.7% |
| Op. Margin | - | -10.9% | 17.4% |
| Net Margin | - | 1.6% | -230.1% |
| Balance Sheet | |||
| Total Assets | $3.9B | $4.2B | $7.3B |
| Equity | $957.3M | $1.1B | $4.6B |
| ROE | - | 2.3% | -149.3% |
| Per Share | |||
| EPS | - | $0.37 | $-92.96 |
| Cash Flow | |||
| Operating CF | - | $126.3M | $751.4M |
| CapEx | - | $231.0M | $451.3M |
Source: XBRL data in Lumentum Holdings Inc (LITE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LITE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 43 | $35.94B |
| Q1 2026 | 44 | $27.77B |
| Q4 2025 | 34 | $15.13B |
| Q3 2025 | 34 | $6.31B |
| Q2 2025 | 33 | $3.45B |
| Q1 2025 | 27 | $1.88B |
| Q4 2024 | 25 | $2.64B |
| Q3 2024 | 22 | $1.13B |
- Invesco Ltd+2.00M (+170%)
- BlackRock+1.34M (+17%)
- JPMorgan Chase & Co+1.12M (+38%)
- D.E. Shaw & Co+654.0K (+4669%)
- Vanguard Capital Management LLC+438.6K (+9%)
- FMR LLC (Fidelity)−3.67M (-51%)
- Marex Group plc−399.7K (-55%)
- T. Rowe Price Group−369.7K (-28%)
- Ameriprise Financial−158.0K (-49%)
- Two Sigma Investments−156.6K (-39%)
- Tiger Global Management−136.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 262 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LITE 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 2, 2026 | - | - | - |
| 4 | Sep 30, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
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LITE SEC filings: frequently asked questions
Are LITE insiders buying or selling?
In the last 90 days, Lumentum Holdings Inc (LITE) officers, directors and 10% owners reported no open-market purchases and 69 open-market sales worth $90.5 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold LITE stock?
As of June 30, 2026, the largest Lumentum Holdings Inc (LITE) holders among the 13F filers tracked by SignalX were BlackRock ($7.9 billion), Vanguard Capital Management LLC ($4.4 billion), Vanguard Portfolio Management LLC ($3.5 billion), JPMorgan Chase & Co ($3.5 billion), FMR LLC (Fidelity) ($3.0 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LITE's revenue in fiscal year 2026?
For the fiscal year ended June 27, 2026 (FY2026), Lumentum Holdings Inc (LITE) reported revenue of $3.0 billion (up 83.2% from FY2025) and a net loss of $6.9 billion. Diluted EPS was -$92.96. The figures come from the XBRL data in the 10-K.
What are the latest LITE SEC filings?
Lumentum Holdings Inc (LITE) filed its latest 10-K annual report on August 17, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on August 11, 2026 and a Form 4 insider filing on October 2, 2026.
What is LITE's SEC CIK number?
Lumentum Holdings Inc (LITE)'s SEC Central Index Key (CIK) is 1633978. EDGAR lists every LITE filing under that number.
Ask anything about LITE
The research agent reads LITE's filings, financials, insider trades and 13F holders, then answers with sources.