MGNI at a glance
MAGNITE, INC. (MGNI, SEC CIK 1595974) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 21, 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 December 31, 2025 (FY2025), MAGNITE, INC. (MGNI) reported revenue of $714.0 million (up 6.9% from FY2024) and net income of $144.6 million. Diluted EPS was $0.95.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding MAGNITE, INC. (MGNI) shares worth $1.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Caine Paul on September 17, 2026 of 7,500 shares at $26.50 per share.
- In the last 90 days, MGNI insiders reported 0 open-market purchases ($0) and 29 open-market sales ($17.0M) on Form 4, a net sale of $17.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $714.0M
- +6.9% vs prior year
- Insiders · 90 days
- 0 buys · 29 sells
- Net −$17.0M
- 13F holders
- 33 funds
- $1.0B · +4 vs prior quarter
- Latest 8-K
- Sep 21, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: independent programmatic connected TV (CTV) advertising platform combining supply side platform (SSP) and ad server for full-stack video ad management
- New product: April 2025 launch of next generation SpringServe CTV platform integrating SSP and ad server with single user interface
- Strategic shift: accelerating CTV growth focus; CTV revenue up 9%, Contribution ex-TAC up 17% YoY, now biggest growth driver vs desktop/mobile
- Quantitative highlight: net income $145M up 535% YoY, adjusted EBITDA $232M up 18%, revenue $714M up 7% with increasing CTV mix
- Noteworthy fact: 2025 lawsuit filed against Google for antitrust violations in ad server/exchange markets, expecting remedies to enhance competition and market share
Risk Factors
- Regulatory risk linked to Convertible Senior Notes maturity March 15, 2026 with $204.8M outstanding, potential cash/share payments if stock price exceeds $91.26
- Macroeconomic exposure through cash flow timing variability impacted by capital market disruptions and financial institution instability
- Operational risk from cloud-managed services contract minimum spend commitments from July 2025 to June 2028 under non-cancelable agreements
- Market disruption risk from managed advertising campaigns reporting revenue on a gross basis, indicating dependency on primary obligor status in auction marketplace
- Financial leverage risk with $351.3M term loan balance at 6.72% interest and $171M available revolving credit, subject to restrictive covenants
Management Discussion & Analysis
- Share repurchase program: $1.5M shares bought at avg $15.60 in Q4 2025, $64.1M remaining authorization
- No dividends paid or anticipated; credit facility restricts dividend payments
- Legal contingencies not expected to materially affect financials as of Dec 31, 2025
- No forward-looking guidance or outlook provided in this section
AI summary of the MGNI 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
Management Discussion & Analysis
- Revenue $192.823M, up 11% YoY from $173.332M
- Income from operations $31.222M, up 42% YoY from $21.959M
- Cost of revenue $62.038M, down 4% YoY from $64.953M
- General and administrative expense $28.428M, up 26% YoY from $22.514M
- CTV identified as most significant foreseeable revenue-growth driver, with macroeconomic risks pressuring ad budgets
Risk Factors
- No material changes to risk factors during the three and six months ended June 30, 2026
- Macroeconomic exposure to inflation, global conflict, capital-market disruptions, and recession risk
- Financial-institution instability potentially amplifying broader investment risks
- Commodity-price volatility, including oil prices, potentially worsening macroeconomic conditions
AI summary of the MGNI 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 5.02: Departure/Appointment of Directors or Principal Officers
- Brian Gephart promoted from Chief Accounting Officer to CFO and principal financial officer effective October 1, 2026
- CFO appointment includes $2.25M equity award, split 70% RSUs and 30% PSUs
Item EX-99.1: Item EX-99.1
- Brian Gephart becomes CFO effective October 1, 2026, succeeding retiring CFO David Day
- Internal succession preserves continuity after Gephart’s five years as chief accounting officer
Item 2.02: Results of Operations and Financial Condition
- August 5, 2026 filing covers fiscal-year results
- Press release contains the substantive financial results and management commentary
Item 5.07: Submission of Matters to a Vote of Security Holders
- Three Class III directors elected through 2029: Paul Caine, Doug Knopper, and David Pearson
- Deloitte & Touche LLP ratified as independent auditor, with 125,139,432 votes supporting
AI summaries of MGNI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MGNI
Don't miss the next MGNI filing
- Alerts as it files. A push when MGNI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut MGNI, by share count.
- Ask anything. An AI agent that reads every MGNI filing and answers with sources.
MGNI 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 |
|---|---|---|---|---|
| Gephart Brian | A | Oct 1, 2026 | 64,682 | - |
| Sullivan Haas | A | Oct 1, 2026 | 24,641 | - |
| Caine Paul | Sell | Sep 17, 2026 | 7,500 | $26.50 |
| Knopper Douglas S | Sell | Sep 17, 2026 | 37,337 | $26.28 |
| Spillane Robert F | M | Sep 14, 2026 | 10,363 | - |
| Buonasera David | Sell | Sep 14, 2026 | 1,165 | $24.00 |
| Spillane Robert F | Sell | Sep 14, 2026 | 10,363 | $23.76 |
| Spillane Robert F | M | Sep 14, 2026 | 10,363 | $5.17 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $668.2M | $714.0M |
| Operating Income | - | $51.1M | $97.6M |
| Net Income | -$159.2M | $22.8M | $144.6M |
| Op. Margin | - | 7.6% | 13.7% |
| Net Margin | - | 3.4% | 20.3% |
| Balance Sheet | |||
| Total Assets | $2.7B | $2.9B | $3.2B |
| Equity | - | $768.2M | $922.4M |
| ROE | - | 3.0% | 15.7% |
| Per Share | |||
| EPS | $-1.17 | $0.16 | $0.95 |
| Cash Flow | |||
| Operating CF | - | $235.2M | $236.2M |
| CapEx | $26.8M | $32.8M | $70.5M |
Source: XBRL data in MAGNITE, INC. (MGNI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MGNI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $1.05B |
| Q1 2026 | 29 | $570.1M |
| Q4 2025 | 26 | $831.9M |
| Q3 2025 | 30 | $1.45B |
| Q2 2025 | 29 | $1.46B |
| Q1 2025 | 24 | $479.0M |
| Q4 2024 | 22 | $495.8M |
| Q3 2024 | 17 | $223.0M |
- FMR LLC (Fidelity)+3.25M (+72%)
- Dimensional Fund Advisors+1.28M (+32%)
- Morgan Stanley+1.06M (+115%)
- BlackRock+1.06M (+9%)
- Vanguard Portfolio Management LLC+471.1K (+6%)
- Citadel Advisors LLC−580.0K (-55%)
- Millennium Management−469.6K (-38%)
- Two Sigma Investments−352.2K (-89%)
- JPMorgan Chase & Co−79.8K (-16%)
- Fifth Third Bancorp−57.3K (-97%)
- Ameriprise Financial+619.6K
- Citizens Financial Group+82.4K
- D.E. Shaw & Co+35.7K
- Mangrove Partners+19.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 210 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MGNI 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 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 21, 2026 | - | Analysis | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
Related Information Technology companies
- APP · AppLovinServices-Computer Programming, Data Processing, Etc.
- BLND · Blend Labs, Inc.Services-Computer Programming, Data Processing, Etc.
- BMBL · Bumble Inc.Services-Computer Programming, Data Processing, Etc.
- CEVA · CEVA INCServices-Computer Programming, Data Processing, Etc.
- DOCN · DigitalOcean Holdings, Inc.Services-Computer Programming, Data Processing, Etc.
- EVER · EverQuote, Inc.Services-Computer Programming, Data Processing, Etc.
- GDS · GDS Holdings LtdServices-Computer Programming, Data Processing, Etc.
- GRND · Grindr Inc.Services-Computer Programming, Data Processing, Etc.
MGNI SEC filings: frequently asked questions
Are MGNI insiders buying or selling?
In the last 90 days, MAGNITE, INC. (MGNI) officers, directors and 10% owners reported no open-market purchases and 29 open-market sales worth $17.0 million by 11 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MGNI stock?
As of June 30, 2026, the largest MAGNITE, INC. (MGNI) holders among the 13F filers tracked by SignalX were BlackRock ($241.3 million), Vanguard Portfolio Management LLC ($155.6 million), FMR LLC (Fidelity) ($147.3 million), Vanguard Capital Management LLC ($118.2 million), Dimensional Fund Advisors ($99.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MGNI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), MAGNITE, INC. (MGNI) reported revenue of $714.0 million (up 6.9% from FY2024) and net income of $144.6 million. Diluted EPS was $0.95. The figures come from the XBRL data in the 10-K.
What are the main risks in MGNI's latest 10-K?
In the 10-K filed February 25, 2026, MAGNITE, INC. (MGNI) flagged: Regulatory risk linked to Convertible Senior Notes maturity March 15, 2026 with $204.8M outstanding, potential cash/share payments if stock price exceeds $91.26. Macroeconomic exposure through cash flow timing variability impacted by capital market disruptions and financial institution instability. (AI summary of the Risk Factors section.)
What did MGNI report in its latest 8-K?
MAGNITE, INC. (MGNI) filed an 8-K on September 21, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Brian Gephart promoted from Chief Accounting Officer to CFO and principal financial officer effective October 1, 2026.
What are the latest MGNI SEC filings?
MAGNITE, INC. (MGNI) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 21, 2026 and a Form 4 insider filing on October 2, 2026.
What is MGNI's SEC CIK number?
MAGNITE, INC. (MGNI)'s SEC Central Index Key (CIK) is 1595974. EDGAR lists every MGNI filing under that number.
Ask anything about MGNI
The research agent reads MGNI's filings, financials, insider trades and 13F holders, then answers with sources.