OKLO at a glance
Oklo Inc. (OKLO, SEC CIK 1849056) filed its latest 10-K annual report on March 17, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 11, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- As of June 30, 2026, 40 institutional investment managers tracked by SignalX reported holding Oklo Inc. (OKLO) shares worth $1.7 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Narayanadas Vivek on October 5, 2026 of 649 shares at $35.93 per share.
- In the last 90 days, OKLO insiders reported 0 open-market purchases ($0) and 47 open-market sales ($30.9M) on Form 4, a net sale of $30.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Insiders · 90 days
- 0 buys · 47 sells
- Net −$30.9M
- 13F holders
- 40 funds
- $1.7B · +0 vs prior quarter
- Latest 8-K
- Sep 11, 2026
- Item 1.02 · Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: development and deployment of advanced nuclear powerhouses and recycling technologies for low-carbon energy production
- New emphasis on DOE cost-share recycling projects via ARPA-E and Technology Commercialization Fund with partial expense reimbursements
- Strategic scale-up with workforce growth: R&D headcount up ~68 and G&A up ~53 employees YoY to support facility and radioisotope expansions
- Operating expenses surged: R&D +120.3% to $58.9M, G&A +208.3% to $80.4M driven by compensation and professional services increases
- Liquidity boost: cash, equivalents, marketable securities rose to $1.41B fueled by $1.26B financing proceeds, supporting aggressive capital investments
Risk Factors
- SEC registration statements Nos. 333-287715 and 333-291157 covering share offerings with net proceeds up to $526.1M and $294.3M in 2025
- Market debut on NYSE May 10, 2024 with only ~35 record holders as of March 13, 2026 indicating low retail shareholder base
- ATM programs sold 3.4M shares at $88.29 average in Dec 2025, exposing market price to volatility during fundraising
- Stock repurchase via limited tax withholding of 463 shares at $111.63 average in Nov 2025, no formal buyback plan disclosed
- Dividend policy: no cash dividends, earnings retained for growth, risking shareholder returns expectations
Management Discussion & Analysis
- No profitability or margin data included in excerpt
- No information on cash flow, buybacks, dividends, or capex disclosed
- Forward-looking statements mentioned; caution on assumptions and projections
AI summary of the OKLO 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 and YoY change not disclosed in provided MD&A
- Profitability margins and margin changes not disclosed
- Best or worst segment performance not disclosed
- Fuel costs increased significantly amid tariffs, supply constraints, inflation, and sanctions
- First powerhouse deployment target 2028 amid construction, supply-chain, macroeconomic, and design complexities
Risk Factors
- No material changes to risk factors disclosed in Oklo’s December 31, 2025 Form 10-K
- Regulatory compliance risk: Chief Legal and Strategy Officer modified then terminated Rule 10b5-1 arrangement
- Equity-sale risk: Modified arrangement permitted sales of up to 79,677 common shares
- Insider trading-plan risk: Arrangement terminated June 29, 2026 before scheduled December 4, 2026 expiration
AI summary of the OKLO 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 1.02: Termination of a Material Definitive Agreement
- Prior sales agreement terminated effective September 10, 2026
- Equity distribution capacity up to $1,000,000,000 is no longer available under this agreement
Item 1.01: Entry into a Material Definitive Agreement
- ATM equity program permits up to $1.0 billion in gross Class A stock sales, creating substantial potential dilution
- Goldman Sachs, BofA, JPMorgan and seven other banks serve as sales agents, enabling flexible market-based issuance
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Five officers formally appointed effective July 27, 2026, strengthening Oklo’s product, legal, engineering, accounting, and executive functions
- Vivek Narayanadas appointed General Counsel and Corporate Secretary, supporting regulatory, governance, and commercialization needs
Item 5.07: Submission of Matters to a Vote of Security Holders
- Three Class II director nominees elected through the 2029 Annual Meeting: DeWitte, Kinzley, and Peters
- Kinzley received 58,801,919 votes for and 11,772,759 withheld, indicating comparatively weaker shareholder support
AI summaries of OKLO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for OKLO
Don't miss the next OKLO filing
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- Fund moves. Which tracked funds opened, added or cut OKLO, by share count.
- Ask anything. An AI agent that reads every OKLO filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Narayanadas Vivek | Sell | Oct 5, 2026 | 649 | $35.93 |
| Narayanadas Vivek | M | Oct 3, 2026 | 1,014 | - |
| Narayanadas Vivek | M | Oct 3, 2026 | 1,014 | - |
| Bealmear Richard Craig | M | Oct 2, 2026 | 5,619 | - |
| Bealmear Richard Craig | M | Oct 2, 2026 | 5,619 | $3.18 |
| DeWitte Jacob | Sell | Oct 1, 2026 | 40,000 | $36.19 |
| Cochran Caroline | Sell | Oct 1, 2026 | 20,000 | $36.34 |
| DeWitte Jacob | Sell | Oct 1, 2026 | 20,000 | $36.34 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Operating Income | -$4.3M | -$52.8M | -$139.3M |
| Net Income | $11.9M | -$73.6M | -$105.7M |
| Balance Sheet | |||
| Total Assets | - | $281.7M | $1.5B |
| Equity | -$8.4M | $250.9M | $1.5B |
| ROE | -141.6% | -29.3% | -7.2% |
| Per Share | |||
| EPS | $-0.47 | $-0.74 | $-0.72 |
| Cash Flow | |||
| Operating CF | -$10.8M | -$38.4M | -$82.2M |
| CapEx | $83K | $352K | $33.2M |
Source: XBRL data in Oklo Inc. (OKLO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate OKLO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 40 | $1.72B |
| Q1 2026 | 40 | $2.02B |
| Q4 2025 | 40 | $3.34B |
| Q3 2025 | 41 | $4.92B |
| Q2 2025 | 34 | $1.82B |
| Q1 2025 | 24 | $325.4M |
| Q4 2024 | 18 | $256.9M |
| Q3 2024 | 12 | $51.2M |
- Vanguard Capital Management LLC+708.4K (+12%)
- Marex Group plc+617.8K (+105%)
- Morgan Stanley+581.1K (+22%)
- Millennium Management+222.1K (+391%)
- Vanguard Portfolio Management LLC+187.6K (+3%)
- BlackRock−8.60M (-54%)
- State Street Corp−948.1K (-29%)
- Northern Trust−436.7K (-38%)
- Citadel Advisors LLC−221.4K (-89%)
- JPMorgan Chase & Co−163.1K (-53%)
- Allstate+10.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 249 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
OKLO 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 6, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 8-K | Sep 11, 2026 | - | Analysis | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
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OKLO SEC filings: frequently asked questions
Are OKLO insiders buying or selling?
In the last 90 days, Oklo Inc. (OKLO) officers, directors and 10% owners reported no open-market purchases and 47 open-market sales worth $30.9 million by 8 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold OKLO stock?
As of June 30, 2026, the largest Oklo Inc. (OKLO) holders among the 13F filers tracked by SignalX were BlackRock ($382.6 million), Vanguard Capital Management LLC ($342.2 million), Vanguard Portfolio Management LLC ($336.2 million), Morgan Stanley ($170.7 million), State Street Corp ($124.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What are the main risks in OKLO's latest 10-K?
In the 10-K filed March 17, 2026, Oklo Inc. (OKLO) flagged: SEC registration statements Nos. 333-287715 and 333-291157 covering share offerings with net proceeds up to $526.1M and $294.3M in 2025. Market debut on NYSE May 10, 2024 with only ~35 record holders as of March 13, 2026 indicating low retail shareholder base. (AI summary of the Risk Factors section.)
What did OKLO report in its latest 8-K?
Oklo Inc. (OKLO) filed an 8-K on September 11, 2026 reporting Item 1.02 (Termination of a Material Definitive Agreement) and Item 1.01 (Entry into a Material Definitive Agreement). Prior sales agreement terminated effective September 10, 2026.
What are the latest OKLO SEC filings?
Oklo Inc. (OKLO) filed its latest 10-K annual report on March 17, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 11, 2026 and a Form 4 insider filing on October 6, 2026.
What is OKLO's SEC CIK number?
Oklo Inc. (OKLO)'s SEC Central Index Key (CIK) is 1849056. EDGAR lists every OKLO filing under that number.
Ask anything about OKLO
The research agent reads OKLO's filings, financials, insider trades and 13F holders, then answers with sources.