ONTF at a glance
ON24 INC. (ONTF, SEC CIK 1110611) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on November 10, 2025, an 8-K current report on April 1, 2026 and Form 4 insider filings as recently as April 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), ON24 INC. (ONTF) reported revenue of $139.3 million (down 5.9% from FY2024) and a net loss of $28.9 million. Diluted EPS was -$0.68.
- As of March 31, 2026, 20 institutional investment managers tracked by SignalX reported holding ON24 INC. (ONTF) shares worth $65.3 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $139.3M
- −5.9% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 20 funds
- $65.3M · −2 vs prior quarter
- Latest 8-K
- Mar 19, 2026
- Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Sep 30, 2025
Management Discussion & Analysis
- Q3 revenue $34.6M, down 5% YoY from $36.3M
- Gross margin 75% vs 74% YoY; net loss $6.4M vs $11.4M
- Core Platform revenue $34.0M, down 5%; Virtual Conference $0.6M, down 12%
- ARR $124.5M vs $132.2M YoY; customers 1,521 vs 1,666
- Cost reductions and workforce reductions ongoing; additional Q4 restructuring costs expected
Risk Factors
- Revenue decline: Q3 and nine-month 2025 revenue decreased 5% and 6%, respectively, versus 2024
- AI-powered platform risk: Generative AI outputs may trigger copyright claims, regulatory action, or customer dissatisfaction
- Hybrid-cloud dependence: Infrastructure transition may increase cost of revenue without improving capacity or redundancy
- Cybersecurity exposure: June 2021 ransomware incident affected internal systems and a limited number of customer events
- Profitability risk: Net losses totaled $6.4 million in Q3 and $22.4 million for nine months ended September 30, 2025
AI summary of the ONTF 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 8.01: Other Events
- ON24 entered merger agreement with Cvent Atlanta, making ON24 a wholly-owned subsidiary post-merger; stockholder vote scheduled for March 26, 2026
- Litigation filed by stockholders alleges misleading proxy disclosures, seeks to block merger and damages; company denies merit but supplements disclosures to mitigate risks
AI summaries of ONTF 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ONTF
Don't miss the next ONTF filing
- Alerts as it files. A push when ONTF files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ONTF, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Sahasi Jayesh | A | Apr 1, 2026 | 61,489 | - |
| Trempont Dominique | D | Apr 1, 2026 | 276,389 | - |
| ZWARENSTEIN BARRY | D | Apr 1, 2026 | 154,586 | - |
| Arora Anil | D | Apr 1, 2026 | 157,903 | - |
| Mitchell Ronald Paul | D | Apr 1, 2026 | 141,095 | - |
| ANANIA TERESA | D | Apr 1, 2026 | 141,095 | - |
| Trempont Dominique | D | Apr 1, 2026 | 20,000 | - |
| ZWARENSTEIN BARRY | D | Apr 1, 2026 | 110,834 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $148.1M | $139.3M |
| Gross Profit | - | $110.1M | $104.0M |
| Operating Income | - | -$50.7M | -$35.8M |
| Net Income | - | -$42.2M | -$28.9M |
| Gross Margin | - | 74.3% | 74.6% |
| Op. Margin | - | -34.2% | -25.7% |
| Net Margin | - | -28.5% | -20.7% |
| Balance Sheet | |||
| Total Assets | $280.3M | $251.0M | $228.4M |
| Equity | - | $159.4M | $139.4M |
| ROE | - | -26.4% | -20.7% |
| Per Share | |||
| EPS | - | $-1.01 | $-0.68 |
| Cash Flow | |||
| Operating CF | - | $4.8M | $7.5M |
| CapEx | $2.2M | $2.2M | $3.5M |
Source: XBRL data in ON24 INC. (ONTF)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate ONTF share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q1 2026 | 20 | $65.3M |
| Q4 2025 | 22 | $81.5M |
| Q3 2025 | 22 | $70.3M |
| Q2 2025 | 22 | $60.7M |
| Q1 2025 | 19 | $41.5M |
| Q4 2024 | 17 | $41.0M |
| Q3 2024 | 16 | $22.8M |
- Morgan Stanley+211.7K (+50%)
- Millennium Management+198.2K (+321%)
- Goldman Sachs Group+91.0K (+61%)
- AQR Capital Management+39.6K (+35%)
- FMR LLC (Fidelity)+25.2K (+468%)
- JPMorgan Chase & Co−1.03M (-92%)
- Dimensional Fund Advisors−270.0K (-21%)
- Two Sigma Investments−128.9K (-57%)
- State Street Corp−84.5K (-10%)
- BlackRock−80.7K (-3%)
- Vanguard Group Inc−1.98M
- Renaissance Technologies LLC−553.0K
- Citadel Advisors LLC−150.4K
- Bank of America Corp−44.3K
- Invesco Ltd−31.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 138 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ONTF filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
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 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 8-K | Apr 1, 2026 | - | - | - |
| 8-K | Mar 27, 2026 | - | - | - |
| 4 | Mar 24, 2026 | - | - | - |
| 4 | Mar 24, 2026 | - | - | - |
| 4 | Mar 24, 2026 | - | - | - |
| 4 | Mar 24, 2026 | - | - | - |
| 8-K | Mar 19, 2026 | - | Analysis | - |
| 10-K | Mar 12, 2026 | Dec 31, 2025 | - | |
| 4 | Mar 5, 2026 | - | - | - |
| 8-K | Feb 25, 2026 | - | Analysis | - |
| 8-K | Feb 19, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 10, 2026 | - | - | |
| 4 | Feb 10, 2026 | - | - | |
| 4 | Feb 10, 2026 | - | - |
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ONTF SEC filings: frequently asked questions
Which institutions hold ONTF stock?
As of March 31, 2026, the largest ON24 INC. (ONTF) holders among the 13F filers tracked by SignalX were BlackRock ($21.1 million), Vanguard Capital Management LLC ($11.5 million), Dimensional Fund Advisors ($8.2 million), State Street Corp ($6.1 million), Morgan Stanley ($5.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ONTF's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ON24 INC. (ONTF) reported revenue of $139.3 million (down 5.9% from FY2024) and a net loss of $28.9 million. Diluted EPS was -$0.68. The figures come from the XBRL data in the 10-K.
What did ONTF report in its latest 8-K?
ON24 INC. (ONTF) filed an 8-K on March 19, 2026 reporting Item 8.01 (Other Events). ON24 entered merger agreement with Cvent Atlanta, making ON24 a wholly-owned subsidiary post-merger; stockholder vote scheduled for March 26, 2026.
What are the latest ONTF SEC filings?
ON24 INC. (ONTF) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on November 10, 2025, an 8-K current report on April 1, 2026 and a Form 4 insider filing on April 2, 2026.
What is ONTF's SEC CIK number?
ON24 INC. (ONTF)'s SEC Central Index Key (CIK) is 1110611. EDGAR lists every ONTF filing under that number.
Ask anything about ONTF
The research agent reads ONTF's filings, financials, insider trades and 13F holders, then answers with sources.