PACB at a glance
PACIFIC BIOSCIENCES OF CALIFORNIA, INC. (PACB, SEC CIK 1299130) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as August 18, 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), PACIFIC BIOSCIENCES OF CALIFORNIA, INC. (PACB) reported revenue of $160.0 million (up 3.9% from FY2024) and a net loss of $546.4 million. Diluted EPS was -$1.82.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding PACIFIC BIOSCIENCES OF CALIFORNIA, INC. (PACB) shares worth $190.0 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Van Oene Mark on August 17, 2026 of 26,911 shares at $1.13 per share.
- In the last 90 days, PACB insiders reported 0 open-market purchases ($0) and 1 open-market sale ($30K) on Form 4, a net sale of $30K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $160.0M
- +3.9% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$30K
- 13F holders
- 32 funds
- $190.0M · +2 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 7.01 · Item 5.02 · Item 2.02 · Item 2.05
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Six-month revenue $76.2M vs $76.9M YoY
- Gross margin 33.5% vs 17.3% YoY, based on gross profit of $25.5M vs $13.3M
- Consumables revenue $41.9M, up from $39.0M; instruments $22.6M, down from $25.2M
- Cash, equivalents, and investments $236.9M vs $279.5M at December 31, 2025
- Restructuring targeting $30M–$40M annualized operating-expense reductions by end of 2027, with approximately $2.0M charges in Q3 2026
Risk Factors
- Newly added expense-reduction risk triggered by third-quarter 2026 workforce reductions and narrowed development pipeline
- Most materially updated profitability risk: no profitability expected for remainder of 2026 despite additional July 2026 cost reductions
- Financial liquidity risk: $200.0 million 2029 Notes and $441.0 million 2030 Notes outstanding as of June 30, 2026
- Operational risk: slower Revio and Vega adoption could create obsolete inventory charges and losses on firm purchase commitments
- Regulatory risk: changing tariffs and trade barriers could raise costs and disrupt products, components, and supply chains
AI summary of the PACB 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 7.01: Regulation FD Disclosure
- August 5, 2026 press release disclosed leadership changes at Pacific Biosciences
- Leadership transition may affect strategic execution and investor confidence
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Mark Van Oene becomes CEO and director August 5, succeeding Christian Henry, who remains on the Board
- CEO compensation: $743,000 salary, 100% target bonus, $1.6875M option, and $562,500 RSU award
Item 2.02: Results of Operations and Financial Condition
- Press release announces Mark Van Oene’s appointment as PacBio chief executive officer
- Leadership change may affect strategy, execution priorities, and investor expectations
Item EX-99.1: Item EX-99.1
- Q2 revenue $39.0M, down from $39.8M; consumables rose to $20.1M while instrument revenue declined to $12.8M
- Revio placements increased to 20 from 15, but Vega placements fell to 26 from 38 and annualized Revio pull-through declined to ~$202,000
Item 2.05: Costs Associated with Exit or Disposal Activities
- Workforce reduction of approximately 40 employees, or 8% of total workforce
- Annualized operating expense reduction targeted at $30 million–$40 million by end-2027
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Christopher M. Smith resigned from PACB’s board effective July 8, 2026
- Company reported no disagreement related to operations, policies, or practices
Item 5.07: Submission of Matters to a Vote of Security Holders
- 65% shareholder participation, with 203,009,375 of 310,487,099 shares represented
- All six Class III director nominees elected to serve until the 2027 annual meeting
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Board approved 16,000,000 additional common shares for the 2020 Equity Incentive Plan, subject to stockholder approval
- Larger equity pool increases potential employee compensation flexibility and future dilution risk
AI summaries of PACB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PACB
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Van Oene Mark | Sell | Aug 17, 2026 | 26,911 | $1.13 |
| Van Oene Mark | A | Aug 10, 2026 | 489,130 | - |
| Van Oene Mark | A | Aug 10, 2026 | 1,967,888 | - |
| ORDONEZ KATHY | A | Jun 3, 2026 | 223,492 | - |
| LIVINGSTON RANDALL S | A | Jun 3, 2026 | 223,492 | - |
| MILLIGAN JOHN F | A | Jun 3, 2026 | 223,492 | - |
| Valantine Hannah | A | Jun 3, 2026 | 223,492 | - |
| Gibson Christopher | A | Jun 3, 2026 | 74,497 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $200.5M | $154.0M | $160.0M |
| Gross Profit | - | $37.3M | $45.8M |
| Operating Income | - | -$474.3M | -$553.9M |
| Net Income | - | -$309.9M | -$546.4M |
| Gross Margin | - | 24.2% | 28.6% |
| Op. Margin | - | -308.0% | -346.2% |
| Net Margin | - | -201.2% | -341.5% |
| Balance Sheet | |||
| Total Assets | - | $1.3B | $784.1M |
| Equity | $701.3M | $506.6M | $5.3M |
| ROE | - | -61.2% | -10214.5% |
| Per Share | |||
| EPS | - | $-1.59 | $-1.82 |
| Cash Flow | |||
| Operating CF | - | -$206.1M | -$111.2M |
| CapEx | - | $6.2M | $2.7M |
Source: XBRL data in PACIFIC BIOSCIENCES OF CALIFORNIA, INC. (PACB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PACB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $190.0M |
| Q1 2026 | 30 | $146.2M |
| Q4 2025 | 28 | $213.8M |
| Q3 2025 | 28 | $118.9M |
| Q2 2025 | 27 | $111.4M |
| Q1 2025 | 25 | $88.6M |
| Q4 2024 | 19 | $161.4M |
| Q3 2024 | 16 | $106.0M |
- BlackRock+7.07M (+28%)
- Goldman Sachs Group+2.24M (+227%)
- Citadel Advisors LLC+1.27M (+81%)
- Two Sigma Investments+733.0K (+21%)
- Vanguard Capital Management LLC+620.5K (+5%)
- ARK Investment Management−6.49M (-18%)
- Renaissance Technologies LLC−1.52M (-61%)
- Morgan Stanley−1.36M (-74%)
- Millennium Management−929.9K (-19%)
- Bank of America Corp−318.6K (-19%)
- Bridgewater Associates LP+102.8K
- M&T Bank+26.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 205 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PACB filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jul 9, 2026 | - | Analysis | - |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 4 | Apr 10, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 8-K | Mar 6, 2026 | - | Analysis | - |
| 8-K | Mar 5, 2026 | - | Analysis | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
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PACB SEC filings: frequently asked questions
Are PACB insiders buying or selling?
In the last 90 days, PACIFIC BIOSCIENCES OF CALIFORNIA, INC. (PACB) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $30,409 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PACB stock?
As of June 30, 2026, the largest PACIFIC BIOSCIENCES OF CALIFORNIA, INC. (PACB) holders among the 13F filers tracked by SignalX were BlackRock ($54.3 million), ARK Investment Management ($50.0 million), Vanguard Capital Management LLC ($22.5 million), State Street Corp ($10.0 million), Two Sigma Investments ($7.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PACB's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), PACIFIC BIOSCIENCES OF CALIFORNIA, INC. (PACB) reported revenue of $160.0 million (up 3.9% from FY2024) and a net loss of $546.4 million. Diluted EPS was -$1.82. The figures come from the XBRL data in the 10-K.
What did PACB report in its latest 8-K?
PACIFIC BIOSCIENCES OF CALIFORNIA, INC. (PACB) filed an 8-K on August 5, 2026 reporting Item 7.01 (Regulation FD Disclosure), Item 5.02 (Departure/Appointment of Directors or Principal Officers), Item 2.02 (Results of Operations and Financial Condition) and Item 2.05 (Costs Associated with Exit or Disposal Activities). August 5, 2026 press release disclosed leadership changes at Pacific Biosciences.
What are the latest PACB SEC filings?
PACIFIC BIOSCIENCES OF CALIFORNIA, INC. (PACB) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on August 18, 2026.
What is PACB's SEC CIK number?
PACIFIC BIOSCIENCES OF CALIFORNIA, INC. (PACB)'s SEC Central Index Key (CIK) is 1299130. EDGAR lists every PACB filing under that number.
Ask anything about PACB
The research agent reads PACB's filings, financials, insider trades and 13F holders, then answers with sources.