PDYN at a glance
Palladyne AI Corp. (PDYN, SEC CIK 1826681) filed its latest 10-K annual report on March 5, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as September 8, 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), Palladyne AI Corp. (PDYN) reported revenue of $5.2 million (down 32.6% from FY2024) and net income of $10.0 million. Diluted EPS was $0.24.
- As of June 30, 2026, 24 institutional investment managers tracked by SignalX reported holding Palladyne AI Corp. (PDYN) shares worth $48.3 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Wolff Benjamin G on September 8, 2026 of 17,121 shares at $5.79 per share.
- In the last 90 days, PDYN insiders reported 1 open-market purchase ($99K) and 3 open-market sales ($168K) on Form 4, a net sale of $69K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $5.2M
- −32.6% vs prior year
- Insiders · 90 days
- 1 buy · 3 sells
- Net −$69K
- 13F holders
- 24 funds
- $48.3M · −1 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $5.8M, up 470% YoY from $1.0M, driven by product revenue $2.7M and engineering services revenue $1.9M
- Product revenue best-performing stream at $2.7M vs $3K YoY, up 89,600%
- Operating expenses $19.2M, up 111% YoY from $9.1M; no actual margin or net-loss figures provided
- Product development contract revenue weakest stream at $1.2M, up 17% YoY; six-month revenue declined 54% amid government delays
- Approximately $86.8M gross stock-and-warrant proceeds raised since fourth quarter 2024; liquidity expected for at least 12 months
- 2026 outlook: commercialization, testing and customer trials continuing; Palladyne IQ sales cycles likely 12–18 months or longer
Risk Factors
- Acquisitions since November 2025 created new manufacturing and defense execution risks, including supply shortages, quality issues and production delays
- AI-enabled autonomous systems face heightened liability and regulatory scrutiny from failures in navigation, object recognition or mission execution
- Palladyne IQ sales cycles likely 12–18 months or longer, delaying near-term revenue conversion
- Operating loss $25.3 million and negative operating cash flow $20.4 million for six months ended June 30, 2026
- Accumulated deficit $505.7 million and working capital $43.8 million as of June 30, 2026
AI summary of the PDYN 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 2.02: Results of Operations and Financial Condition
- Q2 and first-half 2026 financial results announced for periods ended June 30, 2026
- Press release furnished as Exhibit 99.1, containing results and additional investor information
Item 7.01: Regulation FD Disclosure
- Palladyne AI designates SEC filings, websites, conference calls, X, and LinkedIn as channels for potentially material investor information
- Investors should monitor these channels for product, business, and corporate developments
Item EX-99.1: Item EX-99.1
- Q2 revenue $5.8M, up 470% year-over-year and 63% sequentially, confirming rapid acquisition and organic-growth acceleration
- Backlog $24.6M, including approximately $13.0M of new awards, supports near-term revenue visibility with majority expected within 12–18 months
Item 7.01: Regulation FD Disclosure
- Palladyne AI identifies SEC filings, investor websites, press releases, X, and LinkedIn as potential sources of material disclosures
- Investors should monitor these channels for product, business, and corporate developments
Item 2.02: Results of Operations and Financial Condition
- Preliminary unaudited results cover the quarter ended June 30, 2026
- Actual results remain subject to finalization and could differ materially from management’s expectations
Item EX-99.1: Item EX-99.1
- Preliminary 2Q26 revenue ~$5.8M, up ~480% year over year and ~66% sequentially from $3.5M
- Backlog reached ~$24.0M, up from $17.3M, with ~$12.5M in gross new contracts during the quarter
Item 8.01: Other Events
- Preliminary Q2 2026 revenue approximately $5.8 million, subject to closing adjustments and unaudited
- Cash, cash equivalents and marketable securities approximately $44.0 million as of June 30, 2026
Item 7.01: Regulation FD Disclosure
- Palladyne AI identifies SEC filings, investor-relations sites, press releases, X, and LinkedIn as potential sources of material information
- Investors should monitor these channels for product, business, and corporate developments
Item 8.01: Other Events
- Exclusive U.S. government manufacturing and marketing rights for IAI’s HAROP, HARPY and Mini-HARPY loitering munitions
- U.S. assembly line required at Palladyne’s sole cost, creating upfront capital and execution obligations
AI summaries of PDYN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PDYN
Don't miss the next PDYN filing
- Alerts as it files. A push when PDYN files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut PDYN, by share count.
- Ask anything. An AI agent that reads every PDYN filing and answers with sources.
PDYN 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 |
|---|---|---|---|---|
| Wolff Benjamin G | Buy | Sep 8, 2026 | 17,121 | $5.79 |
| THATCHER TREVOR | Sell | Aug 21, 2026 | 4,636 | $6.16 |
| SONNE STEPHEN | Sell | Aug 21, 2026 | 5,341 | $6.16 |
| GARAGIC DENIS | Sell | Aug 21, 2026 | 17,255 | $6.16 |
| FINN BRIAN D | A | Jun 8, 2026 | 15,083 | - |
| Wolff Benjamin G | A | Jun 8, 2026 | 4,470,942 | - |
| THATCHER TREVOR | A | Jun 8, 2026 | 147,541 | - |
| Twitty Stephen | A | Jun 8, 2026 | 15,083 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $7.8M | $5.2M |
| Operating Income | - | -$26.9M | -$32.4M |
| Net Income | -$115.6M | -$72.6M | $10.0M |
| Op. Margin | - | -345.8% | -617.7% |
| Net Margin | - | -932.7% | 191.4% |
| Balance Sheet | |||
| Total Assets | $60.4M | $56.3M | $95.7M |
| Equity | - | -$9.5M | $74.7M |
| ROE | - | 761.7% | 13.4% |
| Per Share | |||
| EPS | $-4.51 | $-2.71 | $0.24 |
| Cash Flow | |||
| Operating CF | - | -$22.6M | -$27.6M |
| CapEx | $782K | $265K | $713K |
Source: XBRL data in Palladyne AI Corp. (PDYN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PDYN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 24 | $48.3M |
| Q1 2026 | 25 | $42.0M |
| Q4 2025 | 21 | $30.5M |
| Q3 2025 | 21 | $49.3M |
| Q2 2025 | 19 | $38.4M |
| Q1 2025 | 14 | $11.2M |
| Q4 2024 | 8 | $9.9M |
| Q3 2024 | 5 | $1.1M |
- BlackRock+553.1K (+25%)
- Morgan Stanley+194.5K (+100%)
- Vanguard Capital Management LLC+116.3K (+8%)
- State Street Corp+77.4K (+12%)
- Citadel Advisors LLC+74.0K (+402%)
- Goldman Sachs Group−106.0K (-70%)
- Millennium Management−43.3K (-12%)
- AQR Capital Management−9.9K (-21%)
- FMR LLC (Fidelity)−7.3K (-50%)
- PNC Financial Services−6.1K (-99%)
- StoneX Group Inc.+10.5K
- D.E. Shaw & Co−23.1K
- U.S. Bancorp−29
Source: 13F-HR filings on SEC EDGAR (aggregated from 137 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PDYN 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 | Sep 8, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Jul 29, 2026 | - | - | |
| 8-K | Jul 8, 2026 | - | Analysis | - |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | Jun 8, 2026 | - | Analysis | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | Jun 8, 2026 | - | Analysis | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - |
Related Information Technology companies
- DDD · 3D SYSTEMS CORPServices-Prepackaged Software
- ACIW · ACI WORLDWIDE, INC.Services-Prepackaged Software
- ADBE · Adobe Inc.Services-Prepackaged Software
- AISP · Airship AI Holdings, Inc.Services-Prepackaged Software
- ALRM · Alarm.com Holdings, Inc.Services-Prepackaged Software
- ALKT · ALKAMI TECHNOLOGY, INC.Services-Prepackaged Software
- AMPL · Amplitude, Inc.Services-Prepackaged Software
- APPN · APPIAN CORPServices-Prepackaged Software
PDYN SEC filings: frequently asked questions
Are PDYN insiders buying or selling?
In the last 90 days, Palladyne AI Corp. (PDYN) officers, directors and 10% owners reported 1 open-market purchase worth $99,129 by 1 insider and 3 open-market sales worth $167,719 by 3 insiders on Form 4, a net sale of $68,590. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PDYN stock?
As of June 30, 2026, the largest Palladyne AI Corp. (PDYN) holders among the 13F filers tracked by SignalX were BlackRock ($16.8 million), Vanguard Capital Management LLC ($9.2 million), Raymond James Financial ($7.4 million), State Street Corp ($4.3 million), Morgan Stanley ($2.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PDYN's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Palladyne AI Corp. (PDYN) reported revenue of $5.2 million (down 32.6% from FY2024) and net income of $10.0 million. Diluted EPS was $0.24. The figures come from the XBRL data in the 10-K.
What did PDYN report in its latest 8-K?
Palladyne AI Corp. (PDYN) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Q2 and first-half 2026 financial results announced for periods ended June 30, 2026.
What are the latest PDYN SEC filings?
Palladyne AI Corp. (PDYN) filed its latest 10-K annual report on March 5, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on September 8, 2026.
What is PDYN's SEC CIK number?
Palladyne AI Corp. (PDYN)'s SEC Central Index Key (CIK) is 1826681. EDGAR lists every PDYN filing under that number.
Ask anything about PDYN
The research agent reads PDYN's filings, financials, insider trades and 13F holders, then answers with sources.