PL at a glance
Planet Labs PBC (PL, SEC CIK 1836833) filed its latest 10-K annual report on March 23, 2026, a 10-Q quarterly report on September 3, 2026, an 8-K current report on September 3, 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 January 31, 2026 (FY2026), Planet Labs PBC (PL) reported revenue of $307.7 million (up 25.9% from FY2025) and a net loss of $246.9 million. Diluted EPS was -$0.80.
- As of June 30, 2026, 38 institutional investment managers tracked by SignalX reported holding Planet Labs PBC (PL) shares worth $4.1 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Brennan Ita M on October 1, 2026 of 11,500 shares at $16.30 per share.
- In the last 90 days, PL insiders reported 0 open-market purchases ($0) and 10 open-market sales ($13.1M) on Form 4, a net sale of $13.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $307.7M
- +25.9% vs prior year
- Insiders · 90 days
- 0 buys · 10 sells
- Net −$13.1M
- 13F holders
- 38 funds
- $4.1B · +2 vs prior quarter
- Latest 8-K
- Sep 3, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Capital expenditures 25% of revenue vs 29% YoY for the quarter
- Net dollar retention 109% vs 107% YoY, driven by large defense and intelligence contract expansions
- Recurring ACV 98% vs 98% YoY; capital expenditures expected to increase as satellite fleet expands
Risk Factors
- Net losses $9.4 million and accumulated deficit $1,598.1 million as of July 31, 2026
- Germany manufacturing expansion increasing tariff, geopolitical, export-control, and compliance exposure
- Evolving AI, orbital-debris, and space-sustainability regulations threatening satellite development and operations
- Intensifying competition from SpaceX, OneWeb, Amazon Leo, governments, and free imagery programs pressuring pricing
- High-value satellite-services contracts creating longer sales cycles, significant upfront costs, and delayed revenue recognition
AI summary of the PL 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 FY2026 results covered quarter ended July 31, 2026
- Press release issued September 3, 2026, with detailed financial results in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 FY2027 revenue hit record $116.1M, up 58% YoY, signaling accelerating demand across satellite data and analytics
- Adjusted EBITDA improved to $13.9M from $6.4M, while GAAP net loss narrowed to $9.4M from $22.6M
Item 5.07: Submission of Matters to a Vote of Security Holders
- Class II directors Vijaya Gadde, General John W. Raymond, and Scott Reese re-elected for three-year terms
- Dual-class voting concentrated influence: 724,882,048 votes represented by 278,499,924 shares
Item 1.01: Entry into a Material Definitive Agreement
- $1.5B at-the-market equity program, creating substantial potential funding capacity but significant dilution risk
- Sales-agent commissions up to 2%, reducing net proceeds from issued shares
AI summaries of PL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PL
Don't miss the next PL filing
- Alerts as it files. A push when PL files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut PL, by share count.
- Ask anything. An AI agent that reads every PL 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 |
|---|---|---|---|---|
| Brennan Ita M | Sell | Oct 1, 2026 | 11,500 | $16.30 |
| Marshall William Spencer | G | Sep 18, 2026 | 80,000 | - |
| Johnson Ashley F. | J | Sep 17, 2026 | 72,096 | - |
| Johnson Ashley F. | Sell | Sep 17, 2026 | 55,663 | $16.96 |
| Schingler Robert H | J | Sep 17, 2026 | 52,240 | - |
| Johnson Ashley F. | J | Sep 17, 2026 | 72,096 | - |
| Schingler Robert H | Sell | Sep 17, 2026 | 52,240 | $16.96 |
| Schingler Robert H | J | Sep 17, 2026 | 52,240 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $244.4M | $307.7M |
| Gross Profit | - | $139.7M | $172.5M |
| Operating Income | - | -$116.1M | -$95.1M |
| Net Income | - | -$123.2M | -$246.9M |
| Gross Margin | - | 57.2% | 56.1% |
| Op. Margin | - | -47.5% | -30.9% |
| Net Margin | - | -50.4% | -80.2% |
| Balance Sheet | |||
| Total Assets | $702.0M | $633.8M | $1.1B |
| Equity | - | $441.3M | $188.4M |
| ROE | - | -27.9% | -131.0% |
| Per Share | |||
| EPS | - | $-0.42 | $-0.80 |
| Cash Flow | |||
| Operating CF | - | -$14.4M | $134.4M |
| CapEx | $38.0M | $44.3M | $76.7M |
Source: XBRL data in Planet Labs PBC (PL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 38 | $4.12B |
| Q1 2026 | 36 | $3.76B |
| Q4 2025 | 29 | $2.37B |
| Q3 2025 | 29 | $1.48B |
| Q2 2025 | 29 | $577.1M |
| Q1 2025 | 24 | $248.2M |
| Q4 2024 | 20 | $267.7M |
| Q3 2024 | 16 | $98.9M |
- D.E. Shaw & Co+1.78M (+22%)
- Morgan Stanley+986.1K (+67%)
- Invesco Ltd+985.8K (+30%)
- JPMorgan Chase & Co+778.7K (+137%)
- Vanguard Capital Management LLC+682.9K (+6%)
- BlackRock−6.98M (-27%)
- Two Sigma Investments−3.49M (-52%)
- Goldman Sachs Group−2.18M (-35%)
- State Street Corp−1.39M (-20%)
- Northern Trust−862.3K (-37%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 221 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PL 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 | Sep 18, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 10-Q | Sep 3, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 8-K | Jul 10, 2026 | - | Analysis | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
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PL SEC filings: frequently asked questions
Are PL insiders buying or selling?
In the last 90 days, Planet Labs PBC (PL) officers, directors and 10% owners reported no open-market purchases and 10 open-market sales worth $13.1 million by 6 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PL stock?
As of June 30, 2026, the largest Planet Labs PBC (PL) holders among the 13F filers tracked by SignalX were Alphabet Inc ($1.2 billion), BlackRock ($612.3 million), Vanguard Capital Management LLC ($426.4 million), Vanguard Portfolio Management LLC ($395.8 million), D.E. Shaw & Co ($322.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PL's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), Planet Labs PBC (PL) reported revenue of $307.7 million (up 25.9% from FY2025) and a net loss of $246.9 million. Diluted EPS was -$0.80. The figures come from the XBRL data in the 10-K.
What did PL report in its latest 8-K?
Planet Labs PBC (PL) filed an 8-K on September 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 FY2026 results covered quarter ended July 31, 2026.
What are the latest PL SEC filings?
Planet Labs PBC (PL) filed its latest 10-K annual report on March 23, 2026, a 10-Q quarterly report on September 3, 2026, an 8-K current report on September 3, 2026 and a Form 4 insider filing on October 2, 2026.
What is PL's SEC CIK number?
Planet Labs PBC (PL)'s SEC Central Index Key (CIK) is 1836833. EDGAR lists every PL filing under that number.
Ask anything about PL
The research agent reads PL's filings, financials, insider trades and 13F holders, then answers with sources.