PUBM at a glance
PubMatic, Inc. (PUBM, SEC CIK 1422930) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 12, 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.
- For the fiscal year ended December 31, 2025 (FY2025), PubMatic, Inc. (PUBM) reported revenue of $282.9 million (down 2.9% from FY2024) and a net loss of $14.5 million. Diluted EPS was -$0.31.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding PubMatic, Inc. (PUBM) shares worth $216.7 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Woods Andrew on October 5, 2026 of 10,079 shares at $18.65 per share.
- In the last 90 days, PUBM insiders reported 0 open-market purchases ($0) and 31 open-market sales ($10.9M) on Form 4, a net sale of $10.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $282.9M
- −2.9% vs prior year
- Insiders · 90 days
- 0 buys · 31 sells
- Net −$10.9M
- 13F holders
- 29 funds
- $216.7M · +0 vs prior quarter
- Latest 8-K
- Aug 12, 2026
- Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $78.6M, up $7.5M or 11% YoY, driven by CTV, mobile app, emerging revenue streams
- Gross margin 67% vs 63% YoY; operating margin 1% vs (7)% YoY
- SPO represented over 55% of platform activity; CTV and mobile app identified as primary growth drivers
- Operating cash flow $20.2M vs $14.9M YoY; Adjusted EBITDA $19.6M vs $14.2M
- Outlook: continued revenue growth from CTV, mobile app and emerging streams; macroeconomic volatility and advertiser-budget risk monitored
Risk Factors
- No material risk-factor changes since the May 7, 2026 10-Q, according to the filing
- Carried-forward business risks remain applicable, but specific details are not reproduced in this section
- Share-repurchase activity: 2,070,173 Class A shares purchased during the quarter
- Repurchase authorization remaining: $63.6 million as of June 30, 2026
- Inflation Reduction Act exposure: 1% excise tax excluded from reported repurchase amounts
AI summary of the PUBM 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 5.02: Departure/Appointment of Directors or Principal Officers
- Megan Ramm appointed Global Chief Revenue Officer effective August 10, 2026
- Global revenue leadership across Americas, EMEA, and APAC; prior Uber Advertising sales chief
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO Steve Pantelick plans retirement after serving through Q1 2027
- Senior-adviser role through July 1, 2027 supports leadership continuity
Item 2.02: Results of Operations and Financial Condition
- Fiscal year 2026 results disclosed through attached Exhibit 99.1 press release
- Non-GAAP financial measures included, with GAAP reconciliation in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- CFO Steve Pantelick retiring after 15 years, remaining CFO into Q1 2027 and senior adviser through July 1, 2027
- Successor search underway, creating execution and financial-reporting transition risk despite planned overlap
Item 5.07: Submission of Matters to a Vote of Security Holders
- Stockholders elected all eight director nominees to one-year terms expiring at the 2026 annual meeting
- Susan Daimler received the weakest support, with 88,485,605 votes for and 12,419,605 withheld
AI summaries of PUBM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PUBM
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- Fund moves. Which tracked funds opened, added or cut PUBM, 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 |
|---|---|---|---|---|
| Woods Andrew | Sell | Oct 5, 2026 | 10,079 | $18.65 |
| Goel Amar K. | Sell | Oct 5, 2026 | 10,795 | $18.66 |
| Pantelick Steven | Sell | Oct 5, 2026 | 22,173 | $18.66 |
| Goel Rajeev K. | Sell | Oct 2, 2026 | 4,475 | $19.43 |
| Woods Andrew | Sell | Oct 2, 2026 | 512 | $19.43 |
| Woods Andrew | Sell | Oct 2, 2026 | 5,232 | $18.93 |
| Kumar Mukul | Sell | Oct 2, 2026 | 7,176 | $18.93 |
| Goel Amar K. | Sell | Oct 2, 2026 | 651 | $19.43 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $291.3M | $282.9M |
| Gross Profit | - | $190.2M | $179.8M |
| Operating Income | - | $3.9M | -$17.3M |
| Net Income | - | $12.5M | -$14.5M |
| Gross Margin | - | 65.3% | 63.6% |
| Op. Margin | - | 1.3% | -6.1% |
| Net Margin | - | 4.3% | -5.1% |
| Balance Sheet | |||
| Total Assets | $695.2M | $739.5M | $680.2M |
| Equity | - | $277.3M | $262.6M |
| ROE | - | 4.5% | -5.5% |
| Per Share | |||
| EPS | - | $0.23 | $-0.31 |
| Cash Flow | |||
| Operating CF | - | $73.4M | $81.1M |
| CapEx | $10.6M | $17.6M | $14.3M |
Source: XBRL data in PubMatic, Inc. (PUBM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PUBM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $216.7M |
| Q1 2026 | 29 | $127.4M |
| Q4 2025 | 26 | $139.6M |
| Q3 2025 | 26 | $135.1M |
| Q2 2025 | 27 | $195.7M |
| Q1 2025 | 22 | $114.4M |
| Q4 2024 | 19 | $173.2M |
| Q3 2024 | 17 | $110.3M |
- Vanguard Portfolio Management LLC+308.8K (+48%)
- Citadel Advisors LLC+265.8K (+178%)
- Dimensional Fund Advisors+245.8K (+20%)
- BlackRock+214.5K (+7%)
- AQR Capital Management+161.5K (+129%)
- D.E. Shaw & Co−400.8K (-90%)
- Renaissance Technologies LLC−119.5K (-8%)
- Goldman Sachs Group−113.6K (-32%)
- Morgan Stanley−57.4K (-17%)
- Wells Fargo & Co−27.8K (-46%)
- Raymond James Financial+42.9K
- M&T Bank−10.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 195 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PUBM 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 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
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PUBM SEC filings: frequently asked questions
Are PUBM insiders buying or selling?
In the last 90 days, PubMatic, Inc. (PUBM) officers, directors and 10% owners reported no open-market purchases and 31 open-market sales worth $10.9 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 PUBM stock?
As of June 30, 2026, the largest PubMatic, Inc. (PUBM) holders among the 13F filers tracked by SignalX were Graham Holdings Co ($44.6 million), BlackRock ($43.0 million), Vanguard Capital Management LLC ($21.8 million), Dimensional Fund Advisors ($19.6 million), Renaissance Technologies LLC ($18.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PUBM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), PubMatic, Inc. (PUBM) reported revenue of $282.9 million (down 2.9% from FY2024) and a net loss of $14.5 million. Diluted EPS was -$0.31. The figures come from the XBRL data in the 10-K.
What did PUBM report in its latest 8-K?
PubMatic, Inc. (PUBM) filed an 8-K on August 12, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Megan Ramm appointed Global Chief Revenue Officer effective August 10, 2026.
What are the latest PUBM SEC filings?
PubMatic, Inc. (PUBM) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 12, 2026 and a Form 4 insider filing on October 6, 2026.
What is PUBM's SEC CIK number?
PubMatic, Inc. (PUBM)'s SEC Central Index Key (CIK) is 1422930. EDGAR lists every PUBM filing under that number.
Ask anything about PUBM
The research agent reads PUBM's filings, financials, insider trades and 13F holders, then answers with sources.