QNST at a glance
QUINSTREET, INC (QNST, SEC CIK 1117297) filed its latest 10-K annual report on August 26, 2026, a 10-Q quarterly report on May 8, 2026, an 8-K current report on August 6, 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 June 30, 2026 (FY2026), QUINSTREET, INC (QNST) reported revenue of $1.3 billion (up 18.3% from FY2025) and net income of $81.2 million. Diluted EPS was $1.40.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding QUINSTREET, INC (QNST) shares worth $410.4 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Wong Gregory on August 18, 2026 of 11,704 shares at $20.44 per share.
- In the last 90 days, QNST insiders reported 0 open-market purchases ($0) and 7 open-market sales ($17.0M) on Form 4, a net sale of $17.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.3B
- +18.3% vs prior year
- Insiders · 90 days
- 0 buys · 7 sells
- Net −$17.0M
- 13F holders
- 31 funds
- $410.4M · +0 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Risk Factors
- Regulatory/legal risk: FCC TCPA rules effective March 26, 2024 and April 2025 may increase compliance costs and litigation exposure, impacting client participation and revenue
- Macroeconomic/geopolitical threat: Russia-Ukraine conflict and Middle East instability risk client marketing spend reductions, with one client comprising 21% of 2026 net revenue
- Operational/supply chain vulnerability: Dependence on third-party publishers for significant visitor traffic; loss or price increase of media inventory could reduce revenue or increase costs
- Competitive/market disruption risk: Increased use of AIML by competitors may outpace QuinStreet’s capabilities, threatening market position and future growth
- Financial/structural risk: $70M drawn of $150M revolving credit facility secured by substantial assets, with leverage restricting financial flexibility and potentially increasing interest costs
Management Discussion & Analysis
- Revenue $1.294B, up 18% YoY; home services segment best, $129M up 47%, financial services up $71M (9%)
- Gross margin 11.3% vs 10.1% YoY; operating margin 2.7% vs 0.5%; net income $81.2M vs $4.7M YoY
- Home services best segment: $389M revenue, +47%, driven by HomeBuddy acquisition; financial services worst: $893M, +9%
- Operating cash flow $131.3M up from $85M; $31.4M stock buybacks (2.31M shares); capex and software $14.3M; $70M drawn on $150M credit facility
- Management cautious on media source procurement and regulatory risks; expects growth via acquisitions and expanded media access
Business Overview
- Core business: Performance marketing marketplace connecting clients in financial and home services industries with high-intent digital media for customer acquisition
- New emphasis: Integration and increased investment in artificial intelligence and machine learning, including large language models, to enhance product offerings and platform capabilities
- Strategic shift: Expansion into new client verticals such as health insurance; greater focus on sustainable revenues and ethical operations amid evolving regulatory and technological landscape
- Quantitative highlight: Employee count at 1,074 as of June 30, 2026; R&D/product development spend increased to $37.3 million in FY 2026 from $33.9 million in FY 2025
- Noteworthy fact: One client accounted for 21% of net revenue in FY 2026, down from two clients accounting for 23% and 12% in FY 2025, indicating slight revenue concentration change
AI summary of the QNST 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Quarterly revenue $346.1M, up 28% YoY from $269.8M
- Home services strongest segment, revenue up 63% to $114.3M; financial services up 16%
- Gross margin 12% vs 10% YoY; operating margin 2.9% vs 1.8%
- Cash $102.0M; $70.0M drawn on $150.0M revolving credit facility
- HomeBuddy acquisition required $114.8M cash at closing plus $75.0M post-closing payments
Risk Factors
- Client concentration: one client generated 24% of net revenue in Q3 FY2026 and 22% for nine months
- Data privacy and AI-enabled cyberattacks: breaches could trigger regulatory penalties, litigation, remediation costs, and client cancellations
- Search-engine algorithm changes: reduced organic or paid placements could lower website traffic and revenue
- Tariff exposure: 2025 U.S. tariffs may increase costs for insurance and home-services clients, reducing marketing spend
- Banking institution risk: cash and cash equivalents remain exposed to counterparty bank failures
AI summary of the QNST 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
- Fiscal fourth-quarter results for period ended June 30, 2026
- Press release furnished as Exhibit 99.1, containing the financial results and management commentary
Item EX-99.1: Item EX-99.1
- Fiscal Q4 revenue $373.9M, up 43% YoY, with Financial Services and Home Services both contributing growth
- Q4 GAAP net income $19.1M, up 496%, while adjusted EBITDA rose 87% to $41.4M
Item 2.02: Results of Operations and Financial Condition
- Q3 fiscal 2026 results for quarter ended March 31, 2026
- Press release contains financial results and accompanying operating commentary
AI summaries of QNST 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for QNST
Don't miss the next QNST filing
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- Fund moves. Which tracked funds opened, added or cut QNST, 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 |
|---|---|---|---|---|
| Wong Gregory | Sell | Aug 18, 2026 | 11,704 | $20.44 |
| Ahmed Asmau | Sell | Aug 17, 2026 | 10,000 | $20.30 |
| Ahmed Asmau | Sell | Aug 14, 2026 | 15,000 | $20.85 |
| Ahmed Asmau | Sell | Aug 12, 2026 | 10,000 | $20.43 |
| Ahmed Asmau | Sell | Aug 11, 2026 | 5,000 | $20.79 |
| Valenti Douglas | F | Aug 10, 2026 | 12,085 | $22.02 |
| Valenti Douglas | F | Aug 10, 2026 | 24,169 | $22.02 |
| Valenti Douglas | F | Aug 10, 2026 | 6,043 | $22.02 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.1B | $1.3B |
| Gross Profit | - | $110.9M | $145.8M |
| Operating Income | - | $6.2M | $35.4M |
| Net Income | - | $4.7M | $81.2M |
| Gross Margin | - | 10.1% | 11.3% |
| Op. Margin | - | 0.6% | 2.7% |
| Net Margin | - | 0.4% | 6.3% |
| Balance Sheet | |||
| Total Assets | $368.5M | $431.1M | $721.3M |
| Equity | $216.8M | $244.0M | $323.1M |
| ROE | - | 1.9% | 25.1% |
| Per Share | |||
| EPS | - | $0.08 | $1.40 |
| Cash Flow | |||
| Operating CF | - | $85.0M | $131.3M |
| CapEx | - | $2.1M | $3.4M |
Source: XBRL data in QUINSTREET, INC (QNST)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate QNST share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $410.4M |
| Q1 2026 | 31 | $313.1M |
| Q4 2025 | 29 | $375.2M |
| Q3 2025 | 29 | $407.0M |
| Q2 2025 | 30 | $400.0M |
| Q1 2025 | 24 | $226.5M |
| Q4 2024 | 20 | $304.0M |
| Q3 2024 | 18 | $133.1M |
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- Dimensional Fund Advisors+190.2K (+16%)
- D.E. Shaw & Co−305.9K (-34%)
- Renaissance Technologies LLC−241.0K (-68%)
- Morgan Stanley−194.0K (-22%)
- JPMorgan Chase & Co−71.3K (-73%)
- Vanguard Portfolio Management LLC−22.9K (-2%)
- Allstate+48.5K
- Marex Group plc−27.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 212 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
QNST filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
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 |
|---|---|---|---|---|
| 10-K | Aug 26, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jul 31, 2026 | - | - | - |
| 4 | Jul 31, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 8-K | Mar 13, 2026 | - | - | - |
| 4 | Feb 12, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - | |
| 10-Q | Feb 6, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 5, 2026 | - | - | |
| 4 | Jan 20, 2026 | - | - | |
| 4 | Jan 15, 2026 | - | - | |
| 8-K | Jan 2, 2026 | - | - | |
| 4 | Dec 18, 2025 | - | - |
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QNST SEC filings: frequently asked questions
Are QNST insiders buying or selling?
In the last 90 days, QUINSTREET, INC (QNST) officers, directors and 10% owners reported no open-market purchases and 7 open-market sales worth $17.0 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold QNST stock?
As of June 30, 2026, the largest QUINSTREET, INC (QNST) holders among the 13F filers tracked by SignalX were BlackRock ($160.8 million), AQR Capital Management ($36.9 million), Vanguard Capital Management LLC ($35.6 million), State Street Corp ($32.9 million), Goldman Sachs Group ($29.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was QNST's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), QUINSTREET, INC (QNST) reported revenue of $1.3 billion (up 18.3% from FY2025) and net income of $81.2 million. Diluted EPS was $1.40. The figures come from the XBRL data in the 10-K.
What are the main risks in QNST's latest 10-K?
In the 10-K filed August 26, 2026, QUINSTREET, INC (QNST) flagged: Regulatory/legal risk: FCC TCPA rules effective March 26, 2024 and April 2025 may increase compliance costs and litigation exposure, impacting client participation and revenue. Macroeconomic/geopolitical threat: Russia-Ukraine conflict and Middle East instability risk client marketing spend reductions, with one client comprising 21% of 2026 net revenue. (AI summary of the Risk Factors section.)
What did QNST report in its latest 8-K?
QUINSTREET, INC (QNST) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal fourth-quarter results for period ended June 30, 2026.
What are the latest QNST SEC filings?
QUINSTREET, INC (QNST) filed its latest 10-K annual report on August 26, 2026, a 10-Q quarterly report on May 8, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on August 18, 2026.
What is QNST's SEC CIK number?
QUINSTREET, INC (QNST)'s SEC Central Index Key (CIK) is 1117297. EDGAR lists every QNST filing under that number.
Ask anything about QNST
The research agent reads QNST's filings, financials, insider trades and 13F holders, then answers with sources.