SHAK at a glance
Shake Shack Inc. (SHAK, SEC CIK 1620533) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as July 17, 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), Shake Shack Inc. (SHAK) reported revenue of $1.4 billion (up 15.4% from FY2024) and net income of $45.7 million. Diluted EPS was $1.09.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Shake Shack Inc. (SHAK) shares worth $1.0 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.4B
- +15.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $1.0B · −2 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Operates fast-casual restaurants specializing in premium burgers and shakes
- No new products, services, or segments disclosed in this filing year
- Continued reliance on equity incentive plans, with 3,002,096 shares authorized for issuance under 2025 Incentive Award Plan
- Employment agreements amended for key executives including CEO Robert Lynch and others in 2024-2025
- Filing largely incorporates information by reference to Proxy Statement; no standalone business narrative presented this year
Risk Factors
- Sarbanes-Oxley Act Section 404 compliance risk affecting ability to produce timely, accurate financial reports and stock price
- International licensed Shack ingredient supply chain risk from U.S. export disruptions impacting costs and operations abroad
- Single national distributor handles ~95% of U.S. food distribution, posing supply shortage and cost increase risk if disrupted
- Competitors increasingly sourcing higher-quality ingredients could erode Shake Shack's differentiation based on premium sourcing
- Convertible notes debt servicing risk with substantial cash needs potentially unmet by operating cash flows
Management Discussion & Analysis
- Forward-looking statements warn of risks, uncertainties affecting future results
- Management emphasizes growth goals, strategic priorities, and liquidity as outlook focus
AI summary of the SHAK 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 Jul 1, 2026
Management Discussion & Analysis
- No profitability, margin, or net income percentages disclosed
- Forward-looking statements subject to risks, uncertainties, and potential material deviations from expectations
Risk Factors
- No material changes to 10-K risk factors for fiscal year ended December 31, 2025
- No newly triggered risk factor identified in the quarter
- No new regulatory, legal, or compliance risk disclosed
- No new operational, competitive, or market risk disclosed
- No new liquidity, debt, currency, or concentration risk disclosed
AI summary of the SHAK 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 Q2 2026 results covered quarter ended July 1, 2026
- Press release and shareholder letter issued August 5, 2026
Item 7.01: Regulation FD Disclosure
- Shareholder letter covers fiscal Q2 ended July 1, 2026
- Letter issued August 5, 2026 alongside earnings press release
Item EX-99.1: Item EX-99.1
- Q2 revenue $417.6M, up 17.2%, supported by 16.0% Shack-sales growth and 3.5% same-Shack sales
- Growth came with weaker profitability: operating income fell to $20.7M from $22.4M and margin declined to 5.0% from 6.3%
Item EX-99.1: Item EX-99.1
- Christiane Pendarvis elected to Shake Shack’s Board, effective July 2, 2026
- Adds 25-plus years of consumer retail, digital commerce, merchandising, and omnichannel operating experience
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Board expanded from 8 to 9 directors with Christiane Pendarvis appointed effective July 2, 2026
- Independent Class II director; election required at the 2029 annual meeting
Item 5.07: Submission of Matters to a Vote of Security Holders
- Stockholders elected Robert Lynch and Tristan Walker as Class II directors through the 2029 fiscal-year annual meeting
- Ernst & Young ratified as independent auditor for fiscal year ending December 30, 2026, with 36,631,331 votes for
AI summaries of SHAK 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SHAK
Don't miss the next SHAK filing
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- Fund moves. Which tracked funds opened, added or cut SHAK, 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 |
|---|---|---|---|---|
| Sentell Stephanie Ann | F | Jul 15, 2026 | 639 | $60.00 |
| Pendarvis Christiane | A | Jul 2, 2026 | 2,480 | - |
| Hook Michelle Greig | A | Jun 15, 2026 | 20,548 | - |
| Balbale Sumaiya | A | Jun 10, 2026 | 4,498 | $54.48 |
| Chapman Charles J III | A | Jun 10, 2026 | 4,039 | $54.48 |
| Meyer Daniel Harris | A | Jun 10, 2026 | 6,333 | $54.48 |
| LAWRENCE JEFFREY D | A | Jun 10, 2026 | 4,589 | $54.48 |
| Walker Tristan | A | Jun 10, 2026 | 2,570 | $54.48 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.3B | $1.4B |
| Operating Income | $5.9M | $3.0M | $62.5M |
| Net Income | $20.3M | $10.2M | $45.7M |
| Op. Margin | - | 0.2% | 4.3% |
| Net Margin | - | 0.8% | 3.2% |
| Balance Sheet | |||
| Total Assets | - | $1.7B | $1.9B |
| Equity | - | $470.0M | $525.3M |
| ROE | - | 2.2% | 8.7% |
| Per Share | |||
| EPS | $0.48 | $0.24 | $1.09 |
| Cash Flow | |||
| Operating CF | - | $171.2M | $222.4M |
| CapEx | $146.2M | $135.5M | $165.8M |
Source: XBRL data in Shake Shack Inc. (SHAK)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SHAK share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $1.03B |
| Q1 2026 | 32 | $1.74B |
| Q4 2025 | 34 | $1.69B |
| Q3 2025 | 32 | $2.18B |
| Q2 2025 | 31 | $3.26B |
| Q1 2025 | 28 | $1.33B |
| Q4 2024 | 25 | $1.66B |
| Q3 2024 | 21 | $670.6M |
- Morgan Stanley+613.4K (+132%)
- BlackRock+424.0K (+7%)
- AQR Capital Management+316.2K (+400%)
- JPMorgan Chase & Co+176.2K (+24%)
- Vanguard Portfolio Management LLC+101.7K (+4%)
- Citadel Advisors LLC−967.8K (-97%)
- Millennium Management−929.2K (-93%)
- Bank of America Corp−622.6K (-69%)
- Goldman Sachs Group−389.2K (-37%)
- Raymond James Financial−156.2K (-27%)
- Allstate+8.5K
- Marex Group plc+5.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 233 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SHAK 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 |
|---|---|---|---|---|
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jul 1, 2026 | Analysis | |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 8-K | Jun 2, 2026 | - | Analysis | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 10-Q | May 7, 2026 | Apr 1, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 8-K | May 7, 2026 | - | Analysis |
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SHAK SEC filings: frequently asked questions
Which institutions hold SHAK stock?
As of June 30, 2026, the largest Shake Shack Inc. (SHAK) holders among the 13F filers tracked by SignalX were BlackRock ($346.1 million), Vanguard Portfolio Management LLC ($134.6 million), Vanguard Capital Management LLC ($98.1 million), State Street Corp ($88.0 million), Morgan Stanley ($60.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SHAK's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Shake Shack Inc. (SHAK) reported revenue of $1.4 billion (up 15.4% from FY2024) and net income of $45.7 million. Diluted EPS was $1.09. The figures come from the XBRL data in the 10-K.
What are the main risks in SHAK's latest 10-K?
In the 10-K filed February 26, 2026, Shake Shack Inc. (SHAK) flagged: Sarbanes-Oxley Act Section 404 compliance risk affecting ability to produce timely, accurate financial reports and stock price. International licensed Shack ingredient supply chain risk from U.S. export disruptions impacting costs and operations abroad. (AI summary of the Risk Factors section.)
What did SHAK report in its latest 8-K?
Shake Shack Inc. (SHAK) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Fiscal Q2 2026 results covered quarter ended July 1, 2026.
What are the latest SHAK SEC filings?
Shake Shack Inc. (SHAK) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on July 17, 2026.
What is SHAK's SEC CIK number?
Shake Shack Inc. (SHAK)'s SEC Central Index Key (CIK) is 1620533. EDGAR lists every SHAK filing under that number.
Ask anything about SHAK
The research agent reads SHAK's filings, financials, insider trades and 13F holders, then answers with sources.