SLQT at a glance
SelectQuote, Inc. (SLQT, SEC CIK 1794783) filed its latest 10-K annual report on August 25, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on August 25, 2026 and Form 4 insider filings as recently as August 4, 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), SelectQuote, Inc. (SLQT) reported revenue of $1.6 billion (up 6.0% from FY2025) and net income of $62.2 million. Diluted EPS was -$0.06.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding SelectQuote, Inc. (SLQT) shares worth $15.9 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.6B
- +6.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 25 funds
- $15.9M · −1 vs prior quarter
- Latest 8-K
- Aug 25, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Business Overview
- Core business: Technology-enabled direct-to-consumer platform distributing insurance policies and expanding healthcare services for seniors
- New emphasis on Healthcare Services segment including SelectRx pharmacy, Healthcare Select engagement, and SelectPatient Management chronic care launched in 2024
- Strategic shift away from Auto & Home insurance focus toward higher-growth healthcare and senior insurance segments leveraging AI technology
- Employee base as of June 30, 2026: 1,098 agents and 2,941 non-agent full-time equivalents; hired approx. 814 seasonal employees for 2025 AEP
- Opened new SelectRx fulfillment facility in April 2025, expanding prescription capacity enabling service to over 200,000 members with room to grow
Risk Factors
- DOJ False Claims Act complaint filed May 2025 alleging violations in Medicare marketing could materially harm operations and financial condition
- Geographic concentration risk with 39%, 13%, 12% of 2026 revenue from UHC, Humana, Aetna exposing dependency on few insurers
- Supply chain disruption risk for pharmacy business due to delays in prescription acquisition and manufacture, impacting service and growth
- Competitive pressure risks from insurance carriers’ direct sales channels and platforms like government-run health insurance exchanges
- NYSE delisting risk due to stock price under $1.00, with planned reverse stock split to regain compliance by April 2027 deadline
Management Discussion & Analysis
- Revenue $1.62B, up 6% YoY from $1.53B in FY2025; commissions and other services down 1% to $788M, pharmacy up 14% to $831M
- Operating income $73.9M, net income $62.2M vs $48.5M income and $47.6M net income FY2025; effective tax rate 18.5% vs 1.9%
- Best segment Healthcare Services revenue $845M (+14%), adjusted EBITDA $25.5M (+0.1M); worst Senior revenue $576M (-4%), adjusted EBITDA $148M (-$13.6M)
- Net cash from operations $31.9M vs $(11.7)M; capex $16.1M; financing outflows $31.1M mainly debt repayments; cash $21.7M vs $37.1M
- Management outlook implies focus on AI investments for agent productivity, healthcare services growth, and maintaining debt covenant compliance; risk from policy retention and Inflation Reduction Act impact on pharmacy margins
AI summary of the SLQT 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
- Revenue $430.9M, up 6% YoY from $408.2M, driven by commissions and pharmacy growth
- Net income $40.2M, 9% margin vs $26.0M and 6% YoY
- Best segment Healthcare Services: pharmacy revenue $195.3M, up 5%; 116,616 SelectRx members, up 11%
- Worst segment Life: total premiums $46.4M, down 0.4% from $46.6M
- Pharmacy headwind: $13.4M manufacturer refunds reclassified against cost of goods sold under the Inflation Reduction Act
Risk Factors
- New NYSE compliance risk triggered by March 19, 2026 notice for 30-day average share price below $1.00
- Delisting risk after six-month cure period if both $1.00 share price and 30-day average remain unmet
- Market-value risk from potential delisting reducing liquidity, trading volume, and equity-financing access
- Near-term performance risk from share-price volatility beyond management control during the cure period
AI summary of the SLQT 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
- Q4 fiscal 2026 results reported for quarter ended June 30, 2026
- Investor presentation accompanies the earnings release, providing additional operating and financial context
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q3 2026 results for quarter ended March 31, 2026
- Press release and investor presentation furnished as Exhibits 99.1 and 99.2
AI summaries of SLQT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SLQT
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Clement Ryan Moore | M | Aug 1, 2026 | 90,000 | - |
| Clement Ryan Moore | M | Aug 1, 2026 | 63,897 | - |
| Clement Ryan Moore | M | Aug 1, 2026 | 88,889 | - |
| Clement Ryan Moore | M | Aug 1, 2026 | 88,889 | - |
| Clement Ryan Moore | M | Aug 1, 2026 | 63,897 | - |
| Clement Ryan Moore | M | Aug 1, 2026 | 90,000 | - |
| Clement Ryan Moore | M | Aug 1, 2026 | 11,111 | - |
| Clement Ryan Moore | M | Aug 1, 2026 | 21,299 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.5B | $1.6B |
| Operating Income | $64.5M | $68.5M | $73.9M |
| Net Income | -$34.1M | $47.6M | $62.2M |
| Op. Margin | - | 4.5% | 4.6% |
| Net Margin | - | 3.1% | 3.8% |
| Balance Sheet | |||
| Total Assets | - | $1.2B | $1.3B |
| Equity | - | $351.1M | $351.8M |
| ROE | - | 13.5% | 17.7% |
| Per Share | |||
| EPS | $-0.20 | $0.01 | $-0.06 |
| Cash Flow | |||
| Operating CF | - | -$11.7M | $31.9M |
| CapEx | $3.4M | $2.2M | $4.3M |
Source: XBRL data in SelectQuote, Inc. (SLQT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SLQT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $15.9M |
| Q1 2026 | 26 | $19.2M |
| Q4 2025 | 27 | $45.5M |
| Q3 2025 | 27 | $64.0M |
| Q2 2025 | 28 | $84.3M |
| Q1 2025 | 24 | $74.6M |
| Q4 2024 | 17 | $57.9M |
| Q3 2024 | 14 | $18.7M |
- AQR Capital Management+1.32M (+114%)
- Two Sigma Investments+190.6K (+888%)
- Vanguard Capital Management LLC+121.1K (+2%)
- Citadel Advisors LLC+117.4K (+342%)
- FMR LLC (Fidelity)+15.7K (+2%)
- BlackRock−8.53M (-80%)
- State Street Corp−2.28M (-76%)
- Vanguard Portfolio Management LLC−838.2K (-78%)
- Dimensional Fund Advisors−820.4K (-54%)
- Northern Trust−728.1K (-68%)
- Millennium Management+1.65M
- Prudential Financial−122.1K
- T. Rowe Price Group−97.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 188 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SLQT 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 25, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | May 21, 2026 | - | - | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Mar 25, 2026 | - | - | - |
| 4 | Feb 19, 2026 | - | - | |
| 10-Q | Feb 5, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 5, 2026 | - | - | |
| 8-K | Jan 12, 2026 | - | - | |
| 10-Q | Nov 6, 2025 | Sep 30, 2025 | Analysis | |
| 10-K | Aug 21, 2025 | Jun 30, 2025 | - | |
| SC 13G | Aug 5, 2025 | - | - | |
| 10-Q | May 12, 2025 | Mar 31, 2025 | - | |
| 10-Q | Feb 10, 2025 | Dec 31, 2024 | - | |
| 10-Q | Nov 4, 2024 | Sep 30, 2024 | - | |
| 10-K | Sep 13, 2024 | Jun 30, 2024 | - |
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SLQT SEC filings: frequently asked questions
Which institutions hold SLQT stock?
As of June 30, 2026, the largest SelectQuote, Inc. (SLQT) holders among the 13F filers tracked by SignalX were Vanguard Capital Management LLC ($5.1 million), AQR Capital Management ($2.1 million), BlackRock ($1.8 million), Millennium Management ($1.4 million), Goldman Sachs Group ($990,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SLQT's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), SelectQuote, Inc. (SLQT) reported revenue of $1.6 billion (up 6.0% from FY2025) and net income of $62.2 million. Diluted EPS was -$0.06. The figures come from the XBRL data in the 10-K.
What are the main risks in SLQT's latest 10-K?
In the 10-K filed August 25, 2026, SelectQuote, Inc. (SLQT) flagged: DOJ False Claims Act complaint filed May 2025 alleging violations in Medicare marketing could materially harm operations and financial condition. Geographic concentration risk with 39%, 13%, 12% of 2026 revenue from UHC, Humana, Aetna exposing dependency on few insurers. (AI summary of the Risk Factors section.)
What did SLQT report in its latest 8-K?
SelectQuote, Inc. (SLQT) filed an 8-K on August 25, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q4 fiscal 2026 results reported for quarter ended June 30, 2026.
What are the latest SLQT SEC filings?
SelectQuote, Inc. (SLQT) filed its latest 10-K annual report on August 25, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on August 25, 2026 and a Form 4 insider filing on August 4, 2026.
What is SLQT's SEC CIK number?
SelectQuote, Inc. (SLQT)'s SEC Central Index Key (CIK) is 1794783. EDGAR lists every SLQT filing under that number.
Ask anything about SLQT
The research agent reads SLQT's filings, financials, insider trades and 13F holders, then answers with sources.