SNOW at a glance
Snowflake Inc (SNOW, SEC CIK 1640147) filed its latest 10-K annual report on March 20, 2026, a 10-Q quarterly report on September 4, 2026, an 8-K current report on October 2, 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), Snowflake Inc (SNOW) reported revenue of $4.7 billion (up 29.2% from FY2025) and a net loss of $1.3 billion. Diluted EPS was -$3.95.
- As of June 30, 2026, 47 institutional investment managers tracked by SignalX reported holding Snowflake Inc (SNOW) shares worth $31.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Speiser Michael L on October 2, 2026 of 403 shares at $344.00 per share.
- In the last 90 days, SNOW insiders reported 0 open-market purchases ($0) and 103 open-market sales ($490.7M) on Form 4, a net sale of $490.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $4.7B
- +29.2% vs prior year
- Insiders · 90 days
- 0 buys · 103 sells
- Net −$490.7M
- 13F holders
- 47 funds
- $31.9B · +2 vs prior quarter
- Latest 8-K
- Oct 2, 2026
- Item 8.01 · Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 31, 2026
Business Overview
- AI Data Cloud platform, unifying governed data, analytics, AI, applications, and collaboration through consumption-based pricing
- New Transactions category, highlighted by Snowflake Postgres for unified transactional and analytical workloads
- AI emphasis deepened through generally available Cortex Agents, Snowflake Intelligence, Interactive Warehouses, and Snowpark Connect for Apache Spark
- 13,328 customers, up from 10,996, with 733 customers exceeding $1 million in trailing 12-month product revenue
- Global footprint: three major public clouds across 53 regional deployments, supporting a connected multi-cloud network
Risk Factors
- SEC cybersecurity disclosure rules: material incidents require Form 8-K reporting, creating investigation and litigation exposure
- AWS concentration: substantial majority of business runs on AWS, also a direct competitor with pricing and bundling leverage
- Consumption-based revenue: customer optimization, shorter retention policies, and shorter commitments reduce forecasting visibility
- AI disruption: frontier AI providers may vertically integrate into data storage and management, reducing demand for Snowflake
- Persistent losses: $1.3 billion net loss and $9.5 billion accumulated deficit for fiscal 2026
Management Discussion & Analysis
- Product revenue $4.47B vs $3.46B, up $1.01B YoY
- Operating cash flow $1.22B vs $959.8M, free cash flow $1.12B vs $884.1M
- Capital allocation: $101.6M property and equipment purchases, $1.39B financing cash outflows
- Customer expansion: 733 customers above $1M trailing revenue vs 576, net retention 125% vs 126%
- Key risks: macroeconomic budget optimization, slower consumption, AI adoption and regulatory requirements
AI summary of the SNOW 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 31, 2026
Management Discussion & Analysis
- Product revenue $1.492B, up from $1.091B YoY
- Net revenue retention 126%, up from 125% YoY
- Operating cash flow $91.4M, down from $243.2M prior quarter
- Free cash flow $83.8M, up from $58.2M YoY
- Acquisition spending: Observe $285.7M cash, Natoma $17.7M cash
Risk Factors
- AI strategy risk heightened by reliance on frontier model providers, with potential access restrictions disrupting services
- Regulatory risk from expanding into highly regulated markets, including evolving AI standards and data sovereignty requirements
- Competitive risk from AWS, Azure, and GCP, which may bundle competing products or impose unfavorable pricing
- Consumption risk from customer optimization, including shorter data retention policies and reduced AI usage
- Profitability risk from net losses of $191.7 million and accumulated deficit of $10.3 billion as of July 31, 2026
AI summary of the SNOW 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 8.01: Other Events
- Snowflake announced a proposed offering on September 28, 2026
- Notes pricing announced September 29, 2026, signaling debt financing reached a priced stage
Item EX-99.2: Item EX-99.2
- Upsized $3.75B zero-coupon convertible offering: $2.0B due 2029 and $1.75B due 2031
- Net proceeds approximately $3.70B, potentially $4.24B if additional note options are exercised
Item 1.01: Entry into a Material Definitive Agreement
- Convertible Notes sold privately under Section 4(a)(2) and Rule 144A, limiting immediate public marketability
- 2029 Notes conversion capacity: up to 7,009,480 common shares
Item EX-99.1: Item EX-99.1
- Proposed $3.5B 0.00% convertible notes: $1.3B due 2029 and $2.2B due 2031
- Additional purchase options could raise issuance by $500M, increasing potential future dilution
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 contains only exhibit incorporation and liability language
- No fiscal 2026 financial results or operating metrics included in the provided text
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CEO Sridhar Ramaswamy received a 1,000,000-share performance-based equity award, signaling retention priority amid competition for AI talent
- Five tranches target $324, $375, $427, $479, and $531 share prices, potentially adding up to $100 billion in stockholder value
AI summaries of SNOW 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SNOW
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Speiser Michael L | Sell | Oct 2, 2026 | 403 | $344.00 |
| Speiser Michael L | Sell | Oct 2, 2026 | 12,973 | $344.00 |
| Speiser Michael L | Sell | Oct 2, 2026 | 840 | $344.00 |
| Speiser Michael L | Sell | Oct 2, 2026 | 840 | $344.00 |
| Speiser Michael L | Sell | Oct 2, 2026 | 840 | $344.00 |
| Speiser Michael L | Sell | Oct 2, 2026 | 840 | $344.00 |
| Speiser Michael L | Sell | Oct 2, 2026 | 34,005 | $344.00 |
| Kleinerman Christian | Sell | Oct 1, 2026 | 15,000 | $341.57 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.6B | $4.7B |
| Gross Profit | - | $2.4B | $3.1B |
| Operating Income | - | -$1.5B | -$1.4B |
| Net Income | - | -$1.3B | -$1.3B |
| Gross Margin | - | 66.5% | 67.2% |
| Op. Margin | - | -40.2% | -30.6% |
| Net Margin | - | -35.5% | -28.4% |
| Balance Sheet | |||
| Total Assets | $8.2B | $9.0B | $9.1B |
| Equity | $5.2B | $3.0B | $1.9B |
| ROE | - | -42.9% | -69.2% |
| Per Share | |||
| EPS | - | $-3.86 | $-3.95 |
| Cash Flow | |||
| Operating CF | - | $959.8M | $1.2B |
| CapEx | - | $46.3M | $101.6M |
Source: XBRL data in Snowflake Inc (SNOW)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SNOW share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 47 | $31.94B |
| Q1 2026 | 45 | $18.35B |
| Q4 2025 | 44 | $29.35B |
| Q3 2025 | 46 | $30.70B |
| Q2 2025 | 43 | $28.27B |
| Q1 2025 | 40 | $13.40B |
| Q4 2024 | 37 | $10.65B |
| Q3 2024 | 32 | $3.50B |
- T. Rowe Price Group+3.86M (+264%)
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- Citadel Advisors LLC+1.08M (+116%)
- Ameriprise Financial+1.08M (+136%)
- Morgan Stanley−3.73M (-52%)
- FMR LLC (Fidelity)−3.09M (-29%)
- JPMorgan Chase & Co−1.97M (-18%)
- Two Sigma Investments−712.5K (-93%)
- AQR Capital Management−482.0K (-10%)
- Viking Global Investors+960.1K
- ARK Investment Management+269.5K
- NICOLET BANKSHARES INC+1.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 334 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SNOW 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 | Oct 2, 2026 | - | Analysis | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
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SNOW SEC filings: frequently asked questions
Are SNOW insiders buying or selling?
In the last 90 days, Snowflake Inc (SNOW) officers, directors and 10% owners reported no open-market purchases and 103 open-market sales worth $490.7 million by 8 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SNOW stock?
As of June 30, 2026, the largest Snowflake Inc (SNOW) holders among the 13F filers tracked by SignalX were BlackRock ($8.0 billion), Vanguard Capital Management LLC ($3.8 billion), Vanguard Portfolio Management LLC ($3.3 billion), JPMorgan Chase & Co ($2.3 billion), State Street Corp ($2.0 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SNOW's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), Snowflake Inc (SNOW) reported revenue of $4.7 billion (up 29.2% from FY2025) and a net loss of $1.3 billion. Diluted EPS was -$3.95. The figures come from the XBRL data in the 10-K.
What are the main risks in SNOW's latest 10-K?
In the 10-K filed March 20, 2026, Snowflake Inc (SNOW) flagged: SEC cybersecurity disclosure rules: material incidents require Form 8-K reporting, creating investigation and litigation exposure. AWS concentration: substantial majority of business runs on AWS, also a direct competitor with pricing and bundling leverage. (AI summary of the Risk Factors section.)
What did SNOW report in its latest 8-K?
Snowflake Inc (SNOW) filed an 8-K on October 2, 2026 reporting Item 8.01 (Other Events) and Item 1.01 (Entry into a Material Definitive Agreement). Snowflake announced a proposed offering on September 28, 2026.
What are the latest SNOW SEC filings?
Snowflake Inc (SNOW) filed its latest 10-K annual report on March 20, 2026, a 10-Q quarterly report on September 4, 2026, an 8-K current report on October 2, 2026 and a Form 4 insider filing on October 2, 2026.
What is SNOW's SEC CIK number?
Snowflake Inc (SNOW)'s SEC Central Index Key (CIK) is 1640147. EDGAR lists every SNOW filing under that number.
Ask anything about SNOW
The research agent reads SNOW's filings, financials, insider trades and 13F holders, then answers with sources.