STGW at a glance
Stagwell Inc (STGW, SEC CIK 876883) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on October 5, 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 December 31, 2025 (FY2025), Stagwell Inc (STGW) reported revenue of $2.9 billion (up 2.4% from FY2024) and net income of $29.1 million.
- As of June 30, 2026, 22 institutional investment managers tracked by SignalX reported holding Stagwell Inc (STGW) shares worth $216.4 million in 13F-HR filings.
- In the last 90 days, STGW insiders reported 0 open-market purchases ($0) and 1 open-market sale ($525K) on Form 4, a net sale of $525K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.9B
- +2.4% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$525K
- 13F holders
- 22 funds
- $216.4M · −2 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $786.3M, up $79.5M or 11.2% YoY
- Operating margin 1.8% vs 3.9%; adjusted EBITDA margin 17.2% vs 15.8%
- Best segment Digital Transformation revenue $117.7M, up 20.6%; operating margin 14.4% vs 11.4%
- Worst segment Marketing Services net revenue $234.2M, down 0.5%; operating margin 10.1% vs 11.7%
- Headwinds Middle East client-spending reductions; higher AI and automation investments, debt-supported working capital needs
Risk Factors
- No Risk Factors section provided; supplied text covers equity issuance, repurchases, defaults, exhibits, and signatures
- New capital-allocation exposure: $350.0 million repurchase authorization increase, raising total program capacity to $725.0 million
- Liquidity constraint: Credit Agreement and 5.625% Notes indenture limit open-market repurchases
- Equity dilution: 94,297 restricted stock units issued as employment inducements
- Acquisition-payment exposure: 76,486 Class A shares issued instead of cash for deferred purchase consideration
AI summary of the STGW 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
- Beth J. Kaplan appointed independent director effective July 31, 2026
- Initial term runs through Stagwell’s 2027 annual stockholders meeting
AI summaries of STGW 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for STGW
Don't miss the next STGW filing
- Alerts as it files. A push when STGW files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut STGW, by share count.
- Ask anything. An AI agent that reads every STGW filing and answers with sources.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Vaughan Brandt A. | A | Oct 1, 2026 | 2,149 | $8.14 |
| Samaha Eli | A | Oct 1, 2026 | 2,457 | $8.14 |
| KAPLAN BETH J | A | Aug 11, 2026 | 15,459 | - |
| Penn Mark Jeffery | M | Aug 9, 2026 | 500,000 | - |
| Penn Mark Jeffery | M | Aug 9, 2026 | 75,000 | $6.79 |
| Penn Mark Jeffery | M | Aug 9, 2026 | 75,000 | - |
| Penn Mark Jeffery | M | Aug 9, 2026 | 500,000 | $8.27 |
| Penn Mark Jeffery | D | Aug 9, 2026 | 500,000 | $9.17 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $2.5B | $2.8B | $2.9B |
| Operating Income | $90.5M | $133.1M | $159.0M |
| Net Income | $134K | $2.3M | $29.1M |
| Op. Margin | 3.6% | 4.7% | 5.5% |
| Net Margin | 0.0% | 0.1% | 1.0% |
| Balance Sheet | |||
| Total Assets | $3.8B | $3.9B | $4.2B |
| Equity | $356.7M | $331.7M | $758.4M |
| ROE | 0.0% | 0.7% | 3.8% |
| Cash Flow | |||
| Operating CF | - | $142.9M | $291.0M |
| CapEx | $14.2M | $18.9M | $43.7M |
Source: XBRL data in Stagwell Inc (STGW)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate STGW share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 22 | $216.4M |
| Q1 2026 | 24 | $198.3M |
| Q4 2025 | 22 | $156.2M |
| Q3 2025 | 23 | $198.4M |
| Q2 2025 | 23 | $167.8M |
| Q1 2025 | 22 | $161.9M |
| Q4 2024 | 16 | $75.0M |
| Q3 2024 | 12 | $39.4M |
- Dimensional Fund Advisors+1.13M (+23%)
- Vanguard Capital Management LLC+329.6K (+8%)
- BlackRock+312.4K (+4%)
- State Street Corp+175.9K (+8%)
- Bank of America Corp+150.8K (+108%)
- Goldman Sachs Group−4.34M (-99%)
- Prudential Financial−223.8K (-82%)
- Ameriprise Financial−54.4K (-26%)
- Morgan Stanley−24.4K (-10%)
- Invesco Ltd−8.8K (-3%)
- D.E. Shaw & Co+178.1K
- Citadel Advisors LLC−142.0K
- Franklin Resources−43.0K
- Fifth Third Bancorp−2.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 164 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
STGW 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 |
|---|---|---|---|---|
| 8-K | Oct 5, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 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 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | May 13, 2026 | - | - | |
| 4 | May 5, 2026 | - | - | - |
| 10-Q | May 1, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
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STGW SEC filings: frequently asked questions
Are STGW insiders buying or selling?
In the last 90 days, Stagwell Inc (STGW) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $524,520 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold STGW stock?
As of June 30, 2026, the largest Stagwell Inc (STGW) holders among the 13F filers tracked by SignalX were BlackRock ($60.4 million), Dimensional Fund Advisors ($45.8 million), Vanguard Capital Management LLC ($33.6 million), JPMorgan Chase & Co ($18.8 million), State Street Corp ($18.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was STGW's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Stagwell Inc (STGW) reported revenue of $2.9 billion (up 2.4% from FY2024) and net income of $29.1 million. The figures come from the XBRL data in the 10-K.
What did STGW report in its latest 8-K?
Stagwell Inc (STGW) filed an 8-K on August 4, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Beth J. Kaplan appointed independent director effective July 31, 2026.
What are the latest STGW SEC filings?
Stagwell Inc (STGW) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on October 2, 2026.
What is STGW's SEC CIK number?
Stagwell Inc (STGW)'s SEC Central Index Key (CIK) is 876883. EDGAR lists every STGW filing under that number.
Ask anything about STGW
The research agent reads STGW's filings, financials, insider trades and 13F holders, then answers with sources.