STKL at a glance
SunOpta Inc. (STKL, SEC CIK 351834) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on November 5, 2025, an 8-K current report on May 4, 2026 and Form 4 insider filings as recently as May 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 3, 2026 (FY2025), SunOpta Inc. (STKL) reported revenue of $817.7 million (up 13.0% from FY2024) and net income of $15.8 million. Diluted EPS was $0.13.
- As of March 31, 2026, 26 institutional investment managers tracked by SignalX reported holding SunOpta Inc. (STKL) shares worth $125.4 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Oaktree Capital Group Holdings GP, LLC on May 1, 2026 of 2,932,453 shares.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $817.7M
- +13.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 26 funds
- $125.4M · +3 vs prior quarter
- Latest 8-K
- May 4, 2026
- Item 3.01 · Item 7.01 · Item 5.02 · Item 2.01 · Item 1.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Sep 27, 2025
Risk Factors
- New tariff risk triggered by U.S. measures: Canada tariffs increased to 35% effective August 1, 2025
- Operational risk: higher landed costs for Canadian fruit snacks imported into the U.S.
- Regulatory risk: retaliatory tariffs could weaken the U.S. economy and reduce product demand
- Market risk: tariff-driven inflation could shift consumers toward lower-cost alternatives
AI summary of the STKL 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 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule
- Arrangement consummation triggered a change in control at SunOpta
- SunOpta became a wholly owned subsidiary of Parent
Item 7.01: Regulation FD Disclosure
- May 1, 2026 press release announced consummation of the Arrangement
- Arrangement completion marks a material corporate transaction for SunOpta shareholders
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Seven directors resigned effective upon the Arrangement’s closing, indicating a significant board turnover tied to the transaction
- Steven Wood Presley, William Lewis McFarland II, Alan Humes, and Stephane Bellemare joined the board
Item 2.01: Completion of Acquisition or Disposition of Assets
- Item 2.01 incorporates the Introductory Note by reference
- Acquisition or disposition details require review of the filing’s Introductory Note
Item 1.02: Termination of a Material Definitive Agreement
- Credit Agreement dated December 8, 2023 fully repaid and terminated on May 1, 2026
- All lender commitments canceled, eliminating the Company’s borrowing capacity under the facility
Item EX-99.1: Item EX-99.1
- Refresco completed SunOpta acquisition on May 1, 2026 for US$6.50 cash per common share
- Transaction removes SunOpta from public markets, ending exposure to future operating performance for shareholders
Item 7.01: Regulation FD Disclosure
- Shareholder meeting results disclosed under Regulation FD on April 17, 2026
- Press release furnished as Exhibit 99.1, containing the substantive voting outcomes and investor-relevant details
Item 5.07: Submission of Matters to a Vote of Security Holders
- SunOpta shareholders approved the arrangement for Purchaser to acquire all outstanding Common Shares
- Arrangement vote: 95,088,870 for, 1,728,826 against, and 151,336 abstentions
Item EX-99.1: Item EX-99.1
- Shareholders approved Refresco’s proposed acquisition at US$6.50 per share in cash
- Arrangement received 98.06% shareholder approval, substantially reducing shareholder-approval risk
AI summaries of STKL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for STKL
Don't miss the next STKL filing
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- Fund moves. Which tracked funds opened, added or cut STKL, 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 |
|---|---|---|---|---|
| KEATING LESLIE STARR | D | May 1, 2026 | 5,830 | - |
| Fisher Rebecca | D | May 1, 2026 | 145,138 | - |
| KEATING LESLIE STARR | D | May 1, 2026 | 148,311 | - |
| KEATING LESLIE STARR | D | May 1, 2026 | 39,740 | - |
| Oaktree Capital Group Holdings GP, LLC | Sell | May 1, 2026 | 2,932,453 | - |
| Oaktree Capital Group Holdings GP, LLC | Sell | May 1, 2026 | 20,651,812 | $6.50 |
| Oaktree Capital Group Holdings GP, LLC | Sell | May 1, 2026 | 1 | - |
| Oaktree Capital Group Holdings GP, LLC | Sell | May 1, 2026 | 30,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $723.7M | $817.7M |
| Gross Profit | - | $96.3M | $115.9M |
| Operating Income | - | $15.6M | $39.7M |
| Net Income | - | -$17.4M | $15.8M |
| Gross Margin | - | 13.3% | 14.2% |
| Op. Margin | - | 2.2% | 4.9% |
| Net Margin | - | -2.4% | 1.9% |
| Balance Sheet | |||
| Total Assets | $669.4M | $668.5M | $694.7M |
| Equity | $161.0M | $148.6M | $170.8M |
| ROE | - | -11.7% | 9.2% |
| Per Share | |||
| EPS | - | $-0.15 | $0.13 |
| Cash Flow | |||
| Operating CF | - | $50.0M | $49.7M |
| CapEx | - | $31.9M | $28.4M |
Source: XBRL data in SunOpta Inc. (STKL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate STKL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q1 2026 | 26 | $125.4M |
| Q4 2025 | 23 | $68.4M |
| Q3 2025 | 26 | $106.6M |
| Q2 2025 | 26 | $104.6M |
| Q1 2025 | 22 | $55.8M |
| Q4 2024 | 18 | $81.9M |
| Q3 2024 | 15 | $30.2M |
- D.E. Shaw & Co+1.04M (+90%)
- Goldman Sachs Group+782.2K (+81%)
- Millennium Management+772.9K (+253%)
- AQR Capital Management+157.7K (+560%)
- Citigroup+141.2K (+5509%)
- BlackRock−695.1K (-9%)
- JPMorgan Chase & Co−372.4K (-46%)
- Dimensional Fund Advisors−177.9K (-92%)
- Raymond James Financial−163.0K (-93%)
- Wells Fargo & Co−69.9K (-63%)
- Vanguard Group Inc−2.37M
- Marex Group plc−55.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 156 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
STKL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
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 |
|---|---|---|---|---|
| 4 | May 5, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 8-K | May 4, 2026 | - | Analysis | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | Apr 20, 2026 | - | - | - |
| 4 | Apr 20, 2026 | - | - | - |
| 4 | Apr 20, 2026 | - | - | - |
| 4 | Apr 20, 2026 | - | - | - |
| 4 | Apr 20, 2026 | - | - | - |
| 4 | Apr 20, 2026 | - | - | - |
| 4 | Apr 20, 2026 | - | - | - |
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STKL SEC filings: frequently asked questions
Which institutions hold STKL stock?
As of March 31, 2026, the largest SunOpta Inc. (STKL) holders among the 13F filers tracked by SignalX were BlackRock ($46.7 million), D.E. Shaw & Co ($14.2 million), State Street Corp ($12.8 million), Goldman Sachs Group ($11.3 million), Millennium Management ($7.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was STKL's revenue in fiscal year 2025?
For the fiscal year ended January 3, 2026 (FY2025), SunOpta Inc. (STKL) reported revenue of $817.7 million (up 13.0% from FY2024) and net income of $15.8 million. Diluted EPS was $0.13. The figures come from the XBRL data in the 10-K.
What did STKL report in its latest 8-K?
SunOpta Inc. (STKL) filed an 8-K on May 4, 2026 reporting Item 3.01 (Notice of Delisting or Failure to Satisfy a Continued Listing Rule), Item 7.01 (Regulation FD Disclosure), Item 5.02 (Departure/Appointment of Directors or Principal Officers), Item 2.01 (Completion of Acquisition or Disposition of Assets) and Item 1.02 (Termination of a Material Definitive Agreement). Arrangement consummation triggered a change in control at SunOpta.
What are the latest STKL SEC filings?
SunOpta Inc. (STKL) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on November 5, 2025, an 8-K current report on May 4, 2026 and a Form 4 insider filing on May 5, 2026.
What is STKL's SEC CIK number?
SunOpta Inc. (STKL)'s SEC Central Index Key (CIK) is 351834. EDGAR lists every STKL filing under that number.
Ask anything about STKL
The research agent reads STKL's filings, financials, insider trades and 13F holders, then answers with sources.