TENB at a glance
Tenable Holdings, Inc. (TENB, SEC CIK 1660280) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as October 6, 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), Tenable Holdings, Inc. (TENB) reported revenue of $999.4 million (up 11.0% from FY2024) and a net loss of $36.1 million. Diluted EPS was -$0.30.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Tenable Holdings, Inc. (TENB) shares worth $2.4 billion in 13F-HR filings.
- In the last 90 days, TENB insiders reported 0 open-market purchases ($0) and 6 open-market sales ($207K) on Form 4, a net sale of $207K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $999.4M
- +11.0% vs prior year
- Insiders · 90 days
- 0 buys · 6 sells
- Net −$207K
- 13F holders
- 31 funds
- $2.4B · +1 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 1.01 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Exposure management platform integrating vulnerability management, risk prioritization across IT, cloud, AI, OT, and hybrid environments
- New emphasis: Introduction of Tenable AI Exposure for AI-specific risk detection and mitigation across AI assets and configurations
- Strategic shift: Increased focus on unified risk visibility and AI-driven cyber risk insights addressing expanded attack surface complexity
- Quantitative highlight: Backlog growth from $33.2M in 2024 to $159.9M in 2025 indicating strong order commitments
- Noteworthy fact: Over 40,000 customers globally, including ~65% of Fortune 500, with AI security integral to go-to-market and R&D strategy
Risk Factors
- Regulatory risk: potential impact of U.S. government funding freezes and tariffs on sales cycle length in 2026
- Macroeconomic threat: international revenue grew 14% ($58.5M), exposing business to foreign market fluctuations
- Operational risk: shift to annual installment billing reduces billing duration, distorting calculated current billings metric
- Competitive risk: exposure management platform competes with offerings by established cybersecurity providers innovating in AI and cloud
- Financial risk: accumulated deficit of $897.5M at year-end 2025 despite positive cash from operations in recent years
Management Discussion & Analysis
- Cash flow, capital allocation (buybacks, dividends, capex) not detailed
- Forward-looking statements highlight risks and uncertainties, no specific guidance given
AI summary of the TENB 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 Jun 30, 2026
Management Discussion & Analysis
- Revenue $268.5M, up 9% YoY from $247.3M
- Gross margin 78% vs 78% YoY; operating income $12.4M vs $7.4M loss
- Best line: professional services and other revenue $10.4M, up 32%; worst: perpetual license and maintenance $9.9M, down 14%
- Cash from operations $44.7M vs $42.5M; share repurchases $100.0M for 5.2M shares
- Cash and equivalents $125.4M plus short-term investments $172.9M; macroeconomic conditions and U.S. policy may lengthen sales cycles
Risk Factors
- AI regulatory exposure expanded, including EU AI Act fines up to €35 million or 7% of worldwide annual turnover
- Anthropic supply-chain designation could force rapid model replacement, causing engineering costs and service disruptions
- Cyberattack risk intensified from AI-enabled vulnerability exploitation and increasingly severe ransomware threats
- Third-party infrastructure dependence includes AWS and Snowflake liability caps, potentially limiting recovery after incidents
- Product reliability risk includes Nessus agent versions 10.8.0 and 10.8.1 outages identified December 31, 2024
AI summary of the TENB 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 1.01: Entry into a Material Definitive Agreement
- Convertible Notes sold privately under Section 4(a)(2) and Rule 144A, limiting liquidity and resale access
- Initial conversion rate implies potential issuance of 17,840,400 common shares
Item 8.01: Other Events
- Proposed offering and priced Notes announced September 10, 2026, signaling new financing and potential capital-structure changes
- Planned proceeds include repayment of term loans under the Credit Agreement, potentially reducing existing debt obligations
Item EX-99.1: Item EX-99.1
- Proposed $650M convertible senior notes due 2031, with $65M overallotment option
- Proceeds targeting term-loan repayment, up to $200M share repurchases, capped-call costs and corporate uses
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results reported for quarter ended June 30, 2026
- Full financial details provided in Exhibit 99.1 press release
AI summaries of TENB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TENB
Don't miss the next TENB filing
- Alerts as it files. A push when TENB files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut TENB, by share count.
- Ask anything. An AI agent that reads every TENB filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Bell Charles H | A | Oct 5, 2026 | 10,386 | - |
| Thurmond Mark C. | M | Aug 24, 2026 | 3,713 | - |
| Thurmond Mark C. | M | Aug 24, 2026 | 1,162 | - |
| Thurmond Mark C. | M | Aug 24, 2026 | 2,267 | - |
| Thurmond Mark C. | M | Aug 24, 2026 | 6,095 | - |
| Thurmond Mark C. | F | Aug 24, 2026 | 2,947 | $33.94 |
| Thurmond Mark C. | F | Aug 24, 2026 | 1,796 | $33.94 |
| Thurmond Mark C. | F | Aug 24, 2026 | 1,097 | $33.94 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $900.0M | $999.4M |
| Gross Profit | - | $700.4M | $780.5M |
| Operating Income | - | -$6.9M | -$9.2M |
| Net Income | - | -$36.3M | -$36.1M |
| Gross Margin | - | 77.8% | 78.1% |
| Op. Margin | - | -0.8% | -0.9% |
| Net Margin | - | -4.0% | -3.6% |
| Balance Sheet | |||
| Total Assets | $1.6B | $1.7B | $1.7B |
| Equity | $346.3M | $400.0M | $326.4M |
| ROE | - | -9.1% | -11.1% |
| Per Share | |||
| EPS | - | $-0.31 | $-0.30 |
| Cash Flow | |||
| Operating CF | - | $217.5M | $266.8M |
| CapEx | - | $4.2M | $12.1M |
Source: XBRL data in Tenable Holdings, Inc. (TENB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TENB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $2.43B |
| Q1 2026 | 30 | $986.1M |
| Q4 2025 | 27 | $1.23B |
| Q3 2025 | 28 | $1.54B |
| Q2 2025 | 27 | $1.89B |
| Q1 2025 | 23 | $1.53B |
| Q4 2024 | 21 | $1.70B |
| Q3 2024 | 16 | $518.0M |
- Ameriprise Financial+6.73M (+79%)
- Vanguard Portfolio Management LLC+603.1K (+6%)
- FMR LLC (Fidelity)+567.6K (+16%)
- Goldman Sachs Group+466.3K (+24%)
- Millennium Management+399.7K (+70%)
- Two Sigma Investments−657.3K (-52%)
- Vanguard Capital Management LLC−351.4K (-7%)
- JPMorgan Chase & Co−328.9K (-68%)
- Citadel Advisors LLC−290.8K (-39%)
- Renaissance Technologies LLC−289.3K (-23%)
- Franklin Resources+63.7K
- Principal Financial Group+8.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 203 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TENB 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 |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 8-K | Oct 6, 2026 | - | - | - |
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 8-K | May 21, 2026 | - | Analysis | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - |
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TENB SEC filings: frequently asked questions
Are TENB insiders buying or selling?
In the last 90 days, Tenable Holdings, Inc. (TENB) officers, directors and 10% owners reported no open-market purchases and 6 open-market sales worth $206,526 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold TENB stock?
As of June 30, 2026, the largest Tenable Holdings, Inc. (TENB) holders among the 13F filers tracked by SignalX were Ameriprise Financial ($561.6 million), BlackRock ($498.4 million), Vanguard Portfolio Management LLC ($377.5 million), Vanguard Capital Management LLC ($184.3 million), FMR LLC (Fidelity) ($152.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TENB's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Tenable Holdings, Inc. (TENB) reported revenue of $999.4 million (up 11.0% from FY2024) and a net loss of $36.1 million. Diluted EPS was -$0.30. The figures come from the XBRL data in the 10-K.
What are the main risks in TENB's latest 10-K?
In the 10-K filed February 27, 2026, Tenable Holdings, Inc. (TENB) flagged: Regulatory risk: potential impact of U.S. government funding freezes and tariffs on sales cycle length in 2026. Macroeconomic threat: international revenue grew 14% ($58.5M), exposing business to foreign market fluctuations. (AI summary of the Risk Factors section.)
What did TENB report in its latest 8-K?
Tenable Holdings, Inc. (TENB) filed an 8-K on September 15, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement) and Item 8.01 (Other Events). Convertible Notes sold privately under Section 4(a)(2) and Rule 144A, limiting liquidity and resale access.
What are the latest TENB SEC filings?
Tenable Holdings, Inc. (TENB) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on October 6, 2026.
What is TENB's SEC CIK number?
Tenable Holdings, Inc. (TENB)'s SEC Central Index Key (CIK) is 1660280. EDGAR lists every TENB filing under that number.
Ask anything about TENB
The research agent reads TENB's filings, financials, insider trades and 13F holders, then answers with sources.