VCYT at a glance
VERACYTE, INC. (VCYT, SEC CIK 1384101) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 14, 2026 and Form 4 insider filings as recently as September 22, 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), VERACYTE, INC. (VCYT) reported revenue of $517.1 million (up 16.0% from FY2024) and net income of $66.4 million. Diluted EPS was $0.82.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding VERACYTE, INC. (VCYT) shares worth $2.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Leite John on September 21, 2026 of 4,015 shares at $40.00 per share.
- In the last 90 days, VCYT insiders reported 0 open-market purchases ($0) and 9 open-market sales ($1.3M) on Form 4, a net sale of $1.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $517.1M
- +16.0% vs prior year
- Insiders · 90 days
- 0 buys · 9 sells
- Net −$1.3M
- 13F holders
- 32 funds
- $2.8B · −1 vs prior quarter
- Latest 8-K
- Sep 14, 2026
- Item 1.01 · Item 2.01 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: development and commercialization of genomic and molecular diagnostic tests for oncology and other indications
- Emphasis on regulatory adaptations for IVDR/UKNI in Northern Ireland, and new Swiss IvDO aligning with IVDR from 2022
- Increased complexity in billing, coding changes including CPT codes 81546 (Afirma), 81542 (Decipher Prostate), 0016M (Decipher Bladder) affecting revenue collection
- Competition intensifying in genomics and MRD testing, notable competitors include Exact Sciences, Natera, Myriad, Guardant, affecting market positioning
- Regulatory compliance and quality system updates with FDA's revised QMSR due Feb 2026 impacting manufacturing and post-market obligations
Risk Factors
- Regulatory risk from Protecting Access to Medicare Act of 2014 (PAMA) may reduce test reimbursement rates, negatively impacting revenues and margins
- Geopolitical risk from Middle East conflicts potentially disrupting Israel business and employees acquired in C2i Acquisition
- Supply chain vulnerability from reliance on single-source reagents and consumables affecting test volume and reporting timelines
- Competitive risk of payer cost containment tactics including prior authorization and lab benefit managers limiting test utilization
- Financial risk from revenue concentration with Medicare and UnitedHealthcare representing 47% and 14% of total revenue respectively in 2025
Management Discussion & Analysis
- Revenue not explicitly stated; net income $66.4M in 2025 vs $24.1M in 2024, showing significant profitability improvement
- Operating margin details not provided; net income growth from $24.1M (2024) to $66.4M (2025) indicates margin improvement
- Segment performance data not disclosed, no best or worst segment specified
- Cash and equivalents $412.9M as of Dec 31, 2025, increased by $123.4M in 2025; operating cash flow $136.3M in 2025 vs $75.1M in 2024; no dividend or buyback disclosed
- Management highlights potential reversal of deferred tax asset valuation allowance; risks include financing dependency if cash flow declines; capex approx. $9.7M in 2025
AI summary of the VCYT 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 $150.3M, up $20.2M or 15% YoY; testing revenue $145.7M, up 19%
- Gross margin 72.2% vs 69.0% YoY; operating margin 15.3% vs (4.0)% YoY
- Testing revenue strongest line at $145.7M; biopharmaceutical and other revenue weakest at $0.8M, down 81%
- Diagnostic tests reported 48,389, up 14% YoY; total test volume 50,967, up 13%
- R&D expense $29.4M, up 81%; continued TrueMRD investment and payer utilization constraints as headwinds
Risk Factors
- No risk-factors section provided; submitted text contains only Items 2–6 and signatures
- Newly adopted insider trading plans covering 91,839 shares or net vested RSUs
- Director Karin Eastham’s plan covers 23,841 shares through May 7, 2027
- Director Muna Bhanji’s plan covers 3,728 shares through August 31, 2027
- Officer John Leite’s plan covers net shares from 44,270 RSUs vesting through August 13, 2027
AI summary of the VCYT 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
- Veracyte acquired Convergent Genomics, adding UroAmp and urine tumor DNA technology for bladder cancer diagnostics
- $150 million upfront cash consideration, subject to customary purchase price adjustments
Item 2.01: Completion of Acquisition or Disposition of Assets
- Veracyte completed its acquisition of Convergent on September 14, 2026
- Transaction advances Veracyte’s strategic expansion through Convergent’s acquired assets
Item 7.01: Regulation FD Disclosure
- Veracyte completed its acquisition of Convergent on September 14, 2026
- Transaction signals expansion through Convergent, with strategic and financial details in Exhibit 99.1
Item 2.02: Results of Operations and Financial Condition
- Veracyte announced quarterly financial results for the period ended June 30, 2026
- Full results and investor-relevant metrics are provided in Exhibit 99.1
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees elected through the 2027 annual meeting, preserving board continuity
- Ernst & Young LLP appointment ratified for fiscal 2026, maintaining the company’s external auditor
AI summaries of VCYT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for VCYT
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Leite John | Sell | Sep 21, 2026 | 4,015 | $40.00 |
| Holstein Jens | Sell | Sep 14, 2026 | 5,000 | $40.95 |
| McGuire Annie | Sell | Sep 4, 2026 | 2,154 | $42.79 |
| Febbo Phillip G. | Sell | Sep 4, 2026 | 2,705 | $43.66 |
| Chambers Rebecca | Sell | Sep 4, 2026 | 2,477 | $42.81 |
| Chambers Rebecca | Sell | Sep 4, 2026 | 1,175 | $43.71 |
| Febbo Phillip G. | Sell | Sep 4, 2026 | 10,405 | $42.89 |
| McGuire Annie | Sell | Sep 4, 2026 | 1,100 | $43.67 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $445.8M | $517.1M |
| Gross Profit | - | $298.1M | $362.5M |
| Operating Income | - | $16.1M | $57.8M |
| Net Income | - | $24.1M | $66.4M |
| Gross Margin | - | 66.9% | 70.1% |
| Op. Margin | - | 3.6% | 11.2% |
| Net Margin | - | 5.4% | 12.8% |
| Balance Sheet | |||
| Total Assets | - | $1.3B | $1.4B |
| Equity | - | $1.2B | $1.3B |
| ROE | - | 2.1% | 5.1% |
| Per Share | |||
| EPS | $-1.02 | $0.31 | $0.82 |
| Cash Flow | |||
| Operating CF | - | $75.1M | $136.3M |
| CapEx | $10.0M | $11.3M | $9.7M |
Source: XBRL data in VERACYTE, INC. (VCYT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate VCYT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $2.83B |
| Q1 2026 | 33 | $1.54B |
| Q4 2025 | 29 | $1.94B |
| Q3 2025 | 31 | $1.67B |
| Q2 2025 | 29 | $1.13B |
| Q1 2025 | 25 | $935.0M |
| Q4 2024 | 23 | $955.5M |
| Q3 2024 | 20 | $499.5M |
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- ARK Investment Management−757.9K (-25%)
- Bank of America Corp−346.6K (-24%)
- State Street Corp−345.5K (-7%)
- Franklin Resources−87.7K (-41%)
- FMR LLC (Fidelity)−61.1K (-1%)
- Millennium Management+72.0K
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- Renaissance Technologies LLC−223.5K
- Citadel Advisors LLC−152.9K
- Two Sigma Investments−18.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 222 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
VCYT 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 | Sep 22, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - |
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VCYT SEC filings: frequently asked questions
Are VCYT insiders buying or selling?
In the last 90 days, VERACYTE, INC. (VCYT) officers, directors and 10% owners reported no open-market purchases and 9 open-market sales worth $1.3 million by 6 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold VCYT stock?
As of June 30, 2026, the largest VERACYTE, INC. (VCYT) holders among the 13F filers tracked by SignalX were BlackRock ($792.1 million), FMR LLC (Fidelity) ($452.4 million), Vanguard Portfolio Management LLC ($277.0 million), State Street Corp ($276.0 million), Vanguard Capital Management LLC ($211.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was VCYT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), VERACYTE, INC. (VCYT) reported revenue of $517.1 million (up 16.0% from FY2024) and net income of $66.4 million. Diluted EPS was $0.82. The figures come from the XBRL data in the 10-K.
What are the main risks in VCYT's latest 10-K?
In the 10-K filed February 26, 2026, VERACYTE, INC. (VCYT) flagged: Regulatory risk from Protecting Access to Medicare Act of 2014 (PAMA) may reduce test reimbursement rates, negatively impacting revenues and margins. Geopolitical risk from Middle East conflicts potentially disrupting Israel business and employees acquired in C2i Acquisition. (AI summary of the Risk Factors section.)
What did VCYT report in its latest 8-K?
VERACYTE, INC. (VCYT) filed an 8-K on September 14, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement), Item 2.01 (Completion of Acquisition or Disposition of Assets) and Item 7.01 (Regulation FD Disclosure). Veracyte acquired Convergent Genomics, adding UroAmp and urine tumor DNA technology for bladder cancer diagnostics.
What are the latest VCYT SEC filings?
VERACYTE, INC. (VCYT) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 14, 2026 and a Form 4 insider filing on September 22, 2026.
What is VCYT's SEC CIK number?
VERACYTE, INC. (VCYT)'s SEC Central Index Key (CIK) is 1384101. EDGAR lists every VCYT filing under that number.
Ask anything about VCYT
The research agent reads VCYT's filings, financials, insider trades and 13F holders, then answers with sources.