WEAV at a glance
Weave Communications, Inc. (WEAV, SEC CIK 1609151) filed its latest 10-K annual report on March 5, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 21, 2026 and Form 4 insider filings as recently as September 16, 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), Weave Communications, Inc. (WEAV) reported revenue of $239.0 million (up 17.0% from FY2024) and a net loss of $28.1 million. Diluted EPS was -$0.37.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding Weave Communications, Inc. (WEAV) shares worth $134.7 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $239.0M
- +17.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 25 funds
- $134.7M · −1 vs prior quarter
- Latest 8-K
- Sep 21, 2026
- Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $67.542M, up 16% YoY from $58.470M, driven by $7.5M from new customer locations
- Gross margin 72% vs 72% YoY; operating loss margin (7)% vs (17)% YoY
- Subscription and payment processing revenue $64.590M, up from $56.005M; 78% gross margin unchanged
- Phone hardware strongest margin: 11% vs (14)% YoY; onboarding weakest at (240)% vs (149)%
- Net loss $4.257M vs $8.711M YoY; dollar-based NRR declined to 92% from 96%
Risk Factors
- Newly added AI-regulation risk, triggered by conflicting and evolving artificial-intelligence requirements
- Most materially updated growth risk, reflecting operations expanded to India, Latin America, and the Philippines over three years
- Compliance exposure from FCC, international, and industry-standard requirements, potentially requiring service modifications and higher costs
- Near-term performance risk from SMB customer sensitivity to economic downturns, delayed sales cycles, and subscription cancellations
- Financial risk from continuing losses, including $4.3 million net loss and $329.1 million accumulated deficit at June 30, 2026
AI summary of the WEAV 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
- HSR antitrust waiting period terminated September 21, satisfying a key closing condition for Francisco Partners’ acquisition
- Transaction remains subject to customary conditions, including Weave stockholder approval
Item 1.01: Entry into a Material Definitive Agreement
- Francisco Partners affiliates agreed to acquire Weave for $7.40 cash per share, establishing a definitive take-private transaction
- Shareholder approval requires a majority of outstanding shares; directors and affiliated funds representing approximately 14.5% voting power committed support
Item 8.01: Other Events
- Weave entered a merger agreement with Francisco Partners affiliates Parent and Merger Sub
- Transaction represents a potential change in corporate ownership and future strategic direction
AI summaries of WEAV 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WEAV
Don't miss the next WEAV filing
- Alerts as it files. A push when WEAV files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut WEAV, by share count.
- Ask anything. An AI agent that reads every WEAV filing and answers with sources.
WEAV alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| McNeil Joseph David | F | Sep 15, 2026 | 19,140 | $7.33 |
| Christiansen Jason Paul | F | Sep 15, 2026 | 1,826 | $7.33 |
| WHITE BRETT T | F | Sep 15, 2026 | 34,793 | $7.33 |
| Bertilson Marcus | F | Sep 15, 2026 | 8,762 | $7.33 |
| Christiansen Jason Paul | F | Jul 15, 2026 | 8,761 | $7.35 |
| McNeil Joseph David | F | Jun 15, 2026 | 19,140 | $5.44 |
| Bertilson Marcus | F | Jun 15, 2026 | 11,782 | $5.44 |
| Christiansen Jason Paul | F | Jun 15, 2026 | 1,828 | $5.44 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $204.3M | $239.0M |
| Gross Profit | - | $145.9M | $172.3M |
| Operating Income | - | -$31.4M | -$30.6M |
| Net Income | - | -$28.3M | -$28.1M |
| Gross Margin | - | 71.4% | 72.1% |
| Op. Margin | - | -15.4% | -12.8% |
| Net Margin | - | -13.9% | -11.7% |
| Balance Sheet | |||
| Total Assets | $201.0M | $188.9M | $208.0M |
| Equity | - | $67.0M | $82.4M |
| ROE | - | -42.3% | -34.1% |
| Per Share | |||
| EPS | - | $-0.40 | $-0.37 |
| Cash Flow | |||
| Operating CF | - | $14.1M | $17.5M |
| CapEx | $1.7M | $2.2M | $2.4M |
Source: XBRL data in Weave Communications, Inc. (WEAV)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WEAV share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $134.7M |
| Q1 2026 | 26 | $93.3M |
| Q4 2025 | 21 | $207.2M |
| Q3 2025 | 23 | $184.8M |
| Q2 2025 | 25 | $232.0M |
| Q1 2025 | 22 | $258.1M |
| Q4 2024 | 19 | $238.4M |
| Q3 2024 | 16 | $57.0M |
- AQR Capital Management+800.9K (+119%)
- Goldman Sachs Group+672.0K (+173%)
- BlackRock+588.8K (+12%)
- Citadel Advisors LLC+463.2K (+1210%)
- Vanguard Portfolio Management LLC+346.3K (+14%)
- Renaissance Technologies LLC−434.5K (-29%)
- Two Sigma Investments−214.8K (-38%)
- Raymond James Financial−194.7K (-25%)
- State Street Corp−162.9K (-7%)
- Morgan Stanley−77.3K (-7%)
- U.S. Bancorp−56
Source: 13F-HR filings on SEC EDGAR (aggregated from 177 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WEAV 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 | Sep 21, 2026 | - | Analysis | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 8-K | Aug 19, 2026 | - | Analysis | - |
| 8-K | Aug 18, 2026 | - | Analysis | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | Jun 8, 2026 | - | - | |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 4 | Apr 29, 2026 | - | - | - |
Related Information Technology companies
- DDD · 3D SYSTEMS CORPServices-Prepackaged Software
- ACIW · ACI WORLDWIDE, INC.Services-Prepackaged Software
- ADBE · Adobe Inc.Services-Prepackaged Software
- AISP · Airship AI Holdings, Inc.Services-Prepackaged Software
- ALRM · Alarm.com Holdings, Inc.Services-Prepackaged Software
- ALKT · ALKAMI TECHNOLOGY, INC.Services-Prepackaged Software
- AMPL · Amplitude, Inc.Services-Prepackaged Software
- APPN · APPIAN CORPServices-Prepackaged Software
WEAV SEC filings: frequently asked questions
Which institutions hold WEAV stock?
As of June 30, 2026, the largest Weave Communications, Inc. (WEAV) holders among the 13F filers tracked by SignalX were BlackRock ($31.8 million), Vanguard Capital Management LLC ($17.5 million), Vanguard Portfolio Management LLC ($16.6 million), State Street Corp ($12.2 million), AQR Capital Management ($8.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WEAV's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Weave Communications, Inc. (WEAV) reported revenue of $239.0 million (up 17.0% from FY2024) and a net loss of $28.1 million. Diluted EPS was -$0.37. The figures come from the XBRL data in the 10-K.
What did WEAV report in its latest 8-K?
Weave Communications, Inc. (WEAV) filed an 8-K on September 21, 2026 reporting Item 8.01 (Other Events). HSR antitrust waiting period terminated September 21, satisfying a key closing condition for Francisco Partners’ acquisition.
What are the latest WEAV SEC filings?
Weave Communications, Inc. (WEAV) filed its latest 10-K annual report on March 5, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 21, 2026 and a Form 4 insider filing on September 16, 2026.
What is WEAV's SEC CIK number?
Weave Communications, Inc. (WEAV)'s SEC Central Index Key (CIK) is 1609151. EDGAR lists every WEAV filing under that number.
Ask anything about WEAV
The research agent reads WEAV's filings, financials, insider trades and 13F holders, then answers with sources.