WRBY at a glance
Warby Parker Inc. (WRBY, SEC CIK 1504776) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 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), Warby Parker Inc. (WRBY) reported revenue of $871.9 million (up 13.0% from FY2024) and net income of $1.6 million. Diluted EPS was $0.01.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding Warby Parker Inc. (WRBY) shares worth $2.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Blumenthal Neil Harris on October 1, 2026 of 100,000 shares at $27.69 per share.
- In the last 90 days, WRBY insiders reported 0 open-market purchases ($0) and 2 open-market sales ($3.2M) on Form 4, a net sale of $3.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $871.9M
- +13.0% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$3.2M
- 13F holders
- 29 funds
- $2.2B · −1 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core direct-to-consumer eyewear brand integrating design, technology, healthcare, and social enterprise with 323 retail stores and digital commerce
- New AI-powered intelligent eyewear partnerships with Google and Samsung announced in 2025, expanding market beyond traditional glasses
- Strategic emphasis on AI tools like Virtual Try-On and Advisor to enhance personalization and omnichannel shopping experience
- Workforce totaled 4,036 employees as of Dec 31, 2025, supporting expanded retail and technology growth
- Underpenetration in vision insurance with only 8.3% revenue from insurance-backed orders despite 60% U.S. vision market insurance use
Risk Factors
- Regulatory/legal risk: Costs impacted by evolving international trade policies and tariffs, with proactive supplier diversification outside China to manage volatility
- Geopolitical/macroeconomic risk: Trade environment and inflation pressures in 2025 increased cost of goods sold 16.5% to $401.3M, reducing gross margin 130 bps to 54.0%
- Operational/supply chain risk: Discontinuation and inventory write-down of Home-Try-On program in Q2 2025, indicating supply chain or strategy shifts impacting $2.46M write-down
- Competitive/market disruption risk: Growing contacts business with lower margin than glasses increased COGS and pressured gross margin, reflecting shift in product mix dynamics
- Financial/structural risk: Reliance on key personnel exemplified by stock-based compensation swings ($36.1M in 2025 vs $48.4M in 2024) impacting operating expenses and profitability
Management Discussion & Analysis
- Revenue $871.9M in 2025, up 13% YoY from $771.3M in 2024
- Gross margin slightly declined to 54.0% in 2025 from 55.3% in 2024
- Net income $1.6M in 2025 vs net loss $20.4M in 2024
- Adjusted EBITDA $95.2M in 2025 with margin 10.9% vs $73.1M and 9.5% in 2024
- Partnership with Google includes up to $75M funding for AI glasses development and commercialization
AI summary of the WRBY 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
- Q2 revenue $235.5M, up 9.8% YoY from $214.5M
- Gross margin 57.9% vs 53.0% YoY; operating margin 1.3% vs (2.1)%
- Best performance: eyewear, driven by premium lenses and precision progressives; revenue per customer $336 vs $316
- Adjusted EBITDA $32.9M, margin 14.0% vs 11.7% YoY
- Tariff refunds $14.4M probable; $11.8M benefit to cost of goods sold and $3.4M cash collected
- Near-term headwind: rapidly changing tariffs, inflation, energy prices, and recession fears affecting costs and demand
Risk Factors
- No material changes to risk factors from the Annual Report
- Regulatory risk: Section 4(a)(2) exemption used for April 2026 issuance of 178,572 shares
- Governance risk: 178,572 shares issued for no consideration to Warby Parker Impact Foundation
- Compliance risk: no directors or officers adopted or terminated Rule 10b5-1 arrangements during the quarter
AI summary of the WRBY 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 2.02: Results of Operations and Financial Condition
- Item 2.02 contains only incorporation-by-reference disclaimer language
- No fiscal 2026 operating results or financial metrics provided in the supplied text
Item 5.07: Submission of Matters to a Vote of Security Holders
- 95.97% of combined voting power participated, indicating strong stockholder engagement
- Dave Gilboa, Youngme Moon, and Ronald Williams elected as Class II directors through 2029
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 section contains only standard Regulation FD and incorporation-by-reference disclaimer language
- No fiscal-year 2026 results or operating figures provided; investor analysis requires the referenced earnings exhibit
AI summaries of WRBY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WRBY
Don't miss the next WRBY filing
- Alerts as it files. A push when WRBY files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut WRBY, by share count.
- Ask anything. An AI agent that reads every WRBY 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 |
|---|---|---|---|---|
| Blumenthal Neil Harris | Sell | Oct 1, 2026 | 100,000 | $27.69 |
| Blumenthal Neil Harris | C | Oct 1, 2026 | 95,614 | - |
| Blumenthal Neil Harris | C | Oct 1, 2026 | 95,614 | - |
| Raider Jeffrey Jacob | Sell | Oct 1, 2026 | 15,000 | $27.70 |
| Blumenthal Neil Harris | M | Sep 2, 2026 | 10,983 | - |
| Blumenthal Neil Harris | M | Sep 2, 2026 | 9,815 | - |
| Blumenthal Neil Harris | M | Sep 2, 2026 | 44,640 | - |
| Gilboa David Abraham | F | Sep 2, 2026 | 23,637 | $24.19 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $771.3M | $871.9M |
| Gross Profit | - | $426.8M | $470.6M |
| Operating Income | - | -$30.1M | -$5.3M |
| Net Income | - | -$20.4M | $1.6M |
| Gross Margin | - | 55.3% | 54.0% |
| Op. Margin | - | -3.9% | -0.6% |
| Net Margin | - | -2.6% | 0.2% |
| Balance Sheet | |||
| Total Assets | $580.3M | $676.5M | $720.9M |
| Equity | - | $340.1M | $367.7M |
| ROE | - | -6.0% | 0.4% |
| Per Share | |||
| EPS | - | $-0.17 | $0.01 |
| Cash Flow | |||
| Operating CF | - | $98.7M | $110.8M |
| CapEx | $53.7M | $64.0M | $67.0M |
Source: XBRL data in Warby Parker Inc. (WRBY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WRBY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $2.18B |
| Q1 2026 | 30 | $1.27B |
| Q4 2025 | 26 | $1.38B |
| Q3 2025 | 30 | $1.72B |
| Q2 2025 | 29 | $1.06B |
| Q1 2025 | 22 | $567.9M |
| Q4 2024 | 18 | $678.4M |
| Q3 2024 | 14 | $182.2M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 198 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WRBY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
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 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - |
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WRBY SEC filings: frequently asked questions
Are WRBY insiders buying or selling?
In the last 90 days, Warby Parker Inc. (WRBY) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $3.2 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold WRBY stock?
As of June 30, 2026, the largest Warby Parker Inc. (WRBY) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($472.6 million), BlackRock ($464.5 million), JPMorgan Chase & Co ($334.7 million), Vanguard Portfolio Management LLC ($181.5 million), Vanguard Capital Management LLC ($136.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WRBY's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Warby Parker Inc. (WRBY) reported revenue of $871.9 million (up 13.0% from FY2024) and net income of $1.6 million. Diluted EPS was $0.01. The figures come from the XBRL data in the 10-K.
What are the main risks in WRBY's latest 10-K?
In the 10-K filed February 26, 2026, Warby Parker Inc. (WRBY) flagged: Regulatory/legal risk: Costs impacted by evolving international trade policies and tariffs, with proactive supplier diversification outside China to manage volatility. Geopolitical/macroeconomic risk: Trade environment and inflation pressures in 2025 increased cost of goods sold 16.5% to $401.3M, reducing gross margin 130 bps to 54.0%. (AI summary of the Risk Factors section.)
What did WRBY report in its latest 8-K?
Warby Parker Inc. (WRBY) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Item 2.02 contains only incorporation-by-reference disclaimer language.
What are the latest WRBY SEC filings?
Warby Parker Inc. (WRBY) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on October 2, 2026.
What is WRBY's SEC CIK number?
Warby Parker Inc. (WRBY)'s SEC Central Index Key (CIK) is 1504776. EDGAR lists every WRBY filing under that number.
Ask anything about WRBY
The research agent reads WRBY's filings, financials, insider trades and 13F holders, then answers with sources.