Follow-The-Filings

Security · featured owners

ADTN Adtran Holdings Inc.

Utilities COM Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 0.0%
  • $18M
  • 2 reduce 1 exit

ADTN (Adtran Holdings Inc.) is held in 2 featured 13F books as of 2026 Q2. First Eagle Investment Management is the largest tracked holder by portfolio weight (0.03%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.0% (First Eagle Investment Management) · not free-float ownership

  1. First Eagle Investment Manage... reduce 0.03%
  2. Polen Capital Management reduce 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
First Eagle Investment Management 2026 Q2 0.03% Reduce −8.8% 1,248,507 $17M history
Polen Capital Management 2026 Q2 0.01% Reduce −7.1% 70,292 $977K history
Spencer Waxman - Shannon River Fund Management exited 2026 Q2 last 2026 Q1 2.9% Exit −2.93% 1,219,976 $15M history

SEC filings

Recent issuer filings from EDGAR · 15 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,9.01
8-K 2.02,7.01,9.01
10-Q
8-K 1.01,1.02,2.03,9.01
8-K 2.02,7.01,9.01
8-K 5.02,8.01,9.01
8-K 5.03,5.07,9.01
8-K 2.02,7.01,9.01
10-Q
DEFA14A
8-K 5.02,9.01
DEFA14A
8-K 2.02,7.01,9.01
10-K
8-K 2.02,7.01,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 15 rows shown

Filed Form Detail Links
4 Period Aug 10, 2026
4 Period Aug 6, 2026
4 Period Jul 24, 2026
4 Period Jul 1, 2026
4 Period May 20, 2026
4 Period May 7, 2026
4 Period Apr 1, 2026 · 3 forms
4 Period Mar 19, 2026
4/A Period Jan 24, 2025
4 Period Mar 4, 2026
4/A Period Jan 26, 2026
4 Period Jan 26, 2026 · 2 forms
4 Period Jan 24, 2026 · 2 forms
4 Period Jan 20, 2026 · 2 forms
4 Period Dec 31, 2025 · 6 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.15B $0.923B $1.08B
Gross profit $333.06M $324.16M $414.96M
Gross margin * 29.0% 35.1% 38.3%
Net income -$267.69M -$459.89M -$45.66M
Net margin * -23.3% -49.8% -4.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $736.86M $599.14M $635.22M
Total non-current assets * $945.66M $572.28M $569.27M
Total assets $1.68B $1.17B $1.2B
Total current liabilities $279.51M $293.47M $361.86M
Total non-current liabilities * $357.42M $328.05M $323.48M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$45.6M $103.57M $129.77M
Cash from investing -$32.2M -$64.26M -$69.17M
Cash from financing $58.87M -$50.01M -$46.68M
Net change in cash * -$18.94M -$10.7M $13.92M

ownership over time

filing count by report period · click a bar for that quarter’s holders