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ADTN Adtran Holdings Inc.

Utilities, filed as ADTRAN HOLDINGS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 3 managers in 2026 Q2

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

In 2026 Q2 First Eagle Investment Management and Polen Capital Management trimmed Adtran, and Spencer Waxman sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns ADTN

Sorted by value, long equity only, as of 2026 Q2.

History
First Eagle Investment Management 0.03% Reduce −8.8% 1,248,507 $17M History
Polen Capital Management 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

2 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ADTN's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ADTN insider trades
  • $500K bought by 3 insiders
  • $286K sold by 2 insiders outside a trading plan
  • $2.2M sold by 1 insider under 10b5-1 plans
  1. Timothy P Santo CFO
    Buy
    $50K 6,579 shares at $7.60 +12% to stake
    Traded Aug 6 Filed Aug 7
    ↗
  2. James Denson Wilson Jr. Chief Revenue Officer
    Sale
    $137K 9,332 shares at $14.72 6.1% of stake
    Traded May 20 Filed May 22
    ↗
  3. Christoph Glingener Chief Technology Officer
    Planned sale
    $2.2M 148,392 shares at $14.96 76% of stake
    Traded May 7–8 Filed May 11
    ↗
  4. Hourigan Rice Jacqueline Director
    Sale
    $148K 14,406 shares at $10.29 51% of stake
    Traded Mar 4 Filed Mar 5
    ↗
  5. Timothy P Santo CFO
    Buy
    $49K 6,150 shares at $8.02 +30% to stake
    Traded Nov 28, 2025 Filed Dec 1, 2025
    ↗
  6. Nikos Theodosopoulos Director
    Buy
    $100K 12,859 shares at $7.81 +33% to stake
    Traded Nov 26, 2025 Filed Dec 1, 2025
    ↗
  7. Thomas R Stanton CEO
    Buy
    $300K 40,928 shares at $7.33 +4.3% to stake
    Traded Nov 24, 2025 Filed Nov 25, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 14 stock grants, 10 share withholdings for taxes, 3 option exercises, and 1 gift.

SEC filings

Recent issuer filings from EDGAR, 21 shown.

Filed Form Detail Links
SCHEDULE 13G — Filing Doc
8-K 5.02,8.01,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 1.01,1.02,2.03,9.01 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 5.02,8.01,9.01 Filing Doc
8-K 5.03,5.07,9.01 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.02,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-K Filing Doc
8-K 2.02,7.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.

Further reading

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