Follow-The-Filings

Security · featured owners

KTOS Kratos Defense & Sec Solutio

COM Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 1.5%
  • $287M
  • 2 add 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 1.5% (Cathie Wood - Ark Investm...) · not free-float ownership

  1. Cathie Wood add 1.5%
  2. Ron Baron add 0.08%

holders

sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book

history
Cathie Wood - Ark Investment Management 2026 Q2 1.5% Add +33.8% 4,672,566 $233M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.08% Add +50.7% 1,077,941 $54M history
Polen Capital Management exited 2026 Q2 last 2026 Q1 0.01% Exit −0.01 pp 29,265 $2M history
George Soros - Soros Fund Management exited 2026 Q2 last 2026 Q1 <0.01% Exit 0.00 pp 5,000 $353K history

2 current · 2 exited last period · options excluded

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 $1.04B $1.14B $1.35B
Gross profit $268.6M $287.2M $307.9M
Gross margin * 25.9% 25.3% 22.9%
Net income -$8.9M $16.3M $22M
Net margin * -0.9% 1.4% 1.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $594.2M $872.1M $1.26B
Total non-current assets * $1.04B $1.08B $1.2B
Total assets $1.63B $1.95B $2.47B
Total current liabilities $292.5M $296.7M $311M
Total non-current liabilities * $341.5M $301M $159.9M
Total equity — — $2B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations — $49.7M -$42.1M
Cash from investing -$43.8M -$69.7M -$88.3M
Cash from financing -$30.7M $277.6M $360.7M
Net change in cash -$8.5M $256.5M $231.3M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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