BigBear.ai Holdings, Inc. filings document the company's AI decision-intelligence business, operating results, capital structure, and governance as a public company with common stock and redeemable warrants listed on the New York Stock Exchange. Form 8-K reports cover quarterly and annual results, backlog and contract activity, debt and equity-related capital-structure items, material events, bylaw amendments, and stockholder vote outcomes.
Proxy statements describe board matters, executive compensation, equity awards, shareholder meeting proposals, voting standards, universal proxy procedures, and authorized-share proposals. Other disclosure categories address risk factors, material agreements, warrants, convertible-note settlement activity, liquidity, completed acquisitions, and the company's AI, cybersecurity, digital identity, autonomous systems, supply chain, and Ask Sage platform operations.
BigBear.ai Holdings Inc has a significant institutional holder, Vanguard Capital Management LLC, which reports beneficial ownership of 24,814,539 shares of BigBear.ai common stock on a Schedule 13G. This represents 5.18% of the outstanding class.
Vanguard Capital Management and specified affiliates have sole voting power over 3,612,850 shares and sole dispositive power over 24,814,539 shares, with no shared voting or dispositive power. The position reflects holdings across Vanguard-managed funds and client accounts where these entities exercise voting and/or investment authority. Vanguard Capital Management and related investment companies and accounts have rights to dividends and sale proceeds for these securities, but no other individual person’s interest exceeds 5% of the class.
BigBear.ai Holdings, Inc. reported Q2 2026 revenue of $36,749 (in thousands), up from $32,472 a year earlier. Gross margin was $12,051 (in thousands). The quarter showed a much narrower net loss of $25,749 (in thousands), or $0.05 per share, versus $228,619 a year ago. The Ask Sage acquisition contributed $6,098 of revenue and a $1,777 net loss for the quarter.
As of June 30, 2026, cash, cash equivalents and restricted cash were $38,065 (in thousands), down from $92,647 at year‑end, while available‑for‑sale U.S. Treasuries and corporate bonds totaled $373,525 (in thousands) at fair value. Total debt, net, fell to $16,643 (in thousands) after full conversion and retirement of the 2029 Convertible Notes, and derivative liabilities declined to $10,455 (in thousands) from $116,906. Stockholders’ equity increased to $770,324 (in thousands).
The company completed and fully paid restructuring plans begun in 2025 and 2026 and closed the CargoSeer acquisition for $5.0 million focused on customs and border AI. All capacity under prior at‑the‑market equity programs has been used, and common shares outstanding rose to 479,494,493.
BigBear.ai Holdings, Inc. reported second-quarter 2026 revenue of $36.7 million, up 13% from the prior-year quarter, driven by Ask Sage GenAI platforms and products. Gross margin improved to 32.8% from 25.0%, and contract backlog grew 9% between December 31, 2025 and June 30, 2026 to $269.6 million.
Total available cash and investments were $409.8 million as of June 30, 2026. Net loss narrowed to $25.7 million from $228.6 million, helped by smaller non-cash losses on derivative fair-value changes, the absence of prior-year goodwill impairment, lower interest expense and higher gross profit, partially offset by higher SG&A and R&D. Non-GAAP Adjusted EBITDA was a loss of $11.6 million versus a $8.5 million loss a year earlier as SG&A rose $10.4 million to $31.8 million, reflecting Ask Sage-related amortization, legal and proxy expenses, and expanded sales and marketing.
On the balance sheet, non-current long-term debt, net, was $0 compared with $90.5 million at December 31, 2025, and derivative liabilities were $10.5 million versus $116.9 million. BigBear.ai affirmed full-year 2026 revenue guidance of $135 million to $165 million, and management referenced a target of 17% revenue growth.
BlackRock, Inc. filed an amended ownership report for BigBear.ai Holdings, Inc. common stock. BlackRock reports beneficial ownership of 39,228,105 shares, representing 8.2% of the outstanding common stock as of June 30, 2026.
BlackRock has sole voting power over 38,417,621 shares and sole dispositive power over 39,228,105 shares, with no shared voting or dispositive power. Various underlying clients and funds have rights to dividends or sale proceeds, but no single underlying holder has more than five percent of BigBear.ai’s outstanding common shares.
BigBear.ai Holdings, Inc. Chief Financial Officer Sean Raymond Ricker reported a routine tax-related share disposition. On the vesting of restricted stock units, 10,069 shares of common stock were withheld at $3.60 per share to cover tax withholding obligations, rather than being sold on the open market. Following this withholding, he holds 592,893 common shares directly.
BigBear.ai Holdings, Inc. General Counsel and Secretary Carolyn Blankenship reported a routine tax-related share disposition. On June 30, 2026, 9,019 shares of common stock were withheld at $3.60 per share to cover tax obligations arising from the vesting of restricted stock units.
After this withholding, she directly holds 771,526 shares of BigBear.ai common stock. Her reported holdings include 2,552 shares acquired under the BigBear.ai Employee Stock Purchase Plan on May 29, 2026, indicating that the filing reflects compensation and tax mechanics rather than open-market trading.
BigBear.ai Holdings, Inc. Chief Executive Officer Kevin McAleenan reported a routine tax-withholding transaction related to equity compensation. On shares of Common Stock that vested from restricted stock units, 23,562 shares were withheld on June 30, 2026 at $3.60 per share to satisfy tax obligations.
After this non-market disposition, McAleenan directly holds 1,428,508 shares of BigBear.ai common stock. The filing indicates this was a payment of tax liability by delivering securities, not an open-market sale or purchase.
BigBear.ai Holdings, Inc. reported a Form 4 transaction showing an award of 36,070 restricted stock units of Common Stock as an indirect acquisition for entities associated with AE Industrial Partners. The RSUs were granted on June 14, 2026, and will vest on June 14, 2027, with settlement within sixty days after vesting. Following this grant, the indirect holdings reported for these entities total 299,506 shares of Common Stock. The footnotes state that Kirk Michael Konert holds the RSUs for the benefit of AE Industrial Partners, LP, and that the various AE-related parties disclaim beneficial ownership except to the extent of their pecuniary interest.
HAYES DOROTHY D reported acquisition or exercise transactions in this Form 4 filing.
BigBear.ai Holdings director Dorothy D. Hayes received an equity award. She was granted 36,070 restricted stock units on June 14, 2026, each representing one share of Common Stock, vesting on June 14, 2027, subject to continued service. Following the grant, she directly holds 240,220 shares.
Evangelista Anthony reported acquisition or exercise transactions in this Form 4 filing.
BigBear.ai Holdings, Inc. director Anthony Evangelista received a compensation grant of 36,070 restricted stock units (RSUs), each representing one share of Common Stock. The RSUs were granted on June 14, 2026, carry no purchase price, and increase his directly held position to 51,162 shares.
The RSUs vest on June 14, 2027, subject to his continued service, and will be settled in shares within sixty days after vesting. This is a routine equity award rather than an open-market share purchase or sale.