Welcome to our dedicated page for Helport AI SEC filings (Ticker: HPAIW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Helport AI Limited (HPAI, warrants: HPAIW) SEC filings page on Stock Titan is designed to help investors and researchers review the company’s U.S. regulatory disclosures in one place. While recent filings are not listed in the provided data, Helport AI, as a NASDAQ-listed technology company, would typically report key information about its AI software and AI+BPO operations through periodic and current reports filed with the U.S. Securities and Exchange Commission.
Annual reports on Form 10-K generally describe the company’s business model, risk factors, and segment information, including details about AI Assist, HyprX, HelportGo, Helport Remote, and its AI+BPO service offerings. Quarterly reports on Form 10-Q usually provide interim financial results and updates on operational developments such as new partnerships, product launches, or expansion of AI Delivery and Operations Centers across regions like Southeast Asia and the Americas.
For those tracking management incentives and ownership changes, Form 4 insider trading reports can shed light on transactions by directors, executives, or significant shareholders in Helport AI’s securities, including instruments related to HPAIW warrants. Proxy materials on Schedule 14A, when filed, typically address governance topics such as board composition and executive compensation.
On Stock Titan, Helport AI’s SEC filings are supplemented with AI-powered summaries that aim to explain complex sections in accessible language, highlight notable disclosures, and point out items that may be relevant to understanding the company’s AI-focused software and service operations. Real-time updates from EDGAR allow users to see new filings as they become available, while structured views make it easier to navigate between annual reports, quarterly reports, and insider transaction filings.
Helport AI Limited entered into a Sales Agreement with Lake Street Capital Markets, LLC allowing the company to offer and sell its ordinary shares in an at-the-market program. Ordinary shares, par value $0.0001 per share, may be sold from time to time through the sales agent under a Form F-3 shelf registration for an aggregate offering price of up to $9,550,000. The sales agent will use commercially reasonable efforts to execute sales as an “at the market offering” under Rule 415(a)(4), and will receive a commission of up to 3.0% of the aggregate gross proceeds from each sale, plus specified expense reimbursement.
Helport AI Limited, a British Virgin Islands–incorporated AI workforce infrastructure company, has set up an at-the-market (“ATM”) program to sell up to $9,550,000 of ordinary shares through Lake Street Capital Markets as sales agent. Sales will be made from time to time directly into the market at prevailing prices on Nasdaq or other trading venues, with Lake Street earning up to 3.0% of gross proceeds as commission and being deemed an underwriter.
The company’s ordinary shares trade on Nasdaq under “HPAI” and last closed at $0.65 on July 9, 2026. As of July 10, 2026, 37,646,910 ordinary shares were outstanding, including 20,177,224 held by non‑affiliates, giving a public float of about $28.65 million and allowing use of Form F-3’s General Instruction I.B.5 up to the ATM size. An illustrative full draw of 14,692,308 shares at $0.65 would lift pro forma net tangible book value from $0.0505 to $0.2114 per share but imply dilution of $0.4386 per share to new buyers. Net proceeds, if any, are intended for general corporate purposes including working capital, product development, and sales and marketing.
Helport AI Limited reported mixed results for the first half of fiscal 2026. Revenue for the six months ended December 31, 2025 rose 7.7% to $17.7 million, driven mainly by AI services and the launch of AI+BPO offerings, while average monthly subscribed seats grew 16.8% to 37,908.
Despite this growth, profitability deteriorated. The company moved from net income of $1.1 million a year earlier to a net loss of $1.7 million, as research and development expenses jumped to $5.7 million and general and administrative costs increased. Credit losses of $2.4 million on receivables further weighed on results.
Liquidity remains tight but improved from mid-year, with cash increasing to $688,112 as of December 31, 2025 and positive operating cash flow of $5.0 million. However, working capital declined from about $4.7 million to $1.6 million, and accounts receivable expanded sharply to $35.0 million net, heavily concentrated among a few large customers.
Helport AI Ltd director Pan Yu has filed an initial ownership report showing holdings of ordinary shares in the company. The filing indicates direct ownership of 2,214 ordinary shares following the reported position, establishing a baseline of this director’s equity stake in Helport AI Ltd.
Helport AI Limited reports board and committee changes. The board appointed existing independent director Geoffrey Bonnycastle as Chairman of the Audit Committee, following a recommendation from the Nomination Committee. The board also appointed Yu Pan as a new independent director, effective immediately.
Yu Pan brings extensive experience in model risk, validation, and quantitative analytics from senior roles at major financial institutions including U.S. Bank, Wells Fargo, HSBC Finance and Delta Air Lines, as well as prior academic experience. The company notes that Yu Pan has no family ties with current leadership and no related-party transactions requiring disclosure under Regulation S‑K Item 404(a).
Helport AI Ltd director Lu Xiaoma has filed an initial Form 3, which is a statement of beneficial ownership for insiders of the company. The filing lists Lu Xiaoma as a director of Helport AI Ltd with no reportable transactions or derivative holdings included in this filing.