Welcome to our dedicated page for ORASURE TECHNOLOGIES SEC filings (Ticker: OSUR), 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.
OraSure Technologies Inc. filings document the regulatory record of a Nasdaq-listed diagnostics and sample management company. Its Form 8-K reports cover quarterly and annual operating results, Regulation FD presentations, business developments, board changes, and material agreements tied to shareholder and governance matters.
OraSure's proxy materials disclose director elections, executive compensation, board committee structure, shareholder voting matters and governance proposals, including matters related to board classification. The filings also identify the company's common stock listing, capital structure, risk and governance disclosures, and formal records for cooperation agreements, director appointments, resignations and investor communications.
OraSure Technologies, Inc. (OSUR) has attracted a new shareholder group led by Islet Management and Yorkville-affiliated funds, which together report beneficial ownership of 4,408,634 common shares, or about 6.4% of the outstanding stock. Islet Management holds 490,000 shares (approximately 0.7%), acquired for about $1.68 million, while YA II PN, Ltd. and related Yorkville entities hold 3,918,634 shares (approximately 5.7%), acquired for about $15.32 million. These percentages are based on 68,968,627 shares outstanding as of July 31, 2026.
The investors state they view OraSure’s shares as undervalued and have formed a Group Agreement to work together to “enhance stockholder value,” including potentially nominating directors for the Issuer’s 2027 annual meeting and discussing changes to capital allocation, capitalization, ownership structure (including a possible sale of the company in whole or in parts), and Board composition. Islet Management has also entered into cash-settled total return swaps referencing an additional 500,000 notional shares (about 0.7%), which provide economic exposure but no voting or dispositive power.
ORASURE TECHNOLOGIES INC (OSUR) director John P. Kenny reported a Form 4 transaction involving 5,116 shares of common stock on September 6, 2026. The shares were withheld at a price of $3.4275 per share to pay tax liability associated with vesting of restricted shares, and he held 204,598 shares directly afterward.
Kaltura, Inc. received a beneficial ownership report from investor Neil Gagnon and related entities. The filing states that Neil Gagnon beneficially owns 8,869,949 shares of Kaltura common stock, representing 5.8% of the class, based on 152,551,223 shares outstanding as of August 3, 2026.
Gagnon Securities LLC is reported to beneficially own 5,256,399 shares (3.4%), and Gagnon Advisors, LLC to beneficially own 2,487,034 shares (1.6%). The report breaks down sole and shared voting and dispositive power among these entities, and includes customary disclaimers that Gagnon and his entities disclaim beneficial ownership of certain client and fund accounts.
OraSure Technologies reported Q2 2026 net revenues of $30.6 million, slightly below $31.2 million a year earlier, as flat sample management sales and higher syphilis and SickleSCAN revenues were offset by lower HCV, HIV and COVID-19 demand. Gross margin improved to 43.5% from 42.1%. A $22.6 million non-cash decrease in acquisition-related contingent consideration produced operating income of $5.4 million and net income of $6.2 million, versus a prior-year net loss of $19.7 million. For the first half, revenues were $58.6 million and the company recorded a net loss of $16.1 million.
Cash and cash equivalents were $160.6 million and working capital $197.8 million at June 30, 2026; management expects existing cash and cash equivalents will be sufficient to fund operating expenses and capital expenditures over the next twelve months, despite $23.8 million of operating cash use in the first half. Contingent consideration liabilities fell from $27.7 million to $5.2 million after withdrawal of a CT/NG rapid molecular self-test submission, eliminating milestone obligations, while an impairment test concluded the related $17.0 million in-process R&D intangible asset was not impaired. During the period, OraSure obtained FDA clearance for its Colli-Pee Dx urine collection kit, Emergency Use Authorization for a second-generation OraQuick Ebola rapid antigen test, and repurchased $7.0 million of stock under its $40.0 million program.
OraSure Technologies reported second quarter 2026 net revenues of $30.6 million, up 10% sequentially but down 2% from a year earlier, with core revenues also at $30.6 million and roughly flat year over year. Diagnostics revenue rose 1% to $19.4 million, while Sample Management Solutions revenue was steady at $9.9 million.
GAAP gross margin improved to 43.5% from 42.1%. A $22.6 million reduction of acquisition-related contingent consideration drove GAAP operating income of $5.4 million and GAAP net income of $6.2 million, or $0.09 per diluted share, although non-GAAP results showed a net loss of $13.8 million and non-GAAP diluted loss per share of $0.20.
Cash and cash equivalents totaled $161 million as of June 30 2026. The company has repurchased about $22 million, or 7.7 million shares, of common stock under a $40 million authorization, exceeding 10% of shares outstanding. Recent milestones include FDA clearance of the Colli-Pee™•Dx urine collection kit, FDA Emergency Use Authorization for the OraQuick™ Ebola 2.0 Rapid Antigen Test, and Q3 2026 revenue guidance of $29.5–$32.5 million.
OraSure Technologies Inc. has a significant shareholder disclosure from Private Management Group, Inc. The investment adviser reports beneficial ownership of 3,797,682 shares of OraSure common stock, representing 5.5% of the class as of June 30, 2026.
Private Management Group has sole voting and sole dispositive power over all 3,797,682 shares and no shared voting or dispositive power. The shares are held across various separately managed accounts for which the firm acts as investment adviser, and those account holders are entitled to receive dividends and sale proceeds.
OraSure Technologies director Steven Kyle Boyd received a stock-based fee grant. He was awarded 3,666 shares of common stock at a reference price of $4.4325 per share as a grant or award acquisition.
The footnote explains these are restricted shares granted under the OraSure Technologies, Inc. Stock Award Plan, with immediate vesting on the grant date. The shares were issued in lieu of cash director fees, at Boyd's election under the company's Director Compensation Policy. After this grant, he directly owns 163,234 common shares.
OraSure Technologies, Inc. reported that the U.S. Food and Drug Administration granted clearance for its Colli-Pee™•Dx Urine Collection Kit, developed by subsidiary DNA Genotek Inc., for use with several Roche Molecular Systems tests for common sexually transmitted infections.
The kit is cleared for use with Roche tests for Chlamydia trachomatis, Neisseria gonorrhoeae, Trichomonas vaginalis, and Mycoplasma genitalium on Roche’s cobas® 5800, 6800, and 8800 molecular diagnostic systems. The FDA-cleared kit supports at-home self-collection of first-void urine, enabling more convenient sample collection for both male and female patients.
McMahon Robert W. reported acquisition or exercise transactions in this Form 4 filing.
OraSure Technologies director Robert W. McMahon received an equity grant as board compensation. He was awarded 46,106 shares of common stock as restricted stock, at no cash cost, increasing his direct holdings to 123,137 shares.
The restricted shares were granted under the OraSure Technologies, Inc. Stock Award Plan and will vest in full on the earlier of June 3, 2027 or immediately before the company’s 2027 Annual Meeting of Stockholders. Vesting will stop, and unvested shares will not vest, if he voluntarily leaves the Board of Directors before that time.
Gagliano Nancy J reported acquisition or exercise transactions in this Form 4 filing.
OraSure Technologies director Nancy J. Gagliano received a grant of 46,106 shares of common stock as a stock award. The grant consists of restricted shares under the OraSure Technologies, Inc. Stock Award Plan, provided as compensation rather than an open-market purchase.
The restricted shares will vest in full on the earlier of June 3, 2027, or immediately before the start of the company’s 2027 annual stockholders meeting, as long as she continues serving on the board. Vesting will stop immediately if she voluntarily leaves the board, so the award is tied to ongoing service. Following this grant, she holds 185,055 shares directly.