Veracyte SEC Filings

VERACYTE, INC. reported an equity award transaction for Chief Scientific & Med Officer Phillip G. Febbo. On February 26, 2026, he acquired 71,806 shares of common stock at $0.00 per share through the vesting of performance-based restricted stock units. According to the award terms, 47,863 PSUs vested on that date and 23,943 additional PSUs are scheduled to vest on December 2, 2026, subject to continued service. To cover tax withholding from the vesting, 24,486 shares were withheld at $38.75 per share, a disposition that did not involve an open-market sale. Following these transactions, he directly owned 136,806 common shares.

Veracyte, Inc. reported that SVP and General Counsel Annie McGuire acquired 50,999 shares of common stock through the vesting of performance-based restricted stock units on February 26, 2026. According to the filing, 21,071 PSUs vested on that date, with 29,928 additional PSUs scheduled to vest on December 2, 2026, subject to her continued service.

The filing also notes that 10,867 shares were withheld to cover tax obligations related to the PSU vesting, which is characterized as a tax-withholding disposition rather than an open-market sale. After these transactions, McGuire directly owned 108,266 shares of Veracyte common stock, including 374 shares purchased earlier under the company’s employee stock purchase plan.

Veracyte, Inc. outlines its role as a global cancer diagnostics company focused on high‑value molecular tests that help personalize treatment decisions. The business centers on laboratory developed tests in the U.S. and in vitro diagnostic kits internationally, with major revenue from Decipher Prostate and Afirma.

The company is investing in growth drivers including its TrueMRD minimal residual disease platform, expansion of Prosigna breast cancer testing as a U.S. lab-developed test and as an IVD globally, and the Percepta Nasal Swab test for lung nodule assessment. Its Veracyte Diagnostics Platform combines whole‑transcriptome and whole‑genome technologies, AI, and extensive evidence generation to secure reimbursement and guideline inclusion.

Veracyte details broad Medicare and commercial coverage for key assays, notes that Medicare fee‑for‑service represented 34% of 2025 testing revenue while private payers contributed 47%, and explains complex U.S., EU, UK and data‑privacy regulatory frameworks governing its labs, tests, and patient information.

Veracyte reported strong fourth quarter and full-year 2025 results with double-digit growth and higher profitability. Q4 total revenue rose 19% to $140.6 million, with testing revenue up 21% to $135.8 million and Decipher and Afirma driving growth. Q4 GAAP net income reached $41.1 million, or 29.3% of revenue, and adjusted EBITDA was $42.3 million, or 30.1% of revenue, while operating cash flow was $52.6 million.

For 2025, total revenue increased 16% to $517.1 million and testing revenue grew 18% to $493.2 million. Full-year GAAP net income grew 175% to $66.4 million, with adjusted EBITDA up 55% to $142.5 million, or 27.6% of revenue, and operating cash flow of $136.3 million, ending the year with $412.9 million in cash, cash equivalents and short-term investments. Veracyte reiterated 2026 guidance for 10%–13% total revenue growth to $570–$582 million and expects adjusted EBITDA margin of approximately 25%.

FMR LLC filed an amended Schedule 13G reporting beneficial ownership of 5,688,209.19 shares of Veracyte, Inc. common stock, representing 7.2% of the class as of the event date 12/31/2025. This reflects a sizable institutional stake in the company.

FMR LLC reports sole voting power over 5,682,465.00 shares and sole dispositive power over 5,688,209.19 shares, with no shared voting or dispositive power. Abigail P. Johnson is also listed as a reporting person with sole dispositive power over the same 5,688,209.19 shares. The securities are certified as being held in the ordinary course of business and not for the purpose of changing or influencing control of Veracyte.

Artisan Partners has filed Amendment No. 5 to report its ownership in Veracyte, Inc. The Artisan entities report beneficial ownership of 6,263,041 shares of Veracyte common stock, representing 7.9% of the class, based on 79,049,173 shares outstanding as of 10/31/2025.

The group has shared voting power over 5,457,186 shares and shared dispositive power over 6,263,041 shares, with no sole voting or dispositive power. The shares were acquired on behalf of discretionary clients of Artisan Partners Limited Partnership, and the filing states they are held in the ordinary course of business, not for the purpose of changing or influencing control of Veracyte.

Veracyte, Inc. reported preliminary, unaudited estimates for the fourth quarter and full year ended December 31, 2025. For the fourth quarter, it expects total revenue between $138 million and $140 million, testing revenue between $134 million and $136 million, and testing volume of approximately 45,500 tests. For the full year 2025, Veracyte expects total revenue between $515 million and $517 million, testing revenue between $491 million and $493 million, and testing volume of approximately 169,700 tests. The company also expects to report an adjusted EBITDA margin of greater than 25% for the full year. These figures are preliminary and may change after completion of year-end closing procedures and the audit of the financial statements.

ARK Investment Management LLC and its CEO and CIO Catherine D. Wood report beneficial ownership of Veracyte, Inc. common stock as of 12/31/2025. They collectively report holding 3,887,547 shares, representing 4.92% of Veracyte’s outstanding common stock.

ARK has sole voting power over 3,728,954 shares and shared voting power over 71,269 shares, with sole dispositive power over all 3,887,547 shares. Catherine D. Wood reports shared voting power over 3,800,223 shares and shared dispositive power over 3,887,547 shares. They certify the holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Veracyte.