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Warby Parker Inc SEC Filings

WRBY NYSE

Welcome to our dedicated page for Warby Parker SEC filings (Ticker: WRBY), 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.

This page provides access to Warby Parker Inc. (NYSE: WRBY) SEC filings, offering a structured view of the company’s regulatory disclosures as a publicly traded issuer. Warby Parker files annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K, along with proxy statements and other documents that together describe its financial condition, risk factors, governance, and key business developments.

Recent 8-K filings have covered quarterly financial results, including net revenue trends, Active Customers, Average Revenue per Customer, margins, cash flows, and non-GAAP measures such as Adjusted EBITDA, Adjusted Gross Margin, Adjusted SG&A, and Free Cash Flow. Other 8-K items have addressed leadership changes in the finance organization and updates on the company’s partnership with Google, including expectations for the launch of lightweight AI glasses developed through that collaboration.

Through its periodic reports, Warby Parker explains how it predominantly derives revenue from eyewear products, optical services, and accessories, and provides detail on its omnichannel operations across retail stores, website, and mobile apps. These filings also define operating metrics like Active Customers and Average Revenue per Customer and describe the use of non-GAAP measures for supplemental analysis alongside GAAP results.

On Stock Titan, users can view WRBY filings as they are made available on EDGAR and take advantage of AI-powered summaries that highlight the main points of lengthy documents. These summaries can help clarify the implications of 10-K and 10-Q disclosures, explain the context of 8-K announcements, and surface notable items such as changes in guidance, capital allocation, or key partnerships. The page also facilitates review of insider and executive-related information where reported in SEC documents, allowing a more complete understanding of Warby Parker’s regulatory and financial reporting history.

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Warby Parker Inc. reported that, as part of The Android Show | XR Edition, it and Google announced their first lightweight AI glasses developed through their partnership, which are expected to launch in 2026. This marks Warby Parker’s move into smart eyewear that blends its eyewear expertise with Google’s technology capabilities.

The announcement is presented as a forward-looking statement, meaning the actual timing, features, and commercial success of the AI glasses could differ from current expectations due to various risks and uncertainties described in the company’s other SEC reports.

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FMR LLC has filed an updated ownership report on Warby Parker Inc., disclosing a 15.0% beneficial stake in the company’s Class A common stock. FMR reports beneficial ownership of 15,858,908.99 Class A shares, with sole voting power over 15,757,515.90 shares and sole dispositive power over 15,858,908.99 shares. Abigail P. Johnson is reported as beneficially owning the same 15,858,908.99 shares with sole dispositive power, but no voting power, reflecting her control position over FMR’s holdings.

The filing notes that one or more other persons have the right to receive dividends or sale proceeds from these shares, but no individual holds more than 5% of the total outstanding Class A stock through these arrangements. FMR certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Warby Parker, other than potential activities related to director nominations under the specified proxy rule.

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Warby Parker Inc. Co-CEO and director David A. Gilboa reported equity award activity and related share movements. On December 2, 2025, 9,816 shares of Class A common stock were acquired at an exercise price of $0, and 5,430 Class A shares were disposed of at $18.79, leaving 37,247 Class A shares beneficially owned directly.

The filing reflects vesting of restricted stock units (RSUs) that each represent one share of Class B or Class A common stock, including RSUs vesting in 60 monthly installments beginning July 1, 2021 and others vesting in 36 monthly installments beginning January 1, 2025. Class B common stock is convertible into Class A common stock on a one-to-one basis, with automatic conversion tied to specified ownership and service conditions for Neil Blumenthal and Dave Gilboa. An additional 1,656,770 Class A shares underlying Class B common stock are held indirectly through the David A. Gilboa 2012 Family Trust.

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Warby Parker Inc. insider activity centers on RSU vesting and related share movements. On 12/02/2025, the Co-Chief Executive Officer and director reported the vesting of restricted stock units, resulting in the acquisition of 9,816 shares of Class A Common Stock at an exercise price of $0 and a Form 4 transaction code of "M." To cover required tax withholding obligations tied to this vesting, 5,430 shares of Class A Common Stock were disposed of at $18.79 under transaction code "F." Following these transactions, the reporting person directly held 37,119 shares of Class A Common Stock, with additional indirect holdings of 200,000 Class A shares through the Royal Blue Aries Trust and 200,000 Class A shares through the Tiffany Blue Gemini Trust. The filing also details derivative holdings, including RSUs and Class B Common Stock that is convertible into Class A Common Stock on a one-to-one basis under specified conditions, with certain RSUs vesting in 60 monthly installments beginning July 1, 2021 and others in 36 monthly installments beginning January 1, 2025.

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Warby Parker Inc. disclosed an amended Schedule 13G showing Durable Capital Partners LP beneficially owns 8,752,607 Class A shares, representing 8.3% of the class. The filing lists sole voting and dispositive power over these shares and no shared power.

The percentage is based on 105,187,778 shares outstanding as of August 5, 2025; this is a baseline figure, not an amount being offered. The filing notes Durable Capital Master Fund LP directly holds the shares, with Durable Capital Partners LP as investment adviser. It also certifies the position was acquired and is held in the ordinary course and not for the purpose of changing or influencing control.

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Warby Parker (WRBY) reported improved Q3 2025 results. Net revenue reached $221.7 million, up from $192.4 million, and the company posted net income of $5.9 million versus a prior-year loss. Gross margin was 54.1% as eyewear and services growth offset higher costs.

Retail led with $162.8 million while e‑commerce delivered $58.9 million. Operating income was $3.6 million, with diluted EPS of $0.05. Adjusted EBITDA was $25.7 million. Cash from operations totaled $87.5 million year‑to‑date, supporting cash and equivalents of $280,360 at quarter‑end. Inventory declined to $45.6 million, and total assets were $706.9 million.

Active customers reached 2.656 million and store count grew to 313, with 275 offering in‑person exams. The company highlighted a collaboration with Google that includes up to $75 million for product development and up to $75 million of potential investment, with no material financial impact in the period.

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Warby Parker Inc. (WRBY)

The press release is provided as Exhibit 99.1 and, as stated, the information is furnished and shall not be deemed filed under the Exchange Act. The filing also includes the Cover Page Interactive Data File as Exhibit 104. Warby Parker’s Class A common stock trades on the New York Stock Exchange under the symbol WRBY.

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Warby Parker (WRBY): Schedule 13G/A (Amendment No. 1) reports that FMR LLC and Abigail P. Johnson beneficially own 9,272,097.13 shares of Class A common stock, representing 8.8% of the class as of the event date 09/30/2025. FMR shows sole voting power over 9,172,491.08 shares and sole dispositive power over 9,272,097.13 shares; shared voting and dispositive power are listed as 0.00.

The filing is made on a passive basis, with a certification that the securities were acquired and are held in the ordinary course and not for the purpose of changing or influencing control. The report notes that one or more other persons may have the right to receive dividends or sale proceeds, and that no such person’s interest exceeds five percent of the total outstanding Class A shares.

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Warby Parker Inc. (WRBY) received a Schedule 13G reporting that JPMorgan Chase & Co. beneficially owns 7,308,806 shares of Class A common stock, representing 6.9% of the class as of 09/30/2025.

The filing lists sole voting power over 4,744,945 shares and shared voting power over 189 shares. It also reports sole dispositive power over 7,298,533 shares and shared dispositive power over 4,673 shares.

JPMorgan certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

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Warby Parker (WRBY) insider activity: A Co‑Chief Executive Officer and director reported converting 125,000 shares of Class B common stock into Class A common stock at $0 and selling 125,000 Class A shares on 10/01/2025 under code S.

The sale was executed under a Rule 10b5‑1 trading plan adopted on March 14, 2025, at an average price of $27.30, with trades ranging from $27.00 to $27.64. Following the transactions, the filer directly held 32,861 Class A shares, 5,088,920 derivative securities linked to Class B, and 1,656,770 Class A shares indirectly via the David A. Gilboa 2012 Family Trust. Class B is convertible into Class A on a one‑to‑one basis per the company’s dual‑class structure.

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FAQ

What is the current stock price of Warby Parker (WRBY)?

The current stock price of Warby Parker (WRBY) is $23.71 as of February 20, 2026.

What is the market cap of Warby Parker (WRBY)?

The market cap of Warby Parker (WRBY) is approximately 2.8B.

WRBY Rankings

WRBY Stock Data

2.85B
97.87M
Medical Instruments & Supplies
Ophthalmic Goods
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United States
NEW YORK

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