NASDAQ · DFNS

T3 Defense Inc.

Closing price · Nov 13, 2026 $1.89

Latest quarter · ended Jun 30, 2026

Sales slipped and cash got weaker

descriptionFiled Aug 18, 2026
Revenue growthShrinking
−100.0%
Quarter ended Sep 30, 2024: −95.3% sales vs. a year beforeQuarter ended Jun 30, 2025: −100.0% sales vs. a year before
Sep '24Jun '25
$4M vs. $0 a year ago
Gross marginSteady
25.4%
Quarter ended Sep 30, 2024: 92.2% gross marginQuarter ended Mar 31, 2026: 10.2% gross marginQuarter ended Jun 30, 2026: 25.4% gross margin
Sep '24Jun '26
Cash from operationsWorse
−$4.86M
Quarter ended Sep 30, 2024: −$1.39M cash from operationsQuarter ended Dec 31, 2024: −$340K cash from operationsQuarter ended Mar 31, 2025: −$1.34M cash from operationsQuarter ended Jun 30, 2025: −$1.35M cash from operationsQuarter ended Sep 30, 2025: −$2.51M cash from operationsQuarter ended Dec 31, 2025: −$999K cash from operationsQuarter ended Mar 31, 2026: −$4.93M cash from operationsQuarter ended Jun 30, 2026: −$4.86M cash from operations
Sep '24Jun '26
vs. −$1.35M a year ago
Share countBuying back
−69.0%
Quarter ended Sep 30, 2024: 4.79M sharesQuarter ended Dec 31, 2024: 4.79M sharesQuarter ended Mar 31, 2025: 5.03M sharesQuarter ended Jun 30, 2025: 5.36M sharesQuarter ended Sep 30, 2025: 16.65M sharesQuarter ended Dec 31, 2025: 37.82M sharesQuarter ended Mar 31, 2026: 37.82M sharesQuarter ended Jun 30, 2026: 1.66M shares
Sep '24Jun '26
1.66M shares vs. 5.36M a year ago

Numbers come from the company's own 10-Q and 10-K reports filed with the SEC. Each bar is one quarter, oldest on the left. The colored bar is the latest. Hover over or tap a bar to see its number.

Smart money pulse

What insiders and funds are doing

Mixed Insiders: as of Nov 13 Funds: as of Jun 30, 2026
−1000+100 0
  • info
    8 real insider sales in 12 months. $2.05M in total, not counting planned sales.

−100 means everyone selling, +100 everyone buying. This is data, not advice.

How the Pulse works

Pulse runs from −100 (everyone selling) to +100 (everyone buying). Half comes from insiders: real buyers vs. real sellers in the last 90 days (Form 4). Half comes from funds: funds that bought vs. funds that sold last quarter (13F). 13F is a snapshot of long positions on the last day of the quarter, filed up to 45 days later. It does not show short positions or trades since then.

Who owns it

29 funds report owning DFNS, down from 30

Holdings as of Jun 30, 2026
New11
Added10
Held6
Trimmed2
Sold out12

Together they reported 5.95M shares, more than the 1.66M that exist. That happens with 13F data: some shares are counted by more than one manager, and some are lent out. So we show fund counts, not an ownership percent.

Insider trades · last 12 months

Real buys and sales

● Open-market buy● Open-market sale
CEOCFOOther officersDirectorsDecJanFebMarAprMayJunJulAugSepOctNovCode J · Jan 16 · 1.99M shCode X · Jan 29 · $300KCode J · Apr 27 · $2.13MOpen-market sale · Dec 18 · $183KOpen-market sale · Dec 19 · $317KOpen-market sale · Dec 22 · $132KOpen-market sale · Dec 23 · $320KOpen-market sale · Dec 24 · $250KOpen-market sale · Dec 26 · $237KOpen-market sale · Dec 29 · $307KOpen-market sale · Dec 30 · $302K
CEOCFOOther officersDirectorsDecFebAprJunAugOctCode J · Jan 16 · 1.99M shCode X · Jan 29 · $300KCode J · Apr 27 · $2.13MOpen-market sale · Dec 18 · $183KOpen-market sale · Dec 19 · $317KOpen-market sale · Dec 22 · $132KOpen-market sale · Dec 23 · $320KOpen-market sale · Dec 24 · $250KOpen-market sale · Dec 26 · $237KOpen-market sale · Dec 29 · $307KOpen-market sale · Dec 30 · $302K

Last 12 months. No real trades in the last 6.

Showing 8 real trades. Bigger dot means a bigger trade.

Real trades, newest first

Dec 30 Anastasiia Kotaieva Officer Open-market sale $302K 75,000 sh at $4.03 Sold 100% of stake
Dec 29 Anastasiia Kotaieva Officer Open-market sale $307K 75,000 sh at $4.09 Sold 50% of stake
Dec 26 Anastasiia Kotaieva Officer Open-market sale $237K 55,604 sh at $4.26 Sold 5% of stake
Dec 24 Anastasiia Kotaieva Officer Open-market sale $250K 55,604 sh at $4.49 Sold 4% of stake
Dec 23 Anastasiia Kotaieva Officer Open-market sale $320K 70,000 sh at $4.57 Sold 5% of stake
Dec 22 Anastasiia Kotaieva Officer Open-market sale $132K 30,000 sh at $4.41 Sold 2% of stake
Dec 19 Anastasiia Kotaieva Officer Open-market sale $317K 70,000 sh at $4.53 Sold 5% of stake
Dec 18 Anastasiia Kotaieva Officer Open-market sale $183K 38,744 sh at $4.72 Sold 3% of stake

Showing every filing. Dashed circles are routine: grants, tax withholding, option exercises and planned sales.

Top holders

Biggest funds in DFNS

As of Jun 30, 2026
FundOwnsValueChange
Vanguard Capital Management LLC142.3%$405K+266%
Jane Street Group, LLC64.5%$183K+3325%
Y.D. More Investments Ltd0.2%$155KSame
UBS Group AG37.3%$106K+30%
BlackRock, Inc.28.8%$82.1K−10%

"Owns" is shares reported divided by shares outstanding.

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast