NASDAQ · PACB

Pacific Biosciences of California, Inc.

Closing price · Nov 13, 2026 $1.96

Latest quarter · ended Sep 30, 2026

Cash got weaker, but sales grew

descriptionFiled Nov 5, 2026
Revenue growthFaster
+5.5%
Quarter ended Dec 31, 2024: −32.8% sales vs. a year beforeQuarter ended Mar 31, 2025: −4.3% sales vs. a year beforeQuarter ended Jun 30, 2025: +10.4% sales vs. a year beforeQuarter ended Sep 30, 2025: −3.8% sales vs. a year beforeQuarter ended Dec 31, 2025: +13.8% sales vs. a year beforeQuarter ended Mar 31, 2026: +0.1% sales vs. a year beforeQuarter ended Jun 30, 2026: −1.9% sales vs. a year beforeQuarter ended Sep 30, 2026: +5.5% sales vs. a year before
Dec '24Sep '26
$40.6M vs. $38.4M a year ago
Gross marginWorse
33.2%
Quarter ended Dec 31, 2024: 25.6% gross marginQuarter ended Mar 31, 2025: -3.7% gross marginQuarter ended Jun 30, 2025: 36.9% gross marginQuarter ended Sep 30, 2025: 41.4% gross marginQuarter ended Dec 31, 2025: 37.1% gross marginQuarter ended Mar 31, 2026: 34.5% gross marginQuarter ended Jun 30, 2026: 32.4% gross marginQuarter ended Sep 30, 2026: 33.2% gross margin
Dec '24Sep '26
vs. 41.4% a year ago
Cash from operationsWorse
−$37.6M
Quarter ended Dec 31, 2024: −$30.6M cash from operationsQuarter ended Mar 31, 2025: −$44.1M cash from operationsQuarter ended Jun 30, 2025: −$29.4M cash from operationsQuarter ended Sep 30, 2025: −$18.7M cash from operationsQuarter ended Dec 31, 2025: −$19.1M cash from operationsQuarter ended Mar 31, 2026: −$44.7M cash from operationsQuarter ended Jun 30, 2026: −$35.6M cash from operationsQuarter ended Sep 30, 2026: −$37.6M cash from operations
Dec '24Sep '26
vs. −$18.7M a year ago
Share countDiluting
+3.6%
Quarter ended Dec 31, 2024: 297.85M sharesQuarter ended Mar 31, 2025: 300.08M sharesQuarter ended Jun 30, 2025: 300.37M sharesQuarter ended Sep 30, 2025: 301.91M sharesQuarter ended Dec 31, 2025: 302M sharesQuarter ended Mar 31, 2026: 310.6M sharesQuarter ended Jun 30, 2026: 310.83M sharesQuarter ended Sep 30, 2026: 312.93M shares
Dec '24Sep '26
312.93M shares vs. 301.91M 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

Selling Insiders: as of Nov 13 Funds: as of Jun 30, 2026
−1000+100 −67
  • account_balance
    2 funds bought, 4 sold in the quarter ended Jun 30, 2026, counting funds that hold 500 stocks or fewer and $1M+ of this one. Index funds and banks are left out.
  • info
    11 real insider sales in 12 months. $1.31M 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

224 funds report owning PACB, down from 230

Holdings as of Jun 30, 2026
New27
Added62
Held60
Trimmed75
Sold out33

Last quarter

Who bought and who sold

Apr–Jun 2026
ARK Investment Management LLC
−18%
Amova Asset Management Americas, Inc.
−15%
Longaeva Partners L.P.
New
IQ EQ FUND Management (ireland) Ltd
−5%
Birchview Capital, LP
−10%
Carret Asset Management, LLC
+7%

Change in shares held from Mar 31 to Jun 30, 2026, biggest holdings first. Only funds that hold 500 stocks or fewer and $1M+ of this one: index funds and banks own almost everything, so their changes say little. Bars stop at ±100%.

Insider trades · last 12 months

Real buys and sales

● Open-market buy● Open-market sale
CEOCFOOther officersDirectorsDecJanFebMarAprMayJunJulAugSepOctNovStock grant · Feb 27 · 1.84M sh · 4 peopleStock grant · Mar 3 · 53,913 shStock grant · Apr 8 · 57,473 shStock grant · Aug 10 · 489,130 shOption exercise · Oct 6 · $590KPlanned sale (10b5-1) · Oct 6 · $2.06MOpen-market sale · Feb 17 · $785K · 3 peopleOpen-market sale · Feb 18 · $344K · 3 peopleOpen-market sale · Mar 3 · $33.2K · 3 peopleOpen-market sale · Apr 1 · $121KOpen-market sale · Aug 17 · $30.4K
CEOCFOOther officersDirectorsJunJulAugSepOctNovStock grant · Aug 10 · 489,130 shOption exercise · Oct 6 · $590KPlanned sale (10b5-1) · Oct 6 · $2.06MOpen-market sale · Aug 17 · $30.4K

Last 6 months. A wider screen shows 12.

Showing 11 real trades. Hidden: 7 stock grants, 1 option exercise, 1 planned 10b5-1 sale. Those happen on a schedule and say little about what an insider thinks. Bigger dot means a bigger trade.

Real trades, newest first

Aug 17 Mark Van Oene Officer Open-market sale $30.4K 26,911 sh at $1.13 Sold 1% of stake
Apr 1 James Gibson Officer Open-market sale $121K 88,185 sh at $1.37 Sold 7% of stake
Mar 3 Christian Henry Officer Open-market sale $18.9K 12,497 sh at $1.51 Sold 1% of stake
Mar 3 Mark Van Oene Officer Open-market sale $9.82K 6,504 sh at $1.51 Sold 1% of stake
Mar 3 Michele Farmer Officer Open-market sale $4.5K 2,979 sh at $1.51 Sold 1% of stake
Feb 18 Christian Henry Officer Open-market sale $230K 140,874 sh at $1.63 Sold 5% of stake
Feb 18 Mark Van Oene Officer Open-market sale $89.8K 55,107 sh at $1.63 Sold 3% of stake
Feb 18 Michele Farmer Officer Open-market sale $24.4K 14,952 sh at $1.63 Sold 6% of stake
Feb 17 Christian Henry Officer Open-market sale $524K 331,793 sh at $1.58 Sold 11% of stake
Feb 17 Mark Van Oene Officer Open-market sale $205K 129,790 sh at $1.58 Sold 7% of stake
Show 1 older real trade
Feb 17 Michele Farmer Officer Open-market sale $55.6K 35,215 sh at $1.58 Sold 13% of stake

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

Top holders

Biggest funds in PACB

As of Jun 30, 2026
FundOwnsValueChange
BlackRock, Inc.10.3%$54.3M+28%
ARK Investment Management LLC9.5%$50M−18%
Softbank Group Corp.6.5%$34.4MSame
Vanguard Capital Management LLC4.3%$22.5M+5%
Geode Capital Management, LLC2.4%$12.8M+9%

"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