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All holdings

Kratos Defense & Security Solutions

KTOS

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
0
In their latest 13F (Q3 2026)
See who
Value held
$0k
Combined value at quarter end
Last quarter
0 bought
1 sold or trimmed
Price at Q1 ’26 end
$70.51
-7.1% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+8.9%Q2 ’24
+16.4%Q3 ’24
+13.2%Q4 ’24
+12.5%Q1 ’25
+56.4%Q2 ’25
+96.7%Q3 ’25
-16.9%Q4 ’25
-7.1%Q1 ’26
Q2 ’24: +8.9%; Q3 ’24: +16.4%; Q4 ’24: +13.2%; Q1 ’25: +12.5%; Q2 ’25: +56.4%; Q3 ’25: +96.7%; Q4 ’25: -16.9%; Q1 ’26: -7.1%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

1Q4 ’23
1Q1 ’24
1Q2 ’24
1Q3 ’24
1Q4 ’24
1Q1 ’25
2Q2 ’25
2Q3 ’25
2Q4 ’25
1Q1 ’26
0Q2 ’26
0Q3 ’26
Q4 ’23: 1; Q1 ’24: 1; Q2 ’24: 1; Q3 ’24: 1; Q4 ’24: 1; Q1 ’25: 1; Q2 ’25: 2; Q3 ’25: 2; Q4 ’25: 2; Q1 ’26: 1; Q2 ’26: 0; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Kratos Defense & Security Solutions.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

No manager on this site held it in their latest 13F.

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Kratos Defense & Security Solutions
Bought or soldFiling
15 Oct 2026Carrai Phillip DPresident, STC Division▼ Sold4,097$39.87$163kForm 4
15 Oct 2026Carrai Phillip DPresident, STC Division▼ Sold1,603$40.57$65kForm 4
15 Oct 2026Carrai Phillip DPresident, STC Division▼ Sold800$38.44$31kForm 4
21 Sep 2026Lund Deanna HEVP & CFO▼ Sold4,100$48.56$199kForm 4
21 Sep 2026Lund Deanna HEVP & CFO▼ Sold2,900$49.10$142kForm 4
15 Sep 2026Carrai Phillip DPresident, STC Division▼ Sold3,380$48.17$163kForm 4
15 Sep 2026Carrai Phillip DPresident, STC Division▼ Sold2,700$47.24$128kForm 4
15 Sep 2026Mendoza MarieSVP & General Counsel▼ Sold1,000$48.50$49kForm 4
15 Sep 2026Carrai Phillip DPresident, STC Division▼ Sold420$48.89$21kForm 4
24 Aug 2026Fendley Steven S.President, US Division▼ Sold7,000$56.16$393kForm 4
18 Aug 2026Jarvis Scot BDirector▼ Sold10,000$63.50$635kForm 4
17 Aug 2026Carrai Phillip DPresident, STC Division▼ Sold20,000$63.14$1.3mForm 4
17 Aug 2026Carrai Phillip DPresident, STC Division▼ Sold5,200$63.41$330kForm 4
17 Aug 2026Mendoza MarieSVP & General Counsel▼ Sold1,513$64.37$97kForm 4
17 Aug 2026Carrai Phillip DPresident, STC Division▼ Sold1,200$64.18$77kForm 4
17 Aug 2026Carrai Phillip DPresident, STC Division▼ Sold100$64.97$6kForm 4
14 Aug 2026Demarco Eric MPresident & CEO▼ Sold266,316$64.33$17.1mForm 4
14 Aug 2026Demarco Eric MPresident & CEO▼ Sold19,638$63.33$1.2mForm 4
14 Aug 2026Demarco Eric MPresident & CEO▼ Sold9,100$66.17$602kForm 4
14 Aug 2026Demarco Eric MPresident & CEO▼ Sold4,946$65.05$322kForm 4

About the company

Sector
Industrials · Guided Missiles & Space Vehicles & Parts
Incorporated in
Delaware
Financial year ends
27 December
Shares outstanding
188m at 31 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$844m2013
$657m2015
$752m2017
$718m2019
$812m2021
$1.0bn2023
$1.3bn2025
2013: $844m; 2014: $763m; 2015: $657m; 2016: $669m; 2017: $752m; 2018: $618m; 2019: $718m; 2020: $748m; 2021: $812m; 2022: $898m; 2023: $1.0bn; 2024: $1.1bn; 2025: $1.3bn
Kratos Defense & Security Solutions revenue and net income by year
YearRevenueNet income
2025$1.3bn$22.0m
2024$1.1bn$16.3m
2023$1.0bn−$8.9m
2022$898m−$36.9m
2021$812m−$2.0m
2020$748m$79.6m
2019$718m$12.5m
2018$618m−$3.5m
2017$752m−$42.7m
2016$669m−$60.5m
2015$657m$19.8m
2014$763m−$78.0m
2013$844m−$37.2m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

Sold out last quarter