OUSTNasdaqGeneral Industrial Machinery & Equipment, NECFiscal year ends December 31
Ouster, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$28.86+0.43 (+1.51%)
Close on Oct 19, 2026
- Market cap
- $1.90B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
49.6%
36M of 72M shares
Institutional holders
328
136 new, 30 sold out
Net institutional buying
6M
In Q2 2026
Insider trades, 12 months
3 buys · 68 sales
Net sold $47.19M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 5,421,343 | 8.50% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OUST | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,557,143 | 7.71% | $347.43M | +266,768 | 0.01% |
| Vanguard Capital Management LLC | 2,707,939 | 3.76% | $169.30M | +43,556 | 0.00% |
| State Street Corp | 2,052,274 | 2.85% | $128.31M | +419,608 | 0.00% |
| Vanguard Portfolio Management LLC | 1,802,819 | 2.50% | $112.71M | +32,567 | 0.01% |
| Geode Capital Management, LLC | 1,642,981 | 2.28% | $102.74M | +192,873 | 0.01% |
| Morgan Stanley | 1,243,895 | 1.72% | $77.77M | +510,920 | 0.00% |
| Price T Rowe Associates Inc /Md/ | 1,021,353 | 1.42% | $63.86K | +972,980 | 0.01% |
| JPMorgan Chase & Co | 728,688 | 1.01% | $39.55M | +525,247 | 0.00% |
| Exchange Traded Concepts, LLC | 669,170 | 0.93% | $41.84M | +617,065 | 0.19% |
| Penn Capital Management Company, LLC | 656,088 | 0.91% | $41.09M | −313,517 | 2.61% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 612,654 | 0.85% | $37.68M | +95,927 | 0.04% |
| Legal & General Group Plc | 601,815 | 0.83% | $37.63M | +556,405 | 0.01% |
| Renaissance Technologies LLC | 575,900 | 0.80% | $36.01M | +443,300 | 0.05% |
| Northern Trust Corp | 564,023 | 0.78% | $35.26M | +78,148 | 0.00% |
| Oberweis Asset Management Inc/ | 545,810 | 0.76% | $34.12M | New | 0.71% |
| Charles Schwab Investment Management Inc | 533,951 | 0.74% | $33.38M | +45,656 | 0.00% |
| Citadel Advisors LLC | 476,586 | 0.66% | $29.80M | +259,113 | 0.00% |
| Vanguard Fiduciary Trust Co | 452,368 | 0.63% | $28.28M | +36,823 | 0.01% |
| Shannon River Fund Management LLC | 449,264 | 0.62% | $28.09M | New | 2.51% |
| Dimensional Fund Advisors LP | 445,274 | 0.62% | $27.84M | −38,597 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 328 | 36M | 49.6% | 136 / 96 | 66 / 30 | 11M | 5M |
| Q1 2026 | 227 | 30M | 41.5% | 51 / 96 | 49 / 42 | 10M | 5M |
| Q4 2025 | 223 | 30M | 41.7% | 43 / 81 | 68 / 45 | 4M | 7M |
| Q3 2025 | 229 | 33M | 45.7% | 68 / 72 | 55 / 31 | 10M | 5M |
| Q2 2025 | 192 | 28M | 38.2% | 63 / 64 | 41 / 28 | 7M | 3M |
| Q1 2025 | 158 | 23M | 32.5% | 37 / 56 | 37 / 20 | 3M | 3M |
| Q4 2024 | 144 | 23M | 32.0% | 39 / 65 | 17 / 27 | 5M | 3M |
| Q3 2024 | 134 | 21M | 29.4% | 32 / 46 | 21 / 22 | 7M | 2M |
| Q2 2024 | 126 | 18M | 25.5% | 42 / 28 | 29 / 22 | 9M | 5M |
| Q1 2024 | 106 | 14M | 19.9% | 20 / 32 | 20 / 25 | 2M | 1M |
| Q4 2023 | 111 | 13M | 18.0% | 32 / 35 | 15 / 13 | 4M | 0M |
| Q3 2023 | 93 | 9M | 12.3% | 16 / 24 | 17 / 13 | 4M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OUST | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,915,767 | 2.66% | $119.77M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,631,167 | 2.26% | $101.98M | 0.12% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,285,001 | 1.78% | $59.17M | 0.03% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 730,580 | 1.01% | $45.68M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 685,483 | 0.95% | $26.74M | 0.08% | Jul 31, 2026 |
| ROBO Global Robotics and Automation Index ETF | 653,946 | 0.91% | $25.51M | 1.28% | Jul 31, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 621,000 | 0.86% | $38.82M | 0.26% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 606,768 | 0.84% | $37.94M | 1.33% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 574,961 | 0.80% | $35.95M | 0.23% | Jun 30, 2026 |
| Oberweis Micro-Cap Fund | 528,410 | 0.73% | $33.04M | 2.05% | Jun 30, 2026 |
| Global X Robotics & Artificial Intelligence ETF | 473,564 | 0.66% | $21.81M | 0.58% | May 31, 2026 |
| Strategas Macro Thematic Opportunities ETF | 349,721 | 0.48% | $21.86M | 2.49% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 310,637 | 0.43% | $14.30M | 0.03% | May 31, 2026 |
| JPMorgan Small Cap Growth Fund | 295,857 | 0.41% | $18.50M | 0.71% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 291,349 | 0.40% | $13.42M | 0.08% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Charles Angus Pacala | President and CEO, Director | 1,041,816 | 1.44% | Sep 16, 2026 |
| Darien Spencer | Chief Operating Officer | 286,999 | 0.40% | Sep 16, 2026 |
| Mark Frichtl | Chief Technology Officer | 318,987 | 0.44% | Sep 16, 2026 |
| Megan Chung | General Counsel and Secretary | 189,291 | 0.26% | Sep 16, 2026 |
| Kenneth P. Gianella | Chief Financial Officer | 245,328 | 0.34% | Sep 16, 2026 |
| Cyrille Jacquemet | Chief Revenue Officer | 105,539 | 0.15% | Sep 16, 2026 |
| Chen Geng | Interim CFO | 68,090 | 0.09% | Mar 25, 2025 |
| Mark Weinswig | Chief Financial Officer | 173,960 | 0.24% | Dec 16, 2024 |
| Stephen A. Skaggs | Director | 61,415 | 0.09% | Aug 7, 2026 |
| Susan Heystee | Director | 214,495 | 0.30% | Jul 8, 2026 |
| Ted L. Tewksbury III | Director | 124,999 | 0.17% | Jun 22, 2026 |
| Phillip Eyler | Director | 20,383 | 0.03% | Jun 22, 2026 |
| Christina Correia | Director | 76,415 | 0.11% | Jun 22, 2026 |
| Ernest E. Maddock | Director | 88,902 | 0.12% | Jun 22, 2026 |
| Virginia Boulet | Director | 228,950 | 0.32% | May 12, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Megan Chung General Counsel and Secretary | Sep 14, 2026 | Sale(10b5-1 plan) | −11,484 | $33.96 | $390.00K | 189,291 |
| Darien Spencer Chief Operating Officer | Sep 14, 2026 | Sale(10b5-1 plan) | −12,808 | $33.96 | $434.96K | 286,999 |
| Charles Angus Pacala President and CEO, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −30,385 | $33.96 | $1.03M | 1,041,816 |
| Kenneth P. Gianella Chief Financial Officer | Sep 14, 2026 | Sale(10b5-1 plan) | −15,686 | $33.96 | $532.70K | 245,328 |
| Cyrille Jacquemet Chief Revenue Officer | Sep 14, 2026 | Sale | −8,896 | $33.96 | $302.11K | 105,539 |
| Mark Frichtl Chief Technology Officer | Sep 14, 2026 | Sale(10b5-1 plan) | −18,778 | $33.96 | $637.70K | 318,987 |
| Megan Chung General Counsel and Secretary | Sep 9, 2026 | Gift | −2,084 | – | – | 200,775 |
| Mark Frichtl Chief Technology Officer | Sep 2, 2026 | Gift | −38,745 | – | – | 337,765 |
| Mark Frichtl Chief Technology Officer | Aug 26, 2026 | Option exercise | +100,000 | $14.22 | $1.42M | 376,510 |
| Kenneth P. Gianella Chief Financial Officer | Aug 18, 2026 | Sale(10b5-1 plan) | −17,927 | $44.65 | $800.44K | 283,087 |
| Kenneth P. Gianella Chief Financial Officer | Aug 18, 2026 | Sale(10b5-1 plan) | −13,364 | $45.52 | $608.33K | 269,723 |
| Kenneth P. Gianella Chief Financial Officer | Aug 18, 2026 | Sale(10b5-1 plan) | −8,201 | $46.40 | $380.53K | 261,522 |
| Kenneth P. Gianella Chief Financial Officer | Aug 18, 2026 | Sale(10b5-1 plan) | −508 | $47.09 | $23.92K | 261,014 |
| Stephen A. Skaggs Director | Aug 6, 2026 | Sale(10b5-1 plan) | −3,614 | $45.18 | $163.28K | 61,415 |
| Stephen A. Skaggs Director | Aug 5, 2026 | Sale(10b5-1 plan) | −1,386 | $46.48 | $64.42K | 65,029 |
| Darien Spencer Chief Operating Officer | Aug 4, 2026 | Sale(10b5-1 plan) | −30,000 | $45.00 | $1.35M | 299,807 |
| Susan Heystee Director | Jul 6, 2026 | Award | +660 | $49.83 | $32.89K | 40,479 |
| Ted L. Tewksbury III Director | Jun 22, 2026 | Sale(10b5-1 plan) | −1,695 | $47.00 | $79.67K | 124,999 |
| Ernest E. Maddock Director | Jun 17, 2026 | Award | +4,725 | – | – | 88,902 |
| Christina Correia Director | Jun 17, 2026 | Award | +4,725 | – | – | 76,415 |
| Ted L. Tewksbury III Director | Jun 17, 2026 | Award | +4,725 | – | – | 126,694 |
| Stephen A. Skaggs Director | Jun 17, 2026 | Award | +4,725 | – | – | 66,415 |
| Susan Heystee Director | Jun 17, 2026 | Award | +4,725 | – | – | 39,819 |
| Phillip Eyler Director | Jun 17, 2026 | Award | +4,725 | – | – | 20,383 |
| Kenneth P. Gianella Chief Financial Officer | Jun 12, 2026 | Sale(10b5-1 plan) | −54,337 | $38.82 | $2.11M | 301,014 |
| Darien Spencer Chief Operating Officer | Jun 12, 2026 | Sale(10b5-1 plan) | −12,559 | $38.82 | $487.54K | 329,807 |
| Cyrille Jacquemet Chief Revenue Officer | Jun 12, 2026 | Sale | −8,723 | $38.82 | $338.63K | 114,435 |
| Megan Chung General Counsel and Secretary | Jun 12, 2026 | Sale(10b5-1 plan) | −11,261 | $38.82 | $437.15K | 202,859 |
| Charles Angus Pacala President and CEO, Director | Jun 12, 2026 | Sale(10b5-1 plan) | −29,797 | $38.82 | $1.16M | 1,072,201 |
| Mark Frichtl Chief Technology Officer | Jun 12, 2026 | Sale(10b5-1 plan) | −18,414 | $38.82 | $714.83K | 276,510 |
| Cyrille Jacquemet Chief Revenue Officer | May 26, 2026 | Sale(10b5-1 plan) | −9,433 | $40.00 | $377.32K | 123,158 |
| Darien Spencer Chief Operating Officer | May 26, 2026 | Sale(10b5-1 plan) | −30,000.5 | $45.00 | $1.35M | 342,366 |
| Mark Frichtl Chief Technology Officer | May 26, 2026 | Sale(10b5-1 plan) | −76,582 | $39.94 | $3.06M | 507,415 |
| Mark Frichtl Chief Technology Officer | May 26, 2026 | Sale(10b5-1 plan) | −45,000 | $44.00 | $1.98M | 298,666 |
| Mark Frichtl Chief Technology Officer | May 26, 2026 | Sale(10b5-1 plan) | −45,000 | $43.00 | $1.94M | 343,666 |
| Mark Frichtl Chief Technology Officer | May 26, 2026 | Sale(10b5-1 plan) | −48,191 | $41.99 | $2.02M | 388,666 |
| Mark Frichtl Chief Technology Officer | May 26, 2026 | Sale(10b5-1 plan) | −70,558 | $40.90 | $2.89M | 436,857 |
| Mark Frichtl Chief Technology Officer | May 26, 2026 | Sale(10b5-1 plan) | −3,742 | $45.00 | $168.39K | 294,924 |
| Mark Frichtl Chief Technology Officer | May 26, 2026 | Sale(10b5-1 plan) | −19,669 | $39.16 | $770.24K | 583,997 |
| Mark Frichtl Chief Technology Officer | May 22, 2026 | Option exercise | +50,063 | $14.22 | $711.90K | 679,350 |
| Mark Frichtl Chief Technology Officer | May 22, 2026 | Sale(10b5-1 plan) | −40,000 | $37.16 | $1.49M | 603,666 |
| Mark Frichtl Chief Technology Officer | May 22, 2026 | Sale(10b5-1 plan) | −35,684 | $36.39 | $1.30M | 643,666 |
| Susan Heystee Director | May 21, 2026 | Sale | −9,316 | $34.81 | $324.29K | 35,094 |
| Mark Frichtl Chief Technology Officer | May 15, 2026 | Option exercise | +4,316 | $14.22 | $61.37K | 632,954 |
| Mark Frichtl Chief Technology Officer | May 15, 2026 | Sale(10b5-1 plan) | −4,316 | $36.00 | $155.38K | 628,638 |
| Cyrille Jacquemet Chief Revenue Officer | May 14, 2026 | Sale(10b5-1 plan) | −10,000 | $35.00 | $350.00K | 132,591 |
| Mark Frichtl Chief Technology Officer | May 14, 2026 | Sale(10b5-1 plan) | −40,000 | $35.00 | $1.40M | 628,638 |
| Mark Frichtl Chief Technology Officer | May 14, 2026 | Option exercise | +40,000 | $14.22 | $568.80K | 668,638 |
| Mark Frichtl Chief Technology Officer | May 13, 2026 | Sale(10b5-1 plan) | −2,500 | $33.00 | $82.50K | 674,797 |
| Mark Frichtl Chief Technology Officer | May 13, 2026 | Sale(10b5-1 plan) | −13,659 | $34.00 | $464.41K | 628,638 |
| Mark Frichtl Chief Technology Officer | May 13, 2026 | Sale(10b5-1 plan) | −32,500 | $33.00 | $1.07M | 642,297 |
| Mark Frichtl Chief Technology Officer | May 13, 2026 | Sale(10b5-1 plan) | −35,000 | $32.00 | $1.12M | 677,297 |
| Mark Frichtl Chief Technology Officer | May 13, 2026 | Sale(10b5-1 plan) | −21,341 | $34.00 | $725.59K | 712,297 |
| Mark Frichtl Chief Technology Officer | May 13, 2026 | Option exercise | +21,341 | $14.22 | $303.47K | 733,638 |
| Mark Frichtl Chief Technology Officer | May 13, 2026 | Sale(10b5-1 plan) | −31,434 | $31.09 | $977.28K | 712,297 |
| Mark Frichtl Chief Technology Officer | May 13, 2026 | Option exercise | +31,434 | $2.13 | $66.95K | 743,731 |
| Virginia Boulet Director | May 11, 2026 | Buy | +608 | $25.35 | $15.41K | 228,950 |
| Virginia Boulet Director | May 11, 2026 | Buy | +1,050 | $25.16 | $26.42K | 230,000 |
| Stephen A. Skaggs Director | May 5, 2026 | Sale(10b5-1 plan) | −5,000 | $30.00 | $150.00K | 61,690 |
| Mark Frichtl Chief Technology Officer | May 5, 2026 | Sale(10b5-1 plan) | −13,451 | $30.00 | $403.53K | 712,297 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kenneth P. Gianella Officer | Sep 11, 2026 | 17,002 | $637.40K | Sep 11, 2026 | Restricted stock units awarded under incentive award plan |
| Charles Angus Pacala Officer, Director | Sep 11, 2026 | 32,934 | $1.23M | Sep 11, 2026 | Restricted stock units awarded under incentive award plan |
| Cyrille Jacquemet Officer | Sep 11, 2026 | 9,642 | $361.48K | Sep 11, 2026 | Restricted stock units awarded under incentive award plan |
| Darien Spencer Officer | Sep 11, 2026 | 13,882 | $520.44K | Sep 11, 2026 | Restricted stock units awarded under incentive award plan |
| Megan Chung Officer | Sep 11, 2026 | 12,447 | $466.64K | Sep 11, 2026 | Restricted stock units awarded under incentive award plan |
| Mark Frichtl Officer | Sep 11, 2026 | 20,353 | $763.03K | Sep 11, 2026 | Restricted stock unit awards awarded under incentive award plan |
| Gianella Kenneth Officer | Aug 18, 2026 | 40,000 | $1.81M | Aug 18, 2026 | Restricted Stock |
| Skaggs Stephen Director | Aug 6, 2026 | 3,614 | $163.28K | Aug 6, 2026 | Restricted Stock |
| Skaggs Stephen Director | Aug 5, 2026 | 1,386 | $64.42K | Aug 5, 2026 | Restricted Stock |
| R. Spencer Darien Officer | Aug 4, 2026 | 30,000 | $1.35M | Aug 4, 2026 | Restricted Stock |
| Tewksbury Theodore Iii Director | Jun 22, 2026 | 1,695 | $79.67K | Jun 22, 2026 | Restricted Stock |
| Frichtl Mark Officer | May 26, 2026 | 268,742 | $9.95M | May 26, 2026 | Founders Shares |
| R. Spencer Darien Officer | May 26, 2026 | 30,001 | $1.35M | May 26, 2026 | Restricted Stock |
| Jacquemet Cyrille Officer | May 26, 2026 | 9,433 | $377.32K | May 26, 2026 | Restricted Stock |
| Frichtl Mark Officer | May 22, 2026 | 115,684 | $4.06M | May 22, 2026 | Exercise of Stock Options |