Data Report

The State of SEC Filings: Q1 2026

By Gunpowder Editorial ·

Between January and March 2026, Gunpowder analyzed 23,126 US SEC filings from 4,037 companies. 8-K filings led the quarter at 13,143, ahead of 10-K (4,128) and DEF 14A (1,744).

23,126

filings analyzed

4,037

companies covered

8/10

median materiality

54%

high materiality (8+)

The figures here describe the SEC filings Gunpowder analyzed during the quarter — a market-focused corpus concentrated on the major US indices, scored for sentiment and materiality by our pipeline at analysis time. They are a sample of EDGAR, not a census of it.

Filing volume by month

Filings analyzed per month across the quarter, by filing date.

Feb 2026 1,283
Mar 2026 21,843

Most common filing types

The twelve form types Gunpowder analyzed most in Q1 2026. Linked types have a plain-English explainer.

8-K 13,143
10-K 4,128
DEF 14A 1,744
DEFA14A 810
425 616
497K 373
20-F 329
10-Q 317
8-K/A 225
497J 175
S-1/A 166
40-F 132

Sentiment of the quarter

Of the 22,637 filings our pipeline scored for sentiment, 25% read positive and 5% negative, with the remainder neutral or mixed.

Positive 5,686 (25%)
Neutral 9,214 (41%)
Mixed 6,666 (29%)
Negative 1,071 (5%)

The IPO and M&A pipelines

The new-issue pipeline showed 277 S-1 and S-1/A registrations in the quarter, while 616 Form 425 merger communications tracked stock-deal activity. For the institutional side, see the 13F statistics; the full by-type breakdown lives on our stats pages.

Most active companies

Companies with the most analyzed filings in Q1 2026.

Company Ticker Filings
Artificial Intelligence Technology Solutions Inc. AITX 131
NEWS CORP NWS 87
Pelican Acquisition Corp PELIR 67
AParadise Acquisition Corp. APADU 49
MONROE CAPITAL Corp MRCC 43
NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND NMZ 43
COCA-COLA EUROPACIFIC PARTNERS plc CCEP 40
Braemar Hotels & Resorts Inc. BHR-PD 37
Bleichroeder Acquisition Corp. II BBCQU 33
ProCap Financial, Inc. BRRWW 33
GENCO SHIPPING & TRADING LTD GNK 30
Aptiv PLC APTV 29

The quarter’s most material filings

Highest-scoring filings of Q1 2026 — each links to the digest that analyzed it.

This report is a quarterly look back. Gunpowder analyzes these filings the day they’re published — sentiment, materiality, and what changed — and alerts you in real time across email, Slack, Telegram, and Discord.

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