Cross-institution positioning
Aug 13, 2026Strong institutional reduction. 1 accumulating, 1 reducing, 2 exited across 4 comparable institutions.
Source: Schedule 13 researchMBUU Institutional Ownership
MALIBU BOATS, INC.
Latest stored close $21.64 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Sell
35/100
4 tracked · 4 comparable
Latest filing
Aug 13, 2026
Positive breadth
1 positive · 3 negative
Recent close
$21.64
Research confidence
Medium
Institutional Research 5/100 · 1 accumulating · 3 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 13, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported0
Reducing / exited
3
52-week position
—
Institutional Intelligence
Why STOCKNODE says Sell
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Sell 35/100
Confidence:Medium
Why this signal
- 1 tracked institution accumulating versus 3 reducing/exited.
- 1 tracked institution recently reversed from reducing to accumulating.
- Latest comparable Form 13F activity is net positive across tracked managers.
Institutional
24/100
Insiders
50/100
Fundamentals
54/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Oct 1, 2026Recent Forms 3/4/5 activity is available, with no non-amendment non-derivative SEC-coded P/S transactions in the rolling 90-day window. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Sep 10, 20266 non-amendment material events in the last 90 days; 3 capital-related filing/events (0 equity-related, 1 debt-related); Latest classified evidence: Prospectus filing. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 27, 2026Revenue +13.3% YoY; Net income -88.9% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 4% through its reported 52-week range; -27.3% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Wellington Management Group.
Filed Aug 13, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 13, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
BlackRock
Filed Jan 25, 2024
Direction locked
Wellington Management Group
Filed Aug 13, 2026
Direction locked
Vanguard Group
Filed Mar 27, 2026
Direction locked
Dimensional Fund Advisors
Filed Jan 21, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
BlackRock
Filed Jan 25, 2024
Wellington Management Group
Filed Aug 13, 2026
Vanguard Group
Filed Mar 27, 2026
Dimensional Fund Advisors
Filed Jan 21, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Connolly Michael | AGrant, award, or other acquisition | Class A Common Stock | 879 | $22.92 | Direct | Oct 1, 2026 |
| Oct 1, 2026 | Lanigan Mark W. | AGrant, award, or other acquisition | Class A Common Stock | 901 | $22.92 | Direct | Oct 1, 2026 |
| Aug 5, 2026 | Menneto Steven | FTax/price withholding or payment | Class A Common Stock | 5.3K | $29.24 | Direct | Aug 6, 2026 |
| Jul 1, 2026 | Connolly Michael | AGrant, award, or other acquisition | Class A Common Stock | 727 | $27.43 | Direct | Jul 1, 2026 |
| Jul 1, 2026 | Lanigan Mark W. | AGrant, award, or other acquisition | Class A Common Stock | 745 | $27.43 | Direct | Jul 1, 2026 |
| May 6, 2026 | Black David Scott | FTax/price withholding or payment | Class A Common Stock | 306 | $25.00 | Direct | May 7, 2026 |
| May 6, 2026 | Black David Scott | FTax/price withholding or payment | Class A Common Stock | 81 | $25.00 | Direct | May 7, 2026 |
| May 6, 2026 | Black David Scott | FTax/price withholding or payment | Class A Common Stock | 788 | $25.00 | Direct | May 7, 2026 |
| May 6, 2026 | Black David Scott | FTax/price withholding or payment | Class A Common Stock | 107 | $25.00 | Direct | May 7, 2026 |
| Apr 1, 2026 | Lanigan Mark W. | AGrant, award, or other acquisition | Class A Common Stock | 780 | $25.92 | Direct | Apr 2, 2026 |
| Apr 1, 2026 | Connolly Michael | AGrant, award, or other acquisition | Class A Common Stock | 761 | $25.92 | Direct | Apr 2, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events3
90-day capital-related3
90-day equity-related0
90-day debt-related1
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Sep 10, 2026 | 424B3 | — | Prospectus filing | Capital-related | Filing |
| Aug 31, 2026 | 8-K/AAmendment | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Aug 28, 2026 | S-3 | — | Shelf securities registration | Capital-related | Filing |
| Aug 28, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Aug 27, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Aug 24, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Jul 13, 2026 | 8-K | 1.01, 2.03, 7.01, 9.01 | Material definitive agreement; New direct financial obligation; Regulation FD disclosure; Financial statements / exhibits | Debt | Filing |
| May 18, 2026 | 8-K/AAmendment | 9.01 | Financial statements / exhibits | — | Filing |
| May 7, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Mar 2, 2026 | 8-K | 1.01, 2.01, 3.02, 7.01, 9.01 | Material definitive agreement; Acquisition or disposition of assets; Unregistered sale of equity securities; Regulation FD disclosure; Financial statements / exhibits | Equity | Filing |
| Feb 5, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Nov 13, 2025 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$914.6M
FY 2026
+13.3% YoY 10-K filed Aug 27, 2026
Operating income
$3.1M
FY 2026
-85.8% YoY 10-K filed Aug 27, 2026
Operating margin
0.3%
FY 2026
-2.4 pts YoY 10-K filed Aug 27, 2026
Net income
$1.7M
FY 2026
-88.9% YoY 10-K filed Aug 27, 2026
Diluted EPS
$0.09
FY 2026
-88.2% YoY 10-K filed Aug 27, 2026
Operating cash flow
$67.5M
FY 2026
+19.5% YoY 10-K filed Aug 27, 2026
Free cash flow
$42.8M
FY 2026
+49.9% YoY 10-K filed Aug 27, 2026
Cash & equivalents
$74.4M
As of Jun 30, 2026
+101.1% YoY 10-K filed Aug 27, 2026
Long-term debt
$165.0M
As of Jun 30, 2026
+816.7% YoY 10-K filed Aug 27, 2026
Assets
$996.2M
As of Jun 30, 2026
+35.6% YoY 10-K filed Aug 27, 2026
Liabilities
$467.8M
As of Jun 30, 2026
+117.8% YoY 10-K filed Aug 27, 2026
Stockholders’ equity
$524.4M
As of Jun 30, 2026
+1.7% YoY 10-K filed Aug 27, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Mar 31, 2026 | $235.7M | +3.1% |
| Ended Dec 31, 2025 | $188.6M | -5.8% |
| Ended Sep 30, 2025 | $194.7M | +13.5% |
| Ended Mar 31, 2025 | $228.7M | +12.4% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $914.6M | +13.3% |
| Ended Jun 30, 2025 | $807.6M | -2.6% |
| Ended Jun 30, 2024 | $829.0M | -40.3% |
| Ended Jun 30, 2023 | $1.4B | +14.3% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$24.22
View live quote ↗
52-week low
$23.71
Sep 15, 2026
52-week high
$35.06
Sep 17, 2025
Below 52-week high
30.9%
1W return
-8.8%
1M return
-17.4%
3M return
-12.5%
6M return
-5.9%
YTD return
-14.1%
1Y return
-27.3%
30-day volatility
46.8%
90-day volatility
53.5%
1Y max drawdown
-30.8%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 17 filing(s) · 14 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Wellington Management Group CIK0000902219 | Jun 30, 2026 observed Aug 13, 2026 filed · 44d Schedule 13G amendment | Reported reduction | 1.2M -165.5K | 6.30% -1.24 pts | $27.43 | $29.16 | $21.64 |
| Wellington Management Group CIK0000902219 | Mar 31, 2026 observed May 15, 2026 filed · 45d Schedule 13G amendment | Reported reduction | 1.4M -284.7K | 7.54% -1.26 pts | $25.92 | $26.22 | $21.64 |
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 27, 2026 filed · 14d Schedule 13G amendment | Exit below reporting threshold | 0 -1.2M | 0.00% -6.11 pts | $25.75 | $26.08 | $21.64 |
Explore more institutional activity
Related research
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