INFQ
INSIDER BUYINSIDER SELLInfleqtion, Inc.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
PositiveInfleqtion delivered exceptional Q2 2026 results with 116% YoY revenue growth to $12.6M, raised full-year guidance to ~$43M, and secured major government validation including a $100M Commerce Department Letter of Intent and three DOE Genesis Mission selections. Strong cash position ($582M) with no debt, analyst consensus of 'Strong Buy' with $21.42 average price target, and expansion of defense/grid security partnerships position the company favorably in the quantum commercialization phase.
Red flags
- •GAAP operating loss expanded significantly to $30.6M in Q2 2026 vs. $10.1M in Q2 2025, driven by strategic investments and elevated stock-based compensation
- •$27.4M temporary working-capital benefit from payroll tax timing in Q2 creates comparability headwind for Q3 reporting
- •Non-GAAP operating loss widened to $17.0M vs. $7.3M YoY despite 116% revenue growth, indicating path to profitability remains uncertain
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| MAVERICK CAPITAL LTD | — | BUY | 52K | $12.42 | $0.65M | 2026-08-14 | ↗ |
| MAVERICK CAPITAL LTD | — | SELL | 2K | $12.19 | $0.02M | 2026-08-13 | ↗ |
| MAVERICK CAPITAL LTD | — | SELL | 1K | $11.82 | $0.01M | 2026-08-11 | ↗ |
| MAVERICK CAPITAL LTD | — | SELL | 5K | $11.69 | $0.06M | 2026-08-10 | ↗ |
| MAVERICK CAPITAL LTD | — | SELL | 6K | $11.87 | $0.08M | 2026-08-07 | ↗ |
| MAVERICK CAPITAL LTD | — | SELL | 8K | $11.09 | $0.09M | 2026-08-06 | ↗ |
| MAVERICK CAPITAL LTD | — | SELL | 1K | $10.88 | $0.01M | 2026-08-05 | ↗ |
| MAVERICK CAPITAL LTD | — | SELL | 28K | $11.44 | $0.32M | 2026-08-04 | ↗ |
Fund 13D/13G Filings (2)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Maverick Capital | SC 13D/A | — | 3.6% | -22.8% vs SPY -21.0% abs | 2026-05-26 | ↗ |
| Maverick Capital | SC 13D | NEW | 9.2% | — | 2026-02-18 | ↗ |
Tracked Funds Holding (1)
| Fund | Manager | Shares Held | Position Value |
|---|---|---|---|
| Viking Global | Andreas Halvorsen | 2.0M | $27M |
Quarter-end 13F positions for the tracked funds holding this stock.