# Anthropic IPO timeline

Canonical: https://theagenticweekly.com/anthropic-ipo/timeline · Evidence: Reported (nothing here is Tested) · Published: 2026-10-26 16:34 UTC · Updated: 2026-10-26 16:34 UTC · Author: Agentic Weekly

> Filing dates come from SEC EDGAR's filing list for Anthropic, PBC. Other dated events are those the S-1 itself discloses, and each is marked as such. Items still to come are limited to what the filing leaves blank or open.

**Not investment advice. This site summarizes public filings and cited reporting; everything is labelled Reported and nothing here is Tested.**

## Dated events

- 2021-01: Anthropic is incorporated as a Delaware public benefit corporation. The S-1 says Anthropic was incorporated as a Delaware PBC in January 2021. (S-1, Prospectus Summary (Corporate Information))
- 2023-Q1: Commercial launch. The S-1 measures revenue growth from the first quarter of 2023, when it says Claude launched commercially. (S-1, Prospectus Summary)
- 2025-09: Bartz copyright settlement agreed. The S-1 records a $1.5 billion settlement charge in 2025; it says the district court approved the settlement in July 2026. (S-1, Risk Factors (legal proceedings))
- 2025-11: Microsoft compute agreement. Commitment of at least $44.9 billion between November 2026 and May 2033, later amended in February and October 2026. (S-1, Management's Discussion and Analysis (contractual obligations))
- 2026-03-04: U.S. Department of War sends two supply-chain-risk letters. The S-1 says the Department of War sent two letters on March 4, 2026, one under 10 U.S.C. § 3252 and one under Section 4713 of FASCSA, asserting that Anthropic's models, platform and applications present a supply-chain risk. Anthropic challenged them in court. (S-1, Risk Factors (government dispute))
- 2026-03: Google compute agreement. Commitment of at least approximately $114.5 billion between April 2026 and July 2033, amended May to August 2026. (S-1, Management's Discussion and Analysis (contractual obligations))
- 2026-04: Amazon compute agreement. Commitment of at least $110.0 billion between May 2026 and April 2036. (S-1, Management's Discussion and Analysis (contractual obligations))
- 2026-06-01: Draft registration statement (form DRS) filed confidentially with the SEC. EDGAR lists a form DRS (draft registration statement) accepted at 13:11 UTC on June 1, 2026. The public S-1 followed on October 26. Reuters also reported a confidential filing in June. (EDGAR filing list, Filing list for CIK 2130357)
- 2026-06: U.S. Commerce Department imposes worldwide export restrictions on two models. The S-1 says that in June 2026 the Department of Commerce imposed worldwide export restrictions on the Fable 5 and Mythos 5 models, which Anthropic disabled for all customers until the restrictions were lifted. (S-1, Risk Factors (government dispute; trade controls))
- 2026-07-13: Draft registration statement amendment (DRS/A) filed. EDGAR lists the first DRS/A with a filing date of July 13, 2026. (EDGAR filing list, Filing list for CIK 2130357)
- 2026-08-10: Second DRS/A filed. EDGAR lists a DRS/A with a filing date of August 10, 2026. (EDGAR filing list, Filing list for CIK 2130357)
- 2026-08-27: N.D. Cal. largely grants summary judgment to Anthropic. The S-1 says the court ruled the challenged government actions were retaliatory acts that violated Anthropic's First Amendment and Fifth Amendment due process rights. (S-1, Risk Factors (government dispute))
- 2026-09-04: Third DRS/A filed. EDGAR lists a DRS/A with a filing date of September 4, 2026. (EDGAR filing list, Filing list for CIK 2130357)
- 2026-09-25: D.C. Circuit denies Anthropic's petition for review, 2-1. The S-1 says the panel ruled the Department of War's Section 4713 supply-chain risk designation was proper. Anthropic filed a petition for rehearing en banc. (S-1, Risk Factors (government dispute))
- 2026-10-01: Fourth DRS/A filed. EDGAR lists a DRS/A with a filing date of October 1, 2026. (EDGAR filing list, Filing list for CIK 2130357)
- 2026-10-09: Fifth DRS/A filed. EDGAR lists a DRS/A with a filing date of October 9, 2026. (EDGAR filing list, Filing list for CIK 2130357)
- 2026-10-26: Public Form S-1 filed; Anthropic announces proposed IPO. EDGAR shows the S-1 accepted at 13:00:11 UTC (8:00 a.m. U.S. Central) on October 26, 2026, accession 0001628280-26-067168. Anthropic's announcement the same day says it intends to list Class A common stock on the Nasdaq Global Select Market as ANT. (S-1, Cover page; EDGAR filing list)

## Still to come (open in the filing)

| What | Why we say it is open | Where it should appear |
| --- | --- | --- |
| Price range per share | Blank on the cover page. Anthropic's announcement says the price range has not yet been determined. | Expected in a later amendment to the S-1 (an S-1/A) or the final prospectus. |
| Number of shares offered by Anthropic and by selling stockholders, and the over-allotment option | Blank on the cover page and in The Offering. The announcement says the number of shares has not yet been determined. | Later amendment. |
| Net proceeds and pro forma figures | Capitalization and Use of Proceeds leave the dollar amounts and the pro forma columns blank. | Later amendment, once price and share count are set. |
| Prospectus date, effectiveness, pricing and first trading day | The cover says the registration statement has been filed but is not yet effective; securities may not be sold until it is. No dates are given. | Later amendment and the SEC's declaration of effectiveness. |
| Third-quarter 2026 revenue and Run-Rate Revenue as of October 31, 2026 | Both are blank. The S-1 already reports customer metrics as of September 30, 2026 but not the quarter's revenue figure. | Later amendment. |
| Headline total of compute commitments | The summary figure is blank (the notes give approximately $265.6 billion of fixed or minimum commitments as of June 30, 2026). | Later amendment. |
| Lock-up release share counts and percentages | The release schedule exists but its share counts and percentages are blank. | Later amendment. |
| Rehearing en banc in the D.C. Circuit | The S-1 says Anthropic has asked the full court to review the September 25 panel decision and that it cannot predict the outcome. | Court docket; reflected in any amendment. |

## Sources

- [Anthropic, PBC Form S-1 (SEC EDGAR)](https://www.sec.gov/Archives/edgar/data/2130357/000162828026067168/anthropicpbc-sx1.htm) (primary)
- [SEC EDGAR filing list for Anthropic, PBC (CIK 2130357)](https://data.sec.gov/submissions/CIK0002130357.json) (primary)
- [Anthropic: files S-1 with the SEC for proposed initial public offering](https://www.anthropic.com/news/s1-sec) (primary)
- [CNBC live updates: Anthropic IPO and S-1 filing](https://www.cnbc.com/2026/10/26/anthropic-ipo-live-updates-ai-s-1-filing.html) (press report)
- [Reuters via Investing.com: Anthropic's IPO, a close look at AI frontrunner's rapid growth, spiraling costs](https://www.investing.com/news/stock-market-news/anthropics-ipo-a-close-look-at-ai-frontrunners-rapid-growth-spiraling-costs-4972917) (press report)

## More on the Anthropic IPO

- [Anthropic IPO: what the S-1 says (proposed Nasdaq ticker ANT)](https://theagenticweekly.com/anthropic-ipo) ([md](https://theagenticweekly.com/anthropic-ipo.md))
- [What Anthropic's S-1 says, in plain English](https://theagenticweekly.com/anthropic-ipo/s1-explained) ([md](https://theagenticweekly.com/anthropic-ipo/s1-explained.md))
- [Anthropic S-1 key numbers](https://theagenticweekly.com/anthropic-ipo/key-numbers) ([md](https://theagenticweekly.com/anthropic-ipo/key-numbers.md))
- [Anthropic S-1 risk factors that matter](https://theagenticweekly.com/anthropic-ipo/risk-factors) ([md](https://theagenticweekly.com/anthropic-ipo/risk-factors.md))
- [Anthropic IPO FAQ](https://theagenticweekly.com/anthropic-ipo/faq) ([md](https://theagenticweekly.com/anthropic-ipo/faq.md))
- [Our original brief on the filing](https://theagenticweekly.com/news/anthropic-s-1-ipo-filing-nasdaq-ant)
- [Data as JSON](https://theagenticweekly.com/anthropic-ipo.json)