SEC filings · customer concentration

Who depends on Optum Specialty Pharmacy

1 listed supplier reports Optum Specialty Pharmacy as a customer worth 10% or more of their revenue, led by Exelixis at 10%.

0major customers now
—of revenue from them
1listed suppliers depending on it
2020–2026years covered
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Suppliers that depend on Optum Specialty Pharmacy

Listed companies whose annual report names Optum Specialty Pharmacy as a customer worth 10% or more of their revenue. If Optum Specialty Pharmacy cuts orders or switches supplier, these are the companies that feel it.

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
ExelixisEXEL10%from 9%FY 2020: 13%FY 2021: 8%FY 2022: 10%FY 2023: 10%FY 2025: 9%FY 2026: 10%7 yearsFY 2026 · filed 10 Feb 2026

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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