Monitor future 13G amendments for any increase in Vanguard's stake, which would signal growing passive conviction. No activist intent is indicated, so no near-term governance or strategic changes are expected from this filing.
Price Chart
Executive Summary
Vanguard Capital Management LLC disclosed a 5.13% passive stake in ADTRAN Holdings via a new Schedule 13G filing, holding 4,184,669 shares as of September 30, 2026. The filing certifies passive intent with no aim to influence control, consistent with Vanguard's typical index-oriented investment approach. This is a new filing by this entity; prior passive stakes were held by Vanguard Portfolio Management LLC and Egora Ventures AG.
Key Financial Metrics
Key Facts
- Vanguard Capital Management LLC filed a new Schedule 13G for ADTRAN Holdings, Inc.
- Beneficial ownership: 4,184,669 shares of common stock, representing 5.13% of shares outstanding.
- The filing certifies passive intent under Rule 13d-1(b), no intent to influence control.
- Date of event triggering filing: September 30, 2026.
- Vanguard Capital Management is an investment adviser; includes holdings from affiliated entities (Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC, Vanguard Investments Australia Ltd).
- Prior passive stakes in ADTRAN were held by Vanguard Portfolio Management LLC (filed April 2026) and Egora Ventures AG (filed March 2026).
Financial Impact
5.13% stake valued at approximately $29M based on $567M market cap; no transaction value disclosed.
Risk Factors
- No material risk identified; passive 5%+ stake is routine for an index-oriented manager.
- No indication of activist intent or plan to influence management.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100119-26-001542 |
| Document: 0002100119-26-001542-index.html | 0002100119-26-001542 |
| Document: 0002100119-26-001542.txt | 0002100119-26-001542 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $6.60 | awaiting T+5 | awaiting T+5 | $6.53 (−1.06%) |
Oct 29, 2026 3d ago | 8-K | $6.87 | awaiting T+5 | awaiting T+5 | $6.53 (−4.95%) |
Aug 10, 2026 11w ago | 8-K | $7.76 $8.10 | ▲ +4.38% | ▲ +4.79% | $6.53 (−15.85%) |
Aug 8, 2026 12w ago | Institutional Cluster | $7.63 $8.66 | ▲ +13.43% | ▲ +13.48% | $6.53 (−14.42%) |
Aug 7, 2026 12w ago | Insider Buy | $7.63 $8.66 | ▲ +13.43% | ▲ +13.48% | $6.53 (−14.42%) |
Aug 4, 2026 12w ago | 8-K | $8.76 $7.76 | ▼ −11.42% | ▼ −11.32% | $6.53 (−25.46%) |
Jul 22, 2026 14w ago | 8-K | $10.45 $8.33 | ▲ +20.29% | ▲ +17.89% | $6.53 (+37.51%) |
Jul 17, 2026 15w ago | S-3ASR | $11.65 $10.15 | ▼ −12.88% | ▼ −12.19% | $6.53 (−43.95%) |
Jun 11, 2026 20w ago | Institutional Cluster | $15.26 $15.18 | ▼ −0.52% | ▼ −1.20% | $6.53 (−57.21%) |
May 1, 2026 26w ago | DEFA14A | $18.45 $14.55 | ▼ −21.14% | ▼ −23.49% | $6.53 (−64.61%) |
US Market Status
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