Fidelity's passive 5.3% stake is unchanged from prior filings. No activist conversion signal. Monitor for any future 13D conversion if Fidelity increases stake or engages management.
Price Chart
Executive Summary
FMR LLC (Fidelity) filed an amended Schedule 13G disclosing a 5.3% passive stake in Allegro MicroSystems as of September 30, 2026, with beneficial ownership of 9,913,111.69 shares. This is an amendment to Fidelity's prior 13G filing from August 2026, confirming continued passive investment without activist intent.
Key Financial Metrics
Key Facts
- FMR LLC (Fidelity) reports beneficial ownership of 9,913,111.69 shares of Allegro MicroSystems common stock as of September 30, 2026.
- Stake represents 5.3% of outstanding shares.
- Filing is an amendment to a prior Schedule 13G, indicating passive investment status.
- Fidelity entities include FIAM LLC, Fidelity Management & Research Company LLC, and others.
- Abigail P. Johnson is also reported as a beneficial owner with the same 5.3% stake.
Financial Impact
No financial impact — routine passive stake disclosure amendment.
Risk Factors
- No material risks identified from this passive filing.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000315066-26-002338 |
| Document: 0000315066-26-002338-index-headers.html | 0000315066-26-002338 |
| Document: 0000315066-26-002338-index.html | 0000315066-26-002338 |
| Document: 0000315066-26-002338.txt | 0000315066-26-002338 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 7, 2026 20d ago | SC 13G/A | $37.03 $36.27 | ▼ −2.05% | ▼ −1.63% | $33.98 (−8.24%) |
Aug 18, 2026 10w ago | Insider Cluster | $38.35 $37.19 | ▼ −3.02% | ▼ −2.18% | $33.98 (−11.40%) |
Jul 30, 2026 12w ago | 8-K | $41.45 $41.50 | ▲ +0.12% | ▼ −0.58% | $33.98 (−18.02%) |
Jun 18, 2026 18w ago | 8-K | $59.00 $61.58 | ▲ +4.37% | ▲ +4.69% | $33.98 (−42.41%) |
Jun 11, 2026 19w ago | Institutional Cluster | $50.41 $55.00 | ▲ +9.12% | ▲ +7.35% | $33.98 (−32.59%) |
May 26, 2026 22w ago | Insider Cluster | $49.00 $51.10 | ▲ +4.29% | ▲ +3.74% | $33.98 (−30.65%) |
May 22, 2026 22w ago | Insider Cluster | $50.76 $49.00 | ▼ −3.47% | ▼ −3.48% | $33.98 (−33.06%) |
May 15, 2026 23w ago | Insider Cluster | $41.35 $41.65 | ▼ −0.73% | ▼ −1.38% | $33.98 (+17.82%) |
May 15, 2026 23w ago | Insider Cluster | $44.33 $44.70 | ▲ +0.83% | ▲ +0.64% | $33.98 (−23.35%) |
May 13, 2026 23w ago | 8-K | $44.97 $43.10 | ▼ −4.16% | ▼ −2.93% | $33.98 (−24.44%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers