Vanguard's passive stake increase signals continued index/quantitative buying, not active conviction. Monitor for any future conversion to a 13D filing, which would indicate a shift to activist intent.
Price Chart
Executive Summary
Vanguard Capital Management LLC filed an amended Schedule 13G disclosing a 6.35% passive stake in Altisource Portfolio Solutions as of September 30, 2026, up from a prior filing. The filing comes one day after the company reported Q3 2026 results showing 26% revenue growth and continued diversification away from Onity and Rithm.
Key Financial Metrics
Key Facts
- Vanguard Capital Management LLC reported beneficial ownership of 725,379 shares (6.35% of common stock) as of September 30, 2026.
- The prior 13G/A filed March 26, 2026, listed Vanguard Group Inc. as the filer; this filing is by Vanguard Capital Management LLC, a different Vanguard entity.
- The stake is held in the form of warrants, not common shares, per the filing.
- The filing was made one day after Altisource reported Q3 2026 service revenue of $49.8M (up 26% YoY) and adjusted EBITDA of $4.3M (up 17% YoY).
Financial Impact
Vanguard holds 6.35% of ASPS common stock, equivalent to approximately $4.1M at the $65M market cap.
Risk Factors
- The stake is held via warrants, which may have different economic terms than common shares.
- Vanguard's passive filing certification means no activist intent is signaled; any change in stance would require a new filing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100119-26-001539 |
| Document: 0002100119-26-001539-index.html | 0002100119-26-001539 |
| Document: 0002100119-26-001539.txt | 0002100119-26-001539 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $5.25 | awaiting T+20 | awaiting T+20 | $5.50 (+4.76%) |
Oct 29, 2026 3d ago | Press Release | No price | awaiting T+20 | awaiting T+20 | No price |
Oct 29, 2026 3d ago | 8-K | $5.34 | awaiting T+20 | awaiting T+20 | $5.50 (+3.00%) |
Oct 20, 2026 12d ago | Press Release | $5.49 | awaiting T+20 | awaiting T+20 | $5.50 (+0.13%) |
Aug 7, 2026 12w ago | Insider Cluster | $5.54 $5.59 | ▲ +0.90% | ▲ +1.82% | $5.50 (−0.72%) |
Aug 4, 2026 12w ago | Insider Cluster | $5.59 $5.61 | ▲ +0.36% | ▲ +0.96% | $5.50 (−1.61%) |
Jul 23, 2026 14w ago | 8-K | $5.80 $5.60 | ▼ −3.53% | ▼ −6.84% | $5.50 (−5.17%) |
Jul 20, 2026 14w ago | Press Release | $6.43 | awaiting T+20 | awaiting T+20 | $5.50 (−14.46%) |
Apr 23, 2026 27w ago | Press Release | $6.22 $6.49 | ▲ +4.34% | ▼ −0.29% | $5.50 (−11.58%) |
Apr 20, 2026 27w ago | Press Release | $6.93 $6.33 | ▼ −8.66% | ▼ −12.86% | $5.50 (−20.63%) |
US Market Status
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