Monitor future 13G amendments from Wasatch Advisors LP for any material changes in stake size. The presence of multiple passive holders (Woodline Partners, Fidelity) suggests institutional interest but no activist pressure.
Price Chart
Executive Summary
Wasatch Advisors LP disclosed a new 6.1% passive stake in Black Rock Coffee Bar, Inc. via a Schedule 13G filing, indicating no intent to influence management. The filing confirms Wasatch as a significant institutional holder, but the passive nature and lack of activist intent limit the immediate market impact.
Key Financial Metrics
Key Facts
- Wasatch Advisors LP reported beneficial ownership of 1,354,088 shares of Black Rock Coffee Bar, Inc. Class A Common Stock.
- The stake represents 6.1% of shares outstanding as of September 30, 2026.
- This is a new Schedule 13G filing (not an amendment), indicating a new 5%+ position.
- Wasatch Advisors LP is classified as an Investment Adviser (IA) under Rule 13d-1(b)), confirming passive intent.
- The filing certifies the securities were acquired and held in the ordinary course of business, not for changing or influencing control.
- Previous passive stakes by Woodline Partners LP (6.1% as of August 14, 2026) and FMR LLC (Fidelity) were previously disclosed.
Financial Impact
Wasatch Advisors LP holds 1,354,088 shares, representing 6.1% of the company.
Risk Factors
- Passive 13G filing carries no activist intent; no immediate catalyst for stock price.
- Multiple passive holders could indicate limited liquidity or concentrated ownership.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000814133-26-000115 |
| Document: 0000814133-26-000115-index.html | 0000814133-26-000115 |
| Document: 0000814133-26-000115.txt | 0000814133-26-000115 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Press Release | $9.92 | awaiting T+60 | — | $10.37 (+4.54%) |
Oct 9, 2026 18d ago | SC 13G | $7.25 | awaiting T+60 | — | $10.37 (+43.03%) |
Sep 25, 2026 4w ago | Press Release | $7.19 | awaiting T+60 | — | $10.37 (+44.23%) |
Sep 25, 2026 4w ago | Press Release | $7.19 | awaiting T+60 | — | $10.37 (+44.23%) |
Sep 11, 2026 6w ago | Press Release | $8.48 | awaiting T+60 | — | $10.37 (+22.29%) |
Sep 1, 2026 8w ago | Press Release | $9.54 | awaiting T+60 | — | $10.37 (+8.70%) |
Aug 28, 2026 8w ago | Press Release | $9.13 | awaiting T+60 | — | $10.37 (+13.58%) |
Aug 28, 2026 8w ago | Press Release | $9.13 | awaiting T+60 | — | $10.37 (+13.58%) |
Aug 11, 2026 11w ago | Press Release | $8.23 | awaiting T+60 | — | $10.37 (+26.00%) |
Jul 30, 2026 12w ago | Press Release | $7.97 $9.81 | ▲ +23.09% | ▲ +20.62% | $10.37 (+30.11%) |
US Market Status
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