Dimensional's passive 5.5% stake adds to a growing roster of institutional holders. Monitor the concurrent 8-K filed today (Items 1.01, 2.02, 7.01, 8.01, 9.01) for earnings or material agreement details that could drive near-term price action. No activist conversion risk given Dimensional's stated passive intent.
Price Chart
Executive Summary
Dimensional Fund Advisors LP disclosed a 5.5% passive stake in Crescent Energy Co as of September 30, 2026, holding 18,311,297 shares. This is a new 13G filing from Dimensional, adding to a series of passive stake disclosures from other large asset managers (State Street, American Century, Vanguard) over the past six months. The filing is routine for a passive index-oriented manager and does not signal activist intent.
Key Financial Metrics
Key Facts
- Dimensional Fund Advisors LP disclosed beneficial ownership of 18,311,297 shares of Crescent Energy Co common stock.
- The stake represents 5.5% of shares outstanding as of September 30, 2026.
- Dimensional is a registered investment adviser filing under Rule 13d-1(b), confirming a purely passive intent.
- The filing is a new initial Schedule 13G — not an amendment — indicating Dimensional crossed the 5% threshold for the first time.
- This follows prior 13G filings from State Street Corp, American Century Investment Management, and Vanguard Portfolio Management in the last six months.
Financial Impact
5.5% passive stake valued at approximately $18.3 million based on 18.3M shares (no per-share price provided in filing).
Risk Factors
- No material risk from this filing — passive 13G with no control intent.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000354204-26-001070 |
| Document: 0000354204-26-001070-index.html | 0000354204-26-001070 |
| Document: 0000354204-26-001070.txt | 0000354204-26-001070 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Institutional Cluster | $13.50 | awaiting T+60 | — | $13.88 (+2.81%) |
Oct 15, 2026 11d ago | 8-K | $13.77 | awaiting T+60 | — | $13.88 (+0.80%) |
Oct 13, 2026 12d ago | SC 13D/A | $12.85 | awaiting T+60 | — | $13.88 (+8.02%) |
Oct 9, 2026 17d ago | 8-K | $12.78 | awaiting T+60 | — | $13.88 (−8.61%) |
Oct 8, 2026 18d ago | SC 13G | $13.01 | awaiting T+60 | — | $13.88 (+6.69%) |
Oct 8, 2026 18d ago | S-3ASR | $13.01 | awaiting T+60 | — | $13.88 (+6.69%) |
Oct 8, 2026 18d ago | 8-K | $13.01 | awaiting T+60 | — | $13.88 (+6.69%) |
Jun 12, 2026 19w ago | Institutional Cluster | $11.58 $14.19 | ▲ +22.54% | ▲ +19.27% | $13.88 (+19.86%) |
Jun 11, 2026 19w ago | Institutional Cluster | $11.48 $13.77 | ▲ +19.95% | ▲ +15.55% | $13.88 (+20.91%) |
May 22, 2026 22w ago | 8-K | $12.43 $13.43 | ▲ +8.05% | ▲ +5.32% | $13.88 (+11.67%) |
US Market Status
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