Monitor whether Vanguard continues to trim its position in future quarters; the reduction below 5% removes mandatory 13G filing requirements, so future changes may not be visible via this filing type. The earnings momentum from yesterday's report is the dominant near-term factor.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed an amended Schedule 13G disclosing a 4.98% passive stake in Entegris Inc as of September 30, 2026, down from a prior 5%+ position. The filing comes one day after Entegris reported record Q3 revenue and raised guidance, suggesting the reduction is routine portfolio rebalancing rather than a negative signal.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC holds 7,617,615 shares of Entegris common stock, representing 4.98% of shares outstanding.
- The stake is below the 5% threshold, indicating a decrease from a prior position above 5%.
- The filing is an amendment to Schedule 13G, confirming passive investment intent under Rule 13d-1(b).
- Filed one day after Entegris reported record Q3 2026 revenue of $1.0057B (up 24.6% YoY) and raised Q4 guidance.
Financial Impact
Stake valued at approximately $1.21B based on $24.3B market cap and 4.98% ownership; reduction from prior >5% position represents a decrease of roughly 0.02%+ of shares outstanding.
Risk Factors
- Passive holder reduced stake below 5%, which could signal waning institutional conviction.
- No further 13G filings required if stake stays below 5%, reducing transparency on Vanguard's future moves.
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) | 0002100121-26-001030 |
| Document: 0002100121-26-001030-index.html | 0002100121-26-001030 |
| Document: 0002100121-26-001030.txt | 0002100121-26-001030 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $151.94 | awaiting T+1 | awaiting T+1 | $154.39 (+1.61%) |
Oct 29, 2026 3d ago | 8-K | $160.00 $154.39 | ▼ −3.51% | ▼ −1.73% | $154.39 (−3.51%) |
Oct 27, 2026 5d ago | Institutional Cluster | $159.32 $160.00 | ▲ +0.43% | ▲ +0.81% | $154.39 (−3.09%) |
Oct 16, 2026 16d ago | Institutional Cluster | $138.74 $144.52 | ▲ +4.17% | ▲ +3.74% | $154.39 (+11.28%) |
Oct 14, 2026 18d ago | 8-K | $153.08 $146.87 | ▼ −4.06% | ▼ −4.34% | $154.39 (+0.86%) |
Aug 17, 2026 10w ago | Insider Cluster | $163.09 $150.27 | ▼ −7.86% | ▼ −7.19% | $154.39 (−5.33%) |
Aug 17, 2026 10w ago | Insider Cluster | $163.09 $150.27 | ▼ −7.86% | ▼ −7.19% | $154.39 (−5.33%) |
Aug 14, 2026 11w ago | Insider Cluster | $161.76 $163.09 | ▲ +0.82% | ▲ +1.29% | $154.39 (−4.56%) |
Jul 29, 2026 13w ago | 8-K | $117.11 $118.00 | ▲ +0.76% | ▲ +0.10% | $154.39 (+31.83%) |
Jul 15, 2026 15w ago | 8-K | $138.69 $134.60 | ▼ −2.95% | ▼ −2.41% | $154.39 (+11.32%) |
US Market Status
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