Monitor for any future 13D conversion or additional Vanguard entity filings that could signal a shift from passive to active stance. The 5.94% stake is near the threshold for potential activist intent, though the filing explicitly certifies passive purpose.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC disclosed a 5.94% passive stake in Kodiak Gas Services, Inc. as of September 30, 2026, holding 6,012,770 shares. This is a new Schedule 13G filing by this entity, though Vanguard Capital Management LLC previously filed a 13G in April 2026, indicating Vanguard's overall interest in the company is growing.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC filed a new Schedule 13G for Kodiak Gas Services, Inc.
- Stake: 6,012,770 shares of common stock, representing 5.94% of shares outstanding.
- Filing certifies passive intent under Rule 13d-1(b) with no intent to influence control.
- Filing date: October 30, 2026; beneficial ownership as of September 30, 2026.
- Vanguard Capital Management LLC filed a separate 13G in April 2026, suggesting coordinated Vanguard group interest.
Financial Impact
5.94% stake valued at approximately $291 million based on $4.9B market cap.
Risk Factors
- No stated intent to influence management, but a large passive holder could still engage privately.
- Vanguard's aggregate ownership across entities may exceed 10%, triggering additional disclosure requirements.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100121-26-001110 |
| Document: 0002100121-26-001110-index.html | 0002100121-26-001110 |
| Document: 0002100121-26-001110.txt | 0002100121-26-001110 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $46.73 | awaiting T+20 | awaiting T+20 | $46.86 (+0.28%) |
Sep 17, 2026 6w ago | Insider Cluster | $58.73 $47.21 | ▲ +19.62% | ▲ +19.82% | $46.86 (+20.21%) |
Sep 15, 2026 6w ago | Insider Cluster | $58.41 $50.07 | ▼ −14.28% | ▼ −16.34% | $46.86 (−19.77%) |
Sep 10, 2026 7w ago | Institutional Cluster | $62.50 $53.57 | ▼ −14.29% | ▼ −16.41% | $46.86 (−25.02%) |
Aug 6, 2026 12w ago | 8-K | $58.68 | awaiting T+20 | awaiting T+20 | $46.86 (−20.14%) |
Jul 13, 2026 15w ago | Insider Cluster | $69.09 $61.10 | ▼ −11.56% | ▼ −14.06% | $46.86 (−32.18%) |
Jun 16, 2026 19w ago | Insider Cluster | $66.55 $65.94 | ▼ −0.92% | ▼ −2.23% | $46.86 (−29.59%) |
May 15, 2026 24w ago | 424B5 | $73.00 $69.25 | ▲ +5.14% | ▲ +7.26% | $46.86 (+35.81%) |
May 13, 2026 24w ago | 424B5 | $74.23 $69.08 | ▲ +6.94% | ▲ +6.08% | $46.86 (+36.87%) |
May 13, 2026 24w ago | S-3ASR | $74.23 $69.08 | ▼ −6.94% | ▼ −6.08% | $46.86 (−36.87%) |
US Market Status
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