Monitor for any future 13D conversion or activist activity from Wasatch, though the current filing reaffirms passive intent. The increased stake signals growing conviction from a long-term institutional holder.
Price Chart
Executive Summary
Wasatch Advisors LP filed an amended Schedule 13G disclosing a 8.6% passive stake in Ollie's Bargain Outlet Holdings as of September 30, 2026, up from a prior filing. The filing confirms Wasatch's continued accumulation and passive intent.
Key Financial Metrics
Key Facts
- Wasatch Advisors LP reported beneficial ownership of 5,135,660 shares of Ollie's Bargain Outlet Holdings common stock as of September 30, 2026.
- The stake represents 8.6% of outstanding shares.
- Wasatch disclaims beneficial ownership of 3,343,786 shares.
- The filing is an amendment to a prior Schedule 13G, indicating a passive investment intent.
- Wasatch Advisors LP is an investment adviser (Item 3 classification: IA).
Financial Impact
Wasatch increased its stake to 8.6% from a prior filing, but exact change in share count is not specified in the document.
Risk Factors
- Wasatch could later convert to an activist 13D filing, potentially pressuring management.
- A reduction in stake below 5% in future filings would signal loss of conviction.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000814133-26-000125 |
| Document: 0000814133-26-000125-index.html | 0000814133-26-000125 |
| Document: 0000814133-26-000125.txt | 0000814133-26-000125 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Institutional Cluster | $85.00 | awaiting T+1 | — | $84.72 (−0.33%) |
Oct 21, 2026 6d ago | Institutional Cluster | $92.63 $87.72 | ▲ +5.30% | ▲ +4.78% | $84.72 (+8.54%) |
Oct 13, 2026 14d ago | 8-K | $88.33 $93.12 | ▲ +5.42% | ▲ +6.50% | $84.72 (−4.09%) |
Oct 9, 2026 18d ago | SC 13G/A | $85.33 $86.44 | ▲ +1.30% | ▲ +1.36% | $84.72 (−0.71%) |
Sep 2, 2026 7w ago | 8-K | $73.54 $73.57 | ▲ +0.04% | ▼ −1.01% | $84.72 (+15.20%) |
Aug 19, 2026 9w ago | Press Release | $79.39 | awaiting T+1 | — | $84.72 (+6.71%) |
Jun 11, 2026 19w ago | Institutional Cluster | $83.65 $83.25 | ▲ +0.48% | ▲ +1.02% | $84.72 (−1.28%) |
Jun 3, 2026 20w ago | 8-K | $79.61 $74.09 | ▼ −6.92% | ▼ −7.32% | $84.72 (+6.43%) |
Jun 3, 2026 20w ago | Press Release | $79.61 $74.09 | ▼ −6.92% | ▼ −7.32% | $84.72 (+6.43%) |
Apr 30, 2026 25w ago | DEFA14A | $85.13 $82.06 | ▼ −3.61% | ▼ −3.26% | $84.72 (−0.49%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers