BML's increased stake to 14.7% signals strong conviction from a repeat filer. Monitor for any future conversion to a 13D (activist) filing or additional share accumulation.
Price Chart
Executive Summary
BML Investment Partners, L.P. filed an amended Schedule 13G disclosing a 14.7% passive stake in Outset Medical, Inc. as of October 2, 2026, representing 2,764,610 shares of common stock. This is an increase from the prior filing (May 2026) where BML held an undisclosed amount, indicating growing conviction by this institutional holder.
Key Financial Metrics
Key Facts
- BML Investment Partners, L.P. reported beneficial ownership of 2,764,610 shares of Outset Medical common stock.
- The stake represents 14.7% of outstanding shares as of October 2, 2026.
- The filing is an amendment to Schedule 13G, indicating a passive investment intent.
- BML's general partner is BML Capital Management, LLC, whose managing member is Braden M. Leonard.
Financial Impact
14.7% stake valued at approximately $2.8 million based on current market price (undisclosed in filing).
Risk Factors
- Passive filing status could change if BML engages in activist activities.
- High concentration risk with a single holder at 14.7%.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001373604-26-000055 |
| Document: 0001373604-26-000055-index.html | 0001373604-26-000055 |
| Document: 0001373604-26-000055.txt | 0001373604-26-000055 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | Press Release | $4.17 | awaiting T+5 | — | $4.34 (+4.08%) |
Oct 6, 2026 20d ago | SC 13G/A | $4.21 $3.84 | ▼ −8.79% | ▼ −7.81% | $4.34 (+3.09%) |
Aug 28, 2026 8w ago | 8-K | $3.82 $3.47 | ▼ −9.16% | ▼ −9.02% | $4.34 (+13.61%) |
Aug 14, 2026 10w ago | 144 | $4.51 $4.19 | ▲ +7.10% | ▲ +5.90% | $4.34 (+3.77%) |
Jun 11, 2026 19w ago | Institutional Cluster | $4.30 $4.02 | ▼ −6.51% | ▼ −6.95% | $4.34 (+0.93%) |
May 19, 2026 22w ago | Insider Cluster | $4.38 $5.01 | ▲ +14.38% | ▲ +12.58% | $4.34 (−0.91%) |
May 15, 2026 23w ago | 144 | $3.72 $4.40 | ▲ +18.28% | ▲ +16.66% | $4.34 (+16.67%) |
Apr 27, 2026 26w ago | Press Release | $4.32 $4.33 | ▲ +0.23% | ▼ −1.46% | $4.34 (+0.46%) |
Apr 24, 2026 26w ago | DEFA14A | $4.41 $4.33 | ▼ −1.81% | ▼ −2.21% | $4.34 (−1.59%) |
Apr 8, 2026 28w ago | Press Release | $4.32 $4.40 | ▲ +1.85% | ▼ −1.33% | $4.34 (+0.46%) |
US Market Status
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