Wasatch's initial 13G filing signals a new institutional holder crossing the 5% threshold. Monitor future 13G amendments for stake increases or a conversion to 13D (activist intent). Wasatch previously filed an amendment in April 2026 — this new filing resets the baseline.
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Executive Summary
Wasatch Advisors LP filed a new Schedule 13G disclosing a 5.3% passive stake in Orion Group Holdings Inc as of September 30, 2026. This is a new initial filing (not an amendment), indicating Wasatch crossed the 5% threshold for the first time. The filing confirms a passive investment intent with no plans to influence control.
Key Financial Metrics
Key Facts
- Wasatch Advisors LP filed a new Schedule 13G (not an amendment) on October 9, 2026
- Beneficial ownership: 2,161,096 shares of common stock (5.3% of shares outstanding)
- Wasatch has sole voting power over 2,006,041 shares and sole dispositive power over 2,161,096 shares
- Filed under Rule 13d-1(b) — passive investor, no intent to influence control
- Wasatch is an investment adviser (IA) based in Salt Lake City, UT
Financial Impact
5.3% passive stake disclosed; no transaction value specified in the filing
Risk Factors
- Wasatch could increase or decrease the stake without public notice until next 13G amendment
- Passive 13G status could convert to 13D if Wasatch engages with management on strategic changes
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000814133-26-000126 |
| Document: 0000814133-26-000126-index.html | 0000814133-26-000126 |
| Document: 0000814133-26-000126.txt | 0000814133-26-000126 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Press Release | $9.52 | awaiting T+60 | — | $9.15 (−3.91%) |
Oct 15, 2026 12d ago | 8-K | $8.52 | awaiting T+60 | — | $9.15 (+7.39%) |
Oct 9, 2026 18d ago | SC 13G | $9.12 | awaiting T+60 | — | $9.15 (+0.33%) |
Aug 4, 2026 12w ago | Insider Cluster | $10.33 | awaiting T+60 | — | $9.15 (−11.42%) |
Jul 29, 2026 12w ago | 8-K | $9.08 $8.41 | ▲ +7.38% | ▲ +12.11% | $9.15 (−0.77%) |
Apr 29, 2026 25w ago | 8-K | $12.01 $12.69 | ▲ +5.66% | ▲ +1.55% | $9.15 (−23.81%) |
Apr 8, 2026 28w ago | Press Release | $11.82 $14.89 | ▲ +25.97% | ▲ +15.19% | $9.15 (−22.59%) |
Apr 1, 2026 29w ago | DEFA14A | $11.24 $17.14 | ▲ +52.49% | ▲ +39.11% | $9.15 (−18.59%) |
Mar 19, 2026 31w ago | Press Release | $10.39 $14.51 | ▲ +39.65% | ▲ +25.23% | $9.15 (−11.93%) |
Mar 6, 2026 33w ago | Insider Cluster | $11.66 $13.83 | ▲ +18.61% | ▲ +5.83% | $9.15 (−21.53%) |
US Market Status
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