Monitor for any future amendments that increase the stake above 5% or a conversion to Schedule 13D if Vanguard's intent changes. The passive nature of this filing suggests no near-term activist pressure, but the size of the stake signals meaningful institutional conviction.
Price Chart
Executive Summary
Vanguard Capital Management LLC disclosed a passive 5.0% stake in Ouster, Inc. via a new Schedule 13G filing, reporting beneficial ownership of 3,606,687 shares as of September 30, 2026. This is a new filing (not an amendment) by a Vanguard affiliate, indicating a passive investment position with no intent to influence control.
Key Financial Metrics
Key Facts
- Vanguard Capital Management LLC filed a new Schedule 13G on October 30, 2026, reporting beneficial ownership of 3,606,687 shares of Ouster, Inc. common stock.
- The stake represents approximately 5.0% of shares outstanding based on the filing's own percentage calculation.
- The filing certifies passive intent under Rule 13d-1(b), with no purpose of changing or influencing control.
- The prior cross-filing was a Schedule 13G/A filed by Vanguard Group Inc. on March 27, 2026, but the current filing is by a different entity (Vanguard Capital Management LLC) and is a new initial filing, not an amendment.
- The filing covers shares held by Vanguard Capital Management and its affiliates including Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC, and Vanguard Investments Australia Ltd.
Financial Impact
Passive 5.0% stake valued at approximately $120 million based on the $2.4B market cap snapshot (3,606,687 shares at roughly $33.30/share implied by market cap).
Risk Factors
- The filing does not disclose the exact percentage of shares outstanding; the 5% figure is from the filing's own calculation and may differ slightly from current shares outstanding.
- Vanguard Capital Management is a passive index-oriented manager; the stake likely reflects index fund holdings rather than active conviction, limiting signaling value.
- The prior Vanguard Group Inc. filing (March 2026) may have covered overlapping positions, but the current filing is by a different legal entity and is a new initial filing, creating potential ambiguity in tracking total Vanguard exposure.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100119-26-001656 |
| Document: 0002100119-26-001656-index.html | 0002100119-26-001656 |
| Document: 0002100119-26-001656.txt | 0002100119-26-001656 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $28.91 | awaiting T+20 | awaiting T+20 | $29.74 (+2.87%) |
Sep 16, 2026 6w ago | Insider Cluster | $34.95 $31.33 | ▲ +10.36% | ▲ +11.56% | $29.74 (+14.91%) |
Sep 11, 2026 7w ago | 144 | $33.46 $37.27 | ▲ +11.39% | ▲ +9.12% | $29.74 (−11.12%) |
Sep 11, 2026 7w ago | 144 | $33.46 $37.27 | ▲ +11.39% | ▲ +9.12% | $29.74 (−11.12%) |
Aug 18, 2026 10w ago | 144 | $40.06 $32.79 | ▼ −18.15% | ▼ −16.63% | $29.74 (−25.76%) |
Aug 7, 2026 12w ago | Insider Cluster | $42.13 $38.05 | ▼ −9.68% | ▼ −8.77% | $29.74 (−29.41%) |
Aug 6, 2026 12w ago | 144 | $43.40 $36.43 | ▼ −16.06% | ▼ −15.66% | $29.74 (−31.47%) |
Jul 6, 2026 16w ago | 8-K | $44.06 $42.48 | ▼ −3.59% | ▼ −4.92% | $29.74 (−32.50%) |
Jul 6, 2026 16w ago | 424B5 | $49.83 $39.01 | ▲ +21.71% | ▲ +21.15% | $29.74 (+40.32%) |
Jul 2, 2026 17w ago | 424B5 | $49.84 $35.53 | ▲ +28.71% | ▲ +28.30% | $29.74 (+40.33%) |
US Market Status
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