Monitor for any future 13D conversion or additional accumulation by Baillie Gifford. The increased stake suggests long-term conviction, but the passive filing indicates no current activist intent.
Price Chart
Executive Summary
Baillie Gifford & Co filed a Schedule 13G/A disclosing a passive stake of 46,531,715 shares (4.49%) in QXO, Inc. as of September 30, 2026. This is an increase from a prior filing showing 25,332,227 shares, indicating growing conviction from a major institutional investor.
Key Financial Metrics
Key Facts
- Baillie Gifford & Co reported beneficial ownership of 46,531,715 shares of QXO common stock.
- The stake represents 4.49% of shares outstanding as of September 30, 2026.
- This is an increase from 25,332,227 shares in a prior filing, reflecting net accumulation of approximately 21.2 million shares.
- The filing is made under Rule 13d-1(b), confirming a passive investment intent.
Financial Impact
Baillie Gifford increased its stake by approximately 21.2 million shares, representing a significant vote of confidence. The exact dollar value of the stake is not disclosed in the filing.
Risk Factors
- Baillie Gifford could reduce its position in future quarters, reversing the accumulation signal.
- The filing does not disclose the price or timing of the additional purchases, limiting the precision of the signal.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001088875-26-000068 |
| Document: 0001088875-26-000068-index.html | 0001088875-26-000068 |
| Document: 0001088875-26-000068.txt | 0001088875-26-000068 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | SC 13G/A | $10.53 | awaiting T+1 | awaiting T+1 | $10.64 (+1.04%) |
Oct 23, 2026 4d ago | Institutional Cluster | $10.51 $10.48 | ▼ −0.29% | ▼ −1.00% | $10.64 (+1.24%) |
Oct 21, 2026 7d ago | SC 13G/A | $10.31 $11.02 | ▲ +6.89% | ▲ +8.07% | $10.64 (+3.20%) |
Jul 23, 2026 13w ago | 8-K | $13.67 $14.13 | ▲ +3.37% | ▲ +3.34% | $10.64 (−22.17%) |
Jul 9, 2026 15w ago | 8-K | $14.58 $14.99 | ▲ +2.81% | ▲ +2.38% | $10.64 (−27.02%) |
Jul 1, 2026 16w ago | S-3ASR | $16.21 $15.81 | ▼ −2.47% | ▼ −3.34% | $10.64 (−34.36%) |
Jun 30, 2026 17w ago | 8-K | $17.28 $16.54 | ▼ −4.28% | ▼ −4.15% | $10.64 (−38.43%) |
Jun 29, 2026 17w ago | 8-K | $17.28 $16.54 | ▼ −4.28% | ▼ −4.15% | $10.64 (−38.43%) |
Jun 17, 2026 18w ago | 8-K | $17.76 $16.74 | ▼ −5.74% | ▼ −5.43% | $10.64 (−40.09%) |
Jun 12, 2026 19w ago | 8-K | $16.63 $16.69 | ▲ +0.36% | ▼ −1.40% | $10.64 (−36.02%) |
US Market Status
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