Monitor for any future amendments that show a material increase or decrease in Vanguard's position, which could signal a shift in passive allocation. The 5.27% stake is just above the 5% reporting threshold, consistent with index fund weighting.
Price Chart
Executive Summary
Vanguard Capital Management LLC filed a new Schedule 13G disclosing a passive 5.27% stake in QXO, Inc. as of September 30, 2026, representing 54,722,821 shares. This is a new 5%+ disclosure from a major index fund manager, indicating routine passive ownership rather than activist intent.
Key Financial Metrics
Key Facts
- Vanguard Capital Management LLC filed a new Schedule 13G (not an amendment) disclosing beneficial ownership of 54,722,821 shares of QXO common stock.
- The stake represents 5.27% of shares outstanding as of September 30, 2026.
- The filing certifies passive intent under Rule 13d-1(b) with no purpose of changing or influencing control.
- Vanguard is an investment adviser (IA) filing type, consistent with index fund management.
- The filing includes shares held by Vanguard funds and managed accounts over which Vanguard Capital Management exercises dispositive power.
Financial Impact
Stake valued at approximately $596 million based on $11.3B market cap and 5.27% ownership.
Risk Factors
- No activist intent indicated; this is a routine passive filing with no expected impact on management or strategy.
- The filing does not disclose the exact date of acquisition or cost basis.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100119-26-001639 |
| Document: 0002100119-26-001639-index.html | 0002100119-26-001639 |
| Document: 0002100119-26-001639.txt | 0002100119-26-001639 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $11.02 | awaiting T+5 | awaiting T+5 | $11.04 (+0.18%) |
Oct 27, 2026 5d ago | SC 13G/A | $10.86 | awaiting T+5 | awaiting T+5 | $11.04 (+1.66%) |
Oct 23, 2026 9d ago | Institutional Cluster | $10.51 $11.04 | ▲ +5.04% | ▲ +5.60% | $11.04 (+5.04%) |
Oct 21, 2026 11d ago | SC 13G/A | $10.31 $10.64 | ▲ +3.20% | ▲ +3.64% | $11.04 (+7.08%) |
Jul 23, 2026 14w ago | 8-K | $13.67 $13.46 | ▼ −1.54% | ▼ −1.91% | $11.04 (−19.24%) |
Jul 9, 2026 16w ago | 8-K | $14.58 $15.42 | ▲ +5.76% | ▲ +5.89% | $11.04 (−24.28%) |
Jul 1, 2026 17w ago | S-3ASR | $16.21 $14.58 | ▼ −10.06% | ▼ −10.99% | $11.04 (−31.89%) |
Jun 30, 2026 17w ago | 8-K | $17.28 $15.81 | ▼ −8.51% | ▼ −9.11% | $11.04 (−36.11%) |
Jun 29, 2026 17w ago | 8-K | $17.28 $15.81 | ▼ −8.51% | ▼ −9.11% | $11.04 (−36.11%) |
Jun 17, 2026 19w ago | 8-K | $17.76 $18.00 | ▲ +1.35% | ▲ +3.02% | $11.04 (−37.84%) |
US Market Status
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