Baillie Gifford's stake remains stable and passive — no signal of activist intent or material conviction change. Monitor for any future conversion to Schedule 13D or significant position reduction below 5%.
Price Chart
Executive Summary
Baillie Gifford & Co filed an amended Schedule 13G disclosing a 4.9% passive stake in Reddit, Inc. as of September 30, 2026, representing 7,092,609 Class A shares. This is a reduction from their prior filing (which showed 7,092,609 shares at 4.85% — the percentage decrease from 4.85% to 4.9% is likely due to share count changes, not a material reduction). The filing confirms continued passive intent with no activist conversion.
Key Financial Metrics
Key Facts
- Baillie Gifford & Co holds 7,092,609 Class A shares of Reddit, Inc.
- Stake represents 4.9% of Class A common stock as of September 30, 2026.
- Filer certifies passive intent under Rule 13d-1(b) — no activist conversion.
- Filing is an amendment to prior Schedule 13G; stake size is essentially unchanged from the November 2025 filing.
Financial Impact
No material financial impact — passive stake amendment with no change in position size or intent.
Risk Factors
- A future reduction below the 5% threshold could signal waning institutional conviction.
- Passive filers occasionally convert to activist (13D) — watch for any change in filing type.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001088875-26-000071 |
| Document: 0001088875-26-000071-index.html | 0001088875-26-000071 |
| Document: 0001088875-26-000071.txt | 0001088875-26-000071 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Institutional Cluster | $144.25 | awaiting T+60 | — | $138.45 (−4.02%) |
Oct 21, 2026 5d ago | SC 13G/A | $153.28 | awaiting T+60 | — | $138.45 (−9.68%) |
Oct 16, 2026 10d ago | Insider Cluster | $155.14 | awaiting T+60 | — | $138.45 (+10.76%) |
Sep 21, 2026 5w ago | 3 | $155.67 | awaiting T+60 | — | $138.45 (−11.06%) |
Sep 17, 2026 5w ago | Insider Cluster | $150.85 | awaiting T+60 | — | $138.45 (−8.22%) |
Sep 2, 2026 7w ago | Insider Cluster | $155.99 | awaiting T+60 | — | $138.45 (−11.24%) |
Aug 18, 2026 9w ago | Insider Cluster | $151.71 | awaiting T+60 | — | $138.45 (−8.74%) |
Aug 18, 2026 9w ago | Insider Cluster | $151.71 | awaiting T+60 | — | $138.45 (−8.74%) |
Jul 17, 2026 14w ago | Insider Cluster | $181.64 $155.29 | ▼ −14.51% | ▼ −19.35% | $138.45 (−23.78%) |
Jul 6, 2026 16w ago | Insider Cluster | $199.44 $142.44 | ▼ −28.58% | ▼ −30.58% | $138.45 (−30.58%) |
US Market Status
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