Monitor ScanSource's upcoming quarterly earnings for any operational updates; the passive stake reduction suggests Pzena is not accumulating aggressively, but the position remains meaningful at 4.7%.
Price Chart
Executive Summary
Pzena Investment Management LLC filed an amended Schedule 13G disclosing a 4.7% passive stake in ScanSource, Inc. as of September 30, 2026, holding 941,150 shares. This is a decrease from their prior 13G filing (July 2026) which did not disclose a specific percentage, but the current filing shows the stake remains below the 5% threshold, indicating a passive position with no activist intent.
Key Financial Metrics
Key Facts
- Pzena Investment Management LLC reported beneficial ownership of 941,150 shares of ScanSource common stock.
- The stake represents 4.7% of shares outstanding as of September 30, 2026.
- The filing is an amendment to a prior Schedule 13G, indicating a passive investment intent.
- Pzena has sole voting power over 672,998 shares and sole dispositive power over 941,150 shares.
- The filing certifies the securities were not acquired to change or influence control of the issuer.
Financial Impact
4.7% passive stake with no material financial impact from the filing itself.
Risk Factors
- Pzena could further reduce its stake, potentially signaling waning conviction.
- A drop below 5% removes the filing obligation, reducing transparency on future sales.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001027796-26-000063 |
| Document: 0001027796-26-000063-index.html | 0001027796-26-000063 |
| Document: 0001027796-26-000063.txt | 0001027796-26-000063 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | DEFA14A | $60.98 | awaiting T+20 | — | $61.25 (+0.44%) |
Oct 26, 2026 1d ago | DEF 14A | $60.98 | awaiting T+20 | — | $61.25 (+0.44%) |
Oct 20, 2026 7d ago | SC 13G/A | $60.23 | awaiting T+20 | — | $61.25 (+1.69%) |
Oct 9, 2026 18d ago | SC 13G/A | $60.67 | awaiting T+20 | — | $61.25 (+0.96%) |
Sep 14, 2026 6w ago | Insider Cluster | $57.63 $61.97 | ▼ −7.53% | ▼ −4.81% | $61.25 (−6.28%) |
Sep 4, 2026 7w ago | Insider Cluster | $57.69 $60.94 | ▲ +5.63% | ▲ +3.67% | $61.25 (+6.17%) |
Sep 2, 2026 7w ago | 8-K | $56.64 $62.22 | ▲ +9.85% | ▲ +10.00% | $61.25 (+8.14%) |
Aug 20, 2026 9w ago | 8-K | $56.39 $57.65 | ▲ +2.23% | ▲ +2.23% | $61.25 (+8.62%) |
Aug 17, 2026 10w ago | 8-K | $51.71 $57.63 | ▲ +11.45% | ▲ +13.43% | $61.25 (+18.45%) |
May 29, 2026 21w ago | 8-K | $48.13 $52.09 | ▲ +8.23% | ▲ +9.53% | $61.25 (+27.26%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers