Wasatch is a fundamental long-only manager — this is a conviction build, not a trading position. Monitor for any subsequent 13D conversion or further accumulation in future quarters. No immediate catalyst.
Price Chart
Executive Summary
Wasatch Advisors LP filed an amended Schedule 13G disclosing a 4.2% passive stake in ScanSource, Inc. as of September 30, 2026, representing 841,300 shares. This is a new filing from Wasatch — no prior 13G from this filer was on file — indicating a notable new position by a mid-sized asset manager.
Key Financial Metrics
Key Facts
- Wasatch Advisors LP holds 841,300 shares of ScanSource common stock, representing 4.2% of shares outstanding.
- The stake is classified as passive under Rule 13d-1(b) — no activist intent is claimed.
- This is an amendment to a Schedule 13G, but no prior Wasatch 13G for SCSC was found in the cross-filing context, suggesting this is a new 5%+ position or a correction.
- The filing date is October 9, 2026, with a beneficial ownership date of September 30, 2026.
Financial Impact
4.2% passive stake with no disclosed dollar value; based on typical institutional position sizes, this is a mid-single-digit percentage holding.
Risk Factors
- Passive 13G status could convert to activist 13D if Wasatch engages management, though no indication of that here.
- A 4.2% stake is below the 5% threshold for mandatory 13G filing — this filing may reflect a voluntary disclosure or a correction of a prior filing.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000814133-26-000129 |
| Document: 0000814133-26-000129-index.html | 0000814133-26-000129 |
| Document: 0000814133-26-000129.txt | 0000814133-26-000129 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | DEFA14A | — | awaiting T+20 | — | — |
Oct 26, 2026 today | DEF 14A | — | awaiting T+20 | — | — |
Oct 20, 2026 6d ago | SC 13G/A | $60.23 | awaiting T+20 | — | $60.98 (+1.25%) |
Oct 9, 2026 17d ago | SC 13G/A | $60.67 | awaiting T+20 | — | $60.98 (+0.51%) |
Sep 14, 2026 6w ago | Insider Cluster | $57.63 $61.97 | ▼ −7.53% | ▼ −4.81% | $60.98 (−5.81%) |
Sep 4, 2026 7w ago | Insider Cluster | $57.69 $60.94 | ▲ +5.63% | ▲ +3.67% | $60.98 (+5.70%) |
Sep 2, 2026 7w ago | 8-K | $56.64 $62.22 | ▲ +9.85% | ▲ +10.00% | $60.98 (+7.66%) |
Aug 20, 2026 9w ago | 8-K | $56.39 $57.65 | ▲ +2.23% | ▲ +2.23% | $60.98 (+8.14%) |
Aug 17, 2026 10w ago | 8-K | $51.71 $57.63 | ▲ +11.45% | ▲ +13.43% | $60.98 (+17.93%) |
May 29, 2026 21w ago | 8-K | $48.13 $52.09 | ▲ +8.23% | ▲ +9.53% | $60.98 (+26.70%) |
US Market Status
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