Vanguard's crossing of the 5% threshold is a routine passive disclosure by a large index fund manager. No change in company strategy or governance is implied. Monitor for any subsequent 13D conversion, though none is indicated by this filing.
Price Chart
Executive Summary
Vanguard Capital Management LLC filed a Schedule 13G disclosing a 5.03% passive stake in ScanSource, Inc. as of September 30, 2026, representing 1,013,314 shares. This is a new 5%+ threshold crossing by a major index fund manager, indicating routine portfolio rebalancing with no activist intent.
Key Financial Metrics
Key Facts
- Vanguard Capital Management LLC disclosed beneficial ownership of 1,013,314 shares of ScanSource common stock, representing 5.03% of shares outstanding.
- The filing certifies passive intent under Rule 13d-1(b), with no purpose of changing or influencing control.
- This is a new 5%+ disclosure from Vanguard; no prior SC 13G from this filer was on file for ScanSource.
- The stake includes shares held by Vanguard funds and managed accounts over which Vanguard Capital Management exercises dispositive power.
Financial Impact
Stake valued at approximately $60.4 million based on market cap of $1.2B and 5.03% ownership.
Risk Factors
- No activist or control intent disclosed; passive filing limits further escalation risk.
- Vanguard's stake may fluctuate with index rebalancing and fund flows, not company-specific conviction.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100119-26-001681 |
| Document: 0002100119-26-001681-index.html | 0002100119-26-001681 |
| Document: 0002100119-26-001681.txt | 0002100119-26-001681 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $58.93 | awaiting T+20 | awaiting T+20 | $57.71 (−2.07%) |
Oct 26, 2026 6d ago | DEFA14A | $61.25 | awaiting T+20 | awaiting T+20 | $57.71 (−5.78%) |
Oct 26, 2026 6d ago | DEF 14A | $61.25 | awaiting T+20 | awaiting T+20 | $57.71 (−5.78%) |
Oct 20, 2026 12d ago | SC 13G/A | $60.23 | awaiting T+20 | awaiting T+20 | $57.71 (−4.18%) |
Oct 9, 2026 23d ago | SC 13G/A | $60.67 | awaiting T+20 | awaiting T+20 | $57.71 (−4.88%) |
Sep 14, 2026 6w ago | Insider Cluster | $57.63 $61.97 | ▼ −7.53% | ▼ −4.81% | $57.71 (−0.14%) |
Sep 4, 2026 8w ago | Insider Cluster | $57.69 $60.94 | ▲ +5.63% | ▲ +3.67% | $57.71 (+0.03%) |
Sep 2, 2026 8w ago | 8-K | $56.64 $62.22 | ▲ +9.85% | ▲ +10.00% | $57.71 (+1.89%) |
Aug 20, 2026 10w ago | 8-K | $56.39 $57.65 | ▲ +2.23% | ▲ +2.23% | $57.71 (+2.34%) |
Aug 17, 2026 10w ago | 8-K | $51.71 $57.63 | ▲ +11.45% | ▲ +13.43% | $57.71 (+11.60%) |
US Market Status
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