Monitor for further insider selling or potential conversion to a Schedule 13D if the selling accelerates. The reduction by a major institutional investor could signal waning confidence in the company's near-term prospects.
Price Chart
Executive Summary
Baillie Gifford & Co filed an amended Schedule 13G disclosing a 7.4% passive stake in Savers Value Village, Inc. as of September 30, 2026. The filing confirms a reduction from the prior stake, with 11,403,276 shares held, down from 6,517,229 shares in the previous filing.
Key Financial Metrics
Key Facts
- Baillie Gifford & Co reported beneficial ownership of 11,403,276 ordinary shares of Savers Value Village, Inc.
- The stake represents 7.4% of outstanding shares as of September 30, 2026.
- The filing is an amendment to Schedule 13G, indicating a passive investment intent.
- The previous filing showed 6,517,229 shares, indicating a reduction of approximately 4,886,047 shares.
- The filing was made on October 21, 2026, with a date of change of October 21, 2026.
Financial Impact
Baillie Gifford reduced its stake by approximately 4.9 million shares, a decrease of about 43% from the prior filing. The current stake value is not disclosed but based on the share count and recent trading prices, the reduction represents a significant sell-off.
Risk Factors
- Continued selling by Baillie Gifford could pressure the stock price.
- The reduction may indicate concerns about the company's financial performance or outlook.
- Potential for other institutional investors to follow suit, exacerbating selling pressure.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001088875-26-000070 |
| Document: 0001088875-26-000070-index.html | 0001088875-26-000070 |
| Document: 0001088875-26-000070.txt | 0001088875-26-000070 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | SC 13G/A | $9.88 | awaiting T+20 | — | $8.76 (+11.34%) |
Sep 16, 2026 5w ago | 144 | $9.12 $9.35 | ▲ +2.52% | ▲ +0.46% | $8.76 (−3.95%) |
Aug 17, 2026 10w ago | Insider Cluster | $10.53 $9.12 | ▲ +13.39% | ▲ +11.64% | $8.76 (+16.81%) |
Aug 13, 2026 10w ago | 424B5 | $10.83 $9.75 | ▲ +9.97% | ▲ +8.23% | $8.76 (+19.11%) |
Aug 12, 2026 10w ago | Insider Cluster | $10.83 $9.75 | ▲ +9.97% | ▲ +8.23% | $8.76 (+19.11%) |
Aug 7, 2026 11w ago | Insider Cluster | $12.29 $10.23 | ▲ +16.76% | ▲ +15.85% | $8.76 (+28.72%) |
Aug 4, 2026 12w ago | Insider Cluster | $10.90 $10.25 | ▼ −5.96% | ▼ −5.36% | $8.76 (−19.63%) |
Jun 11, 2026 19w ago | Institutional Cluster | $9.99 $9.77 | ▼ −2.20% | ▼ −3.98% | $8.76 (−12.31%) |
Jun 2, 2026 21w ago | 8-K | $9.48 $9.97 | ▲ +5.17% | ▲ +6.17% | $8.76 (−7.59%) |
US Market Status
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