Monitor for any subsequent amendment converting to Schedule 13D, which would signal activist intent. Royce is a long-only value manager, so conversion is unlikely; the filing is routine.
Price Chart
Executive Summary
Royce & Associates LP, a registered investment adviser and indirect subsidiary of Franklin Resources, disclosed a 5.88% passive stake in Vera Bradley as of September 30, 2026. The filing is a standard Schedule 13G indicating no intent to influence control, consistent with Royce's role as an investment manager.
Key Financial Metrics
Key Facts
- Royce & Associates LP beneficially owns 1,687,252 shares of Vera Bradley common stock.
- The stake represents 5.88% of shares outstanding as of September 30, 2026.
- Royce is an indirect majority-owned subsidiary of Franklin Resources, Inc. (FRI).
- The filing is made under Rule 13d-1(d), confirming passive intent with no control purpose.
Financial Impact
5.88% passive stake valued at approximately $8.7 million based on recent trading (~$5.15/share).
Risk Factors
- No immediate catalyst — passive 13G filings rarely move stock prices.
- Royce could reduce the position in future quarters without public disclosure until below 5%.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000906304-26-000183 |
| Document: 0000906304-26-000183-index.html | 0000906304-26-000183 |
| Document: 0000906304-26-000183.txt | 0000906304-26-000183 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | SC 13G | $6.07 | awaiting T+60 | — | $5.94 (−2.14%) |
Sep 30, 2026 27d ago | Court Ruling | $4.98 | awaiting T+60 | — | $5.94 (+19.28%) |
Sep 15, 2026 5w ago | 8-K | $4.09 | awaiting T+60 | — | $5.94 (+45.23%) |
Sep 15, 2026 5w ago | Press Release | $4.09 | awaiting T+60 | — | $5.94 (+45.23%) |
Jun 16, 2026 18w ago | Insider Cluster | $3.77 $3.14 | ▼ −16.71% | ▼ −19.86% | $5.94 (+57.56%) |
Jun 11, 2026 19w ago | 8-K | $3.46 $3.35 | ▼ −3.18% | ▼ −7.57% | $5.94 (+71.68%) |
Apr 24, 2026 26w ago | 8-K | $3.94 $3.81 | ▼ −3.30% | ▼ −8.38% | $5.94 (+50.76%) |
Apr 17, 2026 27w ago | 8-K | $4.22 $4.01 | ▼ −4.98% | ▼ −11.75% | $5.94 (+40.76%) |
Apr 17, 2026 27w ago | Press Release | $4.22 $4.01 | ▼ −4.98% | ▼ −11.75% | $5.94 (+40.76%) |
Mar 12, 2026 32w ago | 8-K | $3.38 $3.08 | ▼ −8.88% | ▼ −19.57% | $5.94 (+75.74%) |
US Market Status
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