Fidelity's stake remains below 5%, indicating no imminent activist conversion. Monitor the next 13G/A for any increase above 5% or a switch to 13D, which would signal a change in intent.
Price Chart
Executive Summary
FMR LLC (Fidelity) filed an amended Schedule 13G disclosing a 4.6% passive stake in X4 Pharmaceuticals as of September 30, 2026, representing 4,558,616 shares. This is a routine update from a major institutional investor, with no change in passive intent indicated.
Key Financial Metrics
Key Facts
- FMR LLC (Fidelity) reported beneficial ownership of 4,558,616 shares of X4 Pharmaceuticals common stock as of September 30, 2026.
- The stake represents 4.6% of outstanding shares, below the 5% threshold that would trigger a Schedule 13D filing.
- The filing is an amendment to a prior Schedule 13G, confirming the passive investment intent remains unchanged.
- The filing was signed on October 6, 2026, and accepted by the SEC on October 7, 2026.
Financial Impact
No material financial impact — routine passive stake update from a large asset manager.
Risk Factors
- Fidelity could reduce or exit the position in future quarters without further disclosure until below the 5% reporting threshold.
- The 4.6% stake is not controlling and provides no special governance rights.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000315066-26-002326 |
| Document: 0000315066-26-002326-index-headers.html | 0000315066-26-002326 |
| Document: 0000315066-26-002326-index.html | 0000315066-26-002326 |
| Document: 0000315066-26-002326.txt | 0000315066-26-002326 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 8, 2026 18d ago | 8-K | $2.91 | awaiting T+20 | — | $3.17 (+8.93%) |
Oct 7, 2026 19d ago | SC 13G/A | $2.81 | awaiting T+20 | — | $3.17 (+12.81%) |
Oct 1, 2026 25d ago | 144 | $2.83 | awaiting T+20 | — | $3.17 (+12.01%) |
Sep 21, 2026 5w ago | SC 13G | $3.43 $3.02 | ▼ −11.95% | ▼ −11.39% | $3.17 (−7.58%) |
Sep 8, 2026 7w ago | 8-K | $3.51 $2.77 | ▼ −20.97% | ▼ −22.68% | $3.17 (−9.56%) |
Aug 13, 2026 10w ago | Insider Cluster | $4.22 $3.62 | ▼ −14.22% | ▼ −12.23% | $3.17 (−24.88%) |
Aug 13, 2026 10w ago | 144 | $4.29 $3.50 | ▼ −18.41% | ▼ −16.67% | $3.17 (−26.11%) |
Jun 11, 2026 19w ago | Institutional Cluster | $3.88 $3.96 | ▲ +2.06% | ▲ +0.17% | $3.17 (−18.30%) |
Jun 11, 2026 19w ago | Institutional Cluster | $3.88 $3.96 | ▲ +2.06% | ▲ +0.17% | $3.17 (−18.30%) |
May 18, 2026 23w ago | EFFECT | $3.68 $4.04 | ▲ +9.78% | ▲ +8.20% | $3.17 (−13.86%) |
US Market Status
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