SCHEDULE: FMR LLC and Abigail Johnson Report 9.3% Stake in Cadre Holdings

FMR LLC and its Chairman and CEO, Abigail P. Johnson, have filed an amended Schedule 13G, disclosing a 9.3% beneficial ownership stake in Cadre Holdings Inc. as of December 31, 2025.

Summary

• FMR LLC and Abigail P. Johnson, Chairman and CEO of FMR LLC, jointly reported beneficial ownership of 3,798,654.83 shares of Cadre Holdings Inc. common stock.
• This represents 9.3% of the total outstanding common stock of Cadre Holdings Inc.
• FMR LLC holds sole voting power over 3,797,171.00 shares and sole dispositive power over 3,798,654.83 shares.
• Abigail P. Johnson holds sole dispositive power over 3,798,654.83 shares, with no sole voting power.
• The filing is an Amendment No. 6 to a Schedule 13G, indicating a routine update of a significant institutional holding.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
• Several FMR LLC subsidiaries, including Fidelity Management & Research Company LLC, are identified as entities beneficially owning shares, with Fidelity Management & Research Company LLC owning 5% or greater of the outstanding shares.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a moderately positive signal, as it confirms a continued significant institutional investment by FMR LLC, suggesting ongoing confidence in Cadre Holdings Inc. from a major financial player. However, as a routine amendment, it doesn't introduce new, highly impactful information.

Positives

• A major institutional investor, FMR LLC, maintains a significant 9.3% stake in Cadre Holdings Inc., which can be viewed as a vote of confidence in the company's long-term prospects.
• The filing explicitly states that the securities are held in the ordinary course of business and not for influencing control, suggesting a passive, long-term investment strategy by FMR LLC.

Negatives

• This filing is a routine disclosure of beneficial ownership and does not contain information that would typically be categorized as negative for the issuer.

Risks

• The filing itself does not detail specific risks related to Cadre Holdings Inc.'s operations or financial performance. It is a disclosure of ownership.

Future Outlook

This Schedule 13G filing is a disclosure of beneficial ownership and does not contain any forward-looking statements or guidance regarding Cadre Holdings Inc.'s future performance or strategic direction.

Management Comments

• Stephanie J. Brown signed the filing as duly authorized under Power of Attorney on behalf of FMR LLC and its direct and indirect subsidiaries.
• Stephanie J. Brown also signed the filing as duly authorized under Power of Attorney on behalf of Abigail P. Johnson.

Industry Context

StockSavvy.ai notes that institutional ownership, particularly from large asset managers like FMR LLC (Fidelity), is a common feature in publicly traded companies. A significant stake like 9.3% indicates that a major player sees value in Cadre Holdings Inc. This level of ownership is typical for passive institutional investors who hold positions for diversification and long-term growth within their managed funds, rather than for active corporate control.

Comparison to Industry Standards

• FMR LLC's 9.3% stake in Cadre Holdings Inc. is a substantial institutional holding, aligning with typical allocations seen from large asset managers in mid-cap companies. For instance, similar stakes are often observed in companies like Axon Enterprise (AXON) or Vista Outdoor (VSTO) by major funds, reflecting confidence in the public safety and outdoor recreation sectors.
• The beneficial ownership structure, where FMR LLC and its Chairman/CEO Abigail P. Johnson report the same aggregate amount, is standard for large investment firms where control persons are deemed to beneficially own shares held by the entities they control.

Management Changes

Stakeholder Impact

• Shareholders: The continued significant ownership by a major institutional investor like FMR LLC may provide a sense of stability and validation for existing shareholders.
• Management: The passive nature of the investment, as certified by FMR LLC, suggests no immediate pressure for changes in company strategy or management from this particular shareholder.

Key Dates

Recommendation

This Schedule 13G filing is a routine disclosure of beneficial ownership by a major institutional investor. It confirms a significant, but passive, stake in Cadre Holdings Inc. and does not contain new information regarding the company's operational performance, financial health, or strategic direction that would warrant a change in investment recommendation. The filing indicates a stable, long-term institutional holding, suggesting a 'hold' recommendation for seasoned investors who would typically already account for such institutional ownership in their analysis.

Keywords

Cadre Holdings Inc., FMR LLC, Abigail P. Johnson, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, SEC Filing, Investment Management, Fidelity