SCHEDULE: Vanguard Boosts GoDaddy Stake to 13.66%

The Vanguard Group has increased its beneficial ownership in GoDaddy Inc. to 13.66% of common stock, totaling over 18.9 million shares.

Summary

• The Vanguard Group, an investment adviser, filed an Amendment No. 12 to Schedule 13G regarding its beneficial ownership in GoDaddy Inc.
• As of September 30, 2025, Vanguard beneficially owns 18,912,182 shares of GoDaddy Inc. Common Stock.
• This represents 13.66% of the class of securities.
• Vanguard holds 0 shares with sole voting power, 836,167 shares with shared voting power, 17,572,361 shares with sole dispositive power, and 1,339,821 shares with shared dispositive power.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of GoDaddy Inc.

Sentiment

Score: 7

Explanation: The filing indicates a significant, passive institutional investment by Vanguard, suggesting confidence in GoDaddy's long-term value without implying any immediate operational changes or financial performance. It's a positive signal of institutional backing.

Positives

• Increased institutional ownership by a major investment adviser like Vanguard can signal confidence in GoDaddy's long-term prospects.
• Vanguard's significant stake of 13.66% indicates a substantial, long-term investment position.

Future Outlook

This filing does not contain forward-looking statements or guidance from GoDaddy Inc. It is an ownership disclosure by an institutional investor.

Industry Context

This filing indicates a significant institutional investment in GoDaddy, a leading domain registrar and web hosting company. Such a large stake by Vanguard suggests a belief in the long-term stability and growth potential of GoDaddy within the internet infrastructure and small business services sector. It reflects ongoing institutional interest in established tech companies.

Comparison to Industry Standards

• Vanguard's 13.66% stake in GoDaddy is a substantial passive investment, typical for large index fund managers. For example, BlackRock often holds similar large passive stakes in major companies like Microsoft or Apple, reflecting their broad market index strategies.
• This level of ownership is common for major asset managers in well-established companies, indicating a long-term, diversified portfolio approach rather than an activist stance.

Stakeholder Impact

• Shareholders: Increased institutional ownership by Vanguard may be viewed positively, potentially signaling stability and long-term confidence in GoDaddy's stock.

Key Dates

Recommendation

This filing is a routine disclosure of beneficial ownership by a passive institutional investor. While Vanguard's significant stake indicates long-term confidence, it does not provide new operational or financial data to warrant a change in investment thesis. Investors should hold based on their existing analysis of GoDaddy's fundamentals and market position.

Keywords

GoDaddy Inc., Vanguard Group, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Investment Adviser, GDY