SCHEDULE: Morgan Stanley Discloses 7.1% Stake in Grove Collaborative

Sentiment:

Beneficial Ownership Report


Morgan Stanley and its subsidiary have reported a 7.1% beneficial ownership stake in Grove Collaborative Holdings, Inc.'s Class A Common Stock.

Summary

  • Morgan Stanley and Morgan Stanley Smith Barney LLC collectively beneficially own 2,946,993 shares of Grove Collaborative Holdings, Inc.'s Class A Common Stock.
  • This ownership represents 7.1% of the Class A Common Stock outstanding.
  • The filing is an Amendment No. 4 to a Schedule 13G, indicating previous filings regarding this stake.
  • The securities were acquired and are held in the ordinary course of business, without the purpose or effect of changing or influencing the control of the issuer.
  • Morgan Stanley Smith Barney LLC, a wholly-owned subsidiary of Morgan Stanley, is the entity through which the securities are owned.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine disclosure of beneficial ownership by an institutional investor and does not contain new operational or financial information about the issuer.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine disclosures by institutional investors holding over 5% of a company's stock, indicating a passive investment intent. This filing reflects Morgan Stanley's continued significant, but passive, stake in Grove Collaborative Holdings, Inc.

Stakeholder Impact

  • Shareholders: Provides transparency regarding significant institutional ownership, confirming a large, passive stake by Morgan Stanley.

Key Dates

DateDescription
12/31/2025Date of event requiring the filing of this statement, indicating the reporting period end for beneficial ownership.
02/12/2026Filing date of the Schedule 13G Amendment No. 4.

Recommendation

hold

This filing is a routine disclosure of an institutional ownership stake and does not provide new information about Grove Collaborative's operational performance, financial health, or strategic direction that would warrant a change in investment recommendation. It simply confirms Morgan Stanley's passive position.

Keywords

Grove Collaborative Holdings Inc, Morgan Stanley, Morgan Stanley Smith Barney LLC, Class A Common Stock, Beneficial Ownership, Schedule 13G, Institutional Investor, Equity Stake, 39957D201

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