SCHEDULE: PCP Managers Group Reports 49.21% Stake in loanDepot

PCP Managers GP, LLC and its managing partners disclose a significant beneficial ownership of 49.21% in loanDepot, Inc.'s Class A Common Stock.

Summary

• PCP Managers GP, LLC, Brian P. Golson, and David J. Ament collectively report beneficial ownership of 104,731,700 shares of loanDepot, Inc. Class A Common Stock.
• This ownership represents 49.21% of the Class A Common Stock outstanding.
• The reported shares include 4,266,931 direct Class A Shares and 100,464,769 Class A Shares issuable upon conversion of 3,388,886 Class C Shares, 97,026,671 Class D Shares, and 49,212 Restricted Stock Units (RSUs).
• The percentage is calculated based on 112,351,102 Class A Shares outstanding as of August 6, 2025, as reported in loanDepot's Form 10-Q filed on August 8, 2025.
• If all convertible Class C and Class D shares were converted, the beneficial ownership percentage would be 31.65%.

Sentiment

Score: 6

Explanation: The filing is a factual disclosure of beneficial ownership. The significant stake by a group of investors could be viewed as a positive indicator of commitment and potential influence, but the filing itself does not contain performance or strategic updates.

Positives

• The significant beneficial ownership by a group of investors, including Parthenon Investors, indicates a strong vested interest and potential for active oversight in loanDepot, Inc.

Future Outlook

49,212 Restricted Stock Units (RSUs) are scheduled to vest by August 29, 2025.

Industry Context

This filing is a standard beneficial ownership disclosure and does not provide information to analyze broader industry trends or the competitive landscape of the mortgage or financial services industry.

Related Party Transactions

• The reported securities are directly or indirectly held by funds and entities managed or controlled by the Reporting Persons, including Parthenon Investors III, L.P., Parthenon Investors IV, L.P., Parthenon Capital Partners Fund, L.P., Parthenon Capital Partners Fund II, L.P., PCAP Partners III, LLC, PCP Partners IV, L.P. and PCP Managers, L.P.

Stakeholder Impact

• The significant beneficial ownership (49.21%) by PCP Managers GP, LLC, Brian P. Golson, and David J. Ament indicates a concentrated control block, which could significantly influence strategic decisions, corporate governance, and the long-term direction of loanDepot, Inc.

Next Steps

• Vesting of 49,212 Restricted Stock Units (RSUs) by August 29, 2025.

Key Dates

Keywords

loanDepot Inc., Class A Common Stock, Schedule 13G, beneficial ownership, PCP Managers GP LLC, Brian P. Golson, David J. Ament, equity stake, investment