SCHEDULE: Pzena Investment Management Discloses ScanSource Stake

Pzena Investment Management LLC has reported beneficial ownership of 5.5% of ScanSource, Inc. common stock as of June 30, 2026.

Summary

• Pzena Investment Management, LLC, an investment adviser, has filed a Schedule 13G.
• The filing indicates beneficial ownership of 1,109,743 shares of ScanSource, Inc. common stock.
• This represents 5.5% of the total class of securities.
• The date of the event requiring this filing is June 30, 2026.
• Pzena Investment Management has sole voting power over 804,987 shares and sole dispositive power over 1,109,743 shares.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine disclosure of beneficial ownership by an investment manager and does not provide new operational or financial performance information about the company.

Positives

• Pzena Investment Management, a significant investment manager, holds a substantial stake in ScanSource, Inc., indicating confidence in the company's prospects.
• The ownership percentage of 5.5% suggests a notable position within the company's shareholder base.

Future Outlook

This filing is a disclosure of current ownership and does not contain forward-looking statements or guidance from ScanSource, Inc.

Management Comments

• Clients of Pzena Investment Management have the right to receive and the ultimate power to direct the receipt of dividends from, or the proceeds of sale of, the securities reported herein.
• No single client's interest relates to more than five percent of the class of securities.
• The securities were acquired and are held in the ordinary course of business and were not acquired or held for the purpose of or with the effect of changing or influencing the control of the issuer.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors accumulating significant stakes in publicly traded companies. Pzena Investment Management's disclosure indicates a notable position in the technology solutions distribution sector where ScanSource operates.

Stakeholder Impact

• Shareholders: The disclosure may be of interest to existing shareholders as it identifies a significant institutional investor's position.
• Management: The filing confirms Pzena Investment Management's passive investment approach, which typically does not seek to influence company control.

Key Dates

Keywords

ScanSource, Inc., Pzena Investment Management, Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, SEC Filing, Shareholder