SCHEDULE: Wasatch Advisors Discloses 5.2% Stake in ScanSource
Beneficial Ownership Disclosure
Wasatch Advisors LP has reported a 5.2% passive beneficial ownership stake in ScanSource Inc., holding 1,139,573 shares as of September 30, 2025.
Summary
- Wasatch Advisors LP, an investment adviser, has filed a Schedule 13G indicating beneficial ownership in ScanSource Inc.
- The firm holds 1,139,573 shares of ScanSource Inc. common stock.
- This represents 5.2% of the total outstanding shares of ScanSource Inc.
- Wasatch Advisors LP has sole voting power over 770,235 shares and sole dispositive power over all 1,139,573 shares.
- The filing indicates a passive investment, not for the purpose of changing or influencing control of the issuer.
Sentiment
Score: 6
Explanation: The disclosure of a significant institutional stake is generally viewed as a positive signal of investor confidence, though it provides no direct operational or financial news about the company itself.
Positives
- Increased institutional ownership by Wasatch Advisors LP, an investment adviser, which can signal confidence in ScanSource Inc.'s long-term prospects.
- The acquisition of shares is stated to be in the ordinary course of business, indicating a strategic investment rather than an activist stance.
Negatives
- No explicit negatives are disclosed in this beneficial ownership filing.
Risks
- No specific risks related to ScanSource Inc. are detailed in this beneficial ownership disclosure. The filing focuses solely on the ownership stake.
Future Outlook
This filing does not contain forward-looking statements or guidance from the issuer or the reporting person regarding the issuer's future performance.
Industry Context
Institutional filings like this Schedule 13G are common disclosures in the financial industry, reflecting investment firms' positions in publicly traded companies. A 5.2% stake indicates a significant, but passive, interest from a specialized investment adviser.
Comparison to Industry Standards
- A 5.2% stake is a substantial position for an institutional investor, often placing them among the top shareholders.
- Wasatch Advisors LP, as an investment adviser, typically manages portfolios for clients, and such disclosures are standard practice for holdings exceeding 5% of a company's class of securities.
- This level of ownership is consistent with passive investment strategies, where the investor does not seek to influence management or control the company, aligning with the nature of a Schedule 13G filing.
Stakeholder Impact
- Shareholders: May view the increased institutional ownership as a positive indicator of confidence in ScanSource Inc., potentially leading to increased investor interest.
- Management: Awareness of a significant passive institutional investor may influence strategic decisions, though the filing explicitly states no intent to influence control.
Key Dates
| Date | Description |
|---|---|
| 09/30/2025 | Date of event which requires filing of this statement (beneficial ownership threshold met). |
| 11/12/2025 | Date of filing of this Schedule 13G. |
Keywords
ScanSource Inc, Wasatch Advisors LP, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, Investment Adviser, Equity Stake, Passive Investment
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