Oaktree Capital Management (QMCO) discloses 5.11% beneficial stake in Quantum
Rhea-AI Filing Summary
Oaktree Capital Management LP filed a Schedule 13G reporting beneficial ownership of 2,011,678 shares of Quantum Corporation common stock. This represents 5.11% of the outstanding common stock, based on 39,374,500 shares outstanding as of June 24, 2026, as reported by Quantum.
Oaktree reports sole voting and sole dispositive power over all 2,011,678 shares, with no shared voting or dispositive power. The shares are directly held by several Oaktree-managed funds and accounts, and Oaktree states that the filing should not be deemed an admission of beneficial ownership for Section 13(d) or 13(g) purposes.
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Key Figures
Shares beneficially owned: 2,011,678 shares
Percent of class: 5.11%
Shares outstanding baseline: 39,374,500 shares
+2 more
5 metrics
Shares beneficially owned
2,011,678 shares
Quantum Corporation common stock reported by Oaktree Capital Management LP
Percent of class
5.11%
Portion of Quantum common stock beneficially owned by Oaktree
Shares outstanding baseline
39,374,500 shares
Quantum common stock outstanding as of June 24, 2026, from Quantum’s Form 10-K
Sole voting power
2,011,678 shares
Shares over which Oaktree reports sole power to vote
Sole dispositive power
2,011,678 shares
Shares over which Oaktree reports sole power to dispose
Key Terms
Schedule 13G, beneficial ownership, sole voting power, sole dispositive power, +1 more
5 terms
Schedule 13G regulatory
"Oaktree Capital Management LP filed a Schedule 13G reporting beneficial ownership"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficial ownership financial
"Amount beneficially owned: See response to row 9 on the cover page"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
sole voting power financial
"5 | Sole Voting Power 2,011,678.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"7 | Sole Dispositive Power 2,011,678.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
percent of class financial
"(b) | Percent of class: See response to row 11 on the cover page"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
AI-generated analysis. How Rhea-AI works. Not financial advice.