ScanSource (SCSC) discloses 5.5% stake held by Pzena Investment
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Pzena Investment Management, LLC has reported a significant beneficial ownership position in ScanSource, Inc. common stock. The investment manager reports beneficial ownership of 1,109,743 shares, representing 5.5% of the outstanding common stock.
Pzena has sole voting power over 804,987 shares and sole dispositive power over all 1,109,743 shares, with no shared voting or dispositive power. Economic rights to dividends and sale proceeds belong to the firm’s underlying clients, and no single client’s interest exceeds 5% of the class.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership: 1,109,743 shares
Percent of class: 5.5 %
Sole voting power: 804,987 shares
+3 more
6 metrics
Beneficial ownership
1,109,743 shares
Shares of ScanSource common stock beneficially owned by Pzena Investment Management, LLC
Percent of class
5.5 %
Portion of ScanSource common stock class beneficially owned by Pzena
Sole voting power
804,987 shares
Shares over which Pzena has sole power to vote or direct the vote
Shared voting power
0 shares
Shares over which Pzena has shared power to vote or direct the vote
Sole dispositive power
1,109,743 shares
Shares over which Pzena has sole power to dispose or direct the disposition
Shared dispositive power
0 shares
Shares over which Pzena has shared power to dispose or direct the disposition
Key Terms
beneficially owned, sole power to vote or to direct the vote, sole power to dispose or to direct the disposition of, Schedule 13G, +1 more
5 terms
beneficially owned financial
"Amount beneficially owned: 1,109,743"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole power to vote or to direct the vote financial
"Number of shares as to which the person has | (i) Sole power to vote or to direct the vote"
sole power to dispose or to direct the disposition of financial
"(iii) Sole power to dispose or to direct the disposition of: 1,109,743"
Schedule 13G regulatory
""form_type": "SCHEDULE 13G""
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.
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
FAQ
What stake does Pzena Investment Management hold in ScanSource (SCSC)?
Pzena Investment Management reports beneficial ownership of 1,109,743 ScanSource shares, equal to 5.5% of the common stock. This makes Pzena a significant institutional holder, though still a minority owner of the overall share base.
Does any Pzena client individually own more than 5% of ScanSource (SCSC)?
No. The Schedule 13G states that no interest of any one client of Pzena Investment Management relates to more than five percent of the ScanSource common stock class reported in this filing.
What type of security in ScanSource (SCSC) is covered and what is its CUSIP?
The position reported relates to ScanSource, Inc. common stock, identified in the Schedule 13G as the relevant class of securities. The common stock carries the CUSIP 806037107, which uniquely identifies this security in the market.