Durable Capital discloses 6.9% Warby Parker (NYSE: WRBY) stake
Rhea-AI Filing Summary
Durable Capital Partners filed an amended Schedule 13G reporting beneficial ownership of 7,310,605 shares of Warby Parker Inc. Class A common stock, representing 6.9% of the class. These percentages are based on 105,727,103 shares outstanding as of November 4, 2025, as disclosed in Warby Parker’s Form 10‑Q. Durable Capital Master Fund LP directly holds the shares, while Durable Capital Partners, as investment adviser, has sole voting and dispositive power over them. The filing states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Warby Parker.
Positive
- None.
Negative
- None.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake in Warby Parker (WRBY) does Durable Capital report?
Durable Capital reports beneficial ownership of 7,310,605 Warby Parker Class A shares, equal to 6.9% of the class. The stake is held through Durable Capital Master Fund LP, with Durable Capital Partners exercising sole voting and dispositive power over these shares.
How was Durable Capital’s 6.9% ownership of WRBY calculated?
The 6.9% ownership is based on 105,727,103 Warby Parker Class A shares outstanding as of November 4, 2025. That outstanding share count comes from Warby Parker’s Form 10‑Q filed November 6, 2025, which the beneficial ownership calculation explicitly references.
Is Durable Capital seeking control of Warby Parker (WRBY) with this stake?
The filing states the shares were acquired and are held in the ordinary course of business, not to change or influence control of Warby Parker. It also notes they are not held in connection with any transaction intended to have that control‑changing purpose or effect.
What type of reporting person is Durable Capital in this Schedule 13G/A?
Durable Capital is classified as an investment adviser, identified under Item 3 as type “IA.” It is a limited partnership organized under Delaware law, with Durable Capital Partners GP LLC as its general partner and Henry Ellenbogen as chief investment officer and managing member of the general partner.
When did Durable Capital’s reported ownership position in WRBY trigger this filing?
The date of the event requiring this amended Schedule 13G filing is listed as December 31, 2025. The certification and signature section shows the statement was signed on February 17, 2026, confirming the accuracy of the beneficial ownership information as of the reported event date.