Pzena Investment Management LLC has officially reported its ownership stake in ScanSource, Inc. through a recent filing. This update is significant as it highlights Pzena's investment strategy in the wholesale computer and peripheral equipment sector.
According to the filing dated October 20, 2026, Pzena holds 941,150 shares of ScanSource, representing approximately 4.7% of the company's common stock. The filing also indicates that Pzena has sole voting power over 672,998 shares, while the remaining shares are held with sole dispositive power.
Background
Pzena Investment Management LLC is a Delaware-based investment management firm that focuses on value investing. The firm has been active in filing various forms with the SEC, including multiple Schedule 13G/A filings, indicating its ongoing engagement with its investment portfolio. The most recent filing is part of a series of disclosures, with the latest prior submission occurring just one day earlier, on October 19, 2026.
What the Filing Says
The Schedule 13G/A filing states, "CLIENTS OF THE FILING INVESTMENT MANAGER 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 ON HEREINABOVE." This indicates that while Pzena holds a significant stake, the ultimate ownership structure may involve its clients.
Impact
This disclosure may affect various stakeholders, including ScanSource's management and other investors in the company. Pzena's investment strategy could influence market perceptions of ScanSource, especially in the wholesale computer and peripheral equipment sector, where competition is robust.
What's Next
The filing does not say what happens next. However, continued monitoring of Pzena's investment activities may provide insights into future developments regarding ScanSource and its market positioning.