SCSC Institutional Ownership
ScanSource, Inc.
1W: +1.7%
1M: +6.0%
3M: +6.7%
YTD: +56.8%
1Y: +42.7%
3Y: +94.8%
5Y: +68.0%
$61.25
+0.27 (+0.44%)
Weekly Expected Move ±4.5%
$56
$58
$61
$64
$67
Credit Risk of going bust: lower than 76% of companies Debt: 8.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.43 (down 99.3%), ScanSource, Inc. would be worth roughly what it owes.
Total debt $110.9M against a stock market value of $1.23B.
Distance to default 8.67 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $52.1M (short-term plus half of long-term), stock volatility 38.1%; Altman Z'' 5.24. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.43 (down 99.3%), ScanSource, Inc. would be worth roughly what it owes.
Total debt $110.9M against a stock market value of $1.23B.
Distance to default 8.67 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $52.1M (short-term plus half of long-term), stock volatility 38.1%; Altman Z'' 5.24. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — SCSC
239
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
40
New Positions
72
Increased
101
Reduced
25
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (263 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,842,195 | $235M | +163,473 | +4.4% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,714,277 | $105M | -50,714 | -2.9% | 2Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1,640,833 | $101M | -20,117 | -1.2% | 102Q | SEC ↗ |
| 4 | PZENA INVESTMENT MANAGEMENT LLC | 1,109,743 | $68M | +196,504 | +21.5% | 42Q | SEC ↗ |
| 5 | WASATCH ADVISORS LP | 1,071,657 | $66M | -28,335 | -2.6% | 11Q | SEC ↗ |
| 6 | STATE STREET CORP | 898,977 | $55M | +46,368 | +5.4% | 46Q | SEC ↗ |
| 7 | LSV ASSET MANAGEMENT | 857,217 | $53M | +5,054 | +0.6% | 42Q | SEC ↗ |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 845,640 | $52M | -54,272 | -6.0% | 2Q | SEC ↗ |
| 9 | AMERICAN CENTURY COMPANIES INC | 681,535 | $42M | +92,699 | +15.7% | 15Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 576,380 | $35M | +15,529 | +2.8% | 92Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 505,980 | $31M | +49,390 | +10.8% | 43Q | SEC ↗ |
| 12 | Invesco Ltd. | 415,498 | $25M | -26,550 | -6.0% | 81Q | SEC ↗ |
| 13 | Sixth Street Partners Management Compa NEW | 410,094 | $25M | — | +0.0% | 1Q | SEC ↗ |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 410,094 | $25M | -69,993 | -14.6% | 15Q | SEC ↗ |
| 15 | NOMURA HOLDINGS INC NEW | 379,089 | $23M | — | +0.0% | 1Q | SEC ↗ |
| 16 | JACOBS LEVY EQUITY MANAGEMENT, INC | 327,411 | $20M | -29,077 | -8.2% | 15Q | SEC ↗ |
| 17 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 251,305 | $15M | -23,270 | -8.5% | 35Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 240,394 | $15M | +20,780 | +9.5% | 15Q | SEC ↗ |
| 19 | NORTHERN TRUST CORP | 233,565 | $14M | +9,932 | +4.4% | 105Q | SEC ↗ |
| 20 | Nuveen, LLC | 232,092 | $14M | +4,811 | +2.1% | 6Q | SEC ↗ |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 221,204 | $14M | -59,545 | -21.2% | 40Q | SEC ↗ |
| 22 | Dana Investment Advisors, Inc. | 219,945 | $13M | -3,597 | -1.6% | 10Q | SEC ↗ |
| 23 | MORGAN STANLEY | 206,089 | $13M | -6,390 | -3.0% | 60Q | SEC ↗ |
| 24 | SG Americas Securities, LLC | 185,958 | $11M | -309,030 | -62.4% | 4Q | SEC ↗ |
| 25 | AMERIPRISE FINANCIAL INC | 181,699 | $11M | -24,031 | -11.7% | 16Q | SEC ↗ |
| 26 | FMR LLC | 166,531 | $10M | +64,428 | +63.1% | 107Q | SEC ↗ |
| 27 | TEACHER RETIREMENT SYSTEM OF TEXAS | 155,008 | $9M | -32,212 | -17.2% | 16Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 135,080 | $8M | +3,830 | +2.9% | 76Q | SEC ↗ |
| 29 | Universal- Beteiligungs- und Servicege | 134,064 | $8M | +105 | +0.1% | 7Q | SEC ↗ |
| 30 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 126,182 | $8M | +73,382 | +139.0% | 5Q | SEC ↗ |
| 31 | VANGUARD FIDUCIARY TRUST CO | 124,391 | $8M | -5,370 | -4.1% | 2Q | SEC ↗ |
| 32 | Public Sector Pension Investment Board | 123,695 | $8M | -72,035 | -36.8% | 68Q | SEC ↗ |
| 33 | Empowered Funds, LLC | 105,907 | $6M | -22,566 | -17.6% | 13Q | SEC ↗ |
| 34 | Creative Planning | 104,326 | $6M | +38,282 | +58.0% | 4Q | SEC ↗ |
| 35 | ICON ADVISERS INC/CO NEW | 100,000 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 36 | FRANKLIN RESOURCES INC | 94,357 | $6M | -12,610 | -11.8% | 11Q | SEC ↗ |
| 37 | RAYMOND JAMES FINANCIAL INC | 94,090 | $6M | -4,619 | -4.7% | 7Q | SEC ↗ |
| 38 | MEEDER ASSET MANAGEMENT INC | 93,287 | $6M | +42,389 | +83.3% | 2Q | SEC ↗ |
| 39 | PRINCIPAL FINANCIAL GROUP INC | 90,434 | $6M | -5,707 | -5.9% | 83Q | SEC ↗ |
| 40 | PRUDENTIAL FINANCIAL INC | 90,367 | $6M | -28,680 | -24.1% | 91Q | SEC ↗ |
| 41 | Pacer Advisors, Inc. | 87,994 | $5M | -42,794 | -32.7% | 11Q | SEC ↗ |
| 42 | AQR CAPITAL MANAGEMENT LLC | 87,139 | $5M | -45,256 | -34.2% | 53Q | SEC ↗ |
| 43 | MARTINGALE ASSET MANAGEMENT L P | 78,767 | $5M | +5,701 | +7.8% | 26Q | SEC ↗ |
| 44 | D. E. Shaw & Co., Inc. | 73,649 | $5M | +44,246 | +150.5% | 6Q | SEC ↗ |
| 45 | WEDGE CAPITAL MANAGEMENT L L P/NC | 73,185 | $4M | +1,963 | +2.8% | 2Q | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 72,377 | $4M | +6,844 | +10.4% | 39Q | SEC ↗ |
| 47 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 71,687 | $4M | +21,022 | +41.5% | 10Q | SEC ↗ |
| 48 | UBS Group AG | 63,751 | $4M | -15,717 | -19.8% | 47Q | SEC ↗ |
| 49 | VICTORY CAPITAL MANAGEMENT INC | 58,714 | $4M | +1,077 | +1.9% | 45Q | SEC ↗ |
| 50 | LAZARD ASSET MANAGEMENT LLC | 58,241 | $4M | +7,246 | +14.2% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 410,094 | $25M |
| NOMURA HOLDINGS INC | 379,089 | $23M |
| ICON ADVISERS INC/CO | 100,000 | $6M |
| Trexquant Investment LP | 46,255 | $3M |
| South Dakota Investment Council | 42,455 | $3M |
| Cerity Partners LLC | 32,015 | $2M |
| PICTON MAHONEY ASSET MANAGEMENT | 31,331 | $2M |
| Weiss Asset Management LP | 30,591 | $2M |
| MILLENNIUM MANAGEMENT LLC | 21,428 | $1M |
| Engineers Gate Manager LP | 19,178 | $1M |
| JAMES INVESTMENT RESEARCH, INC. | 12,984 | $795K |
| Jupiter Topco LLC | 10,927 | $669K |
| CenterBook Partners LP | 9,505 | $582K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 9,100 | $557K |
| GUGGENHEIM CAPITAL LLC | 7,132 | $437K |
| CAXTON ASSOCIATES LLP | 6,962 | $426K |
| Hennion & Walsh Asset Management, I | 6,727 | $412K |
| EP Wealth Advisors, LLC | 6,083 | $373K |
| Balyasny Asset Management L.P. | 5,985 | $367K |
| YOUSIF CAPITAL MANAGEMENT, LLC | 4,856 | $297K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Medina Value Partners, LLC | 231,306 | $14M |
| ALGERT GLOBAL LLC | 160,629 | $10M |
| CITADEL ADVISORS LLC | 131,621 | $8M |
| JANE STREET GROUP, LLC | 90,808 | $6M |
| ACADIAN ASSET MANAGEMENT LLC | 52,293 | $3M |
| Qube Research & Technologies Ltd | 47,483 | $3M |
| Verition Fund Management LLC | 45,356 | $3M |
| Integrated Quantitative Investments | 43,072 | $3M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 33,109 | $2M |
| Squarepoint Ops LLC | 27,142 | $2M |
| HRT FINANCIAL LP | 24,555 | $2M |
| Y-Intercept (Hong Kong) Ltd | 22,777 | $1M |
| Campbell & CO Investment Adviser LL | 20,629 | $1M |
| Horizon Investments, LLC | 19,429 | $1M |
| Assenagon Asset Management S.A. | 16,367 | $1M |
| Quadrature Capital Ltd | 15,884 | $973K |
| Tidal Investments LLC | 14,368 | $880K |
| Legato Capital Management LLC | 11,758 | $720K |
| Numerai GP LLC | 11,143 | $683K |
| Connor, Clark & Lunn Investment Man | 10,001 | $613K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | +196,504 | +21.5% | 1,109,743 |
| BlackRock, Inc. | +163,473 | +4.4% | 3,842,195 |
| AMERICAN CENTURY COMPANIES INC | +92,699 | +15.7% | 681,535 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +73,382 | +139.0% | 126,182 |
| FMR LLC | +64,428 | +63.1% | 166,531 |
| JPMORGAN CHASE & CO | +49,390 | +10.8% | 505,980 |
| STATE STREET CORP | +46,368 | +5.4% | 898,977 |
| D. E. Shaw & Co., Inc. | +44,246 | +150.5% | 73,649 |
| MEEDER ASSET MANAGEMENT INC | +42,389 | +83.3% | 93,287 |
| Creative Planning | +38,282 | +58.0% | 104,326 |
| HSBC HOLDINGS PLC | +22,715 | +160.3% | 36,881 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | +21,022 | +41.5% | 71,687 |
| GOLDMAN SACHS GROUP INC | +20,780 | +9.5% | 240,394 |
| ROYCE & ASSOCIATES LP | +19,486 | +81.1% | 43,524 |
| GEODE CAPITAL MANAGEMENT, LLC | +15,529 | +2.8% | 576,380 |
| WELLS FARGO & COMPANY/MN | +10,550 | +86.6% | 22,728 |
| NORTHERN TRUST CORP | +9,932 | +4.4% | 233,565 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +9,515 | +118.6% | 17,539 |
| Quantinno Capital Management LP | +9,124 | +58.7% | 24,680 |
| CITIGROUP INC | +8,184 | +120.0% | 15,003 |