StockData
SCSCNasdaqWholesale-Computers & Peripheral Equipment & SoftwareFiscal year ends June 30

SCANSOURCE, INC.

Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Aug 20, 2026
$59.28−0.74 (-1.23%)

Close on Oct 19, 2026

Market cap
$1.23B
P/E (TTM)
16.3
Dividend yield
–

Ownership

Institutional holdings as of Jun 30, 2026, from 13F filings

Held by institutions
100.0%
22M of 20M shares
Institutional holders
213
40 new, 25 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
2 buys · 19 sales
Net sold $7.20M

Shares held by institutions

Holders of more than 5%

Latest Schedule 13D (active) or 13G (passive) filed by each holder

HolderShares% of classFilingAs of
BlackRock, Inc.3,307,99316.30%13G (passive) amendmentJun 30, 2026
Joe M. Thomson1,990,1498.43%13G (passive)Dec 31, 2024
Dimensional Fund Advisors LP1,934,2587.70%13G (passive) amendmentDec 29, 2023
Vanguard Portfolio Management1,799,1398.37%13G (passive)Mar 31, 2026
Pzena Investment Management LLC1,109,7435.50%13G (passive)Jun 30, 2026

Top institutional holders

13F holdings as of Jun 30, 2026

HolderShares% of SCSCValueChange% of portfolio
BlackRock, Inc.3,842,19519.07%$200.14M+163,4730.00%
Vanguard Portfolio Management LLC1,714,2778.51%$89.30M−50,7140.00%
Dimensional Fund Advisors LP1,640,8338.15%$85.47M−20,1170.02%
Pzena Investment Management LLC1,109,7435.51%$57.81M+196,5040.17%
Wasatch Advisors LP1,071,6575.32%$55.82M−28,3350.37%
State Street Corp898,9774.46%$46.83M+46,3680.00%
Lsv Asset Management857,2174.26%$44.65K+5,0540.08%
Vanguard Capital Management LLC845,6404.20%$44.05M−54,2720.00%
American Century Companies Inc681,5353.38%$35.50M+92,6990.02%
Geode Capital Management, LLC576,3802.86%$30.03M+15,5290.00%
JPMorgan Chase & Co505,9802.51%$25.95M+49,3900.00%
Invesco Ltd.415,4982.06%$21.64M−26,5500.00%
Charles Schwab Investment Management Inc410,0942.04%$21.36M−69,9930.00%
Nomura Holdings Inc379,0891.88%$19.75MNew0.02%
Jacobs Levy Equity Management, Inc327,4111.63%$17.05M−29,0770.06%
Hotchkis & Wiley Capital Management LLC251,3051.25%$13.09M−23,2700.04%
Goldman Sachs Group Inc240,3941.19%$12.52M+20,7800.00%
Northern Trust Corp233,5651.16%$12.17M+9,9320.00%
Nuveen, LLC232,0921.15%$12.09M+4,8110.00%
Bridgeway Capital Management, LLC221,2041.10%$11.52M−59,5450.20%

Institutional buying and selling by quarter

Positions opened, added to, reduced and closed by 13F filers

QuarterHoldersShares held% of sharesNew / addedReduced / closedShares boughtShares sold
Q2 202621322M100.0%40 / 7276 / 252M2M
Q1 202620222M100.0%30 / 6879 / 325M2M
Q4 202520922M100.0%23 / 7188 / 292M2M
Q3 202522022M100.0%33 / 7585 / 182M2M
Q2 202520622M100.0%24 / 57103 / 251M2M
Q1 202520823M100.0%26 / 7977 / 202M3M
Q4 202420424M100.0%29 / 7170 / 262M2M
Q3 202420425M100.0%42 / 6865 / 166M2M
Q2 202417925M100.0%31 / 5660 / 182M3M
Q1 202416926M100.0%27 / 4867 / 223M2M
Q4 202316525M100.0%23 / 4174 / 193M1M
Q3 202316224M100.0%16 / 5860 / 131M1M

Top mutual fund and ETF holders

Latest monthly portfolio reports (Form N-PORT)

FundShares% of SCSCValue% of fundAs of
iShares Core S&P Small-Cap ETF1,126,8015.59%$58.70M0.05%Jun 30, 2026
iShares Russell 2000 ETF628,6053.12%$32.74M0.04%Jun 30, 2026
Vanguard Total Stock Market Index Fund610,7013.03%$31.81M0.00%Jun 30, 2026
Vanguard Information Technology Index Fund539,7412.68%$24.97M0.01%May 31, 2026
Avantis U.S. Small Cap Value ETF477,1102.37%$22.08M0.08%May 31, 2026
Wasatch Small Cap Value Fund452,4072.25%$23.57M1.68%Jun 30, 2026
Vanguard Small-Cap Index Fund442,4342.20%$23.05M0.01%Jun 30, 2026
U.S. Small Cap Value Portfolio369,2441.83%$20.91M0.11%Jul 31, 2026
Vanguard Small-Cap Value Index Fund280,5061.39%$14.61M0.02%Jun 30, 2026
JPMorgan Small Cap Blend Fund264,1701.31%$13.76M0.81%Jun 30, 2026
Fidelity Small Cap Index Fund236,3411.17%$13.38M0.04%Jul 31, 2026
Vanguard Extended Market Index Fund214,8981.07%$11.19M0.01%Jun 30, 2026
iShares Russell 2000 Value ETF214,1711.06%$11.16M0.08%Jun 30, 2026
U.S. Targeted Value Portfolio214,0011.06%$12.12M0.07%Jul 31, 2026
Schwab Fundamental U.S. Small Company ETF194,6680.97%$9.01M0.10%May 31, 2026

Officers, directors and major owners

People who filed Forms 3, 4 or 5 in the last two years

NameRoleShares owned% of sharesLatest filing
Michael L. BaurCEO, President, BOD Chair, Director210,6981.05%Sep 14, 2026
Brandy FordSVP & Chief Accounting Officer9,9410.05%Sep 4, 2026
Michael Reed WebbSVP & Chief HR Officer5,6140.03%Sep 3, 2026
Stephen JonesSEVP & CFO88,7180.44%Sep 3, 2026
Shana C. SmithSr. EVP & Chief Legal Officer37,2820.19%Sep 3, 2026
Alexandre CondeSEVP & Chief People Officer55,9540.28%Sep 3, 2025
Rachel HaydenSEVP & CIO14,9180.07%Sep 3, 2025
Charles Alexander MathisDirector25,0270.12%Sep 14, 2026
Dorothy F. RamonedaDirector33,5270.17%Sep 3, 2026
Jeffrey R. RodekDirector33,2270.16%Sep 3, 2026
Vernon J. NagelDirector14,8270.07%Sep 3, 2026
Elizabeth Orazem TempleDirector39,1270.19%Sep 3, 2026
Frank Edward Emory Jr.Director30,4270.15%Sep 3, 2026
Peter C. BrowningDirector29,5930.15%Sep 3, 2025

Insider trades

Common stock transactions reported on Form 4, newest first

InsiderDateTransactionSharesPriceValueShares after
Michael L. Baur
CEO, President, BOD Chair, Director
Sep 11, 2026Sale−48,816$58.14$2.84M200,698
Michael L. Baur
CEO, President, BOD Chair, Director
Sep 11, 2026Sale−1,851$56.50$104.58K256,206
Michael L. Baur
CEO, President, BOD Chair, Director
Sep 11, 2026Option exercise+57,359$37.00$2.12M258,057
Michael L. Baur
CEO, President, BOD Chair, Director
Sep 11, 2026Sale−6,692$57.71$386.20K249,514
Charles Alexander Mathis
Director
Sep 11, 2026Sale−3,000$58.00$174.00K25,027
Michael L. Baur
CEO, President, BOD Chair, Director
Sep 10, 2026Sale−18,080$55.39$1.00M202,598
Michael L. Baur
CEO, President, BOD Chair, Director
Sep 10, 2026Option exercise+19,980$37.00$739.26K220,678
Michael L. Baur
CEO, President, BOD Chair, Director
Sep 10, 2026Sale−1,900$57.03$108.36K200,698
Brandy Ford
SVP & Chief Accounting Officer
Sep 4, 2026Sale−5,259$57.43$302.02K9,941
Brandy Ford
SVP & Chief Accounting Officer
Sep 4, 2026Sale−34$58.04$1.97K9,907
Stephen Jones
SEVP & CFO
Sep 3, 2026Sale−8,703$56.69$493.37K88,718
Stephen Jones
SEVP & CFO
Sep 3, 2026Sale−1,297$57.21$74.20K87,421
Stephen Jones
SEVP & CFO
Sep 1, 2026Tax withholding−2,044$56.24$114.95K97,421
Stephen Jones
SEVP & CFO
Sep 1, 2026Award+16,619––99,465
Elizabeth Orazem Temple
Director
Sep 1, 2026Award+3,234––39,127
Michael Reed Webb
SVP & Chief HR Officer
Sep 1, 2026Award+5,614––5,614
Brandy Ford
SVP & Chief Accounting Officer
Sep 1, 2026Award+3,594––15,681
Brandy Ford
SVP & Chief Accounting Officer
Sep 1, 2026Tax withholding−481$56.24$27.05K15,200
Shana C. Smith
Sr. EVP & Chief Legal Officer
Sep 1, 2026Tax withholding−1,070$56.24$60.18K37,282
Shana C. Smith
Sr. EVP & Chief Legal Officer
Sep 1, 2026Award+7,636––38,352
Charles Alexander Mathis
Director
Sep 1, 2026Award+3,234––28,027
Dorothy F. Ramoneda
Director
Sep 1, 2026Award+3,234––33,527
Vernon J. Nagel
Director
Sep 1, 2026Award+3,234––14,827
Michael L. Baur
CEO, President, BOD Chair, Director
Sep 1, 2026Award+53,899––208,721
Michael L. Baur
CEO, President, BOD Chair, Director
Sep 1, 2026Tax withholding−8,023$56.24$451.21K200,698
Frank Edward Emory Jr.
Director
Sep 1, 2026Award+3,234––30,427
Jeffrey R. Rodek
Director
Sep 1, 2026Award+3,234––33,227
Michael L. Baur
CEO, President, BOD Chair, Director
Aug 30, 2026Tax withholding−5,687$56.55$321.60K154,822
Stephen Jones
SEVP & CFO
Aug 30, 2026Tax withholding−1,591$56.55$89.97K82,846
Brandy Ford
SVP & Chief Accounting Officer
Aug 30, 2026Tax withholding−239$56.55$13.52K12,087
Shana C. Smith
Sr. EVP & Chief Legal Officer
Aug 30, 2026Tax withholding−910$56.55$51.46K30,716
Michael L. Baur
CEO, President, BOD Chair, Director
Aug 26, 2026Tax withholding−6,571$56.17$369.09K160,509
Stephen Jones
SEVP & CFO
Aug 26, 2026Tax withholding−2,426$56.17$136.27K84,437
Brandy Ford
SVP & Chief Accounting Officer
Aug 26, 2026Tax withholding−329$56.17$18.48K12,326
Shana C. Smith
Sr. EVP & Chief Legal Officer
Aug 25, 2026Tax withholding−1,644$56.19$92.38K31,626
Michael L. Baur
CEO, President, BOD Chair, Director
Aug 25, 2026Tax withholding−21,094$56.19$1.19M167,080
Stephen Jones
SEVP & CFO
Aug 25, 2026Tax withholding−6,569$56.19$369.11K86,863
Brandy Ford
SVP & Chief Accounting Officer
Aug 25, 2026Tax withholding−331$56.19$18.60K12,655
Stephen Jones
SEVP & CFO
Aug 20, 2026Award+10,106––93,432
Shana C. Smith
Sr. EVP & Chief Legal Officer
Aug 20, 2026Award+3,434––33,270
Michael L. Baur
CEO, President, BOD Chair, Director
Aug 20, 2026Award+30,662––188,174
Shana C. Smith
Sr. EVP & Chief Legal Officer
Jun 1, 2026Tax withholding−1,025$48.13$49.33K29,836
Michael L. Baur
CEO, President, BOD Chair, Director
Mar 16, 2026Sale−3,827$35.89$137.35K157,512
Michael L. Baur
CEO, President, BOD Chair, Director
Mar 13, 2026Sale−21,104$35.76$754.68K161,408
Michael L. Baur
CEO, President, BOD Chair, Director
Mar 13, 2026Sale−69$36.40$2.51K161,339
Charles Alexander Mathis
Director
Feb 11, 2026Buy+5,000$35.32$176.60K23,793
Charles Alexander Mathis
Director
Feb 11, 2026Buy+1,000$34.63$34.63K24,793
Michael L. Baur
CEO, President, BOD Chair, Director
Dec 16, 2025Sale−2,178$41.06$89.43K189,793
Michael L. Baur
CEO, President, BOD Chair, Director
Dec 16, 2025Sale−7,281$41.53$302.38K182,512
Michael L. Baur
CEO, President, BOD Chair, Director
Dec 15, 2025Sale−9,459$40.81$386.02K192,071
Michael L. Baur
CEO, President, BOD Chair, Director
Dec 15, 2025Sale−100$42.05$4.21K191,971
Michael L. Baur
CEO, President, BOD Chair, Director
Dec 12, 2025Sale−982$42.09$41.33K201,530
Stephen Jones
SEVP & CFO
Dec 11, 2025Sale−5,020$42.30$212.35K83,326
Michael L. Baur
CEO, President, BOD Chair, Director
Sep 18, 2025Option exercise+22,969$38.19$877.19K250,481
Michael L. Baur
CEO, President, BOD Chair, Director
Sep 18, 2025Sale−47,969$44.34$2.13M202,512
Michael L. Baur
CEO, President, BOD Chair, Director
Sep 17, 2025Sale−102,031$44.96$4.59M227,512
Michael L. Baur
CEO, President, BOD Chair, Director
Sep 17, 2025Option exercise+102,031$38.19$3.90M329,543
Rachel Hayden
SEVP & CIO
Sep 3, 2025Sale(10b5-1 plan)−752$43.57$32.76K14,918
Dorothy F. Ramoneda
Director
Sep 1, 2025Award+3,693––30,293
Stephen Jones
SEVP & CFO
Sep 1, 2025Award+17,633––88,346

Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.

Planned insider sales

Notices of proposed sale filed on Form 144 before shares are sold

SellerFiledSharesMarket valuePlanned saleAcquired through
Michael L. Baur
Officer
Sep 15, 202619,980$1.11MSep 10, 2026Exercise of employee stock options
Michael L. Baur
Officer
Sep 15, 202657,359$3.33MSep 11, 2026Exercise of employee stock options
Michael L. Baur
Officer, Director
Sep 11, 202657,359$3.33MSep 11, 2026Exercise of employee stock options
Charles Alexander Mathis
Officer
Sep 11, 20263,000$174.00KSep 11, 2026Vesting of restricted stock unit awards
Michael L. Baur
Officer, Director
Sep 10, 202619,980$1.11MSep 10, 2026Exercise of employee stock options
Brandy Ford
Officer
Sep 4, 20265,293$303.99KSep 4, 2026Vesting of restricted stock unit award
Stephen Jones
Officer
Sep 3, 202610,000$567.59KSep 3, 2026Vesting of restricted stock unit awards
Peter C. Browning
Former Director
Aug 25, 202629,000$1.58MAug 25, 2026Stock Grants
Michael L. Baur
Officer, Director
Mar 13, 202625,000$898.75KMar 13, 2026Vesting of performance share award
Michael L. Baur
Officer, Director
Dec 16, 20259,459$391.83KDec 16, 2025Vesting of performance share award
Michael L. Baur
Officer
Dec 15, 20259,559$390.24KDec 15, 2025Vesting of restricted stock unit award
Michael L. Baur
Officer
Dec 12, 2025982$41.33KDec 12, 2025Vesting of restricted stock unit award
Stephen Jones
Officer
Dec 11, 20255,020$212.35KDec 11, 2025Vesting of restricted stock unit award
Baur Michael
Officer
Sep 17, 2025150,000$6.74MSep 17, 2025Exercise of a Stock Award
Rachel Hayden
Officer
Aug 27, 20254,402$190.47KAug 27, 2025RESTRICTED STOCK UNIT VEST