STGWNasdaqServices-Advertising AgenciesFiscal year ends December 31
Stagwell Inc
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$8.95−0.03 (-0.33%)
Close on Oct 19, 2026
- Market cap
- $2.20B
- P/E (TTM)
- 149.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
43.1%
105M of 244M shares
Institutional holders
183
23 new, 22 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
1 buys · 2 sales
Net sold $13.48M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| American Beacon Advisors, Inc. | 6,380,500 | 5.30% | 13G (passive) | Dec 31, 2023 |
| Penn Mark Jeffery | 29,368,697 | 11.60% | 13D (active) amendment | Dec 15, 2025 |
| Hotchkis and Wiley Capital Management, LLC | 21,034,577 | 8.13% | 13G (passive) amendment | Sep 30, 2025 |
| Steven A. Ballmer | 116,044,633 | 43.50% | 13D (active) | Apr 4, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of STGW | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Hotchkis & Wiley Capital Management LLC | 21,313,377 | 8.72% | $158.36M | −1,744,680 | 0.46% |
| BlackRock, Inc. | 8,135,127 | 3.33% | $60.44M | +312,421 | 0.00% |
| Madison Avenue Partners, LP | 8,014,322 | 3.28% | $59.55M | – | 2.56% |
| Dimensional Fund Advisors LP | 6,170,065 | 2.52% | $45.83M | +1,134,745 | 0.01% |
| ADW Capital Management, LLC | 5,001,000 | 2.05% | $37.16M | +1,000 | 7.96% |
| Vanguard Capital Management LLC | 4,519,814 | 1.85% | $33.58M | +329,575 | 0.00% |
| Boston Partners | 3,458,341 | 1.41% | $25.80M | −126,649 | 0.02% |
| Geode Capital Management, LLC | 2,989,372 | 1.22% | $22.22M | +109,890 | 0.00% |
| JPMorgan Chase & Co | 2,701,247 | 1.10% | $18.80M | +7,474 | 0.00% |
| HighTower Advisors, LLC | 2,583,858 | 1.06% | $19.20M | +989,345 | 0.02% |
| State Street Corp | 2,474,330 | 1.01% | $18.38M | +175,896 | 0.00% |
| Penn Capital Management Company, LLC | 2,362,291 | 0.97% | $17.58M | +201,812 | 1.12% |
| Cidel Asset Management Inc | 1,878,426 | 0.77% | $13.96M | −161,254 | 0.67% |
| Jane Street Group, LLC | 1,778,820 | 0.73% | $13.22M | +148,888 | 0.00% |
| Diversify Advisory Services, LLC | 1,724,579 | 0.71% | $13.33M | New | 0.22% |
| Diversify Wealth Management, LLC | 1,724,579 | 0.71% | $13.33M | −8,015 | 0.22% |
| ABLE Financial Group, LLC | 1,556,607 | 0.64% | $11.57M | −552 | 1.94% |
| New York State Common Retirement Fund | 1,459,038 | 0.60% | $10.84M | +143,081 | 0.01% |
| First Trust Advisors LP | 1,439,678 | 0.59% | $10.70M | +766,036 | 0.01% |
| UBS Group AG | 1,404,509 | 0.57% | $10.44M | −678,676 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 183 | 105M | 43.1% | 23 / 67 | 57 / 22 | 12M | 10M |
| Q1 2026 | 185 | 104M | 42.4% | 42 / 51 | 65 / 26 | 21M | 6M |
| Q4 2025 | 173 | 94M | 38.6% | 29 / 59 | 58 / 17 | 7M | 10M |
| Q3 2025 | 163 | 98M | 40.2% | 32 / 52 | 45 / 21 | 8M | 10M |
| Q2 2025 | 154 | 100M | 41.1% | 28 / 62 | 43 / 42 | 18M | 12M |
| Q1 2025 | 169 | 94M | 38.5% | 25 / 67 | 44 / 16 | 5M | 3M |
| Q4 2024 | 161 | 93M | 37.9% | 32 / 50 | 49 / 14 | 4M | 3M |
| Q3 2024 | 146 | 92M | 37.8% | 26 / 46 | 43 / 7 | 10M | 5M |
| Q2 2024 | 129 | 94M | 38.3% | 15 / 49 | 39 / 19 | 5M | 8M |
| Q1 2024 | 134 | 96M | 39.4% | 14 / 48 | 46 / 21 | 3M | 2M |
| Q4 2023 | 142 | 96M | 39.3% | 25 / 53 | 40 / 20 | 12M | 10M |
| Q3 2023 | 140 | 95M | 38.7% | 28 / 52 | 43 / 19 | 7M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of STGW | Value | % of fund | As of |
|---|---|---|---|---|---|
| Hotchkis and Wiley Small Cap Value Fund | 5,581,017 | 2.28% | $41.47M | 5.09% | Jun 30, 2026 |
| American Beacon Small Cap Value Fund | 4,768,248 | 1.95% | $40.29M | 1.08% | Jul 31, 2026 |
| Hotchkis & Wiley Opportunities Fund | 3,264,970 | 1.34% | $24.26M | 2.70% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,193,923 | 1.31% | $23.73M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,736,712 | 1.12% | $20.33M | 0.02% | Jun 30, 2026 |
| JPMorgan Small Cap Blend Fund | 1,673,060 | 0.68% | $12.43M | 0.73% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,226,317 | 0.50% | $9.11M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,142,208 | 0.47% | $9.65M | 0.03% | Jul 31, 2026 |
| First Trust Small Cap Growth AlphaDEX Fund | 944,866 | 0.39% | $7.98M | 0.61% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 928,704 | 0.38% | $6.90M | 0.05% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 911,598 | 0.37% | $6.77M | 0.28% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 828,728 | 0.34% | $7.00M | 0.04% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 744,561 | 0.30% | $6.29M | 0.04% | Jul 31, 2026 |
| HW Opportunities MP Fund | 729,060 | 0.30% | $5.42M | 6.64% | Jun 30, 2026 |
| Boston Partners Small Cap Value Fund II | 698,907 | 0.29% | $4.90M | 0.60% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mark Jeffery Penn | Chief Executive Officer, Director, 10% owner | 25,534,990 | 10.44% | Aug 11, 2026 |
| Frank P. Lanuto | See Remarks | 491,977 | 0.20% | Aug 4, 2026 |
| Peter McElligott | General Counsel | 122,185 | 0.05% | Apr 3, 2026 |
| Ryan Greene | Chief Financial Officer | 1,391,279 | 0.57% | Apr 3, 2026 |
| Jay Leveton | President | 2,009,454 | 0.82% | Apr 3, 2026 |
| Vincenzo Dimaggio | SVP, Chief Accounting Officer | 175,095 | 0.07% | Apr 2, 2025 |
| Beth J. Kaplan | Director | 15,459 | 0.01% | Aug 13, 2026 |
| Eli Samaha | Director | 8,185,086 | 3.35% | Jul 2, 2026 |
| Brandt A. Vaughan | Director | 220,504 | 0.09% | Jul 2, 2026 |
| Wade Oosterman | Director | 203,936 | 0.08% | Jun 12, 2026 |
| Charlene Barshefsky | Director | 238,286 | 0.10% | Jun 12, 2026 |
| Desiree G. Rogers | Director | 214,984 | 0.09% | Jun 12, 2026 |
| Irwin D. Simon | Director | 240,891 | 0.10% | Jun 12, 2026 |
| Rodney E. Slater | Director | 140,680 | 0.06% | Jun 12, 2026 |
| Bradley J. Gross | Director | 8,789 | 0.00% | May 5, 2026 |
| LLC Polpat | 10% owner | 116,044,633 | 47.47% | May 5, 2025 |
| Steven A. Ballmer | 10% owner | 116,044,633 | 47.47% | Apr 25, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Beth J. Kaplan Director | Aug 11, 2026 | Award | +15,459 | – | – | 15,459 |
| Mark Jeffery Penn Chief Executive Officer, Director, 10% owner | Aug 9, 2026 | Option exercise | +500,000 | $8.27 | $4.14M | 23,534,990 |
| Mark Jeffery Penn Chief Executive Officer, Director, 10% owner | Aug 9, 2026 | Option exercise | +75,000 | $6.79 | $509.25K | 23,109,990 |
| Mark Jeffery Penn Chief Executive Officer, Director, 10% owner | Aug 9, 2026 | Returned to company | −75,000 | $9.17 | $687.75K | 23,034,990 |
| Mark Jeffery Penn Chief Executive Officer, Director, 10% owner | Aug 9, 2026 | Returned to company | −500,000 | $9.17 | $4.59M | 23,034,990 |
| Frank P. Lanuto See Remarks | Jul 31, 2026 | Sale | −62,000 | $8.46 | $524.52K | 491,977 |
| Brandt A. Vaughan Director | Jul 1, 2026 | Award | +2,355 | $7.43 | $17.50K | 220,504 |
| Eli Samaha Director | Jul 1, 2026 | Award | +2,691 | $7.43 | $19.99K | 170,764 |
| Irwin D. Simon Director | Jun 11, 2026 | Award | +22,970 | – | – | 228,891 |
| Desiree G. Rogers Director | Jun 11, 2026 | Award | +22,970 | – | – | 214,984 |
| Brandt A. Vaughan Director | Jun 11, 2026 | Award | +22,970 | – | – | 218,149 |
| Eli Samaha Director | Jun 11, 2026 | Award | +22,970 | – | – | 168,073 |
| Rodney E. Slater Director | Jun 11, 2026 | Award | +22,970 | – | – | 140,680 |
| Wade Oosterman Director | Jun 11, 2026 | Award | +22,970 | – | – | 203,936 |
| Charlene Barshefsky Director | Jun 11, 2026 | Award | +22,970 | – | – | 238,286 |
| Mark Jeffery Penn Chief Executive Officer, Director, 10% owner | May 13, 2026 | Buy | +20,000 | $5.88 | $117.60K | 23,034,990 |
| Bradley J. Gross Director | May 4, 2026 | Sale | −2,163,790 | $6.04 | $13.07M | 8,789 |
| Mark Jeffery Penn Chief Executive Officer, Director | Apr 1, 2026 | Award | +389,432 | – | – | 23,014,990 |
| Ryan Greene Chief Financial Officer | Apr 1, 2026 | Award | +69,825 | – | – | 1,391,279 |
| Jay Leveton President | Apr 1, 2026 | Award | +97,040 | – | – | 2,009,454 |
| Peter McElligott General Counsel | Apr 1, 2026 | Award | +36,390 | – | – | 122,185 |
| Frank P. Lanuto EVP, Finance | Apr 1, 2026 | Award | +74,189 | – | – | 553,977 |
| Eli Samaha Director | Apr 1, 2026 | Award | +3,180 | $6.29 | $20.00K | 145,103 |
| Brandt A. Vaughan Director | Apr 1, 2026 | Award | +2,782 | $6.29 | $17.50K | 195,179 |
| Frank P. Lanuto EVP, Finance | Mar 11, 2026 | Returned to company | −40,534 | $6.17 | $250.09K | 479,788 |
| Jay Leveton President | Mar 11, 2026 | Returned to company | −664,754 | $6.17 | $4.10M | 1,912,414 |
| Mark Jeffery Penn Chief Executive Officer, Director, 10% owner | Mar 11, 2026 | Returned to company | −4,572,207 | $6.17 | $28.21M | 22,625,558 |
| Ryan Greene Chief Financial Officer | Mar 11, 2026 | Returned to company | −403,717 | $6.17 | $2.49M | 1,321,454 |
| Jay Leveton President | Mar 7, 2026 | Tax withholding | −44,230 | $5.24 | $231.77K | 2,577,168 |
| Mark Jeffery Penn Chief Executive Officer, Director, 10% owner | Mar 7, 2026 | Tax withholding | −75,447 | $5.24 | $395.34K | 27,197,765 |
| Frank P. Lanuto EVP, Finance | Mar 7, 2026 | Tax withholding | −16,208 | $5.24 | $84.93K | 520,322 |
| Ryan Greene Chief Financial Officer | Mar 7, 2026 | Tax withholding | −9,359 | $5.24 | $49.04K | 1,725,171 |
| Peter McElligott General Counsel | Mar 7, 2026 | Tax withholding | −8,512 | $5.24 | $44.60K | 85,795 |
| Mark Jeffery Penn Chief Executive Officer, Director, 10% owner | Mar 3, 2026 | Returned to company | −57,689 | – | – | 27,502,741 |
| Mark Jeffery Penn Chief Executive Officer, Director, 10% owner | Mar 3, 2026 | Tax withholding | −229,529 | $4.82 | $1.11M | 27,273,212 |
| Jay Leveton President | Mar 3, 2026 | Tax withholding | −60,467 | $4.82 | $291.45K | 2,621,398 |
| Jay Leveton President | Mar 3, 2026 | Returned to company | −11,855 | – | – | 2,681,865 |
| Frank P. Lanuto Chief Financial Officer | Mar 3, 2026 | Tax withholding | −45,534 | $4.82 | $219.47K | 536,530 |
| Frank P. Lanuto Chief Financial Officer | Mar 3, 2026 | Returned to company | −12,264 | – | – | 582,064 |
| Ryan Greene Chief Operating Officer | Mar 3, 2026 | Returned to company | −4,513 | – | – | 1,755,935 |
| Ryan Greene Chief Operating Officer | Mar 3, 2026 | Tax withholding | −21,405 | $4.82 | $103.17K | 1,734,530 |
| Peter McElligott General Counsel | Mar 3, 2026 | Tax withholding | −10,121 | $4.82 | $48.78K | 94,307 |
| Peter McElligott General Counsel | Mar 3, 2026 | Returned to company | −1,831 | – | – | 104,428 |
| Eli Samaha Director | Jan 2, 2026 | Award | +4,090 | $4.89 | $20.00K | 141,923 |
| Brandt A. Vaughan Director | Jan 2, 2026 | Award | +3,579 | $4.89 | $17.50K | 192,397 |
| Bradley J. Gross Director | Nov 28, 2025 | Gift | −5,341,715 | – | – | 2,293,238 |
| Brandt A. Vaughan Director | Oct 1, 2025 | Award | +3,108 | $5.63 | $17.50K | 188,818 |
| Eli Samaha Director | Oct 1, 2025 | Award | +3,552 | $5.63 | $20.00K | 137,833 |
| Bradley J. Gross Director | Sep 4, 2025 | Gift | −5,341,715 | – | – | 7,655,879 |
| Mark Jeffery Penn Chief Executive Officer, Director, 10% owner | Aug 1, 2025 | Gift | −1,750,000 | – | – | 29,560,430 |
| Eli Samaha Director | Jul 1, 2025 | Award | +4,444 | $4.50 | $20.00K | 134,281 |
| Brandt A. Vaughan Director | Jul 1, 2025 | Award | +3,889 | $4.50 | $17.50K | 185,710 |
| Charlene Barshefsky Director | Jun 12, 2025 | Award | +30,000 | – | – | 215,316 |
| Brandt A. Vaughan Director | Jun 12, 2025 | Award | +30,000 | – | – | 181,821 |
| Rodney E. Slater Director | Jun 12, 2025 | Award | +30,000 | – | – | 117,710 |
| Eli Samaha Director | Jun 12, 2025 | Award | +30,000 | – | – | 129,837 |
| Wade Oosterman Director | Jun 12, 2025 | Award | +30,000 | – | – | 180,966 |
| Desiree G. Rogers Director | Jun 12, 2025 | Award | +30,000 | – | – | 192,014 |
| Irwin D. Simon Director | Jun 12, 2025 | Award | +30,000 | – | – | 205,921 |
| Eli Samaha Director | Jun 5, 2025 | Buy | +240,000 | $4.43 | $1.06M | 8,014,322 |
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
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Lanuto Frank Officer | Jul 31, 2026 | 62,000 | $526.38K | Jul 31, 2026 | Stock Appreciation Right Exercise |