SVVNYSERetail-Miscellaneous RetailFiscal year ends January 3
Savers Value Village, Inc.
Financials through Q2 FY2026, quarter ended Jul 4, 2026Last filing: 10-Q on Aug 6, 2026
$10.06−0.01 (-0.10%)
Close on Oct 19, 2026
- Market cap
- $1.60B
- P/E (TTM)
- 62.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
164M of 154M shares
Institutional holders
150
21 new, 27 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
0 buys · 30 sales
Net sold $480.11M
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 |
|---|---|---|---|---|
| Baillie Gifford & Co | 9,572,853 | 6.10% | 13G (passive) | Jun 30, 2025 |
| Ares Management LLC | 117,449,188 | 75.50% | 13G (passive) amendment | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SVV | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Ares Management LLC | 117,449,188 | 76.37% | $1.19B | – | 51.65% |
| Baillie Gifford & Co | 8,610,914 | 5.60% | $86.88M | −50,803 | 0.08% |
| T. Rowe Price Investment Management, Inc. | 7,394,891 | 4.81% | $74.62K | −1,783,653 | 0.05% |
| Capital Research Global Investors | 3,518,095 | 2.29% | $35.50M | +1,747,269 | 0.00% |
| BlackRock, Inc. | 2,821,614 | 1.83% | $28.47M | +58,051 | 0.00% |
| Dimensional Fund Advisors LP | 2,260,506 | 1.47% | $22.81M | +395,958 | 0.00% |
| Vanguard Portfolio Management LLC | 1,848,535 | 1.20% | $18.65M | +11,332 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 1,698,192 | 1.10% | $17.13M | −47,348 | 0.01% |
| Vanguard Capital Management LLC | 1,680,026 | 1.09% | $16.95M | −6,251 | 0.00% |
| Archon Capital Management LLC | 1,511,470 | 0.98% | $15.25M | +214,287 | 6.19% |
| State Street Corp | 1,155,812 | 0.75% | $11.66M | −13,236 | 0.00% |
| Qube Research & Technologies Ltd | 1,030,711 | 0.67% | $10.40M | −675,586 | 0.01% |
| Aqr Capital Management LLC | 957,124 | 0.62% | $9.66M | +650,428 | 0.00% |
| Geode Capital Management, LLC | 944,804 | 0.61% | $9.53M | +29,510 | 0.00% |
| Goldman Sachs Group Inc | 769,997 | 0.50% | $7.77M | +59,332 | 0.00% |
| Primecap Management Co/Ca/ | 748,225 | 0.49% | $7.55M | +56,400 | 0.00% |
| UBS Group AG | 710,522 | 0.46% | $7.17M | +380,033 | 0.00% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 641,020 | 0.42% | $6.47M | +33,395 | 0.01% |
| Renaissance Technologies LLC | 638,480 | 0.42% | $6.44M | −405,784 | 0.01% |
| Meros Investment Management, LP | 527,422 | 0.34% | $5.32M | +372,606 | 1.69% |
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 | 150 | 164M | 100.0% | 21 / 69 | 38 / 27 | 6M | 7M |
| Q1 2026 | 160 | 166M | 100.0% | 37 / 64 | 40 / 26 | 11M | 10M |
| Q4 2025 | 151 | 169M | 100.0% | 26 / 50 | 58 / 27 | 7M | 10M |
| Q3 2025 | 153 | 173M | 100.0% | 40 / 64 | 30 / 15 | 11M | 13M |
| Q2 2025 | 128 | 175M | 100.0% | 33 / 47 | 29 / 11 | 23M | 20M |
| Q1 2025 | 107 | 173M | 100.0% | 19 / 41 | 28 / 22 | 8M | 5M |
| Q4 2024 | 111 | 170M | 100.0% | 27 / 32 | 32 / 18 | 9M | 12M |
| Q3 2024 | 103 | 172M | 100.0% | 23 / 34 | 29 / 26 | 7M | 10M |
| Q2 2024 | 108 | 178M | 100.0% | 24 / 35 | 40 / 18 | 10M | 13M |
| Q1 2024 | 102 | 180M | 100.0% | 27 / 38 | 22 / 10 | 7M | 4M |
| Q4 2023 | 86 | 177M | 100.0% | 20 / 35 | 20 / 32 | 16M | 4M |
| Q3 2023 | 98 | 165M | 100.0% | 49 / 22 | 17 / 45 | 10M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SVV | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 3,427,361 | 2.23% | $34.58M | 0.04% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 2,546,710 | 1.66% | $25.70M | 0.28% | Jun 30, 2026 |
| T. Rowe Price Institutional Small-Cap Stock Fund | 1,431,270 | 0.93% | $14.44M | 0.29% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,215,670 | 0.79% | $12.27M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 979,236 | 0.64% | $9.88M | 0.01% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 885,361 | 0.58% | $8.93M | 0.08% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 882,002 | 0.57% | $8.90M | 0.00% | Jun 30, 2026 |
| PRIMECAP Odyssey Aggressive Growth Fund | 652,800 | 0.42% | $6.70M | 0.09% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 559,270 | 0.36% | $5.64M | 0.01% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 413,245 | 0.27% | $4.17M | 0.00% | Jun 30, 2026 |
| Vanguard Baillie Gifford Global Positive Impact Stock Fund | 409,215 | 0.27% | $4.13M | 1.41% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 408,140 | 0.27% | $4.19M | 0.01% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 389,859 | 0.25% | $4.00M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 353,460 | 0.23% | $3.57M | 0.02% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 334,127 | 0.22% | $3.43M | 0.02% | Jul 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 T. Walsh | CEO & Director | 89,422 | 0.06% | Aug 12, 2026 |
| Michael W. Maher | CFO & Treasurer | 25,163 | 0.02% | Aug 7, 2026 |
| Melinda L. Geisser | Chief People Services Officer | 45,576 | 0.03% | Aug 7, 2026 |
| Richard A. Medway | General Counsel | 29,440 | 0.02% | Aug 7, 2026 |
| T. Charles Hunsinger | Chief Information Officer | 47,722 | 0.03% | Jul 1, 2026 |
| Jubran N. Tanious | President & COO | 176,754 | 0.11% | Mar 31, 2026 |
| William T. Allen | Director | 47,877 | 0.03% | Sep 18, 2026 |
| Brian Ames | Director | 18,105 | 0.01% | Jun 12, 2026 |
| Susan C. OFarrell | Director | 5,969 | 0.00% | Jun 12, 2026 |
| Kristy Pipes | Director | 7,222 | 0.00% | Jun 12, 2026 |
| Aina E. Konold | Director | 7,222 | 0.00% | Jun 12, 2026 |
| Robyn A. Collver | Director | 7,222 | 0.00% | Jun 12, 2026 |
| Duane C. Woods | Director | 85,588 | 0.06% | Aug 27, 2025 |
| ASSF Operating Manager IV, L.P. | 10% owner | – | – | Aug 17, 2026 |
| Investment Management LLC ASOF | 10% owner | – | – | Aug 17, 2026 |
| Management GP LLC Ares | 10% owner | 141,544,603 | 92.03% | Aug 17, 2026 |
| Management Holdings L.P. Ares | 10% owner | 117,449,188 | 76.37% | Aug 17, 2026 |
| Voting LLC Ares | 10% owner | – | – | Aug 17, 2026 |
| Management Corp Ares | 10% owner | – | – | Aug 17, 2026 |
| Holdco LLC Ares | 10% owner | – | – | Aug 17, 2026 |
| Partners Holdco LLC Ares | 10% owner | – | – | Aug 17, 2026 |
| Management Llc Ares | 10% owner | 94,449,188 | 61.41% | Aug 17, 2026 |
| Ares Corporate Opportunities Fund V, L.P. | 10% owner | – | – | Aug 17, 2026 |
| ASSF IV AIV B Holdings III, L.P. | 10% owner | – | – | Aug 17, 2026 |
| Investment Management LLC ACOF | 10% owner | – | – | Aug 17, 2026 |
| ASOF Holdings I, L.P. | 10% owner | 117,449,188 | 76.37% | Aug 17, 2026 |
| Assf Iv Aiv B, L.P. | 10% owner | – | – | Aug 17, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| William T. Allen Director | Sep 16, 2026 | Option exercise | +6,614 | $1.41 | $9.33K | 47,877 |
| William T. Allen Director | Sep 16, 2026 | Option exercise | +7,135 | $3.16 | $22.55K | 55,012 |
| William T. Allen Director | Sep 16, 2026 | Sale | −26,151 | $9.22 | $241.11K | 28,861 |
| William T. Allen Director | Sep 16, 2026 | Option exercise | +12,402 | $1.41 | $17.49K | 41,263 |
| Management Llc Ares 10% owner | Aug 13, 2026 | Sale | −23,000,000 | $10.25 | $235.75M | 94,449,188 |
| Management Llc Ares 10% owner | Aug 13, 2026 | Sale | −23,000,000 | $10.25 | $235.75M | 94,449,188 |
| Mark T. Walsh CEO & Director | Aug 11, 2026 | Option exercise | +42,059 | $1.41 | $59.30K | 89,422 |
| Mark T. Walsh CEO & Director | Aug 11, 2026 | Sale(10b5-1 plan) | −92,059 | $11.93 | $1.10M | 47,363 |
| Mark T. Walsh CEO & Director | Aug 11, 2026 | Option exercise | +50,000 | $3.16 | $158.00K | 139,422 |
| Mark T. Walsh CEO & Director | Aug 10, 2026 | Option exercise | +50,000 | $1.41 | $70.50K | 97,363 |
| Mark T. Walsh CEO & Director | Aug 10, 2026 | Sale(10b5-1 plan) | −100,000 | $12.20 | $1.22M | 47,363 |
| Mark T. Walsh CEO & Director | Aug 10, 2026 | Option exercise | +50,000 | $3.16 | $158.00K | 147,363 |
| Michael W. Maher CFO & Treasurer | Aug 7, 2026 | Sale(10b5-1 plan) | −44,742 | $12.33 | $551.67K | 25,163 |
| Michael W. Maher CFO & Treasurer | Aug 7, 2026 | Sale(10b5-1 plan) | −5,000 | $12.31 | $61.55K | 20,163 |
| Michael W. Maher CFO & Treasurer | Aug 7, 2026 | Option exercise | +44,742 | $7.11 | $318.12K | 69,905 |
| Richard A. Medway General Counsel | Aug 7, 2026 | Sale(10b5-1 plan) | −15,000 | $11.98 | $179.70K | 29,440 |
| Richard A. Medway General Counsel | Aug 7, 2026 | Sale(10b5-1 plan) | −15,000 | $11.48 | $172.20K | 44,440 |
| Richard A. Medway General Counsel | Aug 7, 2026 | Option exercise | +5,000 | $1.41 | $7.05K | 59,440 |
| Richard A. Medway General Counsel | Aug 7, 2026 | Option exercise | +23,344 | $1.41 | $32.92K | 54,440 |
| Richard A. Medway General Counsel | Aug 7, 2026 | Option exercise | +16,656 | $3.16 | $52.63K | 31,096 |
| Richard A. Medway General Counsel | Aug 7, 2026 | Sale(10b5-1 plan) | −15,000 | $12.48 | $187.20K | 14,440 |
| Melinda L. Geisser Chief People Services Officer | Aug 7, 2026 | Sale(10b5-1 plan) | −15,000 | $11.48 | $172.20K | 45,576 |
| Melinda L. Geisser Chief People Services Officer | Aug 7, 2026 | Sale(10b5-1 plan) | −20,000 | $12.48 | $249.60K | 10,576 |
| Melinda L. Geisser Chief People Services Officer | Aug 7, 2026 | Option exercise | +50,000 | $1.41 | $70.50K | 60,576 |
| Melinda L. Geisser Chief People Services Officer | Aug 7, 2026 | Sale(10b5-1 plan) | −15,000 | $11.98 | $179.70K | 30,576 |
| Mark T. Walsh CEO & Director | Aug 7, 2026 | Option exercise | +50,000 | $1.41 | $70.50K | 197,363 |
| Mark T. Walsh CEO & Director | Aug 7, 2026 | Option exercise | +50,000 | $3.16 | $158.00K | 247,363 |
| Mark T. Walsh CEO & Director | Aug 7, 2026 | Sale(10b5-1 plan) | −13,062 | $11.66 | $152.30K | 134,301 |
| Mark T. Walsh CEO & Director | Aug 7, 2026 | Sale(10b5-1 plan) | −36,938 | $12.38 | $457.29K | 97,363 |
| Mark T. Walsh CEO & Director | Aug 7, 2026 | Sale(10b5-1 plan) | −13,036 | $11.67 | $152.13K | 84,327 |
| Mark T. Walsh CEO & Director | Aug 7, 2026 | Sale(10b5-1 plan) | −36,964 | $12.38 | $457.61K | 47,363 |
| Mark T. Walsh CEO & Director | Aug 6, 2026 | Option exercise | +50,000 | $1.41 | $70.50K | 97,363 |
| Mark T. Walsh CEO & Director | Aug 6, 2026 | Option exercise | +50,000 | $3.16 | $158.00K | 147,363 |
| Mark T. Walsh CEO & Director | Aug 6, 2026 | Sale(10b5-1 plan) | −50,000 | $10.94 | $547.00K | 197,363 |
| Mark T. Walsh CEO & Director | Aug 6, 2026 | Sale(10b5-1 plan) | −50,000 | $10.92 | $546.00K | 147,363 |
| Richard A. Medway General Counsel | Aug 5, 2026 | Sale(10b5-1 plan) | −10,000 | $10.98 | $109.80K | 14,440 |
| Richard A. Medway General Counsel | Aug 5, 2026 | Option exercise | +10,000 | $1.41 | $14.10K | 24,440 |
| Melinda L. Geisser Chief People Services Officer | Aug 5, 2026 | Option exercise | +15,000 | $1.41 | $21.15K | 25,576 |
| Melinda L. Geisser Chief People Services Officer | Aug 5, 2026 | Sale(10b5-1 plan) | −15,000 | $10.98 | $164.70K | 10,576 |
| Mark T. Walsh CEO & Director | Aug 5, 2026 | Sale(10b5-1 plan) | −7,941 | $11.02 | $87.51K | 47,363 |
| Mark T. Walsh CEO & Director | Aug 5, 2026 | Option exercise | +7,941 | $1.41 | $11.20K | 55,304 |
| Richard A. Medway General Counsel | Aug 3, 2026 | Sale(10b5-1 plan) | −10,000 | $10.48 | $104.80K | 14,440 |
| Richard A. Medway General Counsel | Aug 3, 2026 | Option exercise | +10,000 | $1.41 | $14.10K | 24,440 |
| Melinda L. Geisser Chief People Services Officer | Aug 3, 2026 | Option exercise | +14,059 | $1.41 | $19.82K | 24,635 |
| Melinda L. Geisser Chief People Services Officer | Aug 3, 2026 | Sale(10b5-1 plan) | −14,059 | $10.48 | $147.34K | 10,576 |
| Melinda L. Geisser Chief People Services Officer | Jul 31, 2026 | Option exercise | +941 | $1.41 | $1.33K | 11,517 |
| Melinda L. Geisser Chief People Services Officer | Jul 31, 2026 | Sale(10b5-1 plan) | −941 | $10.48 | $9.86K | 10,576 |
| T. Charles Hunsinger Chief Information Officer | Jun 29, 2026 | Option exercise | +20,333 | $10.16 | $206.58K | 47,722 |
| T. Charles Hunsinger Chief Information Officer | Jun 29, 2026 | Tax withholding | −5,663 | $10.16 | $57.54K | 42,059 |
| Mark T. Walsh CEO & Director | Jun 18, 2026 | Sale(10b5-1 plan) | −41,600 | $10.08 | $419.33K | 47,363 |
| Mark T. Walsh CEO & Director | Jun 17, 2026 | Sale(10b5-1 plan) | −300 | $10.00 | $3.00K | 88,963 |
| Mark T. Walsh CEO & Director | Jun 16, 2026 | Sale(10b5-1 plan) | −3,100 | $10.15 | $31.47K | 89,263 |
| Michael W. Maher CFO & Treasurer | Jun 5, 2026 | Tax withholding | −1,768 | $9.14 | $16.16K | 25,163 |
| Michael W. Maher CFO & Treasurer | Jun 5, 2026 | Option exercise | +7,257 | – | – | 26,931 |
| Brian Ames Director | Jun 4, 2026 | Option exercise | +9,015 | – | – | 18,105 |
| William T. Allen Director | Jun 4, 2026 | Option exercise | +12,206 | – | – | 28,861 |
| Jubran N. Tanious President & COO | Mar 12, 2026 | Tax withholding | −7,218 | $8.03 | $57.96K | 176,754 |
| Melinda L. Geisser Chief People Services Officer | Mar 12, 2026 | Tax withholding | −3,405 | $8.03 | $27.34K | 10,576 |
| Melinda L. Geisser Chief People Services Officer | Mar 12, 2026 | Option exercise | +10,548 | $8.03 | $84.70K | 13,981 |
| Melinda L. Geisser Chief People Services Officer | Mar 12, 2026 | Option exercise | +3,433 | $8.03 | $27.57K | 3,433 |
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 |
|---|---|---|---|---|---|
| William T. Allen Director | Sep 16, 2026 | 26,151 | $241.17K | Sep 16, 2026 | Stock Option Exercise |
| Mark T. Walsh Officer, Director | Aug 11, 2026 | 92,059 | $1.12M | Aug 11, 2026 | Stock Option Exercise |
| Mark T. Walsh Officer, Director | Aug 10, 2026 | 100,000 | $1.20M | Aug 10, 2026 | Stock Option Exercise |
| Mark T. Walsh Officer, Director | Aug 7, 2026 | 100,000 | $1.22M | Aug 7, 2026 | Stock Option Exercise |
| Michael W. Maher Officer | Aug 7, 2026 | 49,742 | $613.39K | Aug 7, 2026 | Restricted Stock Vesting |
| Richard A. Medway Officer | Aug 7, 2026 | 45,000 | $539.10K | Aug 7, 2026 | Stock Option Exercise |
| Melinda L. Geisser Officer | Aug 7, 2026 | 50,000 | $601.50K | Aug 7, 2026 | Stock Option Exercise |
| Mark T. Walsh Officer, Director | Aug 6, 2026 | 100,000 | $1.09M | Aug 6, 2026 | Stock Option Exercise |
| Mark T. Walsh Officer, Director | Aug 5, 2026 | 7,941 | $87.55K | Aug 5, 2026 | Stock Option Exercise |
| Richard A. Medway Officer | Aug 5, 2026 | 10,000 | $109.80K | Aug 5, 2026 | Stock Option Exercise |
| Melinda L. Geisser Officer | Aug 5, 2026 | 15,000 | $164.70K | Aug 5, 2026 | Stock Option Exercise |
| Melinda L. Geisser Officer | Aug 3, 2026 | 14,059 | $147.34K | Aug 3, 2026 | Stock Option Exercise |
| Richard A. Medway Officer | Aug 3, 2026 | 10,000 | $104.80K | Aug 3, 2026 | Stock Option Exercise |
| Melinda L. Geisser Officer | Jul 31, 2026 | 941 | $9.86K | Jul 31, 2026 | Stock Option Exercise |
| Mark T. Walsh Officer, Director | Jun 18, 2026 | 41,600 | $419.20K | Jun 18, 2026 | Restricted Stock Vesting |