Stagwell Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:STGW Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
13 Jun 24	SellUS$1,117,780	Goldman Sachs Asset Management, L.P.	Company	176,306	US$6.34
13 Jun 24	SellUS$24,242,220	Goldman Sachs Group, Investment Banking and Securities Investments	Company	3,823,694	US$6.34
29 Feb 24	BuyUS$52,759	Mark Penn	Individual	10,000	US$5.28
28 Feb 24	BuyUS$25,200	Wade Oosterman	Individual	5,000	US$5.04
28 Feb 24	BuyUS$52,000	Mark Penn	Individual	10,000	US$5.20

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of STGW?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	4,645,647	4.16%
General Public	6,580,718	5.9%
Hedge Funds	7,147,662	6.41%
Institutions	93,175,195	83.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 80.64% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
17.2%	Hotchkis and Wiley Capital Management, LLC	19,186,620	US$297.9m	-3.13%	0.39%
11.5%	Goldman Sachs Group, Investment Banking and Securities Investments	12,858,285	US$199.6m	0.01%	0.04%
6.41%	Madison Avenue Partners, LP	7,147,662	US$111.0m	0%	3.52%
6.19%	BlackRock, Inc.	6,904,453	US$107.2m	0.94%	no data
5.72%	American Beacon Advisors, Inc.	6,380,500	US$99.1m	0%	0.98%
5%	The Vanguard Group, Inc.	5,575,044	US$86.6m	-2.18%	no data
4.76%	Schroder Investment Management North America Inc.	5,310,681	US$82.5m	7.78%	0.11%
2.1%	AltraVue Capital, LLC	2,339,450	US$36.3m	-0.38%	1.27%
2.09%	Mark Penn	2,328,347	US$36.1m	0%	no data
2%	Boston Partners Global Investors, Inc.	2,232,275	US$34.7m	29.1%	0.01%
2%	Geode Capital Management, LLC	2,230,099	US$34.6m	-3.21%	no data
1.83%	Cidel Asset Management Inc.	2,039,680	US$31.7m	0%	0.98%
1.76%	State Street Global Advisors, Inc.	1,961,021	US$30.4m	-1.16%	no data
1.7%	Penn Capital Management Company, LLC	1,893,018	US$29.4m	-0.97%	1.11%
1.51%	Dimensional Fund Advisors LP	1,678,812	US$26.1m	10.7%	no data
1.44%	New York State Common Retirement Fund	1,605,341	US$24.9m	-5.53%	0.01%
1.43%	HighTower Advisors, LLC	1,592,502	US$24.7m	0%	0.02%
1.11%	Harbor Capital Advisors, Inc.	1,241,594	US$19.3m	123%	0.36%
0.96%	First Pacific Advisors, LP	1,072,711	US$16.7m	7.92%	0.08%
0.85%	Stanley Capital Management LLC	950,342	US$14.8m	0%	1.24%
0.71%	Charles Schwab Investment Management, Inc.	793,961	US$12.3m	-5.12%	no data
0.69%	Northern Trust Global Investments	765,076	US$11.9m	4.06%	no data
0.57%	Frank Lanuto	633,157	US$9.8m	0%	no data
0.56%	Jacobs Levy Equity Management Inc	620,602	US$9.6m	-17.5%	0.02%
0.54%	Morgan Stanley, Investment Banking and Brokerage Investments	607,749	US$9.4m	7.67%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 04:22
End of Day Share Price	2025/01/02 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Stagwell Inc. is covered by 12 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Mark Zgutowicz	Benchmark Company
Jeffrey Van Sinderen	B. Riley Securities, Inc.
Jason Kreyer	Craig-Hallum Capital Group LLC