ScanSource Ownership

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

Recent Insider Transactions

NasdaqGS:SCSC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
19 Dec 24	SellUS$91,106	Brandy Ford	Individual	1,845	US$49.38
16 Sep 24	SellUS$295,203	Rachel Hayden	Individual	6,343	US$46.54
10 Jun 24	SellUS$164,808	Rachel Hayden	Individual	3,582	US$46.01
04 Jun 24	SellUS$107,760	Shana Smith	Individual	2,245	US$48.00
13 May 24	SellUS$140,890	Charles Mathis	Individual	3,000	US$47.15
10 May 24	SellUS$59,217	Brandy Ford	Individual	1,253	US$47.26
10 May 24	SellUS$347,836	Peter Browning	Individual	7,490	US$46.44
21 Feb 24	SellUS$308,775	Peter Browning	Individual	7,500	US$41.17

Insider Trading Volume

Insider Buying: SCSC insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of SCSC?
Owner Type	Number of Shares	Ownership Percentage
State or Government	12,183	0.0458%
Individual Insiders	2,005,914	7.54%
Institutions	24,570,016	92.4%

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

Top Shareholders

Top 25 shareholders own 89.4% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
16.9%	BlackRock, Inc.	4,069,693	US$194.4m	-5.41%	no data
12.7%	The Vanguard Group, Inc.	3,056,754	US$146.0m	-5.11%	no data
11.4%	Pacer Advisors, Inc.	2,744,702	US$131.1m	18.3%	0.3%
8.16%	Dimensional Fund Advisors LP	1,959,864	US$93.6m	-1.2%	0.01%
5.66%	Orlando Villarón	1,360,000	US$65.0m	0%	no data
4.57%	Wasatch Advisors LP	1,097,992	US$52.5m	13.2%	0.17%
3.84%	State Street Global Advisors, Inc.	923,076	US$44.1m	-3.51%	no data
2.8%	American Century Investment Management Inc	671,597	US$32.1m	28.9%	0.02%
2.44%	Geode Capital Management, LLC	585,072	US$27.9m	-2.15%	no data
2.37%	Invesco Capital Management LLC	569,300	US$27.2m	13.5%	0.01%
2.14%	Pzena Investment Management, Inc.	514,503	US$24.6m	-44.5%	0.05%
2.04%	Bridgeway Capital Management, LLC	489,277	US$23.4m	2.91%	0.37%
1.77%	Charles Schwab Investment Management, Inc.	424,434	US$20.3m	-20.3%	no data
1.75%	LSV Asset Management	420,773	US$20.1m	-13.8%	0.04%
1.47%	JP Morgan Asset Management	352,529	US$16.8m	35.2%	no data
1.07%	Morgan Stanley, Investment Banking and Brokerage Investments	256,138	US$12.2m	94.8%	no data
1.06%	Northern Trust Global Investments	253,610	US$12.1m	-0.83%	no data
1.02%	Dana Investment Advisors Inc	245,119	US$11.7m	-10.6%	0.38%
0.99%	Millennium Management LLC	238,511	US$11.4m	75%	0.01%
0.99%	Columbia Management Investment Advisers, LLC	237,310	US$11.3m	-13.8%	no data
0.92%	Jacobs Levy Equity Management Inc	220,923	US$10.6m	12.3%	0.04%
0.87%	Qube Research & Technologies Ltd	209,524	US$10.0m	115%	0.02%
0.83%	Goldman Sachs Group, Investment Banking and Securities Investments	200,371	US$9.6m	38.5%	no data
0.81%	Hotchkis and Wiley Capital Management, LLC	194,809	US$9.3m	1.19%	0.03%
0.74%	BNY Asset Management	178,443	US$8.5m	-14.5%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 00:04
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2024/06/30

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

ScanSource, Inc. is covered by 9 analysts. 3 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
Reik Read	Baird
Anthony Kure	KeyBanc Capital Markets Inc.
Keith Housum	Northcoast Research