Cross-institution positioning
Oct 8, 2026Accumulation leaning. 2 accumulating, 1 reducing, 1 exited across 4 comparable institutions.
Source: Schedule 13 researchEFSC Institutional Ownership
ENTERPRISE FINANCIAL SERVICES CORP
Latest stored close $58.59 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
62/100
5 tracked · 4 comparable
Latest filing
Oct 8, 2026
Positive breadth
3 positive · 2 negative
Recent close
$58.59
Research confidence
Medium
Institutional Research 66/100 · 2 accumulating · 2 reducing / exited
Ownership history
Reported ownership % history
Latest filing Oct 8, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating2
Newly reported1
Reducing / exited
2
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 62/100
Confidence:Medium
Why this signal
- 2 tracked institutions accumulating versus 2 reducing/exited.
- 1 tracked institution recently reversed from reducing to accumulating.
- 1 tracked institution shows persistent accumulation.
- 1 tracked institution show accelerating accumulation.
- Latest comparable Form 13F activity is net positive across tracked managers.
Institutional
70/100
Insiders
50/100
Fundamentals
50/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Aug 14, 2026Recent Forms 3/4/5 activity is available, with no non-amendment non-derivative SEC-coded P/S transactions in the rolling 90-day window. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 20, 20263 non-amendment material events in the last 90 days; Latest classified evidence: Director or executive change. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Jul 31, 2026Net income -20.4% YoY; Free cash flow +31.6% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 68% through its reported 52-week range; +5.8% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Dimensional Fund Advisors.
Filed Oct 8, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Oct 8, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Dimensional Fund Advisors
Filed Oct 8, 2026
Direction locked
Wellington Management Group
Filed May 15, 2026
Direction locked
BlackRock
Filed Jan 8, 2024
Direction locked
Vanguard Capital Management
Filed Apr 29, 2026
Direction locked
BlackRock
Filed Apr 17, 2025
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Dimensional Fund Advisors
Filed Oct 8, 2026
Wellington Management Group
Filed May 15, 2026
BlackRock
Filed Jan 8, 2024
Vanguard Capital Management
Filed Apr 29, 2026
BlackRock
Filed Apr 17, 2025
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | ANDERSON LARS C | AGrant, award, or other acquisition · derivative | Phantom Stock | 2.1K | $0.00 | Direct | Aug 18, 2026 |
| Aug 14, 2026 | Andrich Lyne | AGrant, award, or other acquisition | Common Stock | 978 | $0.00 | Direct | Aug 18, 2026 |
| Aug 14, 2026 | DECOLA MICHAEL A | AGrant, award, or other acquisition | Common Stock | 2.9K | $0.00 | Direct | Aug 18, 2026 |
| Aug 14, 2026 | Holmes Michael | AGrant, award, or other acquisition | Common Stock | 2.0K | $0.00 | Direct | Aug 18, 2026 |
| Aug 14, 2026 | KENT NEVADA A | AGrant, award, or other acquisition | Common Stock | 1.1K | $0.00 | Direct | Aug 18, 2026 |
| Aug 14, 2026 | Manjarrez Marcela | AGrant, award, or other acquisition | Common Stock | 978 | $0.00 | Direct | Aug 18, 2026 |
| Aug 14, 2026 | MARSH STEPHEN P | AGrant, award, or other acquisition | Common Stock | 1.1K | $0.00 | Direct | Aug 18, 2026 |
| Aug 14, 2026 | VAN TREASE SANDRA | AGrant, award, or other acquisition · derivative | Phantom Stock | 2.2K | $0.00 | Direct | Aug 18, 2026 |
| Aug 14, 2026 | Young Lina A | AGrant, award, or other acquisition | Common Stock | 978 | $0.00 | Direct | Aug 18, 2026 |
| Aug 14, 2026 | SANBORN RICHARD | AGrant, award, or other acquisition | Common Stock | 978 | $0.00 | Direct | Aug 18, 2026 |
| Jun 30, 2026 | KEENE S TURNER | JOther transaction | Common Stock | 462 | $45.94 | Direct | Jul 8, 2026 |
| Jun 30, 2026 | PONDER MARK G | JOther transaction | Common Stock | 462 | $45.94 | Direct | Jul 8, 2026 |
| Jun 30, 2026 | Huffman Bridget | JOther transaction | Common Stock | 267 | $45.94 | Direct | Jul 8, 2026 |
| Jun 30, 2026 | IANNACONE NICOLE M | JOther transaction | Common Stock | 462 | $45.94 | Direct | Jul 8, 2026 |
| Jun 30, 2026 | LALLY JAMES BRIAN | JOther transaction | Common Stock | 462 | $45.94 | Direct | Jul 8, 2026 |
| Jun 30, 2026 | DUMLAO TROY | JOther transaction | Common Stock | 462 | $45.94 | Direct | Jul 8, 2026 |
| Jun 30, 2026 | BAUCHE DOUGLAS | JOther transaction | Common Stock | 453 | $45.94 | Direct | Jul 8, 2026 |
| Apr 28, 2026 | PONDER MARK G | SOpen-market or private sale | Common Stock | 625 | $60.90 | Indirect | Apr 29, 2026 |
| Apr 28, 2026 | PONDER MARK G | SOpen-market or private sale | Common Stock | 625 | $60.20 | Indirect | Apr 29, 2026 |
| Apr 27, 2026 | PONDER MARK G | GGift | Common Stock | 1.3K | $0.00 | Indirect | Apr 29, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 20, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Jul 27, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jul 22, 2026 | 8-K | 2.02, 8.01, 9.01 | Results of operations / financial condition; Other event; Financial statements / exhibits | — | Filing |
| Jun 17, 2026 | 8-K | 1.01, 2.03, 9.01 | Material definitive agreement; New direct financial obligation; Financial statements / exhibits | Debt | Filing |
| Jun 16, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Jun 12, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| Jun 9, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| May 15, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| Apr 28, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Apr 22, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Mar 9, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Mar 4, 2026 | S-3ASR | — | Shelf securities registration | Capital-related | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Net income
$40.9M
Q2 2026
-20.4% YoY 10-Q filed Jul 31, 2026
Diluted EPS
$1.09
Q2 2026
-19.9% YoY 10-Q filed Jul 31, 2026
Operating cash flow
$127.2M
YTD through Jun 30, 2026
+25.5% YoY 10-Q filed Jul 31, 2026
Free cash flow
$124.5M
YTD through Jun 30, 2026
+31.6% YoY 10-Q filed Jul 31, 2026
Cash & equivalents
$2.0B
As of Dec 31, 2021
10-K filed Feb 25, 2022
Assets
$17.4B
As of Jun 30, 2026
+8.2% YoY 10-Q filed Jul 31, 2026
Liabilities
$15.4B
As of Jun 30, 2026
+8.5% YoY 10-Q filed Jul 31, 2026
Stockholders’ equity
$2.0B
As of Jun 30, 2026
+6.1% YoY 10-Q filed Jul 31, 2026
Shares outstanding
36.2M
As of Jul 29, 2026
-2.2% YoY 10-Q filed Jul 31, 2026
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$63.12
View live quote ↗
52-week low
$51.18
Nov 11, 2025
52-week high
$68.73
Jul 16, 2026
Below 52-week high
8.2%
1W return
-1.4%
1M return
-5.0%
3M return
+0.6%
6M return
+18.4%
YTD return
+16.9%
1Y return
+5.8%
30-day volatility
13.7%
90-day volatility
19.3%
1Y max drawdown
-15.1%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 21 filing(s) · 18 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Dimensional Fund Advisors CIK0000354204 | Sep 30, 2026 observed Oct 8, 2026 filed · 8d Schedule 13G amendment | Reported accumulation | 2.2M +331.1K | 6.20% +1.10 pts | $58.95 | $59.33 | $58.59 |
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 1.6M | $58.59 | |||
| Wellington Management Group CIK0000902219 | Mar 31, 2026 observed May 15, 2026 filed · 45d Schedule 13G amendment | Reported accumulation | 3.3M +506.4K | 8.83% +1.41 pts | $54.11 | $58.31 | $58.59 |
Explore more institutional activity
Related research
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