Cross-institution positioning
Jun 5, 2026Strong institutional reduction. 2 accumulating, 1 reducing, 2 exited across 5 comparable institutions.
Source: Schedule 13 researchGO Institutional Ownership
Grocery Outlet Holding Corp.
Latest stored close $11.96 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
40/100
5 tracked · 5 comparable
Latest filing
Jun 5, 2026
Positive breadth
2 positive · 3 negative
Recent close
$11.96
Research confidence
Medium
Institutional Research 19/100 · 2 accumulating · 3 reducing / exited
Ownership history
Reported ownership % history
Latest filing Jun 5, 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
Unlock the reported ownership timeline
Unlock full research
Accumulating2
Newly reported0
Reducing / exited
3
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 40/100
Confidence:Medium
Why this signal
- 2 tracked institutions accumulating versus 3 reducing/exited.
- 1 tracked institution recently reversed from reducing to accumulating.
- 1 tracked institution shows persistent accumulation.
- Recent insider purchase activity confirms the institutional direction.
Conflicting evidence
- Institutions are reducing while recent insider P/S activity leans bullish.
Institutional
27/100
Insiders
75/100
Fundamentals
48/100
Events
50/100
Quarterly 13F activity
Jun 30, 20261 increased/new, 1 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Aug 27, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 4 purchases by 2 reporting owners and 1 sale by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 12, 20261 non-amendment material event in the last 90 days; Latest classified evidence: Results of operations / financial condition. 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
Aug 12, 2026Revenue +1.1% YoY; Net income +13.4% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 50% through its reported 52-week range; -31.2% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Fidelity / FMR.
Filed Jun 5, 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
Jun 5, 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.
T. Rowe Price Investment Management
Filed May 15, 2026
Direction locked
BlackRock
Filed Jul 8, 2024
Direction locked
BlackRock
Filed Jul 17, 2025
Direction locked
Fidelity / FMR
Filed Jun 5, 2026
Direction locked
Vanguard Group
Filed Mar 27, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
Unlock full research
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.
View plans
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.
T. Rowe Price Investment Management
Filed May 15, 2026
BlackRock
Filed Jul 8, 2024
BlackRock
Filed Jul 17, 2025
Fidelity / FMR
Filed Jun 5, 2026
Vanguard Group
Filed Mar 27, 2026
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 purchases22 reporting owner(s)
30-day sales11 reporting owner(s)
90-day purchase breadth2Multi-insider
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Aug 27, 2026 | Jaros Carey F. | POpen-market or private purchase | Common Stock | 15.0K | $11.70 | Indirect | Aug 31, 2026 |
| Aug 21, 2026 | Kerr Frank Michael | SOpen-market or private sale | Common Stock | 1.4K | $11.30 | Direct | Aug 24, 2026 |
| Aug 20, 2026 | Miller Paul Blaine | POpen-market or private purchase | Common Stock | 8.0K | $10.90 | Direct | Aug 21, 2026 |
| Jul 30, 2026 | Jaros Carey F. | JOther transaction | Common Stock | 45.0K | $0.00 | Indirect | Aug 31, 2026 |
| Jul 30, 2026 | Jaros Carey F. | JOther transaction | Common Stock | 45.0K | $0.00 | Direct | Aug 31, 2026 |
| Jun 25, 2026 | Miller Paul Blaine | POpen-market or private purchase | Common Stock | 5.0K | $9.50 | Direct | Jun 29, 2026 |
| Jun 18, 2026 | Miller Paul Blaine | POpen-market or private purchase | Common Stock | 10.0K | $9.37 | Direct | Jun 22, 2026 |
| Jun 15, 2026 | Leary Susan Michelle | AGrant, award, or other acquisition · derivative | Performance Stock Unit | 6.7K | — | Direct | Jun 16, 2026 |
| Jun 15, 2026 | Leary Susan Michelle | AGrant, award, or other acquisition | Common Stock | 4.4K | $0.00 | Direct | Jun 16, 2026 |
| Jun 15, 2026 | Ferry Ian Daniel | AGrant, award, or other acquisition · derivative | Performance Stock Unit | 19.3K | — | Direct | Jun 16, 2026 |
| Jun 15, 2026 | Ferry Ian Daniel | AGrant, award, or other acquisition | Common Stock | 12.9K | $0.00 | Direct | Jun 16, 2026 |
| Jun 15, 2026 | Miller Paul Blaine | AGrant, award, or other acquisition · derivative | Performance Stock Unit | 41.1K | — | Direct | Jun 16, 2026 |
| Jun 15, 2026 | Miller Paul Blaine | AGrant, award, or other acquisition | Common Stock | 27.4K | $0.00 | Direct | Jun 16, 2026 |
| Jun 1, 2026 | York Jeffrey | AGrant, award, or other acquisition | Common Stock | 18.9K | $0.00 | Direct | Jun 2, 2026 |
| Jun 1, 2026 | Molloy Lawrence | AGrant, award, or other acquisition | Common Stock | 18.9K | $0.00 | Direct | Jun 2, 2026 |
| Jun 1, 2026 | Lindberg Eric J. Jr. | AGrant, award, or other acquisition | Common Stock | 18.9K | $0.00 | Direct | Jun 2, 2026 |
| Jun 1, 2026 | Jaros Carey F. | AGrant, award, or other acquisition | Common Stock | 18.9K | $0.00 | Direct | Jun 2, 2026 |
| Jun 1, 2026 | BACHMAN JOHN E. | AGrant, award, or other acquisition | Common Stock | 18.9K | $0.00 | Direct | Jun 2, 2026 |
| Jun 1, 2026 | HABEN MARY KAY | AGrant, award, or other acquisition | Common Stock | 18.9K | $0.00 | Direct | Jun 2, 2026 |
| Jun 1, 2026 | KOBAYASHI MICHAEL K | AGrant, award, or other acquisition | Common Stock | 18.9K | $0.00 | Direct | Jun 2, 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 12, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jun 9, 2026 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jun 3, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| May 13, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Apr 2, 2026 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Mar 4, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| Mar 4, 2026 | 8-K | 2.02, 2.05, 9.01 | Results of operations / financial condition; Exit or disposal activities; Financial statements / exhibits | — | Filing |
| Jan 13, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Dec 3, 2025 | 8-K | 7.01 | Regulation FD disclosure | — | Filing |
| Nov 4, 2025 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$1.2B
Q2 2026
+1.1% YoY 10-Q filed Aug 12, 2026
Operating income
$15.8M
Q2 2026
+23.4% YoY 10-Q filed Aug 12, 2026
Operating margin
1.3%
Q2 2026
+0.2 pts YoY 10-Q filed Aug 12, 2026
Net income
$5.6M
Q2 2026
+13.4% YoY 10-Q filed Aug 12, 2026
Diluted EPS
$0.06
Q2 2026
+20.0% YoY 10-Q filed Aug 12, 2026
Operating cash flow
$95.7M
YTD through Jul 4, 2026
-27.8% YoY 10-Q filed Aug 12, 2026
Free cash flow
$1.2M
YTD through Jul 4, 2026
-90.7% YoY 10-Q filed Aug 12, 2026
Cash & equivalents
$74.2M
As of Jul 4, 2026
+34.4% YoY 10-Q filed Aug 12, 2026
Long-term debt
$505.6M
As of Jul 4, 2026
+6.7% YoY 10-Q filed Aug 12, 2026
Assets
$3.0B
As of Jul 4, 2026
-9.9% YoY 10-Q filed Aug 12, 2026
Liabilities
$2.2B
As of Jul 4, 2026
+2.0% YoY 10-Q filed Aug 12, 2026
Stockholders’ equity
$816.6M
As of Jul 4, 2026
-31.2% YoY 10-Q filed Aug 12, 2026
Shares outstanding
99.1M
As of Aug 6, 2026
+1.0% YoY 10-Q filed Aug 12, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jul 4, 2026 | $1.2B | +1.1% |
| Ended Apr 4, 2026 | $1.2B | +3.6% |
| Ended Sep 27, 2025 | $1.2B | +5.4% |
| Ended Jun 28, 2025 | $1.2B | +4.5% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Jan 3, 2026 | $4.7B | +7.3% |
| Ended Dec 28, 2024 | $4.4B | +10.1% |
| Ended Dec 30, 2023 | $4.0B | +10.9% |
| Ended Dec 31, 2022 | $3.6B | +16.2% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$11.49
View live quote ↗
52-week low
$5.66
Mar 9, 2026
52-week high
$17.28
Sep 17, 2025
Below 52-week high
33.5%
1W return
-2.2%
1M return
+3.2%
3M return
+19.4%
6M return
+79.5%
YTD return
+13.8%
1Y return
-31.2%
30-day volatility
45.6%
90-day volatility
42.9%
1Y max drawdown
-65.9%
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 31 filing(s) · 28 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Fidelity / FMR CIK0000315066 | May 29, 2026 observed Jun 5, 2026 filed · 7d Schedule 13G amendment | Reported reduction | 22 -5.0K | 12.00% 0.00 pts | $8.51 | $8.56 | $11.96 |
| T. Rowe Price Investment Management CIK0001897612 | Mar 31, 2026 observed May 15, 2026 filed · 45d Schedule 13G amendment | Reported accumulation | 18.6M +2.9M | 19.00% +2.90 pts | $7.05 | $7.40 | $11.96 |
| Fidelity / FMR CIK0000315066 | Mar 31, 2026 observed Apr 7, 2026 filed · 7d Schedule 13G amendment | Reported reduction | 5.0K -14.7M | 12.00% -3.00 pts | $7.05 | $6.99 | $11.96 |
Explore more institutional activity
Related research
Compare GO with other securities showing similar institutional activity or recent accumulation across several tracked institutions.