Gen Digital Inc.

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 659 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• Rolls-up bookkeeping: 'Pavel Baudis' rolls_up_into 'All Current Directors and Executive Officers as a Group (11 Persons)'. The container's own shares field is left at the full 58,192,040 as filed; the register self-gate below reduces it to its residual (58,192,040 - 49,840,928 = 8,351,112) so Baudis is not double counted.
• Self-gate computed on this final file using the project's exact chart arithmetic (raw shares summed for every row, aggregate containers reduced to their residual over members present): 8 register rows, total charted shares 304,716,920, 50.91% of shares_outstanding (598,587,032). This is above the roughly 25-45% band the brief describes as typical but below its 55% hard-flag threshold. The concentration is real and independently sourced, not an artifact: Gen Digital carries an unusually large, individually verified institutional float (Vanguard family 12.02%, BlackRock 8.93%, FMR 7.74%, State Street 5.22%, Ameriprise 4.63%, Geode 2.64%, all cross-checked to a consistent implied price of approximately $24.85-24.90/sh as of 30 Jun 2026) on top of a large, separately verified founder/insider stake (Pavel Baudis, Avast co-founder, 8.3% via DEF 14A) that overlaps none of the institutional rows.
• UNVERIFIED LEAD (a) from the task brief CONFIRMED and correctly excluded: MoneyLion was acquired by Gen Digital as a full business combination completed 17 Apr 2025 for approximately $951 million (Note 3, Business Combinations, in both the FY2026 10-K and the Q1 FY2027 10-Q). MoneyLion Inc and MoneyLion Technologies Inc appear as wholly owned subsidiaries in Exhibit 21.01 of the FY2026 10-K (filed 21 May 2026). This is a consolidated operating subsidiary, not a minority equity holding, so it is correctly excluded from the holdings array per the project's rules.
• UNVERIFIED LEAD (b) from the task brief CONFIRMED but not sizeable to any named investee: both the FY2026 10-K (period ended 3 Apr 2026) and the Q1 FY2027 10-Q (period ended 3 Jul 2026) disclose 'non-marketable equity investments' (equity investments in privately-held companies without a readily determinable fair value, measured at cost minus impairment) with a carrying value of exactly $16 million at both dates, held in Other long-term assets. The FY2026 10-K also discloses that during fiscal 2026 the company sold an equity interest in one such investment for a mix of cash and non-cash (a further equity investment) proceeds, recognizing an $11 million gain, and that the combined carrying value fell from $109 million (28 Mar 2025) to $16 million (3 Apr 2026) over the year. No individual investee is named anywhere in either filing, so per the project's rule against assigning a combined balance to any one investee, no holdings row is created; the $16 million combined figure is recorded here and in unknowns instead.
• Fiscal year check: Gen Digital's fiscal year ends in late March/early April, not December. The newest filing by date is the Q1 FY2027 10-Q (period ended 3 Jul 2026, filed 7 Aug 2026), which postdates the FY2026 10-K (period ended 3 Apr 2026, filed 21 May 2026) by about 11 weeks. The 10-Q was used as the primary source for shares outstanding and the freshest available financial detail; the 10-K was used for the fuller-year non-marketable-investments narrative and Exhibit 21.
• Exhibit 21.01 of the FY2026 10-K (a bare subsidiary name list with no ownership-percentage column) lists NortonLifeLock Security Holdings Inc, NortonLifeLock Ireland Limited, NortonLifeLock Singapore Pte. Ltd., NortonLifeLock Japan G.K., Avast Software s.r.o, MoneyLion Technologies Inc and MoneyLion Inc: all wholly owned operating subsidiaries, no joint ventures or minority-owned entities, and no percentage column to size anything even if there were. This is treated as a genuine negative per the project's guidance, not evidence of looking in the wrong place.
• Activist/strategic holder check requested by the task brief: Starboard Value LP (an activist investor) appears in the register snapshot data/registers/GEN.json at 7,806,922 shares as of the 31 Mar 2026 (Q1 2026) snapshot period. Its own Q2 2026 13F-HR (CIK 0001517137, filed 14 Aug 2026, period 30 Jun 2026) was checked directly and carries NO Gen Digital / CUSIP 668771108 line at all among its 22 reported positions: Starboard fully exited the position sometime in Q2 2026. Per the project's rule that an exited holder is a note, not a row, no Starboard row is included here.
• Capital Group family check requested by the task brief: Capital World Investors (CIK 0001422849), Capital International Investors (CIK 0001562230) and Capital Research Global Investors (CIK 0001422848) were each individually checked against their own Q2 2026 13F-HR information tables. None reports any position under CUSIP 668771108 / Gen Digital; all three filed real information tables with hundreds of other issuer lines (their 'GEN' name-fragment matches were all different companies: Amgen, General Motors, Generate Biomedicines, argenx, 10x Genomics, Regeneron, General Mills, Casey's General Stores, Versigent, Banco Bilbao, Generac, General Dynamics, Genuine Parts, Legend Biotech). This is a genuine negative, not a gap: Capital Group does not currently hold Gen Digital.
• T. Rowe Price family check requested by the task brief: both T. Rowe Price Associates, Inc. (CIK 0000080255) and the separate registrant T. Rowe Price Investment Management, Inc. (CIK 0001897612) were checked against their own Q2 2026 13F-HR information tables. Neither reports any position under CUSIP 668771108 / Gen Digital among their (respectively) 59 and 10 'GEN'-fragment-matched but entirely different issuers (Neogen, Repligen, 10x Genomics, NeoGenomics, Cathay General Bancorp, Casey's General Stores, General Motors, Biogen, Allogene, General Dynamics on the Investment Management side; CCC Intelligent Solutions, QIAGEN, Regency Centers and 56 further unrelated issuers on the Associates side). This is a genuine negative: neither T. Rowe Price entity currently holds Gen Digital.
• Register row count check: this file's register array contains exactly 8 rows (Vanguard family, Pavel Baudis, BlackRock, FMR, State Street, Ameriprise, the directors/officers group aggregate, Geode), matching the 'row count' figure asserted above.
• The GEN.json register snapshot (period 31-MAR-2026) was used only to learn WHO holds and to enumerate the Vanguard family's entity list; every share figure in this file was independently re-fetched from each holder's own Q2 2026 (period 2026-06-30) 13F-HR filing, or from the 2026 DEF 14A for the two insider rows, per the project's rule against taking numbers from the snapshot directly.
• Instacash Advances / Sound Point Capital, mentioned in the Q1 FY2027 10-Q, is a receivables purchase and loan-servicing arrangement tied to MoneyLion's Instacash product (Gen sells advances to, and services them for, a counterparty under a Purchase Agreement, with a payable to Sound Point disclosed). This is a financing/servicing relationship, not an equity stake, and is not included as a holding.