Daily notes / October 16, 2026

Himanshu H. Shah filed a Schedule 13G on Novavax

Written by a model from the facts OQRO holds and checked against them, sentence by sentence of October 16, 2026. Published October 18, 2026. 2 min read.

Tall office buildings around Trinity Church in lower Manhattan seen from above, with the church spire between the towers. — Skyscrapers around Trinity Church, New York, 1905. Photo: Detroit Publishing Company (scan by the New York Public Library), Public domain (scan of a 1905 photograph, New York Public Library Digital Collections). Original

The short answer

Himanshu H. Shah filed a Schedule 13G on Oct 16, 2026, reporting 10,656,964 shares, 6.46% of the class of Novavax (NVAX). The previous filing reported 6.46%. The filing was made 71 days after the company’s Aug 6, 2026 results announcement; it does not say when shares were bought.

What did Shah report in the filing?

The SEC Schedule 13G filed by Himanshu H. Shah on Oct 16, 2026 reports 10,656,964 shares, 6.46% of the class of Novavax (NVAX). The previous filing reported 6.46%.

A Schedule 13G is an ownership filing, not a trade report. It does not say when shares were bought.

How does the filing date relate to Novavax’s results?

The filing was made 71 days after the company’s results announcement of Aug 6, 2026, recorded under 8-K Item 2.02. The available facts establish the timing, not a connection between the results announcement and the filing.

What other ownership and trading records are available?

Schedule 13D and 13G filings on Novavax in the 180 days to Oct 16, 2026 include Himanshu H. Shah’s disclosure of a 6.5% stake in NVAX, filed Oct 16, 2026. FINRA short interest for NVAX on the settlement date of Sep 30, 2026 was 46,046,946 shares (-7.68% on the previous report), about 8.06 days of average volume.

In 13F filings for the quarter ended Jun 30, 2026, the largest positions that grew were Jupiter Asset Management Ltd (new position) and OP Asset Management Ltd (new position). The largest that shrank were Caxton Associates LLP (sold out) and Allianz SE (sold out). A 13F is a quarter-end snapshot with no trade date.

What was reported around Oct 16, 2026?

NVAX closed at $11.26 on Oct 16, 2026, the last session on or before the filing date. From Sep 16, 2026 to Oct 16, 2026, the close moved from $9.35 to $11.26, a change of +20.4%. These price moves are context only; the filing does not explain them, and other news can move a price.

Finnhub listed Yahoo’s “Novavax, Ocular Therapeutix, and QuidelOrtho Shares Plummet, What You Need To Know” on Oct 16, 2026. Finnhub also listed Yahoo’s “Novavax Plunges 12% as Selloff Hits Vaccine Makers; Moderna Tumbles 10%, Pfizer Holds Steady” on Oct 16, 2026.

A Benzinga headline listed by Finnhub on Oct 16, 2026 was “Shah Capital Cuts Novavax Stake To 6.39%, Sells 2.87M Shares At Average Price Of $11.35/Share, Restructures Holdings Into Family Office”. The headlines are listed as published by the outlets; OQRO has not checked them and does not summarize the articles.

What this does not tell you?

A Schedule 13D or 13G is an ownership filing, not a trade, and does not say when shares were bought. The filing does not explain price moves. The headlines are listed as published by the outlets; OQRO has not checked them and does not summarize the articles.

This describes public filings and is not investment advice.

Sources

A model wrote this page from the facts OQRO holds; every number, date, name and link in it was checked against those facts before publication, and a text that failed the check was not published. It describes what was filed, not why, and it is not investment advice. How OQRO treats data