13D·WATCH Activist + Insider Intelligence Live feed Blog About Pricing
SCHEDULE 13D/A Filed 2026-10-14 Event 2026-10-12 SEC 0001193125-26-421973 →

Blackstone Holdings III L.P. → Bumble Inc. BMBL

Stake: 12.00% Shares: 385,633 CUSIP: 12047B105 Class: Class A Common Stock, par value $0.01 per share

Item 4 — Purpose of Transaction

Item 4 of the Schedule 13D is hereby amended and supplemented by the following: On October 12, 2026, the Issuer entered into that certain Agreement and Plan of Merger (as the same may be amended, modified or restated in accordance with its terms, the "Merger Agreement"), by and among the Issuer, Buzz Holdings L.P., ("Opco"), Ithaca Holdco, Inc. ("Ithaca"), Oak Merger Sub 1, Inc., a wholly owned subsidiary of Ithaca ("Merger Sub 1"), and Oak Merger Sub 2, LLC, a wholly owned subsidiary of Ithaca ("Merger Sub 2" and collectively with Merger Sub 1, the "Merger Subs" and each a "Merger Sub"). Pursuant to the Merger Agreement, and upon the terms and subject to the conditions therein, Merger Sub 1 will merge with and into the Issuer (the "Corporate Merger"), with the Issuer surviving the Corporate Merger as a wholly owned subsidiary of Ithaca, and Merger Sub 2 will merge with and into Opco (the "Opco Merger", together with the Corporate Merger, the "Mergers"), with Opco surviving the Opco Merger as a wholly owned subsidiary of Ithaca. Subject to the terms and conditions of the Merger Agreement, at the effective time of the Corporate Merger (the "Effective Time"), (i) each share of Class A Common Stock outstanding immediately prior to the Effective Time (other than certain excluded shares) will be converted into the right to receive $6.05 in cash, without interest (the "Class A Per Share Price"), (ii) each share of Class B common stock of the Issuer (the "Class B Common Stock", and together with the Class A Common Stock, the "Company Common Stock") outstanding immediately prior to the Effective Time (other than certain excluded shares) will be converted into the right to receive $0.000001 in cash, without interest (the "Class B Per Share Price"), and (iii) each common unit of Opco (the "Opco Common Units") outstanding immediately prior to the effective time of the Opco Merger (other than cancelled Opco Common Units or Opco Common Units owned directly or indirectly by the Issuer) will be converted into the right to receive an amount in cash equal to the excess of the Class A Per Share Price over the Class B Per Share Price, without interest. Following the execution of the Merger Agreement, on October 12, 2026, BX Buzz ML-1 Holdco L.P., BX Buzz ML-2 Holdco L.P., BX Buzz ML-3 Holdco L.P., BX Buzz ML-4 Holdco L.P., BX Buzz ML-5 Holdco L.P., BX Buzz ML-6 Holdco L.P., BX Buzz ML-7 Holdco L.P. and Whitney Wolfe Herd and certain of her affiliates, who collectively represent more than a majority of the voting power of the capital stock of the Issuer, executed a written stockholders consent approving and adopting the Merger Agreement and the Corporate Merger and the transactions contemplated thereby. On October 13, 2026, the Forward Transactions terminated pursuant to the terms thereof. Upon such termination, the hedging period related to the final calculation period for the Forward Transactions ended, and the sales price for such calculation period was determined to be $3.5923 per share. On October 13, 2026, 2,763,510 of the shares pledged by the Stockholders in respect of such calculation period were released from the pledge and delivered to Dealer in settlement of such calculation period.

Cross-References

Insider Activity (last 365d)
27 transactions
6 buys · 21 sales · 0 awards/exercises
Issuer Cluster
9 13D/G filings on this issuer
8 other filings besides this one
Filer Track Record
49 filings by this filer
48 other filings in the data moat
Short Interest · settle 2026-09-30
DTC 6.93
14,629,215 shares short · +4.6% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers
1 holder · $2.50M
Point72 Asset Mgmt

Form 4 Insider Transactions · last 365d

DateInsiderRoleTypeSharesPriceValue
2026-10-13 BX Buzz ML-1 GP LLC 10%+ owner Sale 67,021 $3.54 $237K
2026-10-13 BX Buzz ML-1 GP LLC 10%+ owner Sale 922,164 $3.54 $3.27M
2026-10-13 BX Buzz ML-1 GP LLC 10%+ owner Sale 149,705 $3.54 $530K
2026-10-13 BX Buzz ML-1 GP LLC 10%+ owner Sale 399,476 $3.54 $1.42M
2026-10-13 BX Buzz ML-1 GP LLC 10%+ owner Sale 1,211,827 $3.54 $4.29M
2026-10-13 BX Buzz ML-1 GP LLC 10%+ owner Sale 10,930 $3.54 $39K
2026-10-13 BX Buzz ML-1 GP LLC 10%+ owner Sale 2,387 $3.54 $8K
2026-10-13 Blackstone Holdings III GP Management L.L.C. 10%+ owner Sale 67,021 $3.54 $237K
2026-10-13 Blackstone Holdings III GP Management L.L.C. 10%+ owner Sale 922,164 $3.54 $3.27M
2026-10-13 Blackstone Holdings III GP Management L.L.C. 10%+ owner Sale 149,705 $3.54 $530K
2026-10-13 Blackstone Holdings III GP Management L.L.C. 10%+ owner Sale 399,476 $3.54 $1.42M
2026-10-13 Blackstone Holdings III GP Management L.L.C. 10%+ owner Sale 1,211,827 $3.54 $4.29M
2026-10-13 Blackstone Holdings III GP Management L.L.C. 10%+ owner Sale 10,930 $3.54 $39K
2026-10-13 Blackstone Holdings III GP Management L.L.C. 10%+ owner Sale 2,387 $3.54 $8K
2026-10-13 BTOA - NQ L.L.C. 10%+ owner Sale 67,021 $3.54 $237K
2026-10-13 BTOA - NQ L.L.C. 10%+ owner Sale 922,164 $3.54 $3.27M
2026-10-13 BTOA - NQ L.L.C. 10%+ owner Sale 149,705 $3.54 $530K
2026-10-13 BTOA - NQ L.L.C. 10%+ owner Sale 399,476 $3.54 $1.42M
2026-10-13 BTOA - NQ L.L.C. 10%+ owner Sale 1,211,827 $3.54 $4.29M
2026-10-13 BTOA - NQ L.L.C. 10%+ owner Sale 10,930 $3.54 $39K
2026-10-13 BTOA - NQ L.L.C. 10%+ owner Sale 2,387 $3.54 $8K
2026-06-04 Griffin Amy director Award 77,580 — —
2026-06-04 Atchison Rebecca Lynn director Award 77,580 — —
2026-06-04 MATHER ANN director Award 77,580 — —
2026-06-04 Steele Elisa director Award 77,580 — —
Showing 25 of 27

Other 13D/G Filings on Bumble Inc.

FiledFormFilerStakeShares
2026-10-14 SCHEDULE 13D/A Herd Whitney Wolfe 14.70% 22,623,484 view →
2026-09-30 SCHEDULE 13D/A Blackstone Holdings III L.P. 14.10% 452,654 view →
2026-07-27 SCHEDULE 13G BlackRock, Inc. — — view →
2026-06-18 SCHEDULE 13D/A Blackstone Holdings III L.P. 17.20% 544,030 view →
2021-09-15 SC Blackstone Holdings III L.P. — — view →
2021-06-25 SC Blackstone Holdings III L.P. — — view →
2021-04-28 SC Blackstone Holdings III L.P. — — view →
2021-03-26 SC Herd Whitney Wolfe — — view →

Other Filings by Blackstone Holdings III L.P.

FiledFormIssuerStakeShares
2026-09-30 SCHEDULE 13D/A Bumble Inc. 14.10% 452,654 view →
2026-06-18 SCHEDULE 13D/A Bumble Inc. BMBL 17.20% 544,030 view →
2026-05-22 SCHEDULE 13D Blackstone Digital Infrastructure Trust Inc. BXDC 9.40% 9,111,800 view →
2024-03-11 SC Kinetik Holdings Inc. KNTK — — view →
2023-04-04 SC Finance of America Companies Inc. FOA — — view →
2023-03-14 SC Vivint Smart Home, Inc. — — view →
2023-02-22 SC Kinetik Holdings Inc. KNTK — — view →
2022-12-07 SC Finance of America Companies Inc. FOA — — view →
2022-12-06 SC Vivint Smart Home, Inc. — — view →
2022-11-21 SC Kinetik Holdings Inc. KNTK — — view →
2022-07-06 SC Sitio Royalties Corp. — — view →
2022-06-10 SC FIRSTENERGY CORP FE — — view →
2022-05-20 SC Kinetik Holdings Inc. KNTK — — view →
2022-05-19 SC FIRSTENERGY CORP FE — — view →
2022-02-25 SC Vivint Smart Home, Inc. — — view →
2022-02-22 SC Custom Truck One Source, Inc. CTOS — — view →
2022-02-10 SC Altus Midstream Co KNTK — — view →
2022-01-21 SC Altus Midstream Co KNTK — — view →
2022-01-20 SC Sema4 Holdings Corp. WGSWW — — view →
2022-01-13 SC Falcon Minerals Corp — — view →
Showing 20 of 48

Want this depth on every filing the moment it hits SEC EDGAR?

Full feed access · API · daily intelligence brief · custom alerts. From $49/mo.

See pricing →