Live tracker · 35-session reference period

GameStop Convertible Exchange Tracker

GameStop is retiring about $1.4 billion of its 0% convertible notes by paying holders in stock instead of cash. The dollar amount is settled. The number of shares is not — it is struck off the average VWAP across 35 consecutive trading sessions running from Aug 3 to Sep 21, 2026, subject to a floor. This page tracks that average as it forms, and what it implies for the share count.

Estimate — awaiting disclosure

The price floor is not disclosed in GameStop's 8-K. The filing says only that the share count is "subject to a per share price floor". The $15.61 used here is our estimate from the NYSE 19.9% issuance cap — $1.4B ÷ (19.99% × 448.69M shares) — and acts as an implied ceiling on shares issued. Every floor-dependent figure below is provisional until GameStop files the struck number.

The reference average, session by session

The orange line is the cumulative average VWAP — the number that actually sets the share count. Individual sessions matter only through their effect on it, which is why the line moves less as the window fills.

How this works

All 35 sessions

Sessions that have not traded yet are left blank on purpose. Nothing here is projected forward.

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What's solid, what's estimated, what's interpretation

This page mixes three very different grades of certainty. They're labelled rather than blended.

FAQ

How many shares will GameStop issue?

Not yet determined. The count comes off the average VWAP over the 35 sessions from Aug 3 to Sep 21, 2026, subject to a floor. Around a $19.30 average that's roughly 72.5M shares; lower averages mean more. GameStop will disclose the final number in a follow-up 8-K.

What is the price floor?

Undisclosed. The 8-K mentions a floor without stating it. Our $15.61 is an estimate from the 19.9% issuance cap and implies a ceiling near 89.7M shares. Not a term of the agreement.

Why does a weaker stock dilute more?

The dollars are fixed and the shares are not, so a lower average buys more shares with the same $1.4B. Both series are far out of the money — $29.85 and $28.91 conversion prices against a stock in the high teens — so this is a fixed-dollar exchange, not a conversion.

Does GameStop get any cash?

None. The notes are cancelled and long-term debt drops by about $1.4B, leaving roughly $1.1B of 2030 notes and $1.7B of 2032 notes outstanding. Shareholders pay in ownership, not the balance sheet in cash.

When does it close?

On or about Sep 23, 2026, subject to customary conditions. If it hasn't closed by Sep 30, either side may terminate.

More on GameStop: live GME chart · key levels · options flow · gamma exposure · share structure · DRS tracker · FTD & Reg SHO · off-exchange volume % · collectibles · GameStop × eBay deal · disclaimer

Informational and educational only — not investment advice. Disclosed terms are from GameStop's Form 8-K (accession 0001326380-26-000042). Forward-looking figures on this page are estimates and are labelled as such; the price floor in particular is not a disclosed term.