SecBot SecBot
SC 13G/A ·Filed Oct 19, 2026

CAMT

CAMTEK LTD
BULLISH
Impact 4/10
Horizonweeks Processed8d 15h ago SEC0001178913-26-004788
Passive stake amendment
Actionable Insight ▲ Bullish

Monitor for any further accumulation by Migdal or a potential conversion to a 13D filing, which would signal activist intent. The increased stake suggests growing confidence, but the passive certification limits near-term catalyst potential.

DirectionBullish
Confidencemedium
Horizonweeks
Latest settled — T+5d ⚠ clustered
CAMT ▼ -4.37% at T+5d
LONG call ✗ call lost -4.37% · α vs SPY -4.22% · entry $128.94 → $123.31
Next anchor: T+20d in 19d
Entry = T+0 close
Oct 19, 2026
via day close
T+1d
-0.81%
call -0.81% · α -1.14%
$127.90
settled 8d ago
T+5d
-4.37%
call -4.37% · α -4.22%
$123.31
settled yesterday
T+20d
Pending
in 19d
T+60d
Pending
in 3mo

Price Chart

Loading chart...

Executive Summary

Migdal Insurance & Financial Holdings Ltd. filed an amended Schedule 13G disclosing a 9.53% passive stake in Camtek Ltd. as of September 30, 2026, up from 8.54% held by its subsidiary Migdal Sal Domestic Equities in the prior filing. The increase reflects growing institutional conviction, though the filing remains passive with no activist intent.

Key Financial Metrics

Stake
9.53%
Investor
Migdal Insurance & Financial Holdings Ltd.

Key Facts

  • Migdal Insurance & Financial Holdings Ltd. reported beneficial ownership of 4,446,770 ordinary shares, representing 9.53% of Camtek's outstanding shares as of September 30, 2026.
  • The stake is held through subsidiaries: Migdal Sal Domestic Equities (3,983,965 shares, 8.54%), Migdal Mutual Funds Ltd. (429,175 shares, 0.92%), and Migdal Insurance Company Ltd. (33,630 shares, 0.07%).
  • The filing is an amendment to a prior Schedule 13G filed on July 23, 2026, indicating an increase in the overall position.
  • The filer certifies the shares were not acquired for the purpose of changing or influencing control of the issuer.

Financial Impact

Stake value approximately $[●] based on current market price — not calculable from filing alone.

ownership percentage

Risk Factors

  • The filing does not disclose the purchase price or timing of acquisitions, making it difficult to assess average cost basis.
  • A passive 13G can be amended to a 13D at any time if the investor's intent changes, introducing uncertainty.

Investment Themes

Software & IT

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
SC 13G/A Filing (Primary)0001178913-26-004788
Document: 0001178913-26-004788-index.html0001178913-26-004788
Document: 0001178913-26-004788.txt0001178913-26-004788
16 reports for CAMT
Performance horizon
50% Hit rate @ T+20 2 of 4 directional calls Went positive at some point 3 of 6 best @ T+20▲ +14.78%Apr 14, 2026
Filters
Rows
Reports for CAMT — sortable, filterable
TypeNow
Oct 21, 2026
6d ago
Press Release
NEUTRAL ★ 1/10
$133.09awaiting T+20—$128.90 (−3.15%)
Oct 20, 2026
7d ago
SC 13G/A
NEUTRAL ★ 3/10
$127.90awaiting T+20—$128.90 (+0.78%)
Oct 19, 2026
8d ago
SC 13G/A
BULLISH ★ 4/10
$128.94awaiting T+20—$128.90 (−0.03%)
Oct 19, 2026
8d ago
SC 13G
NEUTRAL ★ 3/10
$128.94awaiting T+20—$128.90 (−0.03%)
Oct 14, 2026
13d ago
6-K
BULLISH ★ 7/10
$135.72awaiting T+20—$128.90 (−5.03%)
Oct 14, 2026
13d ago
6-K
BULLISH ★ 7/10
$135.72awaiting T+20—$128.90 (−5.03%)
Aug 18, 2026
10w ago
Insider Cluster
BEARISH ★ 5/10
$155.84 $138.59▲ +11.07%▲ +9.32%$128.90 (+17.29%)
Aug 17, 2026
10w ago
Insider Cluster
NEUTRAL ★ 3/10
$171.80 $134.66▼ −21.62%▼ −19.64%$128.90 (−24.97%)
Aug 13, 2026
10w ago
Insider Cluster
NEUTRAL ★ 2/10
$172.81 $147.97▼ −14.37%▼ −12.63%$128.90 (−25.41%)
Aug 10, 2026
11w ago
6-K
MIXED ★ 6/10
$158.10 $147.01▼ −7.01%▼ −6.10%$128.90 (−18.47%)
Showing 10 of 16

US Market Status

Market Closed — Opens in 9h 25m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Oct 19, 2026