Monitor for any future conversion to a Schedule 13D, which would signal activist intent. For now, the passive filing suggests no near-term change in control or strategy.
Price Chart
Executive Summary
Amundi filed an amended Schedule 13G disclosing a 7.03% passive stake in Energy Recovery, Inc. as of September 30, 2026, representing 3,588,117 shares. This is an increase from the prior filing 96 days ago, but as a passive holder update, the change is routine and does not signal activist intent.
Key Financial Metrics
Key Facts
- Amundi reported beneficial ownership of 3,588,117 shares of Energy Recovery, Inc. common stock, representing 7.03% of shares outstanding.
- The filing is an amendment to Schedule 13G, confirming passive investment intent under Rule 13d-1(b).
- The stake is held by Amundi and its subsidiary Amundi Asset Management, both organized under French law.
- The filing date is October 26, 2026, with a beneficial ownership date of September 30, 2026.
Financial Impact
Amundi's stake of 3,588,117 shares at a market cap of $340M implies a stake value of approximately $23.9M (7.03% of $340M).
Risk Factors
- Amundi could later convert to an activist filer (Schedule 13D), though no indication in this filing.
- A decrease in stake below 5% in future filings could signal reduced conviction.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001172661-26-004697 |
| Document: 0001172661-26-004697-index.html | 0001172661-26-004697 |
| Document: 0001172661-26-004697.txt | 0001172661-26-004697 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | SC 13G/A | $6.79 | awaiting T+20 | — | $6.86 (+1.03%) |
Jun 15, 2026 19w ago | 144 | $8.58 $8.66 | ▲ +0.93% | ▲ +0.73% | $6.86 (−20.05%) |
Mar 4, 2026 33w ago | Insider Cluster | $10.72 $10.22 | ▼ −4.66% | ▼ −0.25% | $6.86 (−36.01%) |
Feb 25, 2026 34w ago | 8-K | $10.43 $9.94 | ▼ −4.70% | ▲ +1.72% | $6.86 (−34.23%) |
US Market Status
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