Monitor for any future conversion to SC 13D if Phoenix Financial Ltd. engages with management, though the passive certification suggests no near-term activism. The large combined stake (~14.5%) provides a stable institutional base for NVMI shares.
Price Chart
Executive Summary
Phoenix Financial Ltd. filed a new Schedule 13G disclosing a passive 8.64% beneficial ownership stake in NOVA LTD. as of September 7, 2026. This is a new filing (not an amendment) by the Israeli financial group, with its affiliate Partnership for Israeli shares holding an additional 5.88%. The combined ~14.5% stake signals significant passive institutional interest but no intent to influence management.
Key Financial Metrics
Key Facts
- Phoenix Financial Ltd. beneficially owns 2,746,913.24 ordinary shares, representing 8.64% of shares outstanding as of September 9, 2026.
- Affiliate Partnership for Israeli shares owns 1,867,585.28 ordinary shares, representing 5.88%.
- The filing is a new Schedule 13G (not an amendment), filed under Rule 13d-1(c) as a passive investor.
- Shares outstanding used for calculation: 31,782,972 as of September 9, 2026 (per Bloomberg LP).
- The filing certifies the securities were not acquired with the purpose of changing or influencing control.
Financial Impact
Combined beneficial ownership of Phoenix Financial Ltd. and its affiliate exceeds 14% of outstanding shares, representing a significant passive institutional position.
Risk Factors
- Passive 13G filing — no activist intent, so no catalyst for change.
- Large concentrated position could overhang the stock if Phoenix decides to reduce its stake.
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0001178913-26-004520 |
| Exhibit: exhibit_2.htm | 0001178913-26-004520 |
| Document: 0001178913-26-004520-index-headers.html | 0001178913-26-004520 |
| Document: 0001178913-26-004520-index.html | 0001178913-26-004520 |
| Document: 0001178913-26-004520.txt | 0001178913-26-004520 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 12d ago | 6-K | $329.44 $310.13 | ▼ −5.86% | ▼ −4.85% | $327.60 (−0.56%) |
Oct 15, 2026 12d ago | Press Release | $329.44 $310.13 | ▼ −5.86% | ▼ −4.85% | $327.60 (−0.56%) |
Sep 16, 2026 5w ago | SC 13G | $339.25 $365.73 | ▲ +7.81% | ▲ +5.98% | $327.60 (−3.43%) |
Sep 2, 2026 7w ago | 6-K | $349.60 $366.03 | ▲ +4.70% | ▲ +5.66% | $327.60 (−6.29%) |
Aug 11, 2026 11w ago | 6-K | $395.95 $390.96 | ▼ −1.26% | ▼ −0.86% | $327.60 (−17.26%) |
Aug 6, 2026 11w ago | 6-K | $381.32 $411.50 | ▲ +7.91% | ▲ +6.70% | $327.60 (−14.09%) |
Jul 6, 2026 16w ago | 6-K | $466.63 $475.90 | ▲ +1.99% | ▲ +1.50% | $327.60 (−29.79%) |
Jul 2, 2026 16w ago | 6-K | $470.14 $473.99 | ▲ +0.82% | ▼ −0.11% | $327.60 (−30.32%) |
Jun 25, 2026 17w ago | Insider Cluster | $534.24 $502.60 | ▼ −5.92% | ▼ −7.48% | $327.60 (−38.68%) |
Jun 22, 2026 18w ago | 6-K | $583.10 $520.39 | ▼ −10.75% | ▼ −10.30% | $327.60 (−43.82%) |
US Market Status
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