AMPL.NASDAQAmplitude, INC

SCHEDULE 13D/A: Sequoia Capital Updates Significant Stake in Amplitude, Inc. Following Change in Outstanding Shares

Sentiment:

Ownership Disclosure Amendment


Sequoia Capital and its affiliated entities have filed an Amendment No. 5 to their Schedule 13D, updating their beneficial ownership in Amplitude, Inc. to approximately 9.9% of Class A Common Stock, primarily due to a change in the issuer's total outstanding securities.

Summary

  • Sequoia Capital and its affiliated reporting persons collectively beneficially own an aggregate of 2,798,951 shares of Class A Common Stock and 7,424,391 shares of Class B Common Stock in Amplitude, Inc.
  • This combined ownership represents approximately 9.9% of Amplitude's Class A Common Stock, calculated in accordance with Rule 13d-3 under the Securities Exchange Act of 1934.
  • The filing of this Amendment No. 5 is solely attributed to a change in the aggregate number of Amplitude's outstanding securities.
  • The percentage ownership is based on 96,317,761 shares of Class A Common Stock reported as outstanding by Amplitude, Inc. as of February 13, 2025, in its 10-K filing.
  • Key entities within the Sequoia Capital group holding significant stakes include Sequoia Capital Global Growth Fund III Endurance Partners, L.P. (2.6% Class B), Sequoia Capital U.S. Growth Fund VIII, L.P. (4.8% Class B), and Sequoia Capital U.S. Growth Fund IX, L.P. (2.3% Class A).
  • Roelof Botha and Douglas Leone are identified as managing members or individuals with shared voting/dispositive power over certain portions of the reported shares.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership and does not contain information that would significantly alter the sentiment towards the company's operational or financial performance. It's a routine update.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

  • Shareholders: Provides updated transparency on the significant ownership stake held by Sequoia Capital and its affiliates, which may influence perceptions of institutional confidence in Amplitude, Inc.

Key Dates

DateDescription
2022-03-07Initial Schedule 13D filing date
2022-05-02Amendment No. 1 to Schedule 13D filed
2022-08-10Amendment No. 2 to Schedule 13D filed
2023-02-22Amendment No. 3 to Schedule 13D filed
2023-11-14Amendment No. 4 to Schedule 13D filed
2025-02-13Date as of which 96,317,761 shares of Class A Common Stock were outstanding, as reported in Amplitude's 10-K
2025-02-20Date of event which requires filing of this statement; also the filing date of Amplitude's 10-K
2025-02-25Filing date of this Amendment No. 5 to Schedule 13D

Keywords

Amplitude Inc., Sequoia Capital, Schedule 13D, Beneficial Ownership, SEC Filing, Class A Common Stock, Class B Common Stock, Institutional Investor, Venture Capital

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