SCHEDULE: Voss Capital Reports 5.1% Stake in Cellebrite DI Ltd.

Voss Capital and affiliated entities have reported beneficial ownership of 12,700,000 ordinary shares, representing 5.1% of Cellebrite DI Ltd.'s outstanding stock.

Summary

• Voss Capital, along with its associated funds and managing member Travis W. Cocke, has filed a Schedule 13G.
• The filing indicates beneficial ownership of 12,700,000 ordinary shares of Cellebrite DI Ltd.
• This holding represents 5.1% of the company's outstanding ordinary shares as of June 30, 2026.
• The reporting entities include Voss Value Master Fund, L.P., Voss Value-Oriented Special Situations Fund, L.P., Voss Advisors GP, LLC, Voss Capital, L.P., and Travis W. Cocke.
• The filing is made under Rule 13d-1(b) and certifies that the securities were not acquired for the purpose of influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, primarily reporting a change in beneficial ownership without indicating a specific investment thesis or significant strategic shift.

Positives

• Significant stake acquired by Voss Capital, potentially indicating confidence in Cellebrite's future prospects.
• The filing is a standard disclosure, providing transparency to the market regarding ownership changes.

Negatives

• The filing does not provide specific details on the investment strategy or rationale behind acquiring the stake.
• The aggregate ownership is spread across multiple entities, which could imply a complex investment structure.

Risks

• Potential for increased market volatility if Voss Capital decides to take a more active role or divest its stake.
• The filing does not detail any specific risks associated with Cellebrite DI Ltd. itself, focusing solely on ownership.

Future Outlook

The filing does not contain forward-looking statements or specific guidance from Cellebrite DI Ltd. It only reports on the ownership stake held by Voss Capital and its affiliates.

Management Comments

• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11."
• "After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct."

Industry Context

StockSavvy.ai notes that this filing is a routine Schedule 13G, indicating a passive investment stake. It does not reflect operational performance or strategic direction of Cellebrite DI Ltd., but rather the investment activity of Voss Capital within the cybersecurity and digital intelligence sector.

Comparison to Industry Standards

• This filing is a standard Schedule 13G, which is a required disclosure for significant beneficial ownership stakes in publicly traded companies in the U.S. market.
• The reporting of a 5.1% stake is common for institutional investors and hedge funds that may seek to influence management or simply hold a significant position without seeking control.

Stakeholder Impact

• Shareholders: Increased transparency regarding a significant ownership block, potentially influencing market perception.
• Management: May face increased scrutiny or engagement from Voss Capital, depending on their investment strategy.
• Creditors: No direct impact indicated by this filing.

Next Steps

• Voss Capital will continue to hold its stake in Cellebrite DI Ltd., subject to market conditions and its investment strategy.
• Cellebrite DI Ltd. will continue its operations as a digital intelligence company.

Key Dates

Keywords

Cellebrite, Voss Capital, Schedule 13G, Beneficial Ownership, Ordinary Shares, Investment, Shareholder, SEC Filing