SCHEDULE 13G/A: Senvest Management and Richard Mashaal Maintain 6.6% Stake in Criteo S.A.

Senvest Management, LLC and Richard Mashaal have reported a continued 6.6% beneficial ownership stake in Criteo S.A. as of December 31, 2024, through their investment vehicles.

Summary

• Senvest Management, LLC and Richard Mashaal, through their investment vehicles Senvest Master Fund, LP and Senvest Technology Partners Master Fund, LP, beneficially own 3,639,479 Ordinary Shares of Criteo S.A.
• This ownership represents 6.6% of Criteo S.A.'s total outstanding Ordinary Shares.
• The percentage is calculated based on 55,182,166 Ordinary Shares outstanding as of October 25, 2024, as reported in Criteo's Quarterly Report on Form 10-Q for the quarter ended September 30, 2024.
• Both Senvest Management, LLC and Richard Mashaal possess shared voting power and shared dispositive power over all 3,639,479 shares.
• The filing is an Amendment No. 2 to a Schedule 13G, indicating a passive investment purpose, with the certification stating the securities were not acquired for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership and does not contain information that would significantly alter the perceived financial health or operational performance of the company, nor does it express a positive or negative sentiment regarding the company's prospects.

Positives

• A significant institutional investor, Senvest Management, LLC, and its managing member, Richard Mashaal, maintain a 6.6% beneficial ownership stake in Criteo S.A., indicating continued investment interest and confidence in the company.

Negatives

• The Schedule 13G filing itself does not contain information regarding negative operational or financial aspects of Criteo S.A.

Risks

• The document does not detail specific risks related to Criteo S.A.'s operations or financial performance, as it is a beneficial ownership filing.

Future Outlook

This Schedule 13G filing, a beneficial ownership report, does not contain forward-looking statements or guidance regarding Criteo S.A.'s future outlook.

Management Comments

• The document does not contain direct quotes or paraphrased statements from Criteo S.A.'s management.

Industry Context

This filing is a disclosure of beneficial ownership and does not provide information related to broader industry trends or competitive analysis for Criteo S.A.

Comparison to Industry Standards

• This document, a Schedule 13G, focuses on beneficial ownership disclosure and does not provide data for comparison to industry standards or specific comparable companies/projects.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional ownership, which can influence investor confidence and market perception.

Next Steps

• The document does not outline specific future actions, events, or milestones for Criteo S.A. or the reporting persons beyond the ongoing requirement to update beneficial ownership filings if material changes occur.

Key Dates

Keywords

Criteo S.A., CRTO, Senvest Management, Richard Mashaal, Schedule 13G, beneficial ownership, investment, ordinary shares, ADSs, institutional investor