SCHEDULE 13G/A: Investment Firms Disclose Significant Stakes in Endava PLC
Beneficial Ownership Report
Kayne Anderson Rudnick Investment Management, LLC and affiliated entities have filed an amended Schedule 13G, disclosing their beneficial ownership of Endava PLC American Depository Shares as of May 30, 2025.
Summary
- Kayne Anderson Rudnick Investment Management, LLC (KAR) reported beneficial ownership of 6,909,690 Endava PLC American Depository Shares, representing 16.5% of the class.
- KAR holds sole voting power over 1,741,249 shares and shared voting power over 5,053,239 shares.
- KAR has sole dispositive power over 1,856,451 shares and shared dispositive power over 5,053,239 shares.
- Virtus Investment Advisers, LLC (VIA) reported beneficial ownership of 4,444,991 shares, representing 10.6% of the class, with shared voting and dispositive power over all these shares.
- Virtus Equity Trust on behalf of Virtus KAR Small-Cap Growth Fund (VET) reported beneficial ownership of 4,306,779 shares, representing 10.3% of the class, with shared voting and dispositive power over all these shares.
- The shares reported by Virtus Investment Advisers, LLC are included in the aggregate amounts reported by Kayne Anderson Rudnick Investment Management, LLC.
- The shares reported by Virtus Equity Trust are included in the aggregate amounts reported by Virtus Investment Advisers, LLC, indicating a nested ownership structure.
- This filing is an Amendment No. 4 to a Schedule 13G, indicating previous disclosures by these entities regarding their ownership in Endava PLC.
Sentiment
Score: 5
Explanation: This is a routine regulatory filing (Schedule 13G) disclosing beneficial ownership, which is purely factual and does not inherently convey positive or negative sentiment regarding the issuer's performance or outlook.
Future Outlook
NA
Industry Context
NA
Key Dates
| Date | Description |
|---|---|
| 05/30/2025 | Date of event requiring the filing of this statement |
| 06/05/2025 | Signature date for Kayne Anderson Rudnick Investment Management, LLC, Virtus Investment Advisers, LLC, and Virtus Equity Trust |
| 06/06/2025 | Date of the Joint Filing Agreement |
Keywords
Endava PLC, Schedule 13G, beneficial ownership, investment management, SEC filing, American Depository Shares, Kayne Anderson Rudnick, Virtus Investment Advisers, Virtus Equity Trust, institutional ownership
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