SCHEDULE: M&G Investment Management Adjusts Freightos Stake Disclosure

M&G Investment Management Limited has updated its Schedule 13D filing for Freightos Limited, reporting its beneficial ownership percentage due to a change in the total number of outstanding shares.

Summary

• M&G Investment Management Limited (the 'Reporting Person') has filed an amendment to its Schedule 13D concerning Freightos Limited.
• This filing is primarily to report a change in the percentage of Freightos Limited's common stock beneficially owned by the Reporting Person, due to an increase in the total number of outstanding shares.
• The Reporting Person beneficially owns 9,866,094 shares of Freightos Limited's common stock.
• This ownership includes 2,995,000 shares issuable upon the exercise of warrants held by the Reporting Person.
• The reported ownership represents approximately 18.18% of the outstanding common stock as of November 7, 2025.
• The funds used for the purchase of these shares and warrants came from the investment capital of M&G Investment Management Limited.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this filing as neutral to slightly positive, primarily reflecting a change in reporting due to updated outstanding share counts rather than new investment activity or significant strategic shifts.

Positives

• M&G Investment Management Limited maintains a significant stake in Freightos Limited, indicating continued confidence or strategic interest.
• The ownership percentage of 18.18% signifies a substantial holding, potentially giving the Reporting Person influence.
• The inclusion of shares issuable from warrants suggests a forward-looking investment strategy.

Negatives

• The filing does not indicate any new investment or increase in the absolute number of shares held, only a change in percentage due to external factors.
• No new transactions in the common stock have been effected by the Reporting Person in the past 60 days.

Risks

• The percentage of ownership is subject to fluctuation based on changes in the total number of outstanding shares of Freightos Limited.
• Future changes in Freightos Limited's share structure or capital raises could impact M&G's percentage ownership and influence.

Future Outlook

The filing does not contain specific forward-looking statements or guidance from M&G Investment Management Limited regarding future actions with Freightos Limited, beyond the potential exercise of warrants.

Management Comments

• This statement on Schedule 13D ('Schedule 13D') relates to the common stock, par value $0.00001 per share (the 'Common Stock'), of Freightos Limited, a Cayman Islands exempted company limited by shares ('Freightos' or the 'Issuer').
• The Reporting Person (as defined below) beneficially owns an aggregate of 9,866,094 shares of Common Stock, including 2,995,000 shares of Common Stock issuable upon the exercise of warrants owned by the Reporting Person (as defined below).
• These shares represent approximately 18.18% of the outstanding shares of Common Stock.
• This filing is being made solely to report a change in the percentage of ordinary shares beneficially owned by the reporting person due to a change in the number of ordinary shares outstanding, as reported in recent filings by the Issuer.
• The funds for the purchase of the Common Stock and warrants came from the investment capital of MAGIM.

Industry Context

StockSavvy.ai notes that Schedule 13D filings are common for institutional investors when their ownership stake crosses certain thresholds or when there are significant changes in share counts. This filing by M&G Investment Management Limited is a procedural update reflecting changes in the total outstanding shares of Freightos Limited, rather than a new investment thesis or a change in strategic direction.

Comparison to Industry Standards

• As a Schedule 13D filing, this is a standard regulatory disclosure for significant beneficial ownership in U.S. public companies.
• The percentage of ownership (18.18%) is substantial for an institutional investor, often indicating a position that could warrant engagement with the company's management or board.
• The inclusion of warrants exercisable within 60 days is a common feature in investment strategies, allowing for flexibility in increasing equity exposure.

Stakeholder Impact

• Shareholders: The filing clarifies the ownership structure and the significant stake held by M&G Investment Management Limited, which can influence market perception.
• Creditors: A stable or increasing significant shareholder can be viewed positively by creditors as it may indicate a commitment to the company's long-term viability.
• Management: The substantial ownership may lead to increased engagement or scrutiny from M&G Investment Management Limited.

Next Steps

• M&G Investment Management Limited will continue to monitor Freightos Limited's performance and corporate actions.
• The Reporting Person may exercise its warrants, which would increase its direct ownership of common stock.
• Further amendments to the Schedule 13D may be required if there are future changes in beneficial ownership or other reportable events.

Key Dates

Keywords

Freightos Limited, M&G Investment Management, Schedule 13D, Beneficial Ownership, Common Stock, Warrants, Investment Management, SEC Filing