SCHEDULE: Ibex Investors Discloses Gauzy Ltd. Stake

Ibex Investors LLC and affiliated entities have reported beneficial ownership of 398,035 ordinary shares in Gauzy Ltd., representing 2.1% of the class.

Summary

• This filing is an amendment to a Schedule 13G, indicating a change in beneficial ownership of Gauzy Ltd. ordinary shares.
• The reporting persons include Ibex Investors LLC, Ibex Investment Holdings LLC, Justin B. Borus, Ibex Israel Fund LLLP, Ibex GP LLC, and Ibex Investment Holdings II LLC.
• As of March 31, 2026, the reporting persons collectively beneficially own 398,035 ordinary shares of Gauzy Ltd.
• This ownership represents 2.1% of the total outstanding ordinary shares.
• The filing also notes that the Ibex Israel Fund LLLP may acquire an additional 335,240 ordinary shares within 60 days through the exercise of derivative securities.
• The percentages are based on 18,742,093 ordinary shares outstanding as of June 26, 2025.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it is a standard disclosure of beneficial ownership and does not contain operational or financial performance data for Gauzy Ltd. itself.

Positives

• Ibex Investors and its affiliates have a disclosed stake in Gauzy Ltd., indicating confidence or investment interest.
• The reporting persons have sole voting and dispositive power over the reported shares, suggesting direct control.
• The potential acquisition of additional shares through derivative securities could signal a strategic interest in increasing their position.

Negatives

• The filing does not contain any negative financial or operational information about Gauzy Ltd. itself, as it is a disclosure of ownership.

Risks

• The potential exercise of derivative securities by Ibex Israel Fund LLLP could lead to increased shareholding and potentially influence market dynamics.
• Concentration of ownership among a few reporting persons could be a factor in future corporate governance discussions.

Future Outlook

The filing indicates a potential future increase in shareholding by the Ibex Israel Fund LLLP through the exercise of derivative securities, which could add 335,240 ordinary shares to their beneficial ownership within 60 days of the event date.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors and investment funds accumulating significant stakes in publicly traded companies. This filing indicates a notable, though not controlling, ownership position in Gauzy Ltd. by Ibex Investors and its related entities.

Stakeholder Impact

• Shareholders: The increased stake by Ibex Investors, especially if they exercise derivative options, could influence share price and corporate governance discussions.
• Management of Gauzy Ltd.: Will need to be aware of the significant beneficial ownership held by Ibex Investors and its potential influence.

Next Steps

• Potential exercise of derivative securities by Ibex Israel Fund LLLP to acquire an additional 335,240 ordinary shares within 60 days.

Key Dates

Keywords

Schedule 13G, Gauzy Ltd., Ibex Investors LLC, Beneficial Ownership, Ordinary Shares, SEC Filing, Investment Holdings, Derivative Securities