SCHEDULE: Susquehanna Group Discloses 4.4% Stake in Mobileye

A group of affiliated entities, including Susquehanna Securities, LLC, has disclosed a 4.4% beneficial ownership stake in Mobileye Global Inc.'s Class A Common Stock.

Summary

• A group of affiliated entities, including G1 Execution Services, LLC, SIG Brokerage, LP, Susquehanna Fundamental Investments, LLC, Susquehanna Portfolio Strategies, LLC, and Susquehanna Securities, LLC, collectively referred to as 'Reporting Persons,' has filed a Schedule 13G.
• The Reporting Persons beneficially own an aggregate of 4,518,542 shares of Mobileye Global Inc.'s Class A Common Stock.
• This aggregate ownership represents 4.4% of Mobileye Global Inc.'s Class A Common Stock outstanding.
• Susquehanna Securities, LLC's beneficial ownership includes options to buy 3,938,300 shares.
• Mobileye Global Inc. had 103,579,323 shares of Class A Common Stock outstanding as of June 28, 2025, as indicated in their Quarterly Report on Form 10-Q filed on July 24, 2025.
• The shares were acquired and are held in the ordinary course of business and not for the purpose of or with the effect of changing or influencing the control of Mobileye Global Inc.

Sentiment

Score: 7

Explanation: The filing indicates a significant beneficial ownership stake by a reputable financial group, which can be viewed as a positive signal of institutional interest in Mobileye Global Inc.

Positives

• A group of affiliated entities, including Susquehanna, has taken a significant beneficial ownership position in Mobileye Global Inc., indicating potential institutional confidence in the company.

Negatives

• No specific negative information is disclosed in this beneficial ownership filing.

Risks

• No specific risks are detailed in this beneficial ownership filing beyond the standard disclaimer that the shares were not acquired for the purpose of changing or influencing control.

Future Outlook

This filing, a Schedule 13G, is a beneficial ownership report and does not contain forward-looking statements or guidance regarding the issuer's future outlook.

Management Comments

• This beneficial ownership filing does not contain direct management comments from Mobileye Global Inc.

Industry Context

Mobileye Global Inc. operates in the advanced driver-assistance systems (ADAS) and autonomous driving technology sector. The disclosure of a significant beneficial ownership stake by a prominent financial group like Susquehanna may reflect a broader institutional interest or confidence in the long-term growth prospects of the autonomous vehicle technology industry.

Comparison to Industry Standards

• This filing is a beneficial ownership report and does not contain financial results or operational metrics that can be directly compared to industry standards or specific comparable companies.

Stakeholder Impact

• Shareholders: Increased institutional ownership could be perceived positively, potentially signaling confidence and stability.
• Company: A large institutional holder might provide a stable shareholder base, but this filing explicitly states no intent to influence control.

Next Steps

• The reporting persons will file an amendment to this Schedule 13G if their beneficial ownership of Mobileye Global Inc. Class A Common Stock changes to more than 5% or decreases below 5% and they are no longer required to report.

Key Dates

Recommendation

This Schedule 13G filing indicates a significant beneficial ownership stake by a group of affiliated entities, including Susquehanna, in Mobileye Global Inc. While the filing explicitly states the shares were acquired in the ordinary course of business and not for influencing control, the presence of a notable institutional investor group holding 4.4% of the Class A Common Stock suggests a degree of confidence in the company. However, without additional financial performance data or strategic updates from Mobileye, a definitive 'buy' or 'sell' recommendation is not warranted. The current information supports a 'hold' position, acknowledging the institutional interest while awaiting further operational or financial disclosures.

Keywords

Mobileye, MBLY, SEC filing, Schedule 13G, beneficial ownership, institutional investment, Susquehanna, G1 Execution Services, SIG Brokerage, autonomous driving, ADAS