SCHEDULE: Morgan Stanley Boosts Oddity Tech Stake to 10.2%

Morgan Stanley and its investment management arm have disclosed a 10.2% beneficial ownership stake in Oddity Tech Ltd's Class A Ordinary Shares.

Summary

• Morgan Stanley and Morgan Stanley Investment Management Inc. have filed an Amendment No. 3 to Schedule 13G regarding Oddity Tech Ltd.
• The filing reports beneficial ownership of Class A Ordinary Shares of Oddity Tech Ltd (CUSIP M7518J104).
• As of February 28, 2026, Morgan Stanley beneficially owns 4,692,531 shares, representing 10.2% of the class.
• Morgan Stanley Investment Management Inc. beneficially owns 4,692,372 shares, also representing 10.2% of the class.
• The shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Oddity Tech Ltd.

Sentiment

Score: 8

Explanation: StockSavvy.ai views this as a positive development, as a significant stake by a reputable institution like Morgan Stanley indicates strong confidence in Oddity Tech Ltd's value and potential.

Positives

• A major financial institution, Morgan Stanley, holds a significant 10.2% stake in Oddity Tech Ltd, indicating strong institutional confidence.
• The acquisition of shares is stated to be in the ordinary course of business, suggesting a long-term investment perspective rather than an activist stance.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that a significant stake (10.2%) by a major global financial institution like Morgan Stanley in Oddity Tech Ltd can signal strong institutional interest and potentially validate the company's market position or future prospects within its industry. Such disclosures often attract attention from other institutional investors and can be seen as a vote of confidence.

Comparison to Industry Standards

• This Schedule 13G filing is a standard regulatory disclosure for institutional investors acquiring more than 5% beneficial ownership in a public company.
• The reported stake by Morgan Stanley is substantial, aligning with typical large institutional holdings seen in growth-oriented technology or consumer discretionary companies.
• For example, similar large institutional stakes are often observed in companies like e.l.f. Beauty (ELF) or Ulta Beauty (ULTA) within the beauty tech and retail sectors, where major asset managers frequently hold significant positions.

Stakeholder Impact

• Shareholders: Increased institutional ownership may enhance market confidence and liquidity, potentially leading to positive share price movement.
• Company Management: A significant institutional holder like Morgan Stanley may exert influence through voting power, potentially impacting strategic decisions.

Key Dates

Recommendation

The disclosure of a substantial 10.2% stake by Morgan Stanley, a leading global financial institution, signals strong institutional conviction in Oddity Tech Ltd. This significant investment, held in the ordinary course of business, suggests a belief in the company's long-term value and growth prospects. Such a vote of confidence from a major player often attracts further investor interest and can be a positive indicator for future share price performance, warranting a 'buy' recommendation for investors seeking exposure to companies with strong institutional backing.

Keywords

Oddity Tech Ltd, Morgan Stanley, Morgan Stanley Investment Management, Class A Ordinary Shares, Beneficial Ownership, Schedule 13G, Institutional Investment, Equity Stake, M7518J104