SCHEDULE: MEITAV INVESTMENT HOUSE LTD Reports Nayax Ltd. Stake

MEITAV INVESTMENT HOUSE LTD has filed a Schedule 13G amendment, reporting beneficial ownership of 4.99% of Nayax Ltd. ordinary shares as of September 14, 2026.

Summary

• MEITAV INVESTMENT HOUSE LTD, through its subsidiaries, now beneficially owns 1,829,620 ordinary shares of Nayax Ltd., representing 4.99% of the class.
• This filing is an amendment to a previous Schedule 13G, indicating a change in beneficial ownership that crossed the 5% threshold.
• The shares are held by various subsidiaries, including MEITAV TACHLIT MUTUAL FUNDS LTD., MEITAV PROVIDENT FUNDS & PENSION LTD., and MEITAV PORTFOLIO MANAGEMENT LTD.
• The filing states that the subsidiaries operate under independent management and make their own investment and voting decisions.
• MEITAV INVESTMENT HOUSE LTD explicitly disclaims the existence of a group for Section 13(d) purposes and beneficial ownership beyond their actual pecuniary interest.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this filing as neutral to slightly negative, as it primarily reports a change in beneficial ownership that has crossed a reporting threshold, without providing new operational or financial performance data.

Positives

• MEITAV INVESTMENT HOUSE LTD's increased stake may signal confidence in Nayax Ltd.'s long-term prospects.
• The clear disclosure provides transparency to the market regarding significant beneficial ownership.

Negatives

• The filing does not provide any new operational or financial performance data for Nayax Ltd.
• The disclaimers regarding group formation and beneficial ownership might suggest a complex ownership structure or a desire to avoid certain regulatory implications.

Risks

• Potential for future changes in beneficial ownership by MEITAV INVESTMENT HOUSE LTD or other large holders could impact share price volatility.
• The independent management of subsidiaries' investment decisions could lead to divergent strategies or actions affecting Nayax Ltd.

Future Outlook

The filing itself does not contain forward-looking statements or guidance regarding Nayax Ltd.'s future performance. It solely reports on beneficial ownership.

Management Comments

• Each of the Subsidiaries operates under independent management and makes its own independent voting and investment decisions.
• Neither the filing of this Schedule 13G nor any of its contents shall be deemed to constitute an admission by either the Filing Person or Subsidiaries that a group exists for purposes of Section 13(d) of the Securities Exchange Act of 1934 or for any other purpose, and each reporting person disclaims the existence of any such group.
• The Filing Person and Subsidiaries disclaims any beneficial ownership of the securities covered by this report in excess of their actual pecuniary interest therein.
• This Statement shall not be construed as an admission by the Filing Person or Subsidiaries that they are the beneficial owners of any of the Ordinary Shares covered by this Statement, and each Filing Person and Subsidiaries disclaims beneficial ownership of any such Ordinary Shares.

Industry Context

StockSavvy.ai notes that filings like this Schedule 13G are common in the investment management industry, reflecting shifts in institutional holdings. The specific context here is the Israeli financial market, with MEITAV INVESTMENT HOUSE LTD being a significant player.

Stakeholder Impact

• Shareholders: Increased institutional ownership may lead to greater market liquidity and potentially influence corporate governance decisions.
• Nayax Ltd. Management: May face increased scrutiny or engagement from MEITAV INVESTMENT HOUSE LTD regarding company strategy and performance.

Next Steps

• Monitor future filings from MEITAV INVESTMENT HOUSE LTD for any further changes in beneficial ownership.
• Observe Nayax Ltd.'s operational and financial performance to assess the impact of significant institutional holdings.

Key Dates

Keywords

Nayax Ltd., MEITAV INVESTMENT HOUSE LTD, Schedule 13G, Beneficial Ownership, Ordinary Shares, Investment Management, Portfolio Management, Mutual Funds