SCHEDULE: Vanguard Discloses 5.09% Stake in Ondas Holdings

The Vanguard Group has reported a 5.09% beneficial ownership stake in Ondas Holdings Inc., holding 18,767,157 shares of common stock.

Summary

• The Vanguard Group reported beneficial ownership of 18,767,157 shares of Ondas Holdings Inc. common stock.
• This represents 5.09% of the class of securities.
• Vanguard holds shared voting power over 2,658,517 shares and shared dispositive power over 18,767,157 shares.
• The Vanguard Group, Inc. underwent an internal realignment on January 12, 2026, and will no longer perform portfolio management services or administer proxy voting.
• Certain subsidiaries or business divisions of Vanguard are expected to report beneficial ownership separately in the future.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral-to-slightly positive disclosure. While the filing itself is routine for a passive investor, the significant stake from a major institution like Vanguard can offer some stability and market validation for Ondas Holdings Inc.

Positives

• A major institutional investor, The Vanguard Group, holds a significant passive stake (5.09%) in Ondas Holdings Inc., which can be seen as a general vote of confidence or inclusion in broad market indices.

Negatives

• The internal realignment at The Vanguard Group, effective January 12, 2026, means the parent entity will no longer perform portfolio management or proxy voting, potentially leading to disaggregated reporting by subsidiaries, which is an internal operational change for Vanguard.

Future Outlook

NA

Management Comments

• I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine disclosures by passive institutional investors holding more than 5% of a company's stock. Vanguard's significant stake in Ondas Holdings Inc. aligns with its strategy of broad market exposure through index funds and ETFs, indicating Ondas is part of a larger investment universe rather than a targeted strategic investment. The internal realignment at Vanguard is an operational change for the fund manager, not directly impacting Ondas's industry standing.

Stakeholder Impact

• Shareholders: Existing shareholders may view Vanguard's significant stake as a positive signal of institutional confidence and liquidity.
• Management: The company's management might see this as validation of their market presence, though Vanguard's investment is passive.

Next Steps

• The Vanguard Group anticipates that certain subsidiaries or business divisions will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on SEC Release No. 34-39538.

Key Dates

Recommendation

This Schedule 13G filing primarily serves as a disclosure of a passive ownership stake by a large institutional investor. It does not contain new financial performance data, strategic updates, or material events that would warrant a change in investment recommendation for Ondas Holdings Inc. The presence of a major institutional holder like Vanguard is generally a neutral to slightly positive indicator, suggesting the stock is part of a broad market index, but it doesn't provide a basis for a strong buy or sell decision based solely on this filing. Therefore, a 'hold' recommendation is appropriate as this filing does not introduce new information to alter an existing investment thesis.

Keywords

Ondas Holdings Inc., Vanguard Group, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Equity Stake, Passive Investment, ONDS