SCHEDULE: Renalytix Major Investors Drop Below 5% Ownership

Jefferson River Capital and related entities have reduced their beneficial ownership in Renalytix plc to below the 5% threshold.

Summary

• Jefferson River Capital LLC, The Hamilton E. James 2003 Children's Trust, Hamilton E. James, and David R. James (collectively, the "Reporting Persons") have ceased to be beneficial owners of more than 5% of Renalytix plc's Ordinary Shares.
• This change occurred on November 3, 2025.
• As of November 3, 2025, based on 437,018,680 Ordinary Shares outstanding, Jefferson River Capital LLC and Hamilton E. James each beneficially own 19,644,391 Ordinary Shares, representing 4.5% of the class.
• The Hamilton E. James 2003 Children's Trust and David R. James each beneficially own 19,406,043 Ordinary Shares, representing 4.4% of the class.
• This filing is Amendment No. 4 to the original Schedule 13D filed on February 17, 2023.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this as a moderately negative development, as the reduction of a significant investor's stake below 5% can indicate a loss of confidence or a strategic shift, potentially pressuring the stock price.

Negatives

• Major investors, Jefferson River Capital and related entities, have reduced their stake in Renalytix plc to below the 5% beneficial ownership threshold.
• This reduction could signal a decrease in confidence from these significant shareholders.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that a reduction in a significant investor's stake, particularly below a key reporting threshold like 5%, can sometimes be interpreted by the market as a signal of waning confidence in the company's future prospects or current valuation, potentially impacting investor sentiment for Renalytix plc within the diagnostics and kidney health industry.

Stakeholder Impact

• Shareholders: May experience negative sentiment and potential share price pressure due to the reduction in a significant investor's stake.
• Management: Could face increased scrutiny regarding the company's performance and future strategy following the divestment by a major shareholder.

Key Dates

Recommendation

While the reduction in a significant investor's stake is a negative signal, this filing alone does not provide enough fundamental information to warrant a strong sell recommendation. Investors should hold and monitor future company performance, financial results, and any further disclosures from Renalytix plc to assess the long-term implications of this ownership change.

Keywords

Renalytix plc, Jefferson River Capital, Hamilton E. James, David R. James, Schedule 13D, beneficial ownership, stake reduction, investor confidence, ordinary shares, ADS