SCHEDULE: Riskified Ltd. Shareholder Ownership Update

Assaf Feldman, Maria Feldman, and Sundance NYC Holdings LLC report combined beneficial ownership of 12.2% of Riskified Ltd. Class A Ordinary Shares as of June 30, 2026.

Summary

• Assaf Feldman, Maria Feldman, and Sundance NYC Holdings LLC have filed a Schedule 13G, indicating their beneficial ownership of Riskified Ltd. Class A Ordinary Shares.
• As of June 30, 2026, the total beneficial ownership reported by these individuals and the LLC is 12,363,228 shares, representing 12.2% of the outstanding Class A Ordinary Shares.
• This ownership includes shares held directly, shares underlying convertible Class B Ordinary Shares, and shares underlying restricted stock units.
• Assaf Feldman holds 4,669,513 shares with sole voting and dispositive power, and shares voting and dispositive power over an additional 7,693,715 shares.
• Maria Feldman holds 1,314,615 shares with sole voting and dispositive power, and shares voting and dispositive power over an additional 10,976,681 shares.
• Sundance NYC Holdings LLC holds 6,379,100 shares with shared voting and dispositive power.
• The filing assumes the conversion of all derivative securities held by the reporting persons into Class A Ordinary Shares within 60 days of June 30, 2026.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it primarily reports on existing ownership structures and does not contain new financial performance or strategic information that would significantly alter the investment outlook.

Positives

• Significant combined ownership stake of 12.2% by key individuals and an affiliated LLC in Riskified Ltd.
• Clarity on the beneficial ownership structure, including direct holdings and derivative securities.
• The reporting persons are actively managing their stakes, with convertible securities and RSUs noted.

Negatives

• The filing does not contain financial performance data or operational updates, focusing solely on ownership.
• Potential for future share dilution if derivative securities are converted and sold.

Risks

• Potential for increased selling pressure if a large number of convertible securities are exercised and shares are sold.
• Concentration of ownership could lead to significant influence on corporate decisions, potentially impacting minority shareholders.

Future Outlook

The filing notes that the percentage of class held by each Reporting Person assumes the conversion of all derivative securities held of record by such Reporting Person into Class A Ordinary Shares within 60 days of June 30, 2026. This implies a potential increase in the number of outstanding shares and a shift in ownership percentages.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are standard disclosures for significant beneficial ownership changes. This filing provides transparency regarding the holdings of key individuals and entities related to Riskified Ltd., which is crucial for investors tracking major shareholder movements in the e-commerce fraud prevention technology sector.

Related Party Transactions

• Assaf Feldman is a co-manager of Sundance NYC Holdings LLC and may be deemed to share beneficial ownership.
• Maria Feldman is Assaf Feldman's spouse, and Assaf Feldman may be deemed to share beneficial ownership of her shares.
• Maria Feldman is a co-manager of Sundance NYC Holdings LLC and may be deemed to share beneficial ownership.

Stakeholder Impact

• Shareholders: Increased transparency on major ownership stakes. Potential for future share price movement depending on conversion and sale of derivative securities.
• Management: May need to consider the influence of these significant shareholders on corporate strategy and governance.
• Creditors: No direct impact indicated by this filing.

Next Steps

• Monitoring the conversion of Class B Ordinary Shares and restricted stock units by August 29, 2026.
• Observing any subsequent filings that may reflect changes in beneficial ownership after the conversion period.

Key Dates

Keywords

Riskified Ltd., Schedule 13G, Beneficial Ownership, Class A Ordinary Shares, Assaf Feldman, Maria Feldman, Sundance NYC Holdings LLC, Shareholder