Value Base Ltd. Amends Cognyte Software Stake

Ticker: CGNT · Form: SC 13D/A · Filed: Aug 21, 2024 · CIK: 1824814

Cognyte Software LTD. SC 13D/A Filing Summary
FieldDetail
CompanyCognyte Software LTD. (CGNT)
Form TypeSC 13D/A
Filed DateAug 21, 2024
Risk Levelmedium
Pages6
Reading Time8 min
Sentimentneutral

Sentiment: neutral

Topics: ownership-change, sec-filing, schedule-13d

Related Tickers: CGNT

TL;DR

Value Base just updated their Cognyte stake filing - big move incoming?

AI Summary

Value Base Ltd. has amended its Schedule 13D filing for Cognyte Software Ltd. on August 21, 2024. The filing indicates a change in beneficial ownership, with Value Base Ltd. now holding a significant stake in Cognyte Software Ltd. The specific percentage and number of shares are detailed within the full filing.

Why It Matters

This amendment signals a potential shift in control or influence over Cognyte Software Ltd., which could impact its strategic direction and shareholder value.

Risk Assessment

Risk Level: medium — Changes in beneficial ownership filings can indicate activist investor activity or a potential takeover, introducing uncertainty.

Key Players & Entities

FAQ

What is the specific percentage of Cognyte Software Ltd. shares beneficially owned by Value Base Ltd. after this amendment?

The filing does not explicitly state the exact percentage or number of shares in the provided text, but it is an amendment to a Schedule 13D, indicating a change in beneficial ownership.

What was the previous beneficial ownership percentage of Value Base Ltd. in Cognyte Software Ltd.?

The provided text does not specify the previous ownership percentage, only that this is an amendment (Amendment No. 3).

What is the business address of Cognyte Software Ltd.?

Cognyte Software Ltd.'s business address is 33 Maskit, Herzliya Pituach, L3, 4673333.

What is the business address of Value Base Ltd.?

Value Base Ltd.'s business address is 23 Yehuda Halevi St., 27th Floor, Discount Bank Tower, Tel Aviv, L3, 6513601.

What is the filing date of this SC 13D/A amendment?

The filing date is August 21, 2024.

Filing Stats: 1,888 words · 8 min read · ~6 pages · Grade level 10.9 · Accepted 2024-08-21 06:08:17

Filing Documents

Purpose of Transaction

Item 4. Purpose of Transaction.

of the Schedule 13D is amended to add the following

Item 4 of the Schedule 13D is amended to add the following: On August 20, 2024, the Reporting Persons issued a public response to the Company's letter dated August 12, 2024 urging the Company's shareholders to vote FOR the Reporting Persons' director candidate, Mr. Tal, Yaacobi, AGAINST the reelection of the Company's current chairman of the board, Mr. Earl Shanks, and AGAINST the Company's proposed CEO compensation plan (the " Letter "). A copy of the Letter is filed herewith as Exhibit 5 and incorporated herein by reference. The description of the Letter contained in this Amendment No. 3 is qualified in its entirety by reference to Exhibit 5 hereto.

Material to be Filed as Exhibits

Item 7. Material to be Filed as Exhibits.

of the Schedule 13D is amended and restated as follows

Item 7 of the Schedule 13D is amended and restated as follows: The following Exhibits are filed herewith: 1 Joint Filing Agreement by and among the Reporting Persons, dated as of June 26, 2024 (incorporated herein by reference to Exhibit 1 to Schedule 13D filed by the Reporting Persons on June 26, 2024) 2 Unanimous written resolutions of the directors of Value Base Fund Management Ltd., dated as of September 27, 2023 (incorporated herein by reference to Exhibit 2 to Schedule 13D filed by the Reporting Persons on June 26, 2024) 3 Attorney's Certification certifying the signature authority of person(s) signing on behalf of Value Base Hedge Fund Ltd., dated as of December 21, 2023 (incorporated herein by reference to Exhibit 3 to Schedule 13D filed by the Reporting Persons on June 26, 2024) 4 Letter to the Board of Directors of Cognyte Software Ltd., dated as of August 6, 2024 (incorporated herein by reference to Exhibit 4 to Schedule 13D filed by the Reporting Persons August 7, 2024) 5 Letter to the Shareholders of Cognyte Software Ltd., dated as of August 20, 2024 8

Signatures

Signatures After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this Statement is true, complete and correct. Dated: August 20, 2024 Value Base Ltd. /s/ Ido Nouberger /s/ Victor Shamrich Name: Ido Nouberger Victor Shamrich Title: CEO Chairman Value Base Fund General Partner Ltd. By: Value Base Fund Management Ltd. /s/ Ido Nouberger * /s/ Victor Shamrich * Name: Ido Nouberger Victor Shamrich Title: Director Director Value Base Hedge Fund Ltd. /s/ Ido Nouberger ** /s/ Victor Shamrich ** Name: Ido Nouberger Victor Shamrich Title: Director Director /s/ Ido Nouberger Ido Nouberger /s/ Victor Shamrich Victor Shamrich /s/ Tal Yaacobi Tal Yaacobi * Evidence of signature authority on behalf of Value Base Fund Management Ltd. is attached as Exhibit 2 to the Schedule 13D. ** Evidence of signature authority on behalf of Value Base Hedge Fund Ltd. is attached as Exhibit 3 to the Schedule 13D. 9

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