Senvest Management, LLC and Richard Mashaal filed an amended Schedule 13G reporting beneficial ownership of nLIGHT, Inc. common stock. The filing shows the Reporting Persons beneficially own 1,810,257 shares, representing 3.7% of the class, calculated using 49,439,471 shares outstanding as of May 6, 2025. The reported shares are held in accounts for Senvest Master Fund, LP and Senvest Technology Partners Master Fund, LP.
The statement discloses that Senvest Management may be deemed to beneficially own the securities as investment manager and that Mr. Mashaal may be deemed to beneficially own them as the managing member. The filing includes a certification that the securities were not acquired to change or influence control of the issuer. Signatures are dated 08/11/2025.
Positive
None.
Negative
None.
Insights
TL;DR: Senvest reports a passive 3.7% stake (1,810,257 shares) in nLIGHT; position is below 5% and presented as non-control.
The Schedule 13G/A discloses a modest minority position: 1,810,257 shares, equal to 3.7% of the company's common stock using 49,439,471 shares outstanding as of May 6, 2025. The shares are held in two Senvest-managed investment vehicles. The filing is an amendment and includes a formal certification that the holdings were not acquired to influence control. From a capital-markets perspective, this is a transparency disclosure by an investment manager rather than an activist or control filing.
TL;DR: Filing confirms passive investor status and no stated intent to seek control; governance impact is limited at this stake level.
The filing names Senvest Management, LLC and Richard Mashaal and lists reporting person classifications (e.g., IA, OO for Senvest; HC, IN for Mr. Mashaal). It states the securities are held for Senvest Master Fund, LP and Senvest Technology Partners Master Fund, LP. The Item 10 certification affirms the position is not held to change or influence control, which aligns with a Schedule 13G disclosure. Because the position is under 5% and certified passive, it does not trigger the heightened governance scrutiny that would accompany a 13D/control intent filing.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
nLIGHT, Inc.
(Name of Issuer)
Common Stock, par value $0.0001 per share
(Title of Class of Securities)
65487K100
(CUSIP Number)
06/30/2025
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
SCHEDULE 13G
CUSIP No.
65487K100
1
Names of Reporting Persons
Senvest Management, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,810,257.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,810,257.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,810,257.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
3.7 %
12
Type of Reporting Person (See Instructions)
IA, OO
SCHEDULE 13G
CUSIP No.
65487K100
1
Names of Reporting Persons
Richard Mashaal
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
CANADA (FEDERAL LEVEL)
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,810,257.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,810,257.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,810,257.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
3.7 %
12
Type of Reporting Person (See Instructions)
HC, IN
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
nLIGHT, Inc.
(b)
Address of issuer's principal executive offices:
4637 NW 18th Avenue, Camas, Washington 98607
Item 2.
(a)
Name of person filing:
This statement is filed by Senvest Management, LLC and Richard Mashaal, with respect to the common stock, par value $0.0001 per share ("Common Stock") of nLight, Inc., a Delaware corporation (the "Company").
The reported securities are held in the account of Senvest Master Fund, LP and Senvest Technology Partners Master Fund, LP (collectively, the "Investment Vehicles").
Senvest Management, LLC may be deemed to beneficially own the securities held by the Investment Vehicles by virtue of Senvest Management, LLC's position as investment manager of the Investment Vehicles. Mr. Mashaal may be deemed to beneficially own the securities held by the Investment Vehicles by virtue of Mr. Mashaal's status as the managing member of Senvest Management, LLC. None of the foregoing should be construed in and of itself as an admission by any Reporting Person as to beneficial ownership of the securities reported herein.
(b)
Address or principal business office or, if none, residence:
Senvest Management, LLC
540 Madison Avenue, 32nd Floor
New York, New York 10022
Richard Mashaal
c/o Senvest Management, LLC
540 Madison Avenue, 32nd Floor
New York, New York 10022
(c)
Citizenship:
Senvest Management, LLC - Delaware
Richard Mashaal - Canada
(d)
Title of class of securities:
Common Stock, par value $0.0001 per share
(e)
CUSIP No.:
65487K100
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
The information required by Item 4(a) is set forth in Row 9 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
The percentage set forth in this Schedule 13G is calculated based upon an aggregate of 49,439,471 shares of Common Stock outstanding as of May 6, 2025, as reported in the Company's Quarterly Report on Form 10-Q for the quarterly period ended March 31, 2025, filed with the Securities and Exchange Commission on May 9, 2025.
(b)
Percent of class:
3.7%
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
The information required by Item 4(c)(i) is set forth in Row 5 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
(ii) Shared power to vote or to direct the vote:
The information required by Item 4(c)(ii) is set forth in Row 6 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
(iii) Sole power to dispose or to direct the disposition of:
The information required by Item 4(c)(iii) is set forth in Row 7 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
(iv) Shared power to dispose or to direct the disposition of:
The information required by Item 4(c)(iv) is set forth in Row 8 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
Item 5.
Ownership of 5 Percent or Less of a Class.
Ownership of 5 percent or less of a class
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
The Investment Vehicles have the right to receive and the power to direct the receipt of dividends from, and the proceeds from the sale of, the shares of Common Stock.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above 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.
SIGNATURE
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.
