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RxSight (RXST): Artisan Partners Reports 2.25M-Share Position (5.5%)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Artisan Partners reports beneficial ownership of 2,252,544 shares of RxSight common stock, representing 5.5% of the class based on 40,636,981 shares outstanding as stated in the filing. The reporting group discloses no sole voting or dispositive power and instead reports 2,041,668 shares with shared voting power and 2,252,544 shares with shared dispositive power.

The shares were acquired on behalf of discretionary clients of Artisan Partners Limited Partnership and the filers certify the holdings are in the ordinary course of business and not held to influence control. A Joint Filing Agreement among the reporting persons is included as an exhibit.

Positive

  • Material institutional position reported: Aggregate beneficial ownership of 2,252,544 shares (5.5% of class) is disclosed.
  • Clear disclosure of powers: Filing provides a specific breakdown of shared voting (2,041,668) and shared dispositive (2,252,544) power.
  • Passive intent certified: Filers state holdings are in the ordinary course of business and not to influence control.

Negative

  • No sole control reported: Reporting persons indicate 0 shares of sole voting or sole dispositive power, limiting direct influence on company decisions.
  • Held for discretionary clients: Shares are owned on behalf of clients, so no single identified client is disclosed with >5% economic interest.
  • Percent based on stated outstanding shares: Ownership percentage (5.5%) is calculated on 40,636,981 shares outstanding as reported in the filing; current outstanding share count may differ.

Insights

TL;DR: Artisan Partners holds a material passive stake of 5.5% (2.25M shares) in RxSight with shared voting/dispositive power.

Artisan Partners reports an aggregate beneficial ownership of 2,252,544 shares, equal to 5.5% of the outstanding common stock (per the filing's stated outstanding share base). The statement is filed on Schedule 13G, and the filers certify the position is held in the ordinary course of business and not to influence control. The breakdown shows 0 sole voting/dispositive power, 2,041,668 shared voting power and 2,252,544 shared dispositive power, indicating economic exposure without unilateral control. For investors, this signals institutional ownership but not an activist/control intent.

TL;DR: A material but passive ownership position is reported; limited ability to change corporate control due to lack of sole power.

The filing documents that the reported shares are held on behalf of discretionary clients of APLP and that no other person known to the filers has an economic interest exceeding 5% of the class. The combination of shared voting power (2,041,668) and shared dispositive power (2,252,544) alongside the Schedule 13G certification suggests the reporting persons view this as a passive investment rather than an attempt to exert governance control. A Joint Filing Agreement is included as an exhibit to coordinate disclosure among the reporting entities.






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




Comment for Type of Reporting Person: (g) Artisan Partners Holdings LP is the sole limited partner of Artisan Partners Limited Partnership and the sole member of Artisan Investments GP LLC; Artisan Investments GP LLC is the general partner of Artisan Partners Limited Partnership; Artisan Partners Asset Management Inc. is the general partner of Artisan Partners Holdings LP.


SCHEDULE 13G




Comment for Type of Reporting Person: (g) Artisan Partners Holdings LP is the sole limited partner of Artisan Partners Limited Partnership and the sole member of Artisan Investments GP LLC; Artisan Investments GP LLC is the general partner of Artisan Partners Limited Partnership; Artisan Partners Asset Management Inc. is the general partner of Artisan Partners Holdings LP.


SCHEDULE 13G




Comment for Type of Reporting Person: (g) Artisan Partners Holdings LP is the sole limited partner of Artisan Partners Limited Partnership and the sole member of Artisan Investments GP LLC; Artisan Investments GP LLC is the general partner of Artisan Partners Limited Partnership; Artisan Partners Asset Management Inc. is the general partner of Artisan Partners Holdings LP.


SCHEDULE 13G




Comment for Type of Reporting Person: (e) Artisan Partners Limited Partnership is an investment adviser registered under section 203 of the Investment Advisers Act of 1940. (g) Artisan Partners Holdings LP is the sole limited partner of Artisan Partners Limited Partnership and the sole member of Artisan Investments GP LLC; Artisan Investments GP LLC is the general partner of Artisan Partners Limited Partnership; Artisan Partners Asset Management Inc. is the general partner of Artisan Partners Holdings LP.


SCHEDULE 13G



Artisan Partners Asset Management Inc.
Signature:/s/ Gregory K. Ramirez
Name/Title:Gregory K. Ramirez, Executive Vice President of Artisan Partners Asset Management Inc.
Date:08/12/2025
Artisan Partners Holdings LP
Signature:/s/ Gregory K. Ramirez
Name/Title:Gregory K. Ramirez, Executive Vice President of Artisan Partners Asset Management Inc., as the general partner of Artisan Partners Holdings LP
Date:08/12/2025
Artisan Investments GP LLC
Signature:/s/ Gregory K. Ramirez
Name/Title:Gregory K. Ramirez, Vice President of Artisan Investments GP LLC
Date:08/12/2025
Artisan Partners Limited Partnership
Signature:/s/ Gregory K. Ramirez
Name/Title:Gregory K. Ramirez, Vice President of Artisan Investments GP LLC, as the general partner of Artisan Partners Limited Partnership
Date:08/12/2025

Comments accompanying signature: Exhibit Index Exhibit 1 - Joint Filing Agreement dated 08/12/2025 by and among Artisan Partners Asset Management Inc., Artisan Partners Holdings LP, Artisan Investments GP LLC, and Artisan Partners Limited Partnership.

FAQ

Who filed the Schedule 13G for RxSight (RXST)?

Artisan Partners Asset Management Inc., Artisan Partners Holdings LP, Artisan Investments GP LLC, and Artisan Partners Limited Partnership are the reporting persons listed in the filing, with a common principal office at 875 East Wisconsin Avenue, Suite 800, Milwaukee, WI.

How many RxSight shares does Artisan Partners report owning?

2,252,544 shares, representing 5.5% of the outstanding common stock based on 40,636,981 shares outstanding as stated in the filing.

Does Artisan Partners have sole voting or dispositive power over these shares?

No. The filing reports 0 shares of sole voting power and 0 shares of sole dispositive power; it reports 2,041,668 shared voting power and 2,252,544 shared dispositive power.

Are the RxSight shares held for clients or for the firm?

The shares were acquired on behalf of discretionary clients of Artisan Partners Limited Partnership (APLP), and the filers state that, to their knowledge, no other person has an economic interest exceeding 5%.

What does the Schedule 13G filing certify about the intent behind the holdings?

The filers certify that the securities were acquired and are held in the ordinary course of business and were not acquired or held for the purpose of changing or influencing control of the issuer.

Is there an exhibit accompanying the filing?

Yes. The filing includes an Exhibit 1: a Joint Filing Agreement among the reporting persons to coordinate the joint disclosure.
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