Change in major shareholders
ValueAct Japan Master Fund, L.P. and its joint holders
Shares of Money Forward,Inc.
Change in voting rights ownership ratio
The voting rights ownership percentage is the proportion of the voting rights exercisable at a shareholders' meeting held by the shareholder.
52,921 voting rights (5,292,100 shares), 9.56%. Reference date: 23 December 2025
79,921 voting rights (7,992,100 shares), 14.44%. Reference date: 16 March 2026
This matter is based on the Large Shareholding Report (Change Report), and there are no matters requiring particular disclosure regarding the outlook.
Related procedures
Kanto Local Finance Bureau (recipient of the Large-Volume Shareholding Report)
This matter is based on the Large Shareholding Report (Change Report), and there are no matters requiring particular disclosure regarding the outlook.
| Item | Details |
|---|---|
| Event name | Change in major shareholders |
| Date of occurrence | 16 March 2026 (reference date after the change) |
| Date recognized / date notice received | 24 March 2026 (confirmed through the filing of the Large-Volume Shareholding Report (Amendment Report No. 2)) |
| Subject Entity | ValueAct Japan Master Fund, L.P. and its joint holders |
| Target Locations / Products | Shares of Money Forward,Inc. |
| Impact on Earnings Forecast | This matter is based on the Large Shareholding Report (Change Report), and there are no matters requiring particular disclosure regarding the outlook. |
| Court or authority | Kanto Local Finance Bureau (recipient of the Large-Volume Shareholding Report) |
| Voting rights ownership percentage before the change | 52,921 voting rights (5,292,100 shares), 9.56%. Reference date: 23 December 2025 |
| Voting rights ownership percentage after the change | 79,921 voting rights (7,992,100 shares), 14.44%. Reference date: 16 March 2026 |
| Outlook | This matter is based on the Large Shareholding Report (Change Report), and there are no matters requiring particular disclosure regarding the outlook. |
Items this document does not state (15)
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.The change in major shareholders was confirmed after the shareholder in question and its joint holders filed a Large-Volume Shareholding Report (Amendment Report No. 2) with the Kanto Local Finance Bureau on 24 March 2026.