Change in largest shareholder, a major shareholder
ValueAct Japan Master Fund, L.P. and its joint holders, and Tsuji Yosuke (辻庸介), shareholders of Money Forward,Inc.
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.
79,921 voting rights (7,992,100 shares), 14.42%, as of 16 March 2026
99,904 voting rights (9,990,400 shares), 18.03%, as of 26 June 2026, ranked No. 1
Related procedures
Filing of a Large Shareholding Report (Change Report No. 3)
Kanto Local Finance Bureau
There are no matters requiring specific disclosure regarding the outlook.
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 largest shareholder, a major shareholder |
| Date of occurrence | 26 June 2026 (date of change) |
| Date recognized / date notice received | 3 July 2026 (confirmed through the filing of the Large Shareholding Report (Change Report No. 3)) |
| Subject Entity | ValueAct Japan Master Fund, L.P. and its joint holders, and Tsuji Yosuke (辻庸介), shareholders of Money Forward,Inc. |
| Target Locations / Products | Shares of Money Forward,Inc. |
| Impact on Earnings Forecast | There are no matters requiring specific disclosure regarding the outlook. |
| Type of litigation or proceeding | Filing of a Large Shareholding Report (Change Report No. 3) |
| Court or authority | Kanto Local Finance Bureau |
| Date of filing / date of action | 3 July 2026 (date of filing of the Large Shareholding Report (Change Report No. 3)) |
| Voting rights ownership percentage before the change | 79,921 voting rights (7,992,100 shares), 14.42%, as of 16 March 2026 |
| Voting rights ownership percentage after the change | 99,904 voting rights (9,990,400 shares), 18.03%, as of 26 June 2026, ranked No. 1 |
| 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 (13)
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 company confirmed the change in shareholders after the relevant shareholder and its joint holders filed a Large Shareholding Report (Change Report No. 3) with the Kanto Local Finance Bureau on 3 July 2026. No specific reason for the increase in shares held was stated.