SCHEDULE: Senvest Management Discloses 7.6% Stake in American Well

Senvest Management, LLC and Richard Mashaal have reported a beneficial ownership of 7.6% in American Well Corp's Class A Common Stock as of March 31, 2026.

Summary

• Senvest Management, LLC and Richard Mashaal have filed a Schedule 13G, indicating their beneficial ownership of 1,136,558 shares of American Well Corporation's Class A Common Stock.
• This holding represents 7.6% of the outstanding Class A Common Stock.
• The shares are held within investment vehicles managed by Senvest Management, LLC, with Richard Mashaal being the managing member of Senvest Management, LLC.
• The filing is an amendment (Amendment No. 4) to a previous filing.
• The date of the event requiring this filing is March 31, 2026.
• The total number of outstanding shares of Class A Common Stock used for calculation is 14,904,513 as of January 30, 2026.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing neutrally as it is a routine ownership disclosure and does not provide new operational or financial information about American Well Corp.

Positives

• Significant ownership stake (7.6%) by an investment manager, potentially indicating confidence in the company's future prospects.
• The filing is an update, suggesting ongoing engagement with the company's performance and shareholder base.

Negatives

• The filing does not contain specific financial performance data or forward-looking statements from the company itself, making it difficult to assess the underlying business health.
• The nature of the filing (Schedule 13G) is primarily an ownership disclosure, not an operational or financial update from American Well Corp.

Risks

• The filing does not explicitly mention any risks associated with American Well Corp's business operations.
• Potential for future changes in ownership by Senvest Management, LLC, which could impact stock price volatility.

Future Outlook

This filing is a Schedule 13G, which is an informational filing regarding beneficial ownership and does not contain forward-looking statements or guidance from American Well Corporation itself.

Industry Context

StockSavvy.ai notes that a significant ownership stake by an investment manager like Senvest Management, LLC in a telehealth company like American Well Corp can signal institutional confidence in the sector's growth trajectory, particularly in the evolving landscape of digital healthcare delivery.

Stakeholder Impact

• Shareholders: The disclosure of a significant stake by an institutional investor may be viewed positively, potentially indicating confidence in the company's long-term value. However, it also signals a substantial holder whose future actions could influence market dynamics.
• Management and Board of Directors: The presence of a large shareholder may increase scrutiny on performance and strategic decisions.
• Potential Investors: This filing provides information about a key institutional holder, which can be a factor in investment analysis.

Next Steps

• Monitor future filings from Senvest Management, LLC and Richard Mashaal for any changes in their ownership stake.
• Review American Well Corporation's subsequent financial reports and disclosures for operational updates and performance metrics.

Key Dates

Keywords

American Well Corp, Schedule 13G, Senvest Management, Richard Mashaal, Class A Common Stock, Beneficial Ownership, SEC Filing, Telehealth, Healthcare Technology