SCHEDULE: Newtyn Management Discloses 8% Stake in Weave Communications

Newtyn Management, LLC and its affiliate Newtyn TE Partners, LP, have disclosed beneficial ownership of 8.0% of Weave Communications, Inc.'s common stock.

Summary

• Newtyn Management, LLC and Newtyn TE Partners, LP (collectively, the "Reporting Persons") filed a Schedule 13G, reporting beneficial ownership of Weave Communications, Inc. (the "Issuer") common stock.
• Newtyn Management, LLC beneficially owns 6,305,134 shares of the Issuer's common stock, representing 8.0% of the class.
• Newtyn TE Partners, LP beneficially owns 3,934,405 shares of the Issuer's common stock, representing 5.0% of the class.
• These ownership percentages are based on 78,648,611 shares of common stock issued and outstanding as of March 2, 2026.
• Newtyn Management, LLC serves as the investment manager for Newtyn TE Partners, LP and Newtyn Partners, LP, aggregating their holdings for reporting purposes.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive development, as a significant institutional stake can be interpreted as a vote of confidence in the company's value, without indicating any immediate operational changes or challenges.

Positives

• A significant institutional investor, Newtyn Management, LLC, has taken an 8.0% passive stake in Weave Communications, Inc., potentially signaling confidence in the company's long-term value proposition.

Risks

• The Reporting Persons certified that the securities were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer, mitigating immediate activist investor risks.

Future Outlook

The filing does not contain specific forward-looking statements or guidance from Weave Communications, Inc. or the reporting persons regarding the company's future performance or strategic direction.

Management Comments

• "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."

Industry Context

StockSavvy.ai notes that a significant passive stake by an institutional investor like Newtyn Management, LLC, often indicates a belief in the long-term value proposition of the company within its sector. While not an activist filing, it signals increased institutional interest in Weave Communications, Inc., a company operating in the communications technology space.

Comparison to Industry Standards

• This filing is a standard Schedule 13G, indicating passive beneficial ownership above the 5% threshold, a common disclosure for institutional investors.
• Compared to activist filings (Schedule 13D), this filing explicitly disclaims any intent to influence control, aligning with typical passive investment strategies.
• Many investment managers, similar to Newtyn Management, LLC, routinely file 13Gs when their aggregate holdings in a public company cross the 5% threshold, a common practice among large institutional investors like BlackRock, Vanguard, or State Street.

Stakeholder Impact

• Shareholders: May view the increased institutional ownership as a positive signal, potentially leading to increased investor confidence and stability.
• Management: The company's management now has a significant institutional shareholder to consider, though the filing indicates a passive stake.

Next Steps

• Newtyn Management, LLC and Newtyn TE Partners, LP will continue to monitor their investment in Weave Communications, Inc.
• Future amendments to this Schedule 13G will be filed if there are material changes to their beneficial ownership.

Key Dates

Recommendation

The filing indicates a significant institutional investor has taken a passive stake, which is generally a positive signal. However, without additional operational or financial updates from Weave Communications, Inc., a 'hold' recommendation is appropriate as this filing alone does not provide enough information to warrant a 'buy' or 'sell' decision, but rather confirms institutional interest.

Keywords

Weave Communications, Newtyn Management, Newtyn TE Partners, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Stake