CGNT Cognyte Software Ltd. - Ordinary Shares

NASDAQ · Technology
$9.01
Price · Aug 18, 2026

About Cognyte Software Ltd. - Ordinary Shares Company overview from Wikipedia

Cognyte Software Limited is an Israeli company specialized in lawful interception software.

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Cognyte Software Limited is an Israeli company specialized in lawful interception software.

History

The company started in 2021 after it was spun off from Verint Systems. It is based in Herzliya, Israel.

In 2021, the company exposed 5 billion records of data, which contained data from previous data breaches.

Products

Cognyte is the maker of FalcoNet, a type of IMSI-catcher or cell site simulator used for cellphone surveillance, similar to a Stingray.

Customers

Cognyte has customers in more than 100 countries, including Israel and the United States.

In July 2026, Forbes reported that the Texas Department of Public Safety spent $4.5 million to equip four 2026 Chevy Tahoe SUVs with FalcoNet mobile cellphone surveillance equipment. Cognyte has also sold surveillance technology to the Albuquerque Police Department, the New York State Police, the Florida Department of Law Enforcement, and the US Department of War.

Surveillance controversies

Sale of intercept technology to Myanmar

In January 2023, Reuters reported, citing documents it had reviewed, that Cognyte had won a tender to supply intercept spyware to Myanma Posts and Telecommunications (MPT), a state-owned telecommunications operator, about a month before the Myanmar military seized power in the February 2021 coup. The documents – a January 2021 letter from MPT to local regulators, passed to Reuters and to the lawyer Eitay Mack by the activist group Justice For Myanmar – named Cognyte as the winning vendor and indicated that the purchase order had been issued by the end of December 2020. The equipment was described as a fixed-data lawful interception gateway, with work reportedly scheduled for completion by mid-2021. Such systems allow authorities to monitor calls, text messages and internet traffic and to locate users without the cooperation of telecommunications and internet providers.

The reported deal was concluded despite Israel's repeated public statements that it had ended defence exports to Myanmar following a 2017 Israeli Supreme Court ruling, the contents of which were placed under a court-ordered gag. Under Israeli law, "dual-use" interception technology is treated as defence equipment, and its export and marketing require government licences. Reuters reported that it could not establish whether Cognyte had obtained such licences or whether the sale had been finalised.

On 2 January 2023, Mack filed a complaint with Israel's attorney general on behalf of more than sixty Israeli citizens, including former Knesset speaker Avraham Burg, seeking a criminal investigation. The complaint accused Cognyte and unnamed defence and foreign ministry officials of aiding and abetting crimes against humanity in Myanmar, and contended that any officials who had granted the company export or marketing licences should also be investigated.

Cognyte, MPT and Myanmar's military government did not respond to requests for comment from Reuters, and Israel's attorney general and its foreign and defence ministries either declined to comment or did not respond. Justice For Myanmar further stated that Cognyte was listed as a partner of the Myanmar technology firm Khine Thitsar and that it had identified a payment from Cognyte to that firm in October 2021, several months after the coup, while noting that it could not confirm the purpose of the payment.

Other criticism

Cognyte had previously drawn scrutiny over its surveillance products.

In December 2021, Meta Platforms removed around 100 accounts it attributed to the company, stating that Cognyte's tools could be used to operate networks of fake accounts across social media; Meta said the targets included journalists and politicians in several countries.

In December 2022, Norway's sovereign wealth fund excluded Cognyte from its portfolio over concerns that its products and services may have contributed to serious human-rights violations.

In 2024, the Brazilian newspaper O Globo reported that the Brazilian Intelligence Agency used Cognyte's FirstMile surveillance technology to spy on the phones of political opponents of former Brazilian president Jair Bolsonaro during the first three years of Bolsonaro's administration.

According to The Irrawaddy and Justice For Myanmar, the company also had a record of supplying interception equipment to governments with poor human-rights reputations, including South Sudan. Cognyte did not publicly respond to the allegations at the time of the reports.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

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CGNT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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$6 – $12

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CGNT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 10 analysts
  • Strong Buy 2 20.0%
  • Buy 5 50.0%
  • Hold 3 30.0%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

3 analysts · 2026-08-15
Median target $13.00 +44.3%
Mean target $12.33 +36.9%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.03%
Next Report
Sep 07, 2026
Period EPS Actual EPS Est Surprise
March 31, 2027 $0.03 $0.09
June 30, 2026 $0.03 $0.09 -0.06%
March 31, 2026 $0.10 $0.04 0.06%
Dec. 31, 2025 $0.03 $0.01 0.02%
Sept. 30, 2025 $0.08 $0.03 0.05%
June 30, 2025 $0.07 $0.01 0.06%
March 31, 2025 $0.03 $0.01 0.02%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
CGNT
PGY 22.5
RSKD
SMWB

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Institutional owners (13F) 154 filers · $317.9M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
30 (+4 vs prior Q) 17 (+1 vs prior Q) 48 (+7 vs prior Q) 37 (-2 vs prior Q) -4.0M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
AMERICAN CAPITAL MANAGEMENT INC $54,291,718 6,183,567 17.08% Shares
NEUBERGER BERMAN GROUP LLC $46,736,327 5,344,398 14.70% Shares
Value Base Ltd. $33,970,558 3,869,084 10.69% Shares
Topline Capital Management, LLC $27,597,919 3,143,271 8.68% Shares
Y.D. More Investments Ltd $16,285,126 1,854,798 5.12% Shares
Edenbrook Capital, LLC $9,892,452 1,126,703 3.11% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $8,758,507 997,552 2.76% Shares
AMERIPRISE FINANCIAL INC $7,535,953 858,309 2.37% Shares
Archon Capital Management LLC $7,024,061 800,007 2.21% Shares
WESTERLY CAPITAL MANAGEMENT, LLC $6,672,800 760,000 2.10% Shares
Connor, Clark & Lunn Investment Management Ltd. $6,127,869 697,935 1.93% Shares
Samjo Management, LLC $6,124,050 697,500 1.93% Shares
RENAISSANCE TECHNOLOGIES LLC $5,297,949 603,411 1.67% Shares
CITADEL ADVISORS LLC $5,002,844 569,800 1.57% Put option
Portolan Capital Management, LLC $4,391,229 500,140 1.38% Shares
Qube Research & Technologies Ltd $4,061,812 462,621 1.28% Shares
MILLENNIUM MANAGEMENT LLC $4,020,055 457,865 1.26% Shares
Trexquant Investment LP $3,563,793 405,899 1.12% Shares
JANE STREET GROUP, LLC $3,117,787 355,101 0.98% Shares
Y-Intercept (Hong Kong) Ltd $2,733,425 311,324 0.86% Shares
TWO SIGMA INVESTMENTS, LP $2,528,543 287,989 0.80% Shares
JANE STREET GROUP, LLC $2,226,608 253,600 0.70% Put option
WELLS FARGO & COMPANY/MN $2,216,432 252,441 0.70% Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $2,182,269 248,550 0.69% Shares
PEAK6 LLC $2,132,662 242,900 0.67% Call option
SCALAR GAUGE MANAGEMENT, LLC $2,051,175 233,619 0.65% Shares
ARK Investment Management LLC $1,982,480 225,795 0.62% Shares
IQ EQ FUND MANAGEMENT (IRELAND) Ltd $1,772,849 201,919 0.56% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $1,734,998 197,608 0.55% Shares
Kent Lake PR LLC $1,680,000 200,000 0.53% Shares
Bastion Asset Management Inc. $1,636,668 195,592 0.51% Shares
Strategic Global Advisors, LLC $1,585,844 180,620 0.50% Shares
Silverberg Bernstein Capital Management LLC $1,453,064 165,497 0.46% Shares
TWO SIGMA ADVISERS, LP $1,365,820 145,300 0.43% Shares
CITADEL ADVISORS LLC $1,300,318 148,100 0.41% Call option
HighTower Advisors, LLC $1,210,859 137,911 0.38% Shares
XTX Topco Ltd $1,208,988 137,698 0.38% Shares
Senvest Management, LLC $1,182,736 134,708 0.37% Shares
CenterBook Partners LP $1,060,238 120,756 0.33% Shares
ALGERT GLOBAL LLC $1,010,912 115,138 0.32% Shares
GOLDMAN SACHS GROUP INC $976,257 111,191 0.31% Shares
CM Management, LLC $878,000 100,000 0.28% Shares
CITADEL ADVISORS LLC $851,721 97,007 0.27% Shares
Engineers Gate Manager LP $829,622 94,490 0.26% Shares
NEW YORK STATE COMMON RETIREMENT FUND $825,127 93,978 0.26% Shares
BANK OF AMERICA CORP /DE/ $783,422 89,228 0.25% Shares
Point72 Asset Management, L.P. $771,683 87,891 0.24% Shares
NORTHERN TRUST CORP $712,936 81,200 0.22% Shares
CITIGROUP INC $702,058 79,961 0.22% Shares
Cubist Systematic Strategies, LLC $678,132 80,730 0.21% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $543,543 61,907 0.17% Shares
D. E. Shaw & Co., Inc. $542,569 61,796 0.17% Shares
ANGELES WEALTH MANAGEMENT, LLC $541,322 61,654 0.17% Shares
WESTPORT ASSET MANAGEMENT INC $482,900 55,000 0.15% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $474,998 54,100 0.15% Call option
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $451,713 51,448 0.14% Shares
STATE STREET CORP $428,885 48,848 0.13% Shares
Toroso Investments, LLC $422,530 44,950 0.13% Shares
State of Tennessee, Department of Treasury $413,240 47,066 0.13% Shares
GEODE CAPITAL MANAGEMENT, LLC $404,257 46,043 0.13% Shares
Yelin Lapidot Holdings Management Ltd. $384,819 43,829 0.12% Shares
MANGROVE PARTNERS IM, LLC $343,807 39,158 0.11% Shares
Magnetar Financial LLC $310,329 35,345 0.10% Shares
EDMOND DE ROTHSCHILD HOLDING S.A. $306,159 34,870 0.10% Shares
SEI INVESTMENTS CO $296,240 33,736 0.09% Shares
State of Wyoming $290,838 33,125 0.09% Shares
MERCER GLOBAL ADVISORS INC /ADV $288,002 32,802 0.09% Shares
Vanguard Personalized Indexing Management, LLC $271,486 30,921 0.09% Shares
HUB Investment Partners, LLC $251,108 28,600 0.08% Call option
State of New Jersey Common Pension Fund D $250,318 28,510 0.08% Shares
Nebula Research & Development LLC $246,893 26,720 0.08% Shares
GROUP ONE TRADING LLC $240,563 27,399 0.08% Shares
Walleye Capital LLC $216,866 24,700 0.07% Call option
Cornerstone Investment Partners, LLC $214,267 24,404 0.07% Shares
Avestar Capital, LLC $213,354 24,300 0.07% Shares
FOX RUN MANAGEMENT, L.L.C. $200,202 22,802 0.06% Shares
Nuveen, LLC $194,627 22,167 0.06% Shares
SHELTON CAPITAL MANAGEMENT $186,988 21,297 0.06% Shares
R Squared Ltd $181,483 20,670 0.06% Shares
LPL Financial LLC $181,281 20,647 0.06% Shares
RBF Capital, LLC $175,600 20,000 0.06% Shares
ENVESTNET ASSET MANAGEMENT INC $161,894 18,439 0.05% Shares
Poehling Capital Management, INC. $160,630 18,295 0.05% Shares
PDT Partners, LLC $154,870 17,639 0.05% Shares
VIRTUS ADVISERS, LLC $150,349 17,124 0.05% Shares
NewEdge Advisors, LLC $145,694 16,594 0.05% Shares
FLPUTNAM INVESTMENT MANAGEMENT CO $126,090 14,361 0.04% Shares
PharVision Advisers, LLC $122,727 13,978 0.04% Shares
Savant Capital, LLC $121,683 13,859 0.04% Shares
Eurizon Capital SGR S.p.A. $116,579 13,932 0.04% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $115,018 13,100 0.04% Put option
Atom Investors LP $113,666 12,946 0.04% Shares
BlackRock, Inc. $112,709 12,837 0.04% Shares
Global Retirement Partners, LLC $106,045 12,078 0.03% Shares
WOLVERINE TRADING, LLC $105,909 12,900 0.03% Call option
Corton Capital Inc. $103,471 12,318 0.03% Shares
nVerses Capital, LLC $101,865 11,602 0.03% Shares
Mariner, LLC $100,136 11,405 0.03% Shares
SIG BROKERAGE, LP $97,932 11,154 0.03% Shares
DIMENSIONAL FUND ADVISORS LP $92,840 10,574 0.03% Shares

Activists & 5%+ owners 8 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Undisclosed reporting person, Undisclosed reporting person Sept. 16, 2024 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person Aug. 27, 2024 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person Aug. 21, 2024 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person Aug. 7, 2024 Initial filing SEC
Undisclosed reporting person, Undisclosed reporting person July 25, 2024 Initial filing SEC
Ido Nouberger, Victor Shamrich, Value Base Ltd., Value Base Hedge Fund Ltd., acting as the general partner to Harmony Base, Limited Partnership, Value Base Fund General Partner Ltd., acting as the general partner to Value Base Fund, Limited Partnership, Tal Yaacobi June 26, 2024 Initial filing SEC
Neuberger Berman Group LLC, Neuberger Berman Investment Advisers Holdings LLC, Neuberger Berman Investment Advisers LLC, Neuberger Berman Canada Holdings LLC, NB Acquisitionco ULC, Neuberger Berman Canada ULC, Benjamin Nahum, Amit Solomon, Scott Hoina ×2 filings Jan. 31, 2023 Initial filing SEC
Edenbrook Capital, LLC, Jonathan Brolin ×3 filings Oct. 13, 2022 Initial filing SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 4 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.20% 129,506 NS May 31, 2026 N-PORT
SMLF · iShares Trust 0.08% 359,837 SH Aug. 8, 2026 Daily
PDN · Invesco Exchange-Traded Fund Trust … 0.02% 6,187 SH Aug. 8, 2026 Daily
AVDS · AMERICAN CENTURY ETF TRUST 0.01% 3,746 NS May 31, 2026 N-PORT