Freightos
CRGO on Nasdaq. Market value $51m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 24 funds in all.
Largest holders overall
- M&G$14m
- Bard Associates$4mAdded
- Cibc World Market$1m
- Essex Investment Management$1mCut
- Marex Group$689,700
- Legato Capital Management$487,993Added
- Mink Brook Asset Management$439,581
- National Philanthropic Trust$304,000Cut
- SEI Investments$223,294Cut
- BlackRock$148,457Added
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
2 investors own more than 5%; 1 of them is pushing for change.
- M&G Investment Management LimitedPassive investor18.2%Since 7 November 2025
What they said
There has been no change in the number of shares beneficially owned by MAGIM. This filing is being made solely to report a change in the percentage of ordinary shares beneficially owned by the reporting person due to a change in the number of ordinary shares outstanding, as…
Read the filing - Schreiber ZviActivist6.0%−0.1 ptsSince 9 September 2026
What they said
This Amendment No. 1 amends and restates Item 4 in its entirety. On September 9, 2026, the Reporting Person launched GrowCRGO, a shareholder advocacy website at https://www.growcrgo.com. The website sets out the views of the Reporting Person, as founder and a shareholder of the…
Read the filing
| Holder | Stake | Since | |
|---|---|---|---|
M&G Investment Management Limited Passive investor | 18.2% | 7 November 2025 | What they saidThere has been no change in the number of shares beneficially owned by MAGIM. This filing is being made solely to report a change in the percentage of ordinary shares beneficially owned by the reporting person due to a change in the number of ordinary shares outstanding, as… Read the filing |
Schreiber Zvi Activist | 6.0%−0.1 pts | 9 September 2026 | What they saidThis Amendment No. 1 amends and restates Item 4 in its entirety. On September 9, 2026, the Reporting Person launched GrowCRGO, a shareholder advocacy website at https://www.growcrgo.com. The website sets out the views of the Reporting Person, as founder and a shareholder of the… Read the filing |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 4 sold $75,229.
- Pinillos Manrique de Lara PabloCEO, DirectorSold
- Date
- 1 October 2026
- Shares
- 1,535
- Price
- $0.89
- Value
- $1,366
- Arroyo IanChief Strategy OfficerSold
- Date
- 16 July 2026
- Shares
- 1,760
- Price
- $1.27
- Value
- $2,235
- Alventosa Abril EnricChief Technology OfficerSold
- Date
- 16 July 2026
- Shares
- 2,528
- Price
- $1.28
- Value
- $3,236
- Indave Sesma AndreaVP, Human ResourcesSold
- Date
- 16 July 2026
- Shares
- 4,666
- Price
- $1.29
- Value
- $6,008
- Pinillos Manrique de Lara PabloCEO and CFO, DirectorSold
- Date
- 2 July 2026
- Shares
- 1,524
- Price
- $1.31
- Value
- $1,996
- Arroyo IanChief Strategy OfficerSold
- Date
- 2 July 2026
- Shares
- 3,901
- Price
- $1.31
- Value
- $5,110
- Arroyo IanChief Strategy OfficerSold
- Date
- 15 June 2026
- Shares
- 1,217
- Price
- $1.59
- Value
- $1,935
- Alventosa Abril EnricChief Technology OfficerSold
- Date
- 28 May 2026
- Shares
- 2,904
- Price
- $2.05
- Value
- $5,953
- Indave Sesma AndreaVP, Human ResourcesSold
- Date
- 16 April 2026
- Shares
- 846
- Price
- $1.85
- Value
- $1,565
- Alventosa Abril EnricChief Technology OfficerSold
- Date
- 16 April 2026
- Shares
- 2,517
- Price
- $1.85
- Value
- $4,656
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 1 October 2026 | Pinillos Manrique de Lara Pablo CEO, Director | Sold | 1,535 | $0.89 | $1,366 |
| 16 July 2026 | Arroyo Ian Chief Strategy Officer | Sold | 1,760 | $1.27 | $2,235 |
| 16 July 2026 | Alventosa Abril Enric Chief Technology Officer | Sold | 2,528 | $1.28 | $3,236 |
| 16 July 2026 | Indave Sesma Andrea VP, Human Resources | Sold | 4,666 | $1.29 | $6,008 |
| 2 July 2026 | Pinillos Manrique de Lara Pablo CEO and CFO, Director | Sold | 1,524 | $1.31 | $1,996 |
| 2 July 2026 | Arroyo Ian Chief Strategy Officer | Sold | 3,901 | $1.31 | $5,110 |
| 15 June 2026 | Arroyo Ian Chief Strategy Officer | Sold | 1,217 | $1.59 | $1,935 |
| 28 May 2026 | Alventosa Abril Enric Chief Technology Officer | Sold | 2,904 | $2.05 | $5,953 |
| 16 April 2026 | Indave Sesma Andrea VP, Human Resources | Sold | 846 | $1.85 | $1,565 |
| 16 April 2026 | Alventosa Abril Enric Chief Technology Officer | Sold | 2,517 | $1.85 | $4,656 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
Freightos doesn’t file a US annual report (10-K), so we haven’t checked it.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.