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[SCHEDULE 13D/A] Allot Ltd. SEC Filing

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Form Type
SCHEDULE 13D/A
Rhea-AI Filing Summary

Schedule 13D/A Amendment No. 5 discloses that investment firm Lynrock Lake LP, its affiliate Lynrock Lake Partners LLC and Chief Investment Officer Cynthia Paul now beneficially own 10,018,661 ordinary shares of Allot Ltd. (ALLT), equal to 21.8 % of the outstanding shares following the issuer’s June 2025 public offering.

Key transaction: on 24 June 2025, Lynrock Fund agreed to a partial cash repayment and partial equity conversion of its $40 million senior unsecured convertible promissory note:

  • $31.41 million principal repaid in cash at the closing of the offering on 26 June 2025.
  • $8.59 million principal converted into 1,249,995 ordinary shares at a price based on the $8.00 offering price.

Post-offering share count referenced by the filer is 45,994,386 ordinary shares plus 1,666 RSUs settled for Ms. Paul. Voting and dispositive power over the Lynrock Fund position is held solely by Lynrock Lake LP; Ms. Paul may be deemed to control those powers through her roles in the investment manager and general partner.

Lock-up: Lynrock Fund, Ms. Paul and other insiders have signed a standard 75-day lock-up agreement covering the newly issued shares.

Emendamento n. 5 al Schedule 13D/A rivela che la società di investimento Lynrock Lake LP, la sua affiliata Lynrock Lake Partners LLC e la Chief Investment Officer Cynthia Paul detengono ora in modo beneficiario 10.018.661 azioni ordinarie di Allot Ltd. (ALLT), pari al 21,8% delle azioni in circolazione dopo l'offerta pubblica dell'emittente di giugno 2025.

Transazione chiave: il 24 giugno 2025, Lynrock Fund ha concordato un rimborso parziale in contanti e una conversione parziale in capitale del suo nota convertibile senior non garantita da 40 milioni di dollari:

  • 31,41 milioni di dollari di capitale rimborsati in contanti alla chiusura dell'offerta il 26 giugno 2025.
  • 8,59 milioni di dollari di capitale convertiti in 1.249.995 azioni ordinarie a un prezzo basato sul prezzo di offerta di 8,00 dollari.

Il numero di azioni post-offerta indicato dal dichiarante è di 45.994.386 azioni ordinarie più 1.666 RSU assegnate a Ms. Paul. Il potere di voto e disposizione sulla posizione del Lynrock Fund è detenuto esclusivamente da Lynrock Lake LP; Ms. Paul può essere considerata come detentrice di questi poteri attraverso i suoi ruoli nel gestore degli investimenti e nel partner generale.

Lock-up: Lynrock Fund, Ms. Paul e altri insider hanno firmato un consueto accordo di lock-up di 75 giorni che copre le azioni di nuova emissione.

Enmienda No. 5 al Schedule 13D/A revela que la firma de inversión Lynrock Lake LP, su afiliada Lynrock Lake Partners LLC y la Directora de Inversiones Cynthia Paul poseen ahora beneficiosamente 10,018,661 acciones ordinarias de Allot Ltd. (ALLT), equivalentes al 21.8 % de las acciones en circulación tras la oferta pública de junio de 2025 del emisor.

Transacción clave: el 24 de junio de 2025, Lynrock Fund acordó un reembolso parcial en efectivo y una conversión parcial a capital de su nota convertible senior no garantizada de 40 millones de dólares:

  • 31.41 millones de dólares de principal reembolsados en efectivo al cierre de la oferta el 26 de junio de 2025.
  • 8.59 millones de dólares de principal convertidos en 1,249,995 acciones ordinarias a un precio basado en el precio de oferta de 8.00 dólares.

El recuento de acciones post-oferta referido por el declarante es de 45,994,386 acciones ordinarias más 1,666 RSU asignadas a la Sra. Paul. El poder de voto y disposición sobre la posición de Lynrock Fund lo tiene exclusivamente Lynrock Lake LP; la Sra. Paul puede considerarse que controla esos poderes a través de sus roles en el gestor de inversiones y socio general.

Lock-up: Lynrock Fund, la Sra. Paul y otros insiders han firmado un estándar acuerdo de lock-up de 75 días que cubre las acciones recién emitidas.

Schedule 13D/A 수정 �5�� 따르� 투자회사 Lynrock Lake LP, � 계열� Lynrock Lake Partners LLC � 최고투자책임� Cynthia PaulAllot Ltd. (ALLT)10,018,661 보통�� 실질적으� 보유하고 있으�, 이는 발행사의 2025� 6� 공모 � 발행주식� 21.8%� 해당합니�.

주요 거래: 2025� 6� 24�, Lynrock Fund� 4천만 달러 규모� 선순� 무담� 전환사채� 대� 일부 현금 상환� 일부 주식 전환� 합의했습니다:

  • 3,141� 달러 원금읶 2025� 6� 26� 공모 종료 � 현금으로 상환.
  • 859� 달러 원금읶 1,249,995 보통�� 전환되었으며, 전환 갶격은 8.00달러 공모갶 기준입니�.

신규 공모 � 발행주식 수는 45,994,386 보통�와 Ms. Paul에게 지급된 1,666 RSU갶 포함됩니�. Lynrock Fund 지분에 대� 의결� � 처분 권한은 Lynrock Lake LP갶 단독으로 보유하며, Ms. Paul은 투자 관리자 � 일반 파트너로� 해당 권한� 통제하는 것으� 간주� � 있습니다.

락업: Lynrock Fund, Ms. Paul � 기타 내부자는 신규 발행 주식� 대� 표준 75� 락업 계약� 서명했습니다.

Amendement n°5 au Schedule 13D/A révèle que la société d’investissement Lynrock Lake LP, sa filiale Lynrock Lake Partners LLC et la Directrice des Investissements Cynthia Paul détiennent désormais de manière bénéficiaire 10 018 661 actions ordinaires de Allot Ltd. (ALLT), soit 21,8 % des actions en circulation après l’offre publique de juin 2025 de l’émetteur.

Transaction clé : le 24 juin 2025, Lynrock Fund a convenu d’un remboursement partiel en espèces et d’une conversion partielle en actions de sa obligation convertible senior non garantie de 40 millions de dollars :

  • 31,41 millions de dollars de principal remboursés en espèces à la clôture de l’offre le 26 juin 2025.
  • 8,59 millions de dollars de principal convertis en 1 249 995 actions ordinaires au prix basé sur le prix d’offre de 8,00 dollars.

Le nombre d’actions post-offre indiqué par le déposant est de 45 994 386 actions ordinaires plus 1 666 RSU attribuées à Mme Paul. Le pouvoir de vote et de disposition sur la position de Lynrock Fund est détenu exclusivement par Lynrock Lake LP ; Mme Paul peut être considérée comme contrôlant ces pouvoirs par ses rôles dans le gestionnaire d’investissement et le partenaire général.

Lock-up : Lynrock Fund, Mme Paul et d’autres initiés ont signé un accord de lock-up standard de 75 jours couvrant les actions nouvellement émises.

Schedule 13D/A Änderung Nr. 5 offenbart, dass die Investmentgesellschaft Lynrock Lake LP, ihre Tochtergesellschaft Lynrock Lake Partners LLC und die Chief Investment Officer Cynthia Paul nun 10.018.661 Stammaktien von Allot Ltd. (ALLT) wirtschaftlich besitzen, was 21,8 % der ausstehenden Aktien nach dem Börsengang des Emittenten im Juni 2025 entspricht.

Wichtige Transaktion: Am 24. Juni 2025 vereinbarte der Lynrock Fund eine teilweise Bar-Rückzahlung und teilweise Kapitalumwandlung seiner 40 Millionen US-Dollar Senior unbesicherten wandelbaren Schuldverschreibung:

  • 31,41 Millionen US-Dollar Kapital wurden beim Closing des Börsengangs am 26. Juni 2025 bar zurückgezahlt.
  • 8,59 Millionen US-Dollar Kapital wurden in 1.249.995 Stammaktien zu einem Preis basierend auf dem 8,00 US-Dollar Angebotspreis umgewandelt.

Die vom Melder angegebene Aktienanzahl nach dem Börsengang beträgt 45.994.386 Stammaktien zuzüglich 1.666 RSUs, die an Frau Paul ausgegeben wurden. Das Stimm- und Verfügungsrecht über die Position des Lynrock Funds liegt ausschließlich bei Lynrock Lake LP; Frau Paul kann diese Rechte durch ihre Rollen im Investmentmanager und Generalpartner kontrollieren.

Lock-up: Lynrock Fund, Frau Paul und weitere Insider haben eine standardmäßige 75-tägige Lock-up-Vereinbarung für die neu ausgegebenen Aktien unterzeichnet.

Positive
  • $31.41 million cash repayment materially reduces the outstanding principal of Allot’s 2022 convertible note.
  • Only $8.59 million of the note converts, capping dilution at 1,249,995 shares (�2.7 % of prior float).
  • Lynrock Lake maintains a substantial 21.8 % ownership stake, signalling continued commitment.
  • A 75-day lock-up restricts insider sales in the near term, supporting share-price stability.
Negative
  • Issuance of 1,249,995 new shares increases the share count and dilutes existing holders.
  • The lock-up expires after 75 days, potentially creating a supply overhang once restrictions lift.

Insights

TL;DR � Large holder converts $8.6 M note, cuts debt and maintains 21.8 % stake.

The amendment confirms Lynrock Lake’s continued status as Allot’s largest shareholder with a 21.8 % holding. The $31.41 M cash repayment and $8.59 M conversion eliminate the bulk of the 2022 convertible note, materially reducing leverage while fixing dilution at roughly 1.25 M shares (�2.7 % of the pre-offering float). Because the transaction was executed at the public offering price of $8.00, it aligns Lynrock with outside investors and avoids a deeper discount. The 75-day lock-up limits immediate secondary supply risk but sets a short-term overhang once it expires. Overall, the filing is mildly positive: leverage falls, alignment increases, dilution is defined and relatively modest.

Emendamento n. 5 al Schedule 13D/A rivela che la società di investimento Lynrock Lake LP, la sua affiliata Lynrock Lake Partners LLC e la Chief Investment Officer Cynthia Paul detengono ora in modo beneficiario 10.018.661 azioni ordinarie di Allot Ltd. (ALLT), pari al 21,8% delle azioni in circolazione dopo l'offerta pubblica dell'emittente di giugno 2025.

Transazione chiave: il 24 giugno 2025, Lynrock Fund ha concordato un rimborso parziale in contanti e una conversione parziale in capitale del suo nota convertibile senior non garantita da 40 milioni di dollari:

  • 31,41 milioni di dollari di capitale rimborsati in contanti alla chiusura dell'offerta il 26 giugno 2025.
  • 8,59 milioni di dollari di capitale convertiti in 1.249.995 azioni ordinarie a un prezzo basato sul prezzo di offerta di 8,00 dollari.

Il numero di azioni post-offerta indicato dal dichiarante è di 45.994.386 azioni ordinarie più 1.666 RSU assegnate a Ms. Paul. Il potere di voto e disposizione sulla posizione del Lynrock Fund è detenuto esclusivamente da Lynrock Lake LP; Ms. Paul può essere considerata come detentrice di questi poteri attraverso i suoi ruoli nel gestore degli investimenti e nel partner generale.

Lock-up: Lynrock Fund, Ms. Paul e altri insider hanno firmato un consueto accordo di lock-up di 75 giorni che copre le azioni di nuova emissione.

Enmienda No. 5 al Schedule 13D/A revela que la firma de inversión Lynrock Lake LP, su afiliada Lynrock Lake Partners LLC y la Directora de Inversiones Cynthia Paul poseen ahora beneficiosamente 10,018,661 acciones ordinarias de Allot Ltd. (ALLT), equivalentes al 21.8 % de las acciones en circulación tras la oferta pública de junio de 2025 del emisor.

Transacción clave: el 24 de junio de 2025, Lynrock Fund acordó un reembolso parcial en efectivo y una conversión parcial a capital de su nota convertible senior no garantizada de 40 millones de dólares:

  • 31.41 millones de dólares de principal reembolsados en efectivo al cierre de la oferta el 26 de junio de 2025.
  • 8.59 millones de dólares de principal convertidos en 1,249,995 acciones ordinarias a un precio basado en el precio de oferta de 8.00 dólares.

El recuento de acciones post-oferta referido por el declarante es de 45,994,386 acciones ordinarias más 1,666 RSU asignadas a la Sra. Paul. El poder de voto y disposición sobre la posición de Lynrock Fund lo tiene exclusivamente Lynrock Lake LP; la Sra. Paul puede considerarse que controla esos poderes a través de sus roles en el gestor de inversiones y socio general.

Lock-up: Lynrock Fund, la Sra. Paul y otros insiders han firmado un estándar acuerdo de lock-up de 75 días que cubre las acciones recién emitidas.

Schedule 13D/A 수정 �5�� 따르� 투자회사 Lynrock Lake LP, � 계열� Lynrock Lake Partners LLC � 최고투자책임� Cynthia PaulAllot Ltd. (ALLT)10,018,661 보통�� 실질적으� 보유하고 있으�, 이는 발행사의 2025� 6� 공모 � 발행주식� 21.8%� 해당합니�.

주요 거래: 2025� 6� 24�, Lynrock Fund� 4천만 달러 규모� 선순� 무담� 전환사채� 대� 일부 현금 상환� 일부 주식 전환� 합의했습니다:

  • 3,141� 달러 원금읶 2025� 6� 26� 공모 종료 � 현금으로 상환.
  • 859� 달러 원금읶 1,249,995 보통�� 전환되었으며, 전환 갶격은 8.00달러 공모갶 기준입니�.

신규 공모 � 발행주식 수는 45,994,386 보통�와 Ms. Paul에게 지급된 1,666 RSU갶 포함됩니�. Lynrock Fund 지분에 대� 의결� � 처분 권한은 Lynrock Lake LP갶 단독으로 보유하며, Ms. Paul은 투자 관리자 � 일반 파트너로� 해당 권한� 통제하는 것으� 간주� � 있습니다.

락업: Lynrock Fund, Ms. Paul � 기타 내부자는 신규 발행 주식� 대� 표준 75� 락업 계약� 서명했습니다.

Amendement n°5 au Schedule 13D/A révèle que la société d’investissement Lynrock Lake LP, sa filiale Lynrock Lake Partners LLC et la Directrice des Investissements Cynthia Paul détiennent désormais de manière bénéficiaire 10 018 661 actions ordinaires de Allot Ltd. (ALLT), soit 21,8 % des actions en circulation après l’offre publique de juin 2025 de l’émetteur.

Transaction clé : le 24 juin 2025, Lynrock Fund a convenu d’un remboursement partiel en espèces et d’une conversion partielle en actions de sa obligation convertible senior non garantie de 40 millions de dollars :

  • 31,41 millions de dollars de principal remboursés en espèces à la clôture de l’offre le 26 juin 2025.
  • 8,59 millions de dollars de principal convertis en 1 249 995 actions ordinaires au prix basé sur le prix d’offre de 8,00 dollars.

Le nombre d’actions post-offre indiqué par le déposant est de 45 994 386 actions ordinaires plus 1 666 RSU attribuées à Mme Paul. Le pouvoir de vote et de disposition sur la position de Lynrock Fund est détenu exclusivement par Lynrock Lake LP ; Mme Paul peut être considérée comme contrôlant ces pouvoirs par ses rôles dans le gestionnaire d’investissement et le partenaire général.

Lock-up : Lynrock Fund, Mme Paul et d’autres initiés ont signé un accord de lock-up standard de 75 jours couvrant les actions nouvellement émises.

Schedule 13D/A Änderung Nr. 5 offenbart, dass die Investmentgesellschaft Lynrock Lake LP, ihre Tochtergesellschaft Lynrock Lake Partners LLC und die Chief Investment Officer Cynthia Paul nun 10.018.661 Stammaktien von Allot Ltd. (ALLT) wirtschaftlich besitzen, was 21,8 % der ausstehenden Aktien nach dem Börsengang des Emittenten im Juni 2025 entspricht.

Wichtige Transaktion: Am 24. Juni 2025 vereinbarte der Lynrock Fund eine teilweise Bar-Rückzahlung und teilweise Kapitalumwandlung seiner 40 Millionen US-Dollar Senior unbesicherten wandelbaren Schuldverschreibung:

  • 31,41 Millionen US-Dollar Kapital wurden beim Closing des Börsengangs am 26. Juni 2025 bar zurückgezahlt.
  • 8,59 Millionen US-Dollar Kapital wurden in 1.249.995 Stammaktien zu einem Preis basierend auf dem 8,00 US-Dollar Angebotspreis umgewandelt.

Die vom Melder angegebene Aktienanzahl nach dem Börsengang beträgt 45.994.386 Stammaktien zuzüglich 1.666 RSUs, die an Frau Paul ausgegeben wurden. Das Stimm- und Verfügungsrecht über die Position des Lynrock Funds liegt ausschließlich bei Lynrock Lake LP; Frau Paul kann diese Rechte durch ihre Rollen im Investmentmanager und Generalpartner kontrollieren.

Lock-up: Lynrock Fund, Frau Paul und weitere Insider haben eine standardmäßige 75-tägige Lock-up-Vereinbarung für die neu ausgegebenen Aktien unterzeichnet.






If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).






SCHEDULE 13D






SCHEDULE 13D






SCHEDULE 13D






SCHEDULE 13D


Lynrock Lake LP
Signature:/s/ Cynthia Paul
Name/Title:By Lynrock Lake Partners LLC, its General Partner, By Cynthia Paul, Sole Member
Date:06/26/2025
Lynrock Lake Partners LLC
Signature:/s/ Cynthia Paul
Name/Title:By /s/ Cynthia Paul, Sole Member
Date:06/26/2025
Cynthia Paul
Signature:/s/ Cynthia Paul
Name/Title:Cynthia Paul
Date:06/26/2025

FAQ

How many Allot (ALLT) shares does Lynrock Lake now own?

Lynrock Lake LP beneficially owns 10,018,661 ordinary shares, representing 21.8 % of outstanding shares.

What happened to Allot’s $40 million convertible note held by Lynrock?

Allot repaid $31.41 million in cash and converted $8.59 million into 1,249,995 shares at the $8.00 offering price.

Will Lynrock Lake be able to sell its new shares immediately?

No. Lynrock Lake and other insiders signed a 75-day lock-up agreement prohibiting sales during that period.

What share count did the filing use to calculate ownership percentages?

Percentages are based on 45,994,386 shares outstanding after the June 2025 offering plus 1,666 RSUs settled for Ms. Paul.

Did any other transactions occur in the past 60 days?

The filing states that, except for the note repayment/conversion, no other transactions were effected by the reporting persons.
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