Amundi and its subsidiary Amundi Asset Management filed an amended beneficial ownership statement with the SEC on October 26, 2026, reporting aggregate beneficial ownership of 3,588,117 shares of Energy Recovery, Inc. common stock as of September 30, 2026.

Key Highlights

  • Aggregate stake: Amundi and Amundi Asset Management together beneficially own 3,588,117 shares of Energy Recovery common stock, representing 7.03% of the class.
  • Shared voting power: The filing reports shared voting power over 2,060,091 shares, with zero sole voting power.
  • Shared dispositive power: Shared dispositive power covers 1,528,026 shares, with zero sole dispositive power.
  • Triggering date: The event requiring this filing occurred on September 30, 2026.
  • Relevant subsidiaries: The filing identifies KBI Global Investors (North America) Ltd and KBI Global Investors Ltd as the subsidiaries through which the position is held.
  • Amendment number: This filing is Amendment No. 4 to the original statement.

Amundi's Amended Ownership Position in Energy Recovery

According to the filing, both Amundi and Amundi Asset Management, each organized under the laws of the Republic of France and headquartered at 91-93 boulevard Pasteur, 75015 Paris, France, are classified as parent holding companies in this disclosure. The filing was signed by John M. Malone, Chief Compliance Officer, acting under power of attorney on behalf of both entities, and is dated October 26, 2026.

Energy Recovery, Inc., the issuer, is headquartered at 1717 Doolittle Dr., San Leandro, CA 94577 and has its common stock listed on NASDAQ:ERII with a par value of $0.001 per share (CUSIP 29270J100). The filing covers common stock only and describes this as Amendment No. 4, indicating that Amundi has previously filed similar ownership reports with respect to this issuer. The combined beneficial ownership reported across both Amundi and Amundi Asset Management is identical at 3,588,117 shares, or 7.03% of the outstanding class, with the position attributed to the activities of subsidiaries KBI Global Investors (North America) Ltd and KBI Global Investors Ltd.

The filing includes a certification, as required, stating that the securities "were acquired and are held in the ordinary course of business and 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."

What Was Disclosed

Amundi and Amundi Asset Management, both French entities, disclosed aggregate beneficial ownership of 3,588,117 shares of Energy Recovery, Inc. common stock, equal to 7.03% of the class, as of September 30, 2026, via Amendment No. 4 filed October 26, 2026.