Information & Communication · Fiscal year end 8月末日

SHIFT Inc.

3697

株式会社ＳＨＩＦＴ

FIGI BBG004WB5FV83697.T3697 JPCorp. no. 8010401073462

Latest half-year results

First half · fiscal year to 2026-08 · filed 2026-04-14

For the first half of the fiscal year to 2026-08: Revenue ¥72 billion (+16.8% YoY), Ordinary income ¥6.6 billion (-16.0% YoY), Net income ¥4 billion (-10.7% YoY).

	This period	Year on year
Revenue	¥72.0bn	+16.8%
Ordinary profit	¥6.6bn	-16.0%
Net profit to owners	¥4.0bn	-10.7%

From the securities report on EDINET, which states no forecast. History via /v1/companies/3697/earnings-releases.

Financials

Japan GAAP · consolidated · fiscal year to 2025-08-31

Revenue: ¥129.8bn
Net income: ¥8.9bn
ROE: 24.1%
Equity ratio: 52.7%
Dividend / share: —
Employees: 11,688

Revenue · ¥bn

Net income · ¥bn

Fiscal year	Revenue	Net income	Total assets	Net assets	ROE	EPS	Operating CF
2025-08-31	¥129.8bn	¥8.9bn	¥77.0bn	¥41.0bn	24.1%	¥33.93	¥15.7bn
2024-08-31	¥110.6bn	¥5.1bn	¥62.7bn	¥34.5bn	16.4%	¥19.43	¥9.1bn
2023-08-31	¥88.0bn	¥6.2bn	¥49.5bn	¥29.6bn	22.9%	¥23.64	¥10.2bn
2022-08-31	¥64.9bn	¥5.0bn	¥40.2bn	¥26.0bn	20.7%	¥18.85	¥7.4bn
2021-08-31	¥46.0bn	¥2.8bn	¥34.3bn	¥22.7bn	17.1%	¥10.85	¥4.8bn

Indicators

Computed by us from filings · fiscal year to 2025-08-31

Metric	Value	Percentile among listed companies
ROE, %	24.1	92
Ordinary margin	0.1169	74.7
Equity ratio, %	52.7	45.3
Revenue growth	0.1735	83.6
Net income growth	0.7427	81
Operating cash flow / assets	0.2033	95.9

Policy-uncertainty measure0.00 Share of the report's text discussing policy-related uncertainty, by policy area. Proprietary text method.

Ownership activity 0 filer(s) stated they may make proposals in 365 days; 0 new 5% holder(s) in 180 days; net stake change −2.61pt in 90 days; 0.0% held by other listed companies.

Results wording balance: +1.00. Proprietary text method; it describes the wording only and does not interpret context.

Interest example: if all ¥12.0bn of reported debt repriced by 50 basis points, a year's interest would rise by ¥60m, 0.4% of operating cash flow. Our arithmetic only, not a forecast: fixed-rate debt and hedges are ignored.

Via /v1/companies/3697/indicators. Descriptive figures, not a rating and not investment advice.

From other filings

As the company states them

Share buyback, report to —: ¥6.5bn acquired of a ¥10.0bn limit. /v1/companies/3697/buybacks

Internal control, 2025-11-21: see filing 上記の評価の結果、当事業年度末日時点におきまして、当社グループの財務報告に係る内部統制は有効であると判断いたしました。 Filing

Segments, votes and tender offers

Stated in EDINET filings

Segments: Software Testing Related Services, Software Development Related Services, Other Proximate Services. /v1/companies/3697/segments

Latest voting result: 2025-11-25 · 取締役6名選任の件 · passed. /v1/companies/3697/voting

Ownership changes

All companies →

2026-11-06

Decrease−0.03pt

Sumitomo Mitsui Trust Asset Management Co.,Ltd. reduced holdings in SHIFT Inc. (3697) to 5.47% from 5.50%.

S100ZBB7Filer profile Original filing (PDF, Japanese)
2026-11-06

Decrease−0.60pt

Nomura Securities Co.,Ltd. reduced holdings in SHIFT Inc. (3697) to 6.71% from 7.31%.

S100ZBRUFiler profile Original filing (PDF, Japanese)
2026-11-02

Decrease−1.05pt

Arcus Investment Limited reduced holdings in SHIFT Inc. (3697) to 5.09% from 6.14%.

S100ZAXHFiler profile Original filing (PDF, Japanese)
2026-10-23

Decrease−1.00pt

Arcus Investment Limited reduced holdings in SHIFT Inc. (3697) to 6.14% from 7.14%.

S100Z9NMFiler profile Original filing (PDF, Japanese)
2026-10-06

Increase+0.04pt

Nomura Securities Co.,Ltd. raised holdings in SHIFT Inc. (3697) to 7.31% from 7.27%.

S100Z61UFiler profile Original filing (PDF, Japanese)
2026-09-24

Decrease−0.45pt

Nomura Securities Co.,Ltd. reduced holdings in SHIFT Inc. (3697) to 7.27% from 7.72%.

S100Z33EFiler profile Original filing (PDF, Japanese)
2026-09-04

Increase+0.06pt

Sumitomo Mitsui Trust Asset Management Co.,Ltd. raised holdings in SHIFT Inc. (3697) to 5.50% from 5.44%.

S100YZWCFiler profile Original filing (PDF, Japanese)
2026-09-04

Increase+0.03pt

Nomura Securities Co.,Ltd. raised holdings in SHIFT Inc. (3697) to 7.72% from 7.69%.

S100Z0BDFiler profile Original filing (PDF, Japanese)
2026-08-20

Increase+0.39pt

Nomura Securities Co.,Ltd. raised holdings in SHIFT Inc. (3697) to 7.69% from 7.30%.

S100YXILFiler profile Original filing (PDF, Japanese)
2026-08-06

Decrease−0.43pt

Nomura Securities Co.,Ltd. reduced holdings in SHIFT Inc. (3697) to 7.30% from 7.73%.

S100YU82Filer profile Original filing (PDF, Japanese)

Trades by 5% holders

From the 60-day trade tables in 5% reports

Holder	Period	Net shares	Net % of shares	Avg. filed price	Range
アーカス・インベストメント・リミテッド	2026-01-05 – 2026-10-29	+10,506,000	+3.89pt	—	—
individual filer	2021-10-28 – 2025-12-25	-175,000	−0.99pt	¥24,590.27	¥24,590–24,590

Net shares and the average are our calculations. Prices are filed prices as stated by the filer, mostly for off-market trades; they are not market prices. Stock lending, custody transfers and option exercises are excluded from net shares. Every row via /v1/companies/3697/trades.

5% filings

Large shareholding reports on 3697

Filed	Filer	Stake	Change	Stated purpose
2026-11-06	Nomura Securities Co.,Ltd.	6.71%	−0.60pt	—
2026-11-06	Sumitomo Mitsui Trust Asset Management Co.,Ltd.	5.47%	−0.03pt	—
2026-11-02	Arcus Investment Limited	5.09%	−1.05pt	control
2026-10-23	Arcus Investment Limited	6.14%	−1.00pt	control
2026-10-06	Nomura Securities Co.,Ltd.	7.31%	+0.04pt	—
2026-09-24	Nomura Securities Co.,Ltd.	7.27%	−0.45pt	—
2026-09-04	Sumitomo Mitsui Trust Asset Management Co.,Ltd.	5.50%	+0.06pt	—
2026-09-04	Nomura Securities Co.,Ltd.	7.72%	+0.03pt	—
2026-08-20	Nomura Securities Co.,Ltd.	7.69%	+0.39pt	—
2026-08-06	Nomura Securities Co.,Ltd.	7.30%	−0.43pt	—

Cross-shareholdings

From the annual report's status of shareholdings

Listed strategic holdings: 4 issues
Book value: ¥1.7bn
Sold in the year: — — issues
Bought in the year: ¥813m 2 issues
Mutual, both reports: 0
Held by listed cos.: 0

Holds	Book value	Shares vs. prior year	Mutual
MEDIA DO Co., Ltd. 3678	¥851m	—	no
Gurunavi, Inc. 2440	¥532m	0.0%	no
MRSO Inc. 5619	¥144m	0.0%	no
Next Generation Technology Group Inc. 319A	¥127m	—	no

Purposes, all holdings and mutual flags via /v1/companies/3697/cross-holdings. Share changes include stock splits.

Major shareholders

As of fiscal year end 2025-08-31

Shareholder	Shares	Ratio
individual holder	81,646,000	30.62%
日本マスタートラスト信託銀行株式会社(信託口）	29,924,000	11.22%
株式会社日本カストディ銀行（信託口）	21,231,000	7.96%
STATE STREET BANK AND TRUST　COMPANY 505001	19,345,000	7.25%
STATE STREET BANK AND TRUST　COMPANY 505025	7,741,000	2.90%
JP JPMSE LUX RE BARCLAYS CAPITAL SEC LTD EQ CO	3,468,000	1.30%
日本マスタートラスト信託銀行株式会社	3,298,000	1.23%
STATE STREET BANK WEST CLIENT - TREATY 505234	2,514,000	0.94%
individual holder	2,248,000	0.84%
STATE STREET BANK AND TRUST COMPANY 505103	2,134,000	0.80%

U.S. funds holding 3697

SEC Form N-PORT, reports to 2026-07-31

55 U.S. funds held 12,198,770 shares worth $63.7m.

Fund	Shares	Value	% of fund	As of
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS	2,452,070	$13.8m	0.002%	2026-07-31
iShares Core MSCI EAFE ETF iShares Trust	1,480,900	$8.3m	0.004%	2026-07-31
VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS	1,610,290	$6.7m	0.002%	2026-06-30
INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC	788,785	$4.4m	0.010%	2026-07-31
iShares MSCI EAFE Small-Cap ETF iShares Trust	689,600	$3.9m	0.029%	2026-07-31

Up to 25 funds per stock via the API.

Get this as JSON

GET /v1/companies/3697
GET /v1/companies/3697/financials
GET /v1/companies/3697/details
GET /v1/companies/3697/segments
GET /v1/companies/3697/voting
GET /v1/companies/3697/tender-offers
GET /v1/companies/3697/indicators
GET /v1/companies/3697/earnings-releases
GET /v1/events?ticker=3697
GET /v1/companies/3697/trades         
GET /v1/companies/3697/cross-holdings 
GET /v1/companies/3697/brief

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