FINEOS Corporation Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

ASX:FCL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
18 Oct 24	BuyAU$585,616	Jacquel Investments Limited	Company	424,000	AU$1.38
10 Sep 24	BuyAU$130,395	Jacquel Investments Limited	Company	93,000	AU$1.40
05 Sep 24	BuyAU$41,100	Terri Rhodes	Individual	30,000	AU$1.37
05 Sep 24	BuyAU$139,858	Jacquel Investments Limited	Company	103,783	AU$1.35
04 Sep 24	BuyAU$245,072	Jacquel Investments Limited	Company	186,480	AU$1.31
22 Aug 24	BuyAU$6,044,527	ECP Asset Management Pty Ltd	Company	3,594,483	AU$1.68
12 Aug 24	SellAU$15,871	ECP Asset Management Pty Ltd	Company	9,792	AU$1.62
26 Jun 24	BuyAU$40,750	William Mullaney	Individual	25,000	AU$1.63
17 Jun 24	BuyAU$349,658	Jacquel Investments Limited	Company	225,586	AU$1.55
29 May 24	BuyAU$512,116	Jacquel Investments Limited	Company	303,027	AU$1.69
26 Apr 24	BuyAU$16,449,437	Regal Partners Limited	Company	9,149,455	AU$2.29

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of FCL?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	647,072	0.191%
Individual Insiders	2,370,513	0.701%
General Public	7,644,687	2.26%
Hedge Funds	19,091,775	5.64%
Institutions	135,905,619	40.2%
Private Companies	172,659,999	51%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 97.74% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
50.9%	Jacquel Investments Limited	172,159,999	AU$334.0m	0.25%	no data
9.34%	ECP Asset Management Pty Ltd	31,603,135	AU$61.3m	12.8%	6.71%
7.66%	Fisher Funds Management Limited	25,898,817	AU$50.2m	0%	3.06%
7.31%	Selector Funds Management Limited	24,744,989	AU$48.0m	0%	11.18%
5.64%	Regal Partners Limited	19,091,775	AU$37.0m	0%	1.07%
5.27%	AMP Limited, Asset Management Arm	17,817,203	AU$34.6m	0%	100.0%
3.36%	National Mutual Funds Management Ltd	11,376,104	AU$22.1m	0%	0.5%
1.65%	Australian Super Pty Ltd	5,579,010	AU$10.8m	0%	0.01%
1.52%	The Vanguard Group, Inc.	5,141,571	AU$10.0m	0%	no data
1.47%	N. M. Superannuation Proprietary Limited	4,976,512	AU$9.7m	0%	24.19%
1.05%	Mirrabooka Investments Limited	3,544,509	AU$6.9m	0%	0.97%
0.46%	Michael Kelly	1,544,565	AU$3.0m	0%	no data
0.43%	ipac Asset Management Limited	1,464,587	AU$2.8m	0%	25.75%
0.41%	Djerriwarrh Investments Limited	1,398,891	AU$2.7m	0%	0.24%
0.25%	EC. Pohl & Company	835,542	AU$1.6m	0%	1.09%
0.24%	Norges Bank Investment Management	797,501	AU$1.5m	0%	no data
0.2%	Powerwrap Limited, Asset Management Arm	669,124	AU$1.3m	0%	11.36%
0.19%	ECP Emerging Growth Limited	647,072	AU$1.3m	0%	no data
0.17%	William Daly	570,724	AU$1.1m	0%	no data
0.15%	Telunapa Pty Ltd.	500,000	AU$970.0k	0%	no data
0.037%	Anne O’Driscoll	124,000	AU$240.5k	0%	no data
0.018%	William Mullaney	60,000	AU$116.4k	0%	no data
0.017%	Eaton Vance Management	58,124	AU$112.8k	0%	no data
0.012%	David Hollander	41,224	AU$79.9k	0%	no data
0.0089%	Terri Rhodes	30,000	AU$58.2k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/21 03:50
End of Day Share Price	2024/12/20 00:00
Earnings	2023/12/31
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

FINEOS Corporation Holdings plc is covered by 11 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Russell Wright	Barclay Pearce Capital Pty Limited
Siraj Ahmed	Citigroup Inc
Chris Gawler	Goldman Sachs