Xero Ownership

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

Recent Insider Transactions

CHIA:XRO Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
21 Jun 24	BuyAU$227,776	Anjali Joshi	Individual	1,732	AU$131.51
12 Jun 24	BuyAU$100,478	Anjali Joshi	Individual	780	AU$128.82
15 Mar 24	BuyAU$117,079,205	The Vanguard Group, Inc.	Company	916,283	AU$127.92
14 Mar 24	SellAU$2,321,349	The Vanguard Group, Inc.	Company	20,294	AU$125.65

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 XRO?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	12,274,579	8.03%
Institutions	51,228,051	33.5%
General Public	89,277,628	58.4%

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

Top Shareholders

Top 25 shareholders own 37% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
5.07%	The Vanguard Group, Inc.	7,743,697	AU$1.3b	0%	0.01%
5.02%	Hyperion Asset Management Limited	7,674,569	AU$1.3b	0%	12.84%
4.17%	BlackRock, Inc.	6,375,898	AU$1.1b	1.05%	0.01%
4.08%	Australian Super Pty Ltd	6,231,331	AU$1.1b	0%	0.67%
1.9%	Rodney Drury	2,904,930	AU$490.7m	0%	no data
1.9%	Scott Moran	2,904,930	AU$490.7m	0%	no data
1.9%	Anna Stuck	2,904,930	AU$490.7m	0%	no data
1.82%	Andrew Winkler	2,773,045	AU$468.4m	0%	no data
1.75%	BNP Paribas Arbitrage Sa, Asset Management Arm	2,678,178	AU$452.4m	0%	0.24%
1.68%	Norges Bank Investment Management	2,566,968	AU$433.6m	0%	0.02%
1.63%	Colonial First State Investments Limited	2,492,453	AU$421.0m	0%	2.69%
0.7%	Geode Capital Management, LLC	1,074,062	AU$181.4m	0.46%	0.01%
0.67%	BetaShares Capital Limited	1,016,617	AU$171.7m	3.82%	0.58%
0.66%	Nt-Comnwlth Super Corp	1,007,930	AU$170.3m	0%	1.45%
0.55%	Australian Foundation Investment Company Limited	835,000	AU$141.0m	0%	1.51%
0.51%	Dimensional Fund Advisors LP	780,371	AU$131.8m	7.17%	0.01%
0.48%	State Street Global Advisors, Inc.	727,600	AU$122.9m	1.97%	no data
0.44%	Invesco Ltd.	675,505	AU$114.1m	0.29%	0.02%
0.41%	Baillie Gifford & Co.	630,150	AU$106.4m	-8.34%	0.03%
0.33%	UBS Asset Management AG	505,681	AU$85.4m	-4.43%	0.01%
0.3%	Strategic Advisers LLC	459,920	AU$77.7m	-0.13%	0.02%
0.29%	ClearBridge Investments, LLC	450,647	AU$76.1m	-1.25%	0.03%
0.26%	Charles Schwab Investment Management, Inc.	395,257	AU$66.8m	2.5%	0.01%
0.24%	Netwealth Investments Ltd.	362,519	AU$61.2m	0%	0.42%
0.23%	Nelson Wang	358,494	AU$60.6m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/29 23:54
End of Day Share Price	2024/12/27 00:00
Earnings	2024/09/30
Annual Earnings	2024/03/31

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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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

Xero Limited is covered by 27 analysts. 16 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
Eric Choi	Barrenjoey Markets Pty Limited
Aryan Norozi	Barrenjoey Markets Pty Limited
Nicholas McGarrigle	Barrenjoey Markets Pty Limited