Colefax Group Ownership

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

Recent Insider Transactions

AIM:CFX Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
28 Oct 25	SellUK£44,000	Alan Keith Smith	Individual	5,000	UK£8.80
28 Oct 25	SellUK£1,084,433	David Green	Individual	123,231	UK£8.80
28 Oct 25	SellUK£88,000	Wendy Nicholls	Individual	10,000	UK£8.80
28 Oct 25	SellUK£44,000	Key Hall	Individual	5,000	UK£8.80

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 CFX?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	7,692	0.154%
Employee Share Scheme	60,000	1.2%
Private Companies	144,083	2.88%
Individual Insiders	1,969,194	39.3%
Institutions	2,824,254	56.4%

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

Top Shareholders

Top 25 shareholders own 97.26% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
19%	Schroder Investment Management Limited	950,000	UK£12.8m	-1.31%	0.01%
18.4%	David Green	917,587	UK£12.4m	0%	no data
11.1%	Rights and Issues Investment Trust Public Limited Company	555,952	UK£7.5m	0%	5.75%
10.5%	Jupiter Fund Management Plc	522,452	UK£7.1m	0%	0.02%
8%	Timothy Green	400,000	UK£5.4m	0%	no data
4.6%	Nicholas Green	230,000	UK£3.1m	0%	no data
3.5%	Angus Hanton	175,000	UK£2.4m	0%	no data
3.49%	Hargreaves Lansdown Asset Management Ltd.	174,228	UK£2.4m	8.51%	0.01%
2.43%	James Sharp & Co.	121,320	UK£1.6m	-7.84%	0.22%
2.12%	Key Hall	105,970	UK£1.4m	0%	no data
1.69%	Dowgate Capital Limited	84,474	UK£1.1m	0%	0.63%
1.28%	William Walter Antiques Limited	63,821	UK£861.6k	0%	no data
1.23%	Tangent Industries Limited	61,262	UK£827.0k	0%	no data
1.22%	Robert Barker	61,200	UK£826.2k	0%	no data
1.2%	Colefax Group Plc, ESOP	60,000	UK£810.0k	0%	no data
1.17%	RBC Europe Limited	58,650	UK£791.8k	0%	no data
1.04%	Raymond James Wealth Management Limited	52,005	UK£702.1k	14.4%	0.01%
1%	Ramsey Crookall & Co. Ltd	49,998	UK£675.0k	0.7%	0.15%
0.9%	Barclays Bank Plc	45,071	UK£608.5k	3.44%	no data
0.81%	Rathbones Investment Management Limited	40,430	UK£545.8k	0%	no data
0.8%	Alan Keith Smith	40,000	UK£540.0k	0%	no data
0.79%	Wendy Nicholls	39,437	UK£532.4k	0%	no data
0.4%	HBOS Investment Fund Managers Limited	19,866	UK£268.2k	49.1%	no data
0.36%	Charles Schwab Investment Management, Inc.	18,100	UK£244.3k	22.3%	no data
0.3%	Longview Ltd	15,000	UK£202.5k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/09/20 22:03
End of Day Share Price	2026/09/18 00:00
Earnings	2026/04/30
Annual Earnings	2026/04/30

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.

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 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 Github.

Analyst Sources

Colefax Group PLC is covered by 1 analysts. 1 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
John Stevenson	Peel Hunt LLP