Serko Limited

OTCPK:SERK.F Stock Report

Market Cap: US$197.7m

Serko Ownership

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


Recent Insider Transactions

OTCPK:SERK.F Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
29 Aug 25SellUS$14,389Clyde McConaghyIndividual10,000US$1.44
30 Jul 25SellUS$16,921Clyde McConaghyIndividual10,000US$1.69
18 Jul 25SellUS$1,040,172Darrin GraftonIndividual600,000US$1.73
08 Jul 25BuyUS$1,316,514Bank Of New Zealand, Asset Management ArmCompany652,767US$2.02
08 Jul 25BuyUS$4,678,784Harbour Asset Management LimitedCompany2,323,189US$2.01
08 Jul 25BuyUS$3,038JBWere (NZ) LimitedCompany1,389US$2.19
08 Jul 25SellUS$335,818Bank Of New Zealand, Asset Management ArmCompany151,422US$2.22
08 Jul 25SellUS$1,590,870Harbour Asset Management LimitedCompany787,445US$2.02
08 Jul 25SellUS$266,256JBWere (NZ) LimitedCompany133,777US$1.99
01 Jul 25SellUS$232Claudia BattenIndividual121.75US$1.92
17 Jun 25BuyUS$1,027,264Bank Of New Zealand, Asset Management ArmCompany501,345US$2.05
17 Jun 25BuyUS$1,975,656Harbour Asset Management LimitedCompany960,185US$2.06
16 Jun 25BuyUS$3,586,865ANZ New Zealand Investments LimitedCompany1,878,816US$2.20
16 Jun 25SellUS$11,171ANZ New Zealand Investments LimitedCompany5,197US$2.15
16 Apr 25BuyUS$4,316,259Mint Asset Management LimitedCompany2,018,875.67US$2.14
04 Mar 25SellUS$242Claudia BattenIndividual119.51US$2.03
06 Nov 24SellUS$783,641ANZ New Zealand Investments LimitedCompany447,250US$1.81
05 Nov 24BuyUS$3,044JBWere (NZ) LimitedCompany1,389US$2.19
05 Nov 24BuyUS$1,334,501Bank Of New Zealand, Asset Management ArmCompany709,446US$1.88
05 Nov 24BuyUS$3,806,698Harbour Asset Management LimitedCompany1,976,417US$1.93
05 Nov 24SellUS$284Claudia BattenIndividual126.1US$2.25
05 Nov 24SellUS$215,460JBWere (NZ) LimitedCompany111,632US$1.93
05 Nov 24SellUS$901,236Harbour Asset Management LimitedCompany467,260US$1.93
04 Nov 24BuyUS$1,242,196Bank Of New Zealand, Asset Management ArmCompany670,229US$1.85
04 Nov 24BuyUS$3,368,471Harbour Asset Management LimitedCompany1,786,517US$1.89
04 Nov 24SellUS$898,270Harbour Asset Management LimitedCompany467,260US$1.92

Insider Trading Volume

Insider Buying: SERK.F insiders have only sold shares in the past 3 months.


Ownership Breakdown

What is the ownership structure of SERK.F?
Owner TypeNumber of SharesOwnership Percentage
Private Companies1,235,4881%
Public Companies5,406,4314.38%
General Public14,772,64212%
Individual Insiders42,648,14934.6%
Institutions59,273,57548.1%

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


Top Shareholders

Top 25 shareholders own 87.28% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11.2%
Harbour Asset Management Limited
13,840,341US$22.2m-20.3%1.64%
8.83%
Geoffrey Hosking
10,884,629US$17.4m0%no data
8.69%
Darrin Grafton
10,720,975US$17.2m-5.3%no data
8.62%
Fisher Funds Management Limited
10,636,309US$17.1m0%0.35%
7.6%
Robert Shaw
9,370,123US$15.0m0.43%no data
7.42%
Michael Moore
9,151,250US$14.7m0%no data
6.31%
ANZ New Zealand Investments Limited
7,779,856US$12.5m22.5%0.87%
5.03%
Mint Asset Management Limited
6,202,685US$9.9m0%100.0%
4.38%
Booking Holdings Inc.
5,406,431US$8.7m0%no data
4.33%
Accident Compensation Corporation
5,346,411US$8.6m0%0.28%
2.91%
Bank of New Zealand
3,593,307US$5.8m0%1.25%
2.1%
Norges Bank Investment Management
2,591,189US$4.2m16.2%no data
1.53%
JPMorgan Chase & Co.
1,893,038US$3.0m0%no data
1.32%
New Zealand Permanent Trustees Limited
1,633,195US$2.6m0%2.77%
1.24%
Scott Farquhar
1,527,924US$2.4m0%no data
1.02%
Serko Limited, ESOP
1,263,865US$2.0m0%100.0%
1%
Donna Bailey Trust
1,235,488US$2.0m0%no data
0.85%
Smartshares Ltd.
1,046,449US$1.7m0%0.05%
0.69%
Milford Asset Management, LTD
850,179US$1.4m0%0.02%
0.44%
Dimensional Fund Advisors LP
545,586US$874.6k0%no data
0.43%
Charles Nowaczek
525,696US$842.7k0%no data
0.41%
Jarden Partners Limited
506,353US$811.7k0%0.28%
0.33%
Russell Investment Management, LLC
401,087US$643.0k0%no data
0.31%
JBWere (NZ) Limited
383,032US$614.0k-18.2%no data
0.25%
Macquarie Asset Management Public Investments (N.Z.) Limited
309,764US$496.6k0%0.14%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/11 16:56
End of Day Share Price 2025/08/05 00:00
Earnings2025/03/31
Annual Earnings2025/03/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 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 Github.

Analyst Sources

Serko Limited 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.

AnalystInstitution
Siraj AhmedCitigroup Inc
Siraj AhmedCitigroup Inc
Christopher ByrneDeutsche Bank