Serko Limited

OTCPK:SERK.F Stock Report

Market Cap: US$208.2m

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
05 Nov 24BuyUS$3,044Jarden Wealth 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$215,460Jarden Wealth 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
02 Jul 24SellUS$218Claudia BattenIndividual107.35US$2.03
17 May 24BuyUS$6,049,785Harbour Asset Management LimitedCompany2,824,472US$2.14
17 May 24SellUS$45,245Harbour Asset Management LimitedCompany22,030US$2.05
17 May 24SellUS$7,851Jarden Wealth LimitedCompany4,000US$1.96
02 May 24BuyUS$20,857,023ANZ New Zealand Investments LimitedCompany6,633,013US$3.14
02 May 24SellUS$660,799ANZ New Zealand Investments LimitedCompany279,526US$2.36
05 Mar 24SellUS$273Claudia BattenIndividual112.06US$2.43
04 Mar 24BuyUS$2,392,127First NZ Capital Ltd., Asset Management ArmCompany944,288US$2.60
04 Mar 24BuyUS$4,009,511Harbour Asset Management LimitedCompany1,561,861US$2.57
04 Mar 24SellUS$2,843,767First NZ Capital Ltd., Asset Management ArmCompany1,116,344US$2.56
04 Mar 24SellUS$835,785Harbour Asset Management LimitedCompany331,985US$2.52

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 SERK.F?
Owner TypeNumber of SharesOwnership Percentage
Private Companies2,497,2502.06%
Public Companies5,519,6984.55%
General Public24,677,79820.4%
Individual Insiders38,283,74331.6%
Institutions50,280,07641.5%

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

Top Shareholders

Top 25 shareholders own 78.77% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11.9%
Harbour Asset Management Limited
14,388,747US$24.7m28.6%2.42%
9.26%
Darrin Grafton
11,224,372US$19.3m0%no data
8.98%
Geoffrey Hosking
10,884,629US$18.7m0%no data
8.77%
Fisher Funds Management Limited
10,636,309US$18.3m0%1.84%
7.69%
Robert Shaw
9,330,127US$16.0m98.2%no data
5.24%
ANZ New Zealand Investments Limited
6,353,487US$10.9m1,430%0.81%
4.93%
Accident Compensation Corporation, Asset Management Arm
5,978,918US$10.3m0%0.36%
4.46%
Booking Holdings Inc.
5,406,431US$9.3m0%no data
3.77%
Michael Moore
4,575,625US$7.9m0%no data
1.84%
Norges Bank Investment Management
2,229,636US$3.8m5.17%no data
1.42%
Smartshares Ltd.
1,716,260US$2.9m0%0.08%
1.3%
New Zealand Permanent Trustees Limited, Asset Management Arm
1,578,360US$2.7m0%1.07%
1.28%
Bank Of New Zealand, Asset Management Arm
1,552,741US$2.7m0%0.89%
1.26%
Scott Farquhar
1,527,924US$2.6m0%no data
1.04%
JPMorgan Chase & Co, Private Banking and Investment Banking Investments
1,266,670US$2.2m0%no data
1.04%
Serko Trustee Limited
1,263,865US$2.2m0%no data
1.02%
Donna Bailey Trust
1,233,385US$2.1m0%no data
0.71%
Milford Asset Management, LTD
862,367US$1.5m0%0.03%
0.49%
Wilson Asset Management (International) Pty Ltd.
589,498US$1.0m0%0.05%
0.47%
Jarden Wealth Limited
564,242US$968.6k0%no data
0.45%
QuayStreet Asset Management Limited
546,247US$937.7k0%0.11%
0.42%
First NZ Capital Ltd., Asset Management Arm
506,353US$869.2k-17.4%0.28%
0.41%
Dimensional Fund Advisors LP
496,796US$852.8k2.49%no data
0.37%
Charles Nowaczek
443,516US$761.3k0%no data
0.29%
Russell Investment Management, LLC
355,697US$610.6k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/10/29 15:51
End of Day Share Price 2024/08/01 00:00
Earnings2024/03/31
Annual Earnings2024/03/31

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 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

Serko Limited is covered by 10 analysts. 7 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
Christopher ByrneDeutsche Bank
Lindsay JamesForsyth Barr Group Ltd.