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Karooooo Ltd. (KARO)

USD57.42 -0.48 (-0.83%)
SG NASDAQ Technology Software - Application
Address 1 Harbourfront Avenue 98632
Singapore, SG
CEO Isaias Jose Calisto
IPO 2021-04-01
CIK 1828102 ISIN SGXZ19450089

Explore sections of this company profile

Description

Karooooo Ltd. delivers a comprehensive software-as-a-service (SaaS) platform tailored for connected vehicles, extending its services across South Africa, the broader African continent, Europe, the Asia-Pacific region, the Middle East, and the United States. Its core offerings include Fleet Telematics, a SaaS solution providing real-time intelligence for effective fleet management; LiveVision, which enhances fleet visibility and facilitates proactive risk mitigation; MiFleet, an advanced system for fleet administration, business intelligence, and cost control; and Karooooo Logistics, an application specifically designed to manage last-mile deliveries and general operational logistics. The company also provides Cartrack Field Service for overseeing remote and on-site personnel; Business Intelligence tools to offer high-level insights into fleet performance; robust asset tracking capabilities for monitoring movable property; and asset recovery services, which assist vehicle owners and insurance companies in retrieving lost or stolen assets. Its portfolio further encompasses insurance telematics, enabling insurers to customize premiums for both commercial and individual clients through data analytics; Protector, a dedicated safety package for personal vehicles; and Car Watch, a mobile application empowering users to track and monitor their vehicles. Additionally, Karooooo offers specialized mobility solutions such as Bike Track, a GPS-based system tailored for commercial motorbike fleets; Credit Management, which predicts payment cycles and supports active credit oversight for asset-backed vehicle financing; and an electronic monitoring application for law enforcement to track individuals of interest. Complementing these are various other mobility and monitoring tools, including Carzuka, its Cartrack insurance agency, an on-demand rideshare taxi application, and a range of intelligent IoT products. Karooooo distributes its solutions directly to a diverse client base, encompassing individual consumers, sole proprietors, small and medium-sized enterprises, large corporations, and other connected devices. Established in 2001, Karooooo Ltd. maintains its headquarters in Singapore.

News Sentiment (7d)
67 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD57.42 -0.48 (-0.83%)
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Volume Profile
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Liquidity & share structure
Average Volume
94.9K
Beta
0.90
Float Shares
6.47M
Free Float %
21.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-6.07% -13.08% -12.55% -8.19% -1.00% -2.00% -0.69% +105.67% +21.60% +31.19% +31.19%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (4 ratings, all time) Buy
Price Targets & DCF
Current price
57.42
Low 68.00 +18.4%
Consensus 68.00 +18.4%
Median 68.00 +18.4%
High 68.00 +18.4%
DCF (Unlevered) 28.84 -49.8%
DCF (Levered) 25.91 -54.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 4 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
62.00
+8.0%
Last Year 5
52.80
-8.0%
All Time 10
43.40
-24.4%
Quality scores
Altman Z-Score
7.81
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
8 / 10
Strong MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers ★ Strong MOAT
  • Revenue growth Software - Application: +13.0%
    +10.2% Q1'26: +15.2% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    -0.9% Q1'26: -13.7% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    +15.3% Q1'26: +0.0% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    +25.6% Q1'26: +23.2% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    +28.6% Q1'26: +27.6% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    0.0% Q1'26: +0.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    0.55× Q1'26: 0.51× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.92) × ERP
WACC = 97% × Ke + 3% × Kd (7.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 28.59 Current price: 57.42
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Feb 2021
actual
Feb 2022
actual
Feb 2023
actual
Feb 2024
actual
Feb 2025
actual
Feb 2026
5 Rev. Ana.
4 EPS Ana.
Feb 2027
5 Rev. Ana.
4 EPS Ana.
Feb 2028
5 Rev. Ana.
4 EPS Ana.
Feb 2029
3 Rev. Ana.
1 EPS Ana.
Feb 2030
3 Rev. Ana.
1 EPS Ana.
Revenue
2.06B
est: 2.14B (-3.6%)
2.75B
est: 2.72B (+0.9%)
3.51B
est: 3.47B (+1.0%)
4.21B
est: 80.39B (-94.8%)
4.57B
est: 4.52B (+1.0%)
5.48B
5.43B – 5.56B
+21.3% YoY
6.14B
6.12B – 6.16B
+12.0% YoY
6.94B
6.64B – 7.52B
+12.9% YoY
7.59B
7.29B – 8.06B
+9.4% YoY
8.45B
8.12B – 8.98B
+11.4% YoY
EBITDA
1.03B
est: 973.54M (+6.3%)
1.26B
est: 1.24B (+1.2%)
1.51B
est: 787.02M (+92.2%)
1.83B
est: 36.64B (-95.0%)
2.07B
est: 2.06B (+0.6%)
2.50B
2.48B – 2.53B
+21.3% YoY
2.80B
2.79B – 2.81B
+12.0% YoY
3.16B
3.03B – 3.43B
+12.9% YoY
3.46B
3.32B – 3.68B
+9.4% YoY
3.85B
3.70B – 4.09B
+11.4% YoY
EBIT
633.94M
est: 580.37M (+9.2%)
693.44M
est: 739.37M (-6.2%)
903.39M
est: 789.46M (+14.4%)
1.08B
est: 21.84B (-95.1%)
1.30B
est: 1.23B (+5.5%)
1.49B
1.48B – 1.51B
+21.3% YoY
1.67B
1.66B – 1.67B
+12.0% YoY
1.88B
1.81B – 2.04B
+12.9% YoY
2.06B
1.98B – 2.19B
+9.4% YoY
2.30B
2.21B – 2.44B
+11.4% YoY
Net Income
285.97M
est: 519.48M (-45.0%)
449.95M
est: 523.68M (-14.1%)
597.15M
est: 540.91M (+10.4%)
751.90M
est: 15.03B (-95.0%)
921.03M
est: 901.99M (+2.1%)
1.03B
996.99M – 1.06B
+13.7% YoY
1.14B
1.12B – 1.16B
+10.9% YoY
1.38B
1.25B – 1.50B
+20.9% YoY
1.59B
1.51B – 1.73B
+15.9% YoY
1.77B
1.68B – 1.91B
+11.0% YoY
SGA
714.96M
est: 706.69M (+1.2%)
888.59M
est: 900.31M (-1.3%)
1.14B
est: 987.57M (+15.0%)
1.34B
est: 26.60B (-95.0%)
1.56B
est: 1.50B (+4.3%)
1.81B
1.80B – 1.84B
+21.3% YoY
2.03B
2.03B – 2.04B
+12.0% YoY
2.29B
2.20B – 2.49B
+12.9% YoY
2.51B
2.41B – 2.67B
+9.4% YoY
2.80B
2.69B – 2.97B
+11.4% YoY
EPS
13.28
est: 16.81 (-21.0%)
14.86
est: 16.95 (-12.3%)
19.29
est: 19.42 (-0.6%)
24.30
est: 485.84 (-95.0%)
29.81
est: 28.65 (+4.1%)
33.98
32.27 – 34.15
+18.6% YoY
36.68
36.19 – 37.50
+7.9% YoY
43.10
40.57 – 48.52
+17.5% YoY
51.62
49.02 – 55.84
+19.8% YoY
57.27
54.39 – 61.96
+11.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-05-11 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-05-08 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-05-07 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-05-06 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-05-05 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-05-04 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-05-01 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-30 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-29 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-28 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-27 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-24 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-23 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-22 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-21 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-20 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-17 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-16 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
385.83M
OE per share TTM
12.49
Owner's Yield
25.79%
Maintenance CapEx ratio
167.85%
Maint CapEx / Avg PPE
48.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
22
Total invested
33.06M
Insider transactions (90d)
0
Beneficial owners (>5%)
7
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Isaias (Zak) Jose Calisto 23.97M 77.40% 23.97M 23.42M 11.00 IN 2021-04-26
2 Georgem Holdings (Pty) Ltd. 3.55M 11.50% 3.55M 3.55M 10.00 OO South Africa 2021-04-26
3 Jennefe Allen 3.55M 11.50% 3.55M 10.00 IN South Africa 2021-04-26
4 Juan Marais 3.55M 11.50% 3.55M 10.00 IN South Africa 2021-04-26
5 Bo Shan 2.18M 7.03% 2.18M IN United States 2022-02-07
6 Gobi Capital LLC 2.18M 7.03% 2.18M IA Delaware 2022-02-07
7 Gobi Master Fund Ltd. 1.65M 5.34% 1.65M CO Cayman Islands 2022-02-07

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
22
-42 vs prev Q
New positions
5
Closed positions
47
Increased
14
Reduced
3
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 GOBI CAPITAL LLC 2.20M +— (+0.0%) 100.13M -25.6M (-20.3%) 7.12% +0.001 pp 4.86% -1.251 pp USD40.37 +12.7% 19 qtrs
2 1.6K +1.6K (+100.0%) 79.68M +79.7M (+100.0%) 0.01% +0.005 pp 0.01% +0.006 pp USD45.50 +0.0% 1 qtrs NEW
3 CAPRICORN FUND MANAGERS LTD 238.1K +67.3K (+39.4%) 10.83M +1.1M (+11.1%) 0.77% +0.218 pp 2.61% -0.664 pp USD46.12 -1.3% 5 qtrs
4 TELEMARK ASSET MANAGEMENT, LLC 225.2K +— (+0.0%) 10.24M -2.6M (-20.3%) 0.73% +0.000 pp 1.02% -0.197 pp USD48.98 -7.1% 3 qtrs
5 ACADIAN ASSET MANAGEMENT LLC 128.3K +28.5K (+28.5%) 5.81M +136.0K (+2.4%) 0.42% +0.092 pp 0.01% 0.000 pp USD47.72 -4.7% 8 qtrs
6 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 105.2K +— (+0.0%) 4.79M -1.2M (-20.3%) 0.34% +0.000 pp 0.99% -0.285 pp USD32.37 +40.6% 19 qtrs
7 INVESCO LTD. 98.2K +— (+0.0%) 4.47M -1.1M (-20.3%) 0.32% +0.000 pp 0.00% 0.000 pp USD39.51 +15.2% 17 qtrs
8 MILLENNIUM MANAGEMENT LLC 83.6K -57.7K (-40.8%) 3.80M -4.3M (-52.9%) 0.27% -0.187 pp 0.00% -0.002 pp USD44.48 +2.3% 8 qtrs
9 SCHWARTZ INVESTMENT COUNSEL INC 78.4K +14.6K (+22.9%) 3.57M -76.6K (-2.1%) 0.25% +0.047 pp 0.12% +0.002 pp USD35.45 +28.3% 19 qtrs
10 MORGAN STANLEY 75.9K -724.0 (-0.9%) 3.45M -923.5K (-21.1%) 0.25% -0.002 pp 0.00% 0.000 pp USD35.86 +26.9% 19 qtrs
11 POLEN CAPITAL MANAGEMENT LLC 74.8K -7.8K (-9.4%) 3.40M -1.3M (-27.9%) 0.24% -0.025 pp 0.01% -0.001 pp USD48.31 -5.8% 19 qtrs
12 TWO SIGMA INVESTMENTS, LP 53.4K -20.7K (-28.0%) 2.43M -1.8M (-42.6%) 0.17% -0.067 pp 0.00% -0.003 pp USD53.34 -14.7% 3 qtrs
13 FIRST TRUST ADVISORS LP 46.8K +14.1K (+43.1%) 2.13M +260.7K (+14.0%) 0.15% +0.046 pp 0.00% +0.000 pp USD44.79 +1.6% 4 qtrs
14 UBS GROUP AG 37.5K +5.3K (+16.6%) 1.71M -130.0K (-7.1%) 0.12% +0.017 pp 0.00% +0.000 pp USD43.84 +3.8% 19 qtrs
15 AURORA INVESTMENT COUNSEL 36.3K +36.3K (+100.0%) 1.65M +1.7M (+100.0%) 0.12% +0.118 pp 0.87% +0.868 pp USD45.50 +0.0% 1 qtrs NEW
16 GEODE CAPITAL MANAGEMENT, LLC 33.4K +3.5K (+11.8%) 1.52M -187.2K (-11.0%) 0.11% +0.011 pp 0.00% +0.000 pp USD39.72 +14.6% 19 qtrs
17 BULLSEYE ASSET MANAGEMENT LLC 32.1K +16.2K (+101.7%) 1.46M +551.0K (+60.5%) 0.10% +0.052 pp 0.79% +0.311 pp USD47.70 -4.6% 3 qtrs
18 RENAISSANCE TECHNOLOGIES LLC 27.6K +2.2K (+8.7%) 1.26M -194.9K (-13.4%) 0.09% +0.007 pp 0.00% +0.000 pp USD34.52 +31.8% 10 qtrs
19 Y-INTERCEPT (HONG KONG) LTD 26.6K +21.8K (+457.6%) 1.21M +937.9K (+344.1%) 0.09% +0.071 pp 0.03% +0.021 pp USD47.58 -4.4% 2 qtrs
20 DODGE & COX 24.4K +24.4K (+100.0%) 1.11M +1.1M (+100.0%) 0.08% +0.079 pp 0.00% +0.001 pp USD45.50 +0.0% 1 qtrs NEW
21 MARSHALL WACE, LLP 20.8K -21.4K (-50.7%) 944.4K -1.5M (-60.8%) 0.07% -0.069 pp 0.00% -0.002 pp USD47.98 -5.2% 6 qtrs
22 NORTHERN TRUST CORP 14.8K -68.0 (-0.5%) 674.0K -176.0K (-20.7%) 0.05% 0.000 pp 0.00% +0.000 pp USD47.45 -4.1% 5 qtrs
23 MIRABELLA FINANCIAL SERVICES LLP 14.5K +4.5K (+45.0%) 659.8K +88.6K (+15.5%) 0.05% +0.015 pp 0.06% +0.013 pp USD53.51 -15.0% 2 qtrs
24 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 14.3K +14.3K (+100.0%) 648.8K +648.8K (+100.0%) 0.05% +0.046 pp 0.00% +0.000 pp USD45.50 +0.0% 1 qtrs NEW
25 RUSSELL INVESTMENTS GROUP, LTD. 13.6K +13.6K (+100.0%) 622.8K +622.8K (+100.0%) 0.04% +0.044 pp 0.00% +0.001 pp USD45.50 +0.0% 3 qtrs
26 STATE OF TENNESSEE, TREASURY DEPARTMENT 12.3K +1.2K (+11.2%) 618.0K -16.4K (-2.6%) 0.04% +0.004 pp 0.00% 0.000 pp USD53.07 -14.3% 3 qtrs
27 GOLDMAN SACHS GROUP INC 11.9K +2.7K (+28.9%) 542.0K +14.2K (+2.7%) 0.04% +0.009 pp 0.00% +0.000 pp USD48.20 -5.6% 3 qtrs
28 TOTAL CLARITY WEALTH MANAGEMENT, INC. 8.9K +8.9K (+100.0%) 407.2K +407.2K (+100.0%) 0.03% +0.029 pp 0.10% +0.098 pp USD45.50 +0.0% 1 qtrs NEW
29 STATE STREET CORP 8.7K +1.8K (+25.9%) 397.6K +1.2K (+0.3%) 0.03% +0.006 pp 0.00% +0.000 pp USD54.73 -16.9% 2 qtrs
30 HRT FINANCIAL LP 8.4K -8.3K (-49.6%) 382.0K -569.0K (-59.8%) 0.03% -0.027 pp 0.00% -0.002 pp USD49.80 -8.6% 4 qtrs
31 BANK OF AMERICA CORP /DE/ 8.0K -23.3K (-74.4%) 365.5K -1.4M (-79.6%) 0.03% -0.076 pp 0.00% 0.000 pp USD54.88 -17.1% 6 qtrs
32 MONETA GROUP INVESTMENT ADVISORS LLC 7.5K +— (+0.0%) 340.2K -86.9K (-20.3%) 0.02% +0.000 pp 0.00% -0.001 pp USD48.98 -7.1% 3 qtrs
33 JPMORGAN CHASE & CO 7.4K +3.7K (+102.3%) 337.2K +127.9K (+61.1%) 0.02% +0.012 pp 0.00% +0.000 pp USD46.42 -2.0% 10 qtrs
34 BLACKROCK, INC. 7.3K +290.0 (+4.2%) 330.7K -67.9K (-17.0%) 0.02% +0.001 pp 0.00% +0.000 pp USD39.86 +14.1% 6 qtrs
35 DGS CAPITAL MANAGEMENT, LLC 7.0K +3.2K (+83.5%) 316.7K +100.1K (+46.2%) 0.02% +0.010 pp 0.05% +0.015 pp USD51.83 -12.2% 2 qtrs
36 HARBOUR CAPITAL ADVISORS, LLC 5.4K +775.0 (+16.7%) 242.3K -12.6K (-4.9%) 0.02% +0.003 pp 0.05% -0.003 pp USD55.46 -18.0% 2 qtrs
37 NEW YORK STATE COMMON RETIREMENT FUND 5.1K +— (+0.0%) 233.6K -59.7K (-20.3%) 0.02% +0.000 pp 0.00% 0.000 pp USD51.52 -11.7% 5 qtrs
38 GSA CAPITAL PARTNERS LLP 5.0K -2.6K (-33.8%) 229.0K -204.0K (-47.1%) 0.02% -0.008 pp 0.02% -0.016 pp USD44.10 +3.2% 4 qtrs
39 SQUAREPOINT OPS LLC 5.0K +5.0K (+100.0%) 226.3K +226.3K (+100.0%) 0.02% +0.016 pp 0.00% +0.000 pp USD45.50 +0.0% 6 qtrs
40 TWO SIGMA ADVISERS, LP 4.6K -5.5K (-54.5%) 209.3K -367.6K (-63.7%) 0.01% -0.018 pp 0.00% -0.001 pp USD57.12 -20.3% 2 qtrs
41 ROYAL BANK OF CANADA 3.0K +2.6K (+852.9%) 135.0K +117.0K (+650.0%) 0.01% +0.009 pp 0.00% +0.000 pp USD46.28 -1.7% 4 qtrs
42 ADVISOR GROUP HOLDINGS, INC. 2.8K -508.0 (-15.1%) 129.6K -48.9K (-27.4%) 0.01% -0.002 pp 0.00% 0.000 pp USD56.50 -19.5% 10 qtrs
43 BARCLAYS PLC 2.3K -319.0 (-12.2%) 104.5K +837.0 (+0.8%) 0.01% -0.001 pp 0.00% +0.000 pp USD38.37 +18.6% 16 qtrs
44 BNP PARIBAS ARBITRAGE, SNC 2.2K -4.0K (-64.7%) 99.4K -254.5K (-71.9%) 0.01% -0.013 pp 0.00% 0.000 pp USD49.27 -7.7% 5 qtrs
45 COPELAND CAPITAL MANAGEMENT, LLC 1.3K +— (+0.0%) 60.5K -15.4K (-20.3%) 0.00% +0.000 pp 0.00% 0.000 pp USD57.12 -20.3% 2 qtrs
46 MURPHY & MULLICK CAPITAL MANAGEMENT CORP 900.00 +— (+0.0%) 41.0K +864.0 (+2.2%) 0.00% +0.000 pp 0.03% 0.000 pp USD54.86 -17.1% 3 qtrs
47 PINNACLE WEALTH PLANNING SERVICES, INC. 873.00 +873.0 (+100.0%) 39.7K +39.7K (+100.0%) 0.00% +0.003 pp 0.00% +0.004 pp USD45.50 +0.0% 1 qtrs NEW
48 JONES FINANCIAL COMPANIES LLLP 804.00 +— (+0.0%) 36.6K -9.0K (-19.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD53.62 -15.1% 5 qtrs
49 WELLS FARGO & COMPANY/MN 500.00 +— (+0.0%) 22.8K -5.8K (-20.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD57.12 -20.3% 2 qtrs
50 WEALTHCOLLAB, LLC 498.00 +498.0 (+100.0%) 22.7K +22.7K (+100.0%) 0.00% +0.002 pp 0.01% +0.009 pp USD45.50 +0.0% 1 qtrs NEW
51 TOWER RESEARCH CAPITAL LLC (TRC) 315.00 +315.0 (+100.0%) 14.3K +14.3K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD45.50 +0.0% 15 qtrs
52 TRIUMPH CAPITAL MANAGEMENT 300.00 +— (+0.0%) 13.7K -3.5K (-20.3%) 0.00% +0.000 pp 0.00% -0.001 pp USD57.12 -20.3% 2 qtrs
53 TOTH FINANCIAL ADVISORY CORP 140.00 +— (+0.0%) 6.4K -1.6K (-20.3%) 0.00% +0.000 pp 0.00% 0.000 pp USD57.11 -20.3% 2 qtrs
54 CWM, LLC 99.00 +99.0 (+100.0%) 5.0K +5.0K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD45.49 +0.0% 1 qtrs NEW
55 NEWEDGE ADVISORS, LLC 105.00 +31.0 (+41.9%) 4.8K +556.0 (+13.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD47.94 -5.1% 6 qtrs
56 HUNTINGTON NATIONAL BANK 100.00 +— (+0.0%) 4.6K -1.2K (-20.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD45.15 +0.8% 5 qtrs
57 FNY INVESTMENT ADVISERS, LLC 100.00 +100.0 (+100.0%) 4.0K +4.0K (+100.0%) 0.00% +0.000 pp 0.00% +0.001 pp USD45.50 +0.0% 1 qtrs NEW
58 KOHMANN BOSSHARD FINANCIAL SERVICES, LLC 53.00 +53.0 (+100.0%) 2.4K +2.4K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD45.49 +0.0% 1 qtrs NEW
59 PNC FINANCIAL SERVICES GROUP, INC. 50.00 +— (+0.0%) 2.3K -581.0 (-20.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD42.54 +7.0% 4 qtrs
60 COLONIAL TRUST ADVISORS 20.00 +— (+0.0%) 910.00 -232.0 (-20.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD57.10 -20.3% 2 qtrs
61 SJS INVESTMENT CONSULTING INC. 9.00 -11.0 (-55.0%) 410.00 -733.0 (-64.1%) 0.00% +0.000 pp 0.00% 0.000 pp USD48.89 -6.9% 3 qtrs
62 SBI SECURITIES CO., LTD. 6.00 -1.0 (-14.3%) 273.00 -127.0 (-31.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD45.00 +1.1% 5 qtrs
63 REYES FINANCIAL ARCHITECTURE, INC. 2.00 +2.0 (+100.0%) 91.00 +91.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD45.50 +0.0% 1 qtrs NEW
64 CREDIT AGRICOLE S A -14.0K (-100.0%) -802.5K (-100.0%) 0.00% -0.046 pp 0.00% -0.002 pp USD 2 qtrs SOLD
65 WALLEYE CAPITAL LLC -23.0K (-100.0%) -1.3M (-100.0%) 0.00% -0.075 pp 0.00% -0.005 pp USD 3 qtrs SOLD
66 RAYMOND JAMES FINANCIAL INC -27.6K (-100.0%) -1.6M (-100.0%) 0.00% -0.089 pp 0.00% -0.001 pp USD 5 qtrs SOLD
67 QUADRATURE CAPITAL LTD -18.9K (-100.0%) -1.1M (-100.0%) 0.00% -0.061 pp 0.00% -0.013 pp USD 6 qtrs SOLD
68 ATLANTIC UNION BANKSHARES CORP -83.0 (-100.0%) -4.7K (-100.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD 2 qtrs SOLD
69 POINT72 ASSET MANAGEMENT, L.P. -3.4K (-100.0%) -194.2K (-100.0%) 0.00% -0.011 pp 0.00% 0.000 pp USD 2 qtrs SOLD
70 PITTENGER & ANDERSON INC -12.3K (-100.0%) -704.9K (-100.0%) 0.00% -0.040 pp 0.00% -0.026 pp USD 2 qtrs SOLD
71 ADVISORY SERVICES NETWORK, LLC -200.0 (-100.0%) -11.4K (-100.0%) 0.00% -0.001 pp 0.00% 0.000 pp USD 2 qtrs SOLD
72 ENGINEERS GATE MANAGER LP -5.1K (-100.0%) -290.5K (-100.0%) 0.00% -0.017 pp 0.00% -0.003 pp USD 2 qtrs SOLD
73 LAZARD ASSET MANAGEMENT LLC -6.1K (-100.0%) -350.7K (-100.0%) 0.00% -0.020 pp 0.00% -0.001 pp USD 12 qtrs SOLD
74 TUDOR INVESTMENT CORP ET AL -17.9K (-100.0%) -1.0M (-100.0%) 0.00% -0.058 pp 0.00% -0.002 pp USD 4 qtrs SOLD
75 RFG ADVISORY, LLC -18.1K (-100.0%) -1.0M (-100.0%) 0.00% -0.058 pp 0.00% -0.021 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 7 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR S&P Kensho Smart Mobility ETF HAIL 1.13% 231.7K 0.45%
2 Global X - Internet of Things ETF SNSR 0.58% 1.36M 0.68%
3 Acuitas Small Cap Active ETF AIMS 0.26% 193.4K 0.75%
4 First Trust NASDAQ Technology Dividend Index Fund TDIV 0.07% 3.07M 0.50%
5 Lazard US Systematic Small Cap Equity ETF SYZ 0.06% 29.6K 0.74%
6 State Street SPDR S&P International Small Cap ETF GWX 0.04% 352.8K 0.40%
7 Fidelity Nasdaq Composite Index ETF ONEQ 0.01% 802.8K 0.21%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-02-28 Ong Siew Koon Director 0 0.00 0
2026-02-28 Marais Juan Officer Common Stock 0 0.00 3,250,793 I
2026-02-28 Leong Tzin Min Andrew Director 0 0.00 0
2026-02-28 Goy Hoe Shin Director / Officer COMMON STOCK 0 0.00 5,882 D
2026-02-28 Calisto Isaias Jose Director / Officer / 10% Owner Common Stock 0 0.00 17,917,958 D

Executive team

Top executives
EBIT / Employee
293.0K
Shares Outstanding
30.89M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 6-K
2026-03-30 3
2026-03-25 3
2026-03-18 3
2026-03-18 3
2026-03-17 3
2026-02-18 SC 13G/A
2026-01-20 6-K
2026-01-12 6-K
2025-10-14 6-K

Executive team

NameTitleCompensationGender
Carmen Calisto Chief Strategy & Marketing Officer female
Hoe Shin Goy Chief Financial Officer & Executive Director female
Isaias Jose Calisto Founder, Chief Executive Officer & Executive Chairman male
Juan Marais Chief Sales Officer male
Paul Judd Bieber Vice President of Investor Relations & Strategic Finance male
Pedro Ventura Chief Technology Officer male
Richard J. Schubert Chief Operating Officer male
ESG Rating
B
SOFTWARE - APPLICATION
Rank: 200 out of 254
2025
E (Environmental)
78.6 / 66.0
Company / Sector avg.
S (Social)
80.2 / 69.5
Company / Sector avg.
G (Governance)
79.3 / 67.5
Company / Sector avg.
ESG Total
79.3 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits