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Asset Vision Co Ltd ASX:ASV

Operating Leverage SaaS Recurring Revenue

0 opened or increased2 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 2 managers in total.

Position history by manager 2 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

20252026

31 Mar 2024 to today

Commentary Showing 2 of 8

DateManagerActionSummary

30 Jun 2026DMX Asset ManagementHeldDMX Asset Management highlights Asset Vision, an enterprise asset management software company, after it announced a number of high-profile contract wins that increased its annual recurring revenue by 45% in FY26 to $6.4 million. The manager notes key wins in its new Social Infrastructure vertical, including a contract with NSW Homes to support planning and management of 150,000 social housing dwellings, a Tasmanian State Government roads and infrastructure contract, and agreements with leading contractors Ventia and Fulton Hogan to use its platform for Victorian Road Maintenance contracts. DMX believes Asset Vision remains under the radar and expects it to attract more market attention in FY27 as it continues converting its pipeline toward $10 million in ARR, having already doubled ARR over the past two years.

Recurring RevenueMonthly Report, price recorded $0.04

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31 May 2026Salter BrothersHeldSalter Brothers continues to hold Asset Vision because the company reported 38% revenue growth at the half-year results with a strong forward pipeline, despite limited news flow and share price volatility through the first half of 2026 given low liquidity. The fund manager visited Asset Vision's operations during the month and observed a strong acceleration in product capability, materially enhancing the company's value proposition for asset owners. Recent on-market purchases by the co-CEO and founder further reinforce confidence in the outlook.

SaaSMonthly Report, price recorded $0.03

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6 more comments on ASVPro shows every comment, with a link to each source document.

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 2 managers first commented on ASV.

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About Asset Vision Co Ltd

Information Technology, Software

Asset Vision (ASX:ASV), an enterprise asset management software company, has delivered strong recurring revenue growth. In June 2026, DMX Asset Management reported a series of high-profile contract wins that lifted annual recurring revenue by 45% in FY26 to $6.4 million. Salter Brothers noted half-year revenue growth of 38%, while observing the share price has been volatile due to limited news and low liquidity. DMX described Asset Vision's software as used daily across roads, local government, utilities, facilities and ports to manage critical assets. Asset Vision operates in the Information Technology sector within the Software industry, and Thesis Tracker has captured 8 comments from 2 fund managers, DMX Asset Management and Salter Brothers. Founded in 2013 and based in Melbourne, Asset Vision provides cloud-based asset management and field service software for infrastructure owners and maintenance contractors, helping them inspect, maintain and report on roads, utilities and public assets.

Market cap: $36m
Price to earnings: Loss-making
Return on equity: -5.1%
Dividend yield: 0.0%
Price to book: 6.44x
Net margin: -4.1%
52-week range: $0.02 to $0.05

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Asset Vision Co Ltd (ASX:ASV)?

Fund managers including Salter Brothers and DMX Asset Management have invested in Asset Vision Co Ltd (ASX:ASV).

What opportunities or catalysts do fund managers highlight for Asset Vision Co Ltd?

DMX and Salter Brothers highlight high-profile contract wins, 45% growth in annual recurring revenue and 38% revenue growth as infrastructure owners adopt its asset management software.

What are the key risks to the Asset Vision Co Ltd investment thesis, according to fund managers?

Salter Brothers notes share price volatility linked to low liquidity and limited news flow, reflecting the challenges of a very small listed software company.

What does Asset Vision Co Ltd (ASX:ASV) do?

Asset Vision Co Ltd, founded in 2013 and based in Melbourne, provides comprehensive information and communications technology services. The company operates through four key segments: Discover & Insight delivers digital strategy and business cases. Design & Process provides specialist ICT contractors and payroll management. Delivery & Cloud focuses on unified communications, conferencing, messaging, contact centre solutions, and secure voice technologies. Defend & Secure offers cybersecurity consulting to mitigate operational, financial, and reputational risk. Through these specialized subsidiaries, Asset Vision Co Ltd offers integrated IT solutions supporting the digital transformation and security requirements of their clients.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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