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Aura Consolidated Group Inc ASX:AXQ

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

19 Apr 2026 to today

Commentary 2 comments

DateManagerActionSummary

31 Jul 2026NorthStar Impact FundsHeldNorthStar Impact Funds continues to hold Aura Consolidated Group because the company came back into focus in July as an all-in-one digital safety solution offering call, text and email protection, a password vault, identity protection, VPN, transaction monitoring and anti-virus, following Qoria's proposed merger with Aura. The manager notes the combined entity would become the ninth-largest software company on the ASX, though concern over ARR growth and integration risk continues to weigh on the share price.

Monthly Report, price recorded $3.20

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31 Jul 2026Salter BrothersHeldSalter Brothers continues to hold Aura Consolidated Group after the company completed its all-scrip acquisition of Qoria in June and July, with the combined entity now trading as ASX:AXQ, alongside a US$100 million capital raise at approximately $7 per share to strengthen the balance sheet and retire high-interest debt. The manager notes a subsequent 2Q26 update showing combined business annual recurring revenue growth of 27% and the EBITDA loss narrowing by 50%, with targeted cost reductions signalled to expand from US$55 million to US$62 million, US$120 million of available funding, and reaffirmed 2026 guidance of 20% ARR growth with free cash flow positive from transaction completion.

Monthly Report, price recorded $3.20

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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 AXQ.

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About Aura Consolidated Group Inc

Information Technology, Software

Aura (ASX:AXQ), the digital safety company, now trades on the ASX after acquiring Qoria. In July 2026, Salter Brothers reported Aura completed its all-scrip acquisition of Qoria, with the combined entity trading on the ASX. NorthStar noted Aura came back into focus as an all-in-one digital safety solution offering call, text and email protection, password management and identity theft protection. Aura Consolidated Group operates in the Information Technology sector within the Software industry, and Thesis Tracker has captured 2 comments from 2 fund managers, Salter Brothers and NorthStar. Aura operates in the global digital safety and security industry, serving consumers with identity protection, parental controls and online privacy, and, following the Qoria acquisition, schools with K-12 online safety and filtering software, giving it scale across consumer and education markets.

Market cap: $798m
Price to earnings: Loss-making
Return on equity: 0.0%
Dividend yield: 0.0%
Price to book: 0.00x
Net margin: 0.0%
52-week range: $2.82 to $6.85

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

Questions

Who is investing in Aura Consolidated Group Inc (ASX:AXQ)?

Fund managers including Salter Brothers and NorthStar Impact Funds have invested in Aura Consolidated Group Inc (ASX:AXQ).

What opportunities or catalysts do fund managers highlight for Aura Consolidated Group Inc?

Salter Brothers and NorthStar highlight the completed Qoria acquisition and Aura's all-in-one digital safety offering across consumers and schools.

What are the key risks to the Aura Consolidated Group Inc investment thesis, according to fund managers?

The available commentary does not set out specific risks, though Aura must integrate Qoria and address its balance sheet.

What does Aura Consolidated Group Inc (ASX:AXQ) do?

Aura Consolidated Group, Inc. operates in the global digital safety and security industry, serving consumer identity protection, employee and business cybersecurity, family digital safety and parental controls, and education technology for student digital safety and wellbeing. Its solutions include credit monitoring, identity theft protection and insurance, online data removal, VPN and privacy tools, antivirus, password management, and spam call protection. Founded by Hari Krishna Ravichandran in 2017, Aura is headquartered in Boston, Massachusetts, and delivers integrated digital safety services across consumer, business, and education markets.

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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