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Beamtree (ASX:BMT) is a healthcare data and AI software company held by Cyan Investment Management. In May 2025, Cyan reported the shares rebounded 33% after a solid third-quarter update that included a collaboration with the UK's National Health Service, a renewed five-year contract in Ireland worth almost $4 million and a new software installation worth more than $1 million in annual recurring revenue. Cyan had previously described Beamtree as a fast-growing global healthcare technology provider with software deployed in more than 20 countries. Beamtree operates in the Healthcare sector within the Health Care Technology industry, and Thesis Tracker has captured 4 comments from 1 fund manager, Cyan Investment Management. Founded in 2018 and headquartered in Redfern, Sydney, Beamtree provides subscription-based clinical decision support, coding and data insight software to hospitals and health systems in Australia, the UK, Ireland, the Middle East and Asia.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Cyan Investment Management have invested in Beamtree Holdings Ltd (ASX:BMT).
Cyan highlights new and renewed contracts, including the NHS collaboration and Irish renewal, growing recurring revenue and operational progress across its international footprint, alongside strong underlying results.
Cyan notes Beamtree has experienced share price volatility, including a 27% fall when chief executive Tim Kelsey announced he would step down, raising investor concerns about leadership and financial performance.
Beamtree Holdings Ltd., founded in 2018 and headquartered in Redfern, Australia, is an Australian healthcare technology company. It provides proprietary subscription-based clinical decision support (CDS) solutions, including RippleDown, which automates healthcare decision-making based on expert-defined rules. The company operates through four segments: Diagnostic Technology, facilitating personalized medicine; Clinical Decision Support, enhancing care quality and value; Coding Assistance and Data Quality, digitizing workflows to ensure information standardization; and Analytics and Knowledge Networks, which combines data analytics with peer-to-peer alliances to drive innovation. Beamtree leverages AI and expert clinical knowledge to improve healthcare delivery, efficiency, and data accuracy.
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.