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Data#3 (ASX:DTL), an IT solutions provider, is seen by Wilson Asset Management as positioned for faster growth. In June 2026, Wilson said opportunities had emerged in technology companies such as Data#3, where it sees potential for accelerated revenue growth and expanding margins. In February 2026, Ellerston Capital noted Data#3 reported a reasonable first-half FY26 result on the surface, but the shares fell 14% on the day. Data#3 operates in the Information Technology sector within the IT Services industry, and Thesis Tracker has captured 3 comments from 3 fund managers, including Wilson Asset Management and Ellerston. Headquartered in Brisbane, Data#3 provides IT services and solutions, including software licensing, cloud, security, networking and data centre infrastructure, as a major Microsoft, Cisco and HP partner for corporate and government customers across Australia and Fiji, with a growing services business alongside product resale.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Tyndall Asset Management, Ellerston Capital, Wilson Asset Management and Akambo have invested in Data#3 Ltd (ASX:DTL).
Wilson highlights the potential for accelerated revenue growth and margin expansion as businesses invest in cloud, security and AI-related infrastructure.
Ellerston notes the shares fell 14% on results day despite a reasonable headline result, suggesting concerns about the quality or outlook of earnings.
Data3 Limited (DTL) is an Australian IT services and solutions provider delivering innovative technology to solve complex business challenges. The company operates across eight regions through three core functional areas: Software Solutions, Infrastructure Solutions, and Services. Additionally, Business Aspect functions as an independent consulting division within the Data3 organizational structure. DTL focuses on providing comprehensive IT support and strategic consulting to enterprise 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.