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Knosys Ltd ASX:KNO

0 opened or increased1 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 Jan 2024 to today

Commentary Showing 2 of 4

DateManagerActionSummary

31 Jul 2026DMX Asset ManagementHeldDMX Asset Management highlights Knosys delivering a record positive net operating cash flow of $3.1 million in the fourth quarter of FY26, driven by a $3.8 million advance license fee payment from ANZ Bank as part of a two-year contract extension for its Knowledge IQ product, along with a structurally lower cost base. The manager notes that based on the company's month-end market capitalization of $5.4 million and net cash of $4.9 million at 30 June 2026, the market is effectively valuing Knosys's $9 million in annual recurring revenue at just $500,000.

Enterprise SoftwareMonthly Report

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31 May 2026DMX Asset ManagementHeldDMX Asset Management continues to hold Knosys Ltd following the announcement that ANZ signed a two-year contract extension for its enterprise software KnowledgeIQ with a contract value of $3.8 million to be received as an upfront payment — representing a 100% premium to Knosys's enterprise value of $2 million at the time of announcement. DMX Asset Management highlights that the transaction also validates the IP value of the KIQ software, which serves a critical role as a system of record in the AI value chain, ensuring data accuracy, integrity, and consistency.

Enterprise Software SaaSMonthly Report

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2 more comments on KNOPro shows every comment, with a link to each source document.

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First mention by manager

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

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About Knosys Ltd

Information Technology, Software

Knosys (ASX:KNO), a knowledge management software provider, has delivered improving cash flow, according to DMX Asset Management. In July 2026, DMX highlighted a record positive operating cash flow of $3.1 million in the fourth quarter of FY26. In May 2026, DMX noted ANZ signed a two-year contract extension for Knosys' KnowledgeIQ enterprise software, reinforcing the stickiness of its banking customer relationships. Knosys operates in the Information Technology sector within the Software industry, and Thesis Tracker has captured 4 comments from 2 fund managers, including DMX Asset Management. Founded in 2015 and headquartered in Melbourne, Knosys develops software-as-a-service products for enterprise knowledge and content management, including KnowledgeIQ, used by major banks and contact centres to give staff accurate information, and the GreenOrbit intranet platform for internal communications, serving customers in Australia, New Zealand and internationally, and earns largely recurring subscription revenue.

Market cap: $5m
Price to earnings: Loss-making
Return on equity: -51.9%
Dividend yield: 0.0%
Price to book: 1.57x
Net margin: -23.6%
52-week range: $0.01 to $0.03

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

Questions

Who is investing in Knosys Ltd (ASX:KNO)?

Fund managers including DMX Asset Management and Mereweather Capital have invested in Knosys Ltd (ASX:KNO).

What opportunities or catalysts do fund managers highlight for Knosys Ltd?

DMX highlights record operating cash flow and a contract extension with ANZ for KnowledgeIQ, demonstrating sticky enterprise relationships and improving financial performance.

What are the key risks to the Knosys Ltd investment thesis, according to fund managers?

The available commentary is positive and does not detail specific risks, though Knosys is a small software company with significant reliance on a few large enterprise customers.

What does Knosys Ltd (ASX:KNO) do?

Knosys Ltd. is a Melbourne-based software developer founded on March 16, 2015. The company specializes in software development and licensing, providing enterprise-grade solutions including enterprise content management, process guidance, automated workflows, enterprise data virtualization, and user self-service tools. These services are designed to streamline organizational operations and manage digital infrastructure effectively.

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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