KYP
Kinatico Ltd
IT Services
·
Information Technology
2
comments
1
fund manager
0
past 90 days
About Kinatico Ltd
Kinatico Ltd provides specialized screening and verification services, including police checks, employment screening, and tenant verification. Serving employers, industry associations, and individuals, the company operates via its proprietary online platform, cvcheck.com. Founded by Steve Carolan in 2004, Kinatico is headquartered in Perth, Australia. The firm focuses on delivering streamlined digital identity and background check solutions to facilitate informed hiring and operational decision-making.
Commentary Volume
2
Comments
1
Fund managers
0
Past 90 days
SOURCE
ACTION
COMMENT PREVIEW
FUND MANAGER
DATE
The fund manager continues to hold their position in Kinatico, noting the compliance and reg-tech software company has delivered annual SaaS growth in excess of 50% for the last three years, with Q1 FY26 SaaS revenue up 58% to $19.2 million and management commenting that momentum is building. The manager notes the company has attracted significant broker and investor interest.
Source: DMX Asset Management Monthly Report · Published: 31 Oct 2025 · Price: ~$0.36
31 Oct 2025
DM
DMX Asset Management
No Change
Monthly Report
The fund manager continues to hold Kinatico because, despite shares falling 33% during the month on slowing growth momentum, conviction in the long-term opportunity remains intact. The manager notes that while Q2 SaaS revenue grew 42% and first half SaaS revenue grew 49%, quarter-on-quarter incremental SaaS growth slowed to $100k as Kinatico transitions from its legacy compliance offering to a newly launched organisational compliance management platform. The manager expects growth to re-accelerate in the second half as marketing ramps up and the new product gains traction. The manager believes Kinatico's strong balance sheet, emerging operating leverage, and domestic and international market opportunity make it one of the better value-growth propositions among ASX-listed SaaS exposures, with the recent decline driven partly by sector-wide concerns over AI fears.
Source: DMX Asset Management Monthly Report · Published: 31 Jan 2026 · Price: ~$0.20
31 Jan 2026
DM
DMX Asset Management
The fund manager continues to hold Kinat…
No Change
Monthly Report
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The entries below are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.
Commentary
Sector
Information Technology
Market cap
$71M
Fund managers
1 manager
First covered
31 Oct 2025
Last updated
31 Jan 2026
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§ Reminder
The entries above are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.
Frequently asked questions about Kinatico Ltd (ASX:KYP)
Frequently asked questions
Who is investing in Kinatico Ltd (ASX:KYP)?
Fund managers including DMX Asset Management have invested in Kinatico Ltd (ASX:KYP).
What is the short interest in Kinatico Ltd (ASX:KYP)?
According to ASIC filings, there is negligible or no short interest in Kinatico Ltd (ASX:KYP).
What does Kinatico Ltd (ASX:KYP) do?
Kinatico Ltd provides specialized screening and verification services, including police checks, employment screening, and tenant verification. Serving employers, industry associations, and individuals, the company operates via its proprietary online platform, cvcheck.com. Founded by Steve Carolan in 2004, Kinatico is headquartered in Perth, Australia. The firm focuses on delivering streamlined digital identity and background check solutions to facilitate informed hiring and operational decision-making.
The fund manager continues to hold their…