Loading companies…

Locate Technologies Ltd ASX:LOC

0 opened or increased0 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 1 managers in total.

Position history by manager 1 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 2025Cyan Investment ManagementReducedCyan Investment Management reduced its position in Locate Technologies Ltd following a 58% share price decline in July, after benefiting from nearly 300% gains over the prior two months. Cyan Investment Management notes the pullback is likely linked to capital raises totalling $1.4 million and a pause in Bitcoin purchases, but also notes the company reported record quarterly revenue from its Locate2U software division and a closing cash balance of $1.8 million plus $2.2 million in Bitcoin. The fund expects future Bitcoin treasury strategy announcements to reignite investor interest.

Logistics Software SaaSMonthly Report

The source document link is a Pro feature

30 Jun 2025Cyan Investment ManagementReducedThe manager reduced their position because the Fund was hurt by a swift fall in Locate Technologies after benefiting from two stellar months of gains totalling almost 300%, and although the Fund did reduce its holding in July, the speed of the pullback impacted the NAV. The manager notes Locate is the first Australian company to activate a Bitcoin treasury function, which has seen huge investor interest globally, with the July pullback likely linked to capital raises totalling $1.4m and the pause in its BTC acquisition. Aside from this, the manager observes the company reported record quarterly Locate2U software revenue and a closing cash balance of $1.8m plus BTC valued at $2.2m, and expects future treasury strategy announcements to reboot interest.

Logistics SoftwareMonthly Report

The source document link is a Pro feature

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

Upgrade to Pro

First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 1 managers first commented on LOC.

View Pro

About Locate Technologies Ltd

Information Technology, Software

Locate Technologies (ASX:LOC), formerly Zoom2u, is a delivery and route optimisation software company held by Cyan Investment Management. In July 2025, Cyan reported Locate fell 58% swiftly after two stellar months of gains. In June 2025, Cyan noted a 110% rise following strong momentum, and in May 2025 said it had been invested for some time due to its attractive recurring revenue software platform, Locate2U. In January 2024, Cyan reported Zoom2u generated record December quarter revenue. Locate Technologies operates in the Information Technology sector within the Software industry, and Thesis Tracker has captured 4 comments from 1 fund manager, Cyan Investment Management. Headquartered in Sydney, Locate Technologies operates Zoom2u, an on-demand delivery marketplace, and Locate2U, a SaaS platform for route optimisation, real-time tracking and proof of delivery used by businesses managing delivery fleets.

Market cap: $13m
Price to earnings: Loss-making
Return on equity: 0.0%
Dividend yield: 0.0%
Price to book: 0.00x
Net margin: 0.0%

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

Questions

Who is investing in Locate Technologies Ltd (ASX:LOC)?

Fund managers including Cyan Investment Management have invested in Locate Technologies Ltd (ASX:LOC).

What opportunities or catalysts do fund managers highlight for Locate Technologies Ltd?

Cyan highlights the attractive recurring revenue of the Locate2U software platform and record revenue from its delivery business.

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

Cyan notes extreme volatility, with a 58% fall following a 110% gain, for a very small company.

What does Locate Technologies Ltd (ASX:LOC) do?

Locate Technologies Limited (LOC), formerly Zoom2U Technologies Limited, provides real-time tracking delivery solutions. The company is the parent of Zoom2u and Locate2u.

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.

Disclaimer Terms of Use Privacy Complaints Contact

Loading…