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Openlearning Ltd ASX:OLL

0 opened or increased1 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

2026

31 Oct 2025 to today

Commentary 1 comments

DateManagerActionSummary

31 Oct 2025DMX Asset ManagementHeldDMX Asset Management continues to hold Openlearning Ltd because the company has delivered over 15 consecutive quarters of annualised SaaS revenue growth, with 27% ARR growth in the most recent quarter, and is signing licence agreements with universities and higher education providers across Malaysia, the US, Canada, India, and the UAE. DMX Asset Management notes that OLL's AI-integrated learning management system is competitively priced below industry alternatives, with agreements being secured over three-to-five-year periods for institutions with student cohorts of up to 100,000 students.

SaaSMonthly Report, price recorded $0.04

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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 OLL.

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About Openlearning Ltd

Information Technology, Software

OpenLearning (ASX:OLL), an online learning platform, has developed a learning management system for universities, according to DMX Asset Management. In October 2025, DMX described OpenLearning as having developed, over several years, a learning management system that helps institutions develop and manage lesson delivery, positioning it to serve higher education providers seeking to deliver courses online. OpenLearning operates in the Information Technology sector within the Software industry, and Thesis Tracker has captured 1 comment from 1 fund manager, DMX Asset Management. Founded in 2012 by Adam Brimo and David Collien and headquartered in Pyrmont, Sydney, OpenLearning provides a platform for online course design, delivery and engagement, with AI-enabled tools, and works with universities and education providers in Australia and Southeast Asia to develop and run online degrees and short courses, earning recurring software and services revenue.

Market cap: $11m
Price to earnings: Loss-making
Return on equity: 226.7%
Dividend yield: 0.0%
Price to book: -21.60x
Net margin: -95.4%
52-week range: $0.01 to $0.05

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

Questions

Who is investing in Openlearning Ltd (ASX:OLL)?

Fund managers including DMX Asset Management have invested in Openlearning Ltd (ASX:OLL).

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

DMX highlights OpenLearning's learning management system, which could win university customers seeking to deliver courses online.

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

The available commentary does not set out specific risks, though OpenLearning is a small company competing with larger education technology providers.

What does Openlearning Ltd (ASX:OLL) do?

Founded in 2012 by Adam Brimo and David Collien, OpenLearning Ltd. is an Australian-based online learning platform headquartered in Pyrmont. The company provides a comprehensive suite of online courses across diverse categories, including Business and Economics, Computers and Technology, Engineering, Health and Medicine, Arts and Design, Education, Humanities, and Science. OpenLearning supports lifelong learning through a structured educational framework, offering specialized curricula in areas such as self-improvement, lifestyle, and sports, facilitating scalable digital education solutions for diverse learners globally.

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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