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Qoria Ltd ASX:QOR

SaaS Recurring Revenue Enterprise SaaS Operating Leverage

3 opened or increased8 held4 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 16 managers in total.

Position history by manager Showing 3 of 16 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

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20252026

9 Apr 2025 to today

Commentary Showing 2 of 40

DateManagerActionSummary

31 Jul 2026NorthStar Impact FundsHeldNorthStar Impact Funds continues to hold Qoria because the company is the genuine product-led market leader in US K-12 digital safety, holding over 20% market share in the US and 40% in the UK, protecting approximately 30 million students. The manager notes its proposed merger with Aura would create the ninth-largest software company on the ASX, though concerns over ARR growth and integration risk continue to weigh on the share price.

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16 Jul 2026Eley Griffiths GroupExitEley Griffiths Group exited its position in Qoria after the company received a takeover bid at a 100% premium to last trade from US group Aura Consolidated in early February. Griffiths notes the merged entity would be roughly two-thirds Aura and one-third Qoria, which he believes dilutes the defensive and unique qualities that originally attracted the investment. The manager states he was confident in his initial analysis of Qoria but had not anticipated the software sector rout, and progressively sold down the position after the takeover bid, being off the register entirely by early March, on the view that a wise investor folds once the original investment thesis shifts.

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First mention by manager

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Price at first mentionThe share price recorded when each of 16 managers first commented on QOR.

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Articles

31 Jul 2026Qoria Fell 40% on a Cash Flow Miss, Then Aura Offered a 115% Premium
16 Jul 2026Qoria's Cash Flow Scare Leads to a Rescue Merger With Aura

About Qoria Ltd

Information Technology, Software

Qoria (ASX:QOR), a K-12 digital safety company, has struggled amid the software sell-off and a pending merger. In July 2026, NorthStar described Qoria as the genuine product-led leader in US K-12 digital safety, with more than 20% US market share and 40% in the UK, covering around 30 million students. Seneca, which admits being long and wrong publicly, believes that if a proposed merger with US company Aura goes through, Qoria's balance sheet issues will be resolved. NorthStar noted the merger implies about 40 cents per share. Eley Griffiths said it had not foreseen the software rout. Qoria operates in the Information Technology sector within the Software industry, and Thesis Tracker has captured 40 comments from 16 fund managers, including NorthStar, Seneca and Eley Griffiths. Founded in 2014 and headquartered in West Perth, Qoria provides online safety, filtering, classroom management and wellbeing software to schools and parents globally.

Market cap: $324m
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 Qoria Ltd (ASX:QOR)?

Fund managers including Firetrail Investments, Ellerston Capital, Wilson Asset Management, Seneca Financial Solutions, Tamim Funds Management, Maple-Brown Abbott, Eley Griffiths Group, Tyndall Asset Management, Ausbil Investment Management, LSN Capital Partners, Solaris Investment Management, Perennial Partners, Paradice Investment Management, Prime Value Asset Management, Quest Asset Partners and NorthStar Impact Funds have invested in Qoria Ltd (ASX:QOR).

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

NorthStar and Seneca highlight Qoria's market leadership in US and UK K-12 digital safety, with around 30 million students covered, and a proposed merger with Aura that could resolve balance sheet issues.

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

Seneca and Eley Griffiths note significant losses during the software sell-off and balance sheet concerns, with the Aura merger implying a price of only around 40 cents per share.

What does Qoria Ltd (ASX:QOR) do?

Qoria Ltd. is an Australian-based company founded in 2014 by Timothy David Levy, Ben Trigger, Paul Robinson, and Crispin Marcel Swan. Headquartered in West Perth, the firm specializes in developing a cloud-based parental control platform. The company's primary objective is to create an integrated system capable of managing comprehensive parental control functions through a scalable, cloud-delivered application.

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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