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Vista Group (ASX:VGL), the global cinema software leader, has become a successful new holding for Investors Mutual. In June 2026, Investors Mutual reported Vista rallied 38% in the quarter after a string of positive customer contract announcements, having opened the position at what it considered an attractive price. Investors Mutual describes Vista Cloud as an enterprise resource planning system for cinemas, managing scheduling, seating, refunds and food and beverage, while Hayborough notes Vista claims around 45% global market share outside China, India and Russia. Vista Group operates in the Information Technology sector within the Software industry, and Thesis Tracker has captured 11 comments from 7 fund managers, including Investors Mutual and Hayborough. Founded in 2003 and headquartered in Auckland, Vista Group provides cinema management software, including Vista Cloud, to cinema chains worldwide.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Spheria Asset Management, Eley Griffiths Group, Pendal Group, Oracle Advisory Group, Ryder Capital, Hayborough Investment Partners, Investors Mutual Limited and Prime Value Asset Management have invested in Vista Group International Ltd (ASX:VGL).
Investors Mutual and Hayborough highlight Vista's dominant global market share, the mission-critical nature of its cinema management software, migration of customers to Vista Cloud and a run of new contract wins.
The available commentary is positive and does not set out specific risks, though Vista's growth depends on the health of the global cinema industry and successful cloud migration.
Vista Group International Ltd., founded in 2003 and headquartered in Auckland, New Zealand, provides software solutions for the global film industry. The company operates through four segments: Cinema, offering Vista software and cloud-based Veezi for cinema management; Movio, providing data analytics and campaign management; Additional Group Companies, comprising MACCS, Powster, and Flicks; and Corporate, managing shared services include legal, finance, and senior leadership. Vista Group specializes in the development, sale, and support of technology products designed to enhance film industry operations, distribution, and marketing efforts.
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.