Netwealth Group Limited (ASX: NWL)
Sector: Financials
Market cap: A$4.4B (as of 2 Nov 2026)
Provider of superannuation and non-superannuation platform products to financial intermediaries and clients
Data as of 2 Nov 2026.
Substantial holders — latest moves
| Date | Holder | Move | Holding | Source |
|---|---|---|---|---|
| 26 Mar 2026 | PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED (AND ITS SUBSIDIARIES LISTED IN ANNEXURE A) | Exit | — | Filing ↗ |
| 10 Feb 2026 | PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED (AND ITS SUBSIDIARIES LISTED IN ANNEXURE A) | Increase | 5.03% → 6.09% | Filing ↗ |
| 5 Jan 2026 | Netwealth Entities and Heine Entities | Decrease | 13.290% → 12.830% | Filing ↗ |
| 23 Dec 2025 | Netwealth Group Limited, Netwealth Holdings Limited, Netwealth Group Services Pty Ltd, Netwealth Superannuation Services Pty Limited, Netwealth Investments Limited, Netwealth Fiduciary Services Pty Ltd, WealthTech Limited, Pty Ltd, Flux Corp Pty Ltd, Compeer Finance Pty Ltd, Flux Insights Pty Ltd, Flux Media Pty Ltd, Flux Technologies Pty Ltd, Heine Brothers Ltd atf The MMH Trust, Michael Max Heine, Matthew Alexander Max Heine, Nicholas SL Clair Max Heine | Decrease | 92% → 7.63% | Filing ↗ |
| 19 Nov 2025 | Pinnacle Investment Management Group Limited | Entry | ?% → 5.030% | Filing ↗ |
Director trades — on-market
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- Has NWL raised money in the last year, and at what discount?
- What was NWL's latest cash position and runway?
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