What smart money is saying about Arbitr
AGT.AX
No fund has written a full thesis on Arbitr in our archive, but 2 fund letters report a position in it, most recently Bailador Technology Investments in October 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q3 2026 and Q4 2026, 2 fund letters reported a position in Arbitr, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 0 |
| Q3 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions
- HoldsBailador Technology InvestmentsOctober 2026
“SiteMinder hosted the 2026 SiteMinder Partner Awards honouring innovators and hotel technologists putting AI to work for hotels. It has been 12 months since Bailador last valued Rosterfy. We are pleased with the significant progress made by the company and feel confident the business is set for continued strong growth. We have maintained a conservative approach to our valuation and, in the absence of a third-party transaction, have held our carrying value flat at $19.6m. PropHero was named in LinkedIn’s 2026 Top Startups list of the 20 fastest- rising startups in Spain Hapana announced a strategic partnership with Prospr, an employee management and workplace operations platform for frontline teams. The partnership reflects Hapana’s ongoing commitment to investing in an ecosystem of trusted, best-in-class partners Arbitr held its AGM on the 4th of November 2026. Click here to view the Chair and CEO addresses and presentation. Arbitr announced a proposed A$4.86 million capital raise.”
Arbitr - HoldsBailador Technology InvestmentsSeptember 2026
“Movement in NTA per share (pre-tax) September 2026 Decrease in SiteMinder (ASX:SDR) share price to $2.73 (August 2026 $3.00) -1.8c per share Decrease in Arbitr (ASX:AGT) share price to $0.12 (August 2026 $0.23) -0.7c per share Receipt of September 2026 dividend from Updoc of $0.3m 0.2c per share Payment of Final Dividend and DRP participation -4.0c per share Operating expenses and interest 0.3c per share Note: Operating expenses and interest is positive due to rounding MoM. Updoc entered into a partnership with HBF Health to become HBF’s exclusive primary care telehealth provider. HBF has around 1.2 million members nationally and eligible members now receive discounted access to Updoc’s network of independent Australian-registered Partner Doctors. SiteMinder launched its Dynamic Commerce Engine, an AI-powered system that identifies and acts on revenue opportunities across hotel pricing and distribution. Drawing on nearly 4 billion availability, rate and inventory signals, the engine scores opportunities and recommends actions for hoteliers to approve, including fixing distribution issues such as broken channel connections and unmapped room types. SiteMinder released its Notice of Annual General Meeting. The AGM will be held on Wednesday 28 October 2026. Rosterfy announced that St John Ambulance NSW has selected Rosterfy as its staff and volunteer management platform. Straker Limited changed its name to Arbitr Group Limited (ASX:AGT), effective 29 September 2026, adopting the name of the AI platform it launched in July 2026.”
Arbitr
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