What smart money is saying about Count
1 fund in our archive has pitched Count — most recently Ryder Capital Limited in September 2026.
Count Limited provides accounting, business advisory, and financial planning services in Australia. It operates through Equity Partnerships, Wealth, and Services segments. The Equity Partnerships segment offers accounting, audit and assurance, taxation, financial planning, and business and corporate advisory services. The Wealth segment provides financial services and investment products provided by Australian Financial Services license holders. The Service segment offers services that support the accounting and financial planning firms. It provides training, finance and lending, digital and IT systems, and support services. The company was formerly known as CountPlus Limited and changed its name to Count Limited in May 2023. Count Limited was founded in 1980 and is headquartered in Sydney, Australia.
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Position history
Every position in Count on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
Fund activity · 1 position
- HoldsRyder Capital LimitedSeptember 2026
“Count – 8.80% Portfolio Weight Count rose 42.2% for the quarter, inclusive of dividends, after delivering a strong FY26 result in August, with ongoing revenue growth translating to record underlying NPAT. The Oracle Advisory Group acquisition was completed in July, adding a further ~$9.1m of baseline EBITA from FY27, increasing scale in the wealth segment. Importantly, business performance is being driven by organic growth, reflecting the flywheel benefits of Count’s vertically integrated model. Recently implemented and proposed changes to tax and trust regulation add to the already strong structural tailwinds in the financial advice sector, and we believe Count is well positioned to benefit from a multi-year restructuring of personal and family structures that should support growth in the business. With a strong balance sheet to execute a disciplined M&A strategy, and trading at just 12x forward P/E, Count remains a core holding in the Portfolio.”
Count
Fund coverage · 1 thesis
- Ryder Capital LimitedSeptember 2026
Count benefits from organic growth, vertical integration, regulatory tailwinds, and a strong balance sheet that supports disciplined M&A.
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