Investor targeting and shareholder monitoring

We continuously monitor your shareholder base: changes in the share register, major shareholding notifications and patterns over time. You receive regular summaries that show who is buying, who is selling and how the ownership structure is developing, tailored for management and the board.

We identify investors whose mandate, portfolio and investment style match your company, and prioritise them as a basis for roadshows, capital markets days and targeted outreach. The goal is a shareholder base that supports the company’s long-term development.

We collect and analyse data from sources such as Euroclear and Modular Finance, and interpret what the changes mean for your communication. The analysis shows how your shareholder base is composed, how it compares with peers, how it is developing over time and where the potential lies.

We advise you on choosing between services such as Holdings, Monitor, Q4 and Nasdaq, based on your needs, features and pricing. We can also take responsibility for the entire process, from data collection to finished analysis, if you would rather buy the result than the tool.