Exploring ON24, Inc. (ONTF) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind ON24, Inc. (ONTF), and what their investment strategies might be? As of 2024, institutional investors held a significant stake in the company, owning approximately 77.74% of the shares outstanding, which translates to about 32,902,029 shares. With the stock price experiencing a 30.81% decline from April 2024 to April 2025, understanding who is holding the stock and why becomes even more critical. Are these investors in it for the long haul, banking on ON24's potential for future growth, or are they strategic players responding to market dynamics and the company's financial performance, which includes a total revenue of $148.1 million for 2024?

ON24, Inc. (ONTF) Who Invests in ON24, Inc. (ONTF) and Why?

Understanding the investor profile of ON24, Inc. (ONTF) involves examining the diverse range of entities and individuals who hold stakes in the company, as well as their motivations for investing. These investors typically include retail investors, institutional investors, and hedge funds, each bringing different investment strategies and objectives.

Key Investor Types:

The investor base of ON24, Inc. (ONTF) can be categorized into several key types:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. Their investment decisions are often influenced by factors such as company news, market trends, and personal financial goals.
• Institutional Investors: This category includes entities such as mutual funds, pension funds, insurance companies, and investment banks. These investors manage large sums of money on behalf of others and typically conduct extensive research before making investment decisions.
• Hedge Funds: These are investment partnerships that use pooled funds and employ various strategies to generate returns. Hedge funds often take more aggressive investment approaches, including short-term trading and leveraging.

Investment Motivations:

Investors are attracted to ON24, Inc. (ONTF) for a variety of reasons, which often reflect their specific investment goals and risk tolerance:

• Growth Prospects: Investors may be drawn to ON24, Inc. (ONTF)'s potential for growth in the digital engagement platform market. This includes the company's ability to expand its customer base, develop new products and features, and capitalize on emerging trends in online communication and marketing.
• Market Position: ON24, Inc. (ONTF)'s position in the industry as a provider of solutions for webinars and digital events can be a significant draw for investors. A strong market position often indicates a competitive advantage and potential for sustained revenue generation.

Investment Strategies:

The strategies employed by investors in ON24, Inc. (ONTF) can vary widely depending on their investment horizon and risk appetite:

• Long-Term Holding: Some investors adopt a long-term holding strategy, maintaining their positions in ON24, Inc. (ONTF) for extended periods. These investors typically believe in the company's long-term growth potential and are willing to ride out short-term market fluctuations.
• Short-Term Trading: Other investors engage in short-term trading, seeking to profit from short-term price movements in ON24, Inc. (ONTF)'s stock. This strategy involves buying and selling shares frequently to capitalize on market volatility.
• Value Investing: Value investors look for companies that they believe are undervalued by the market. They assess ON24, Inc. (ONTF)'s intrinsic value based on factors such as its assets, earnings, and growth prospects, and invest when they believe the stock price is below this value.

Information on institutional investors and their holdings can often be found in regulatory filings such as 13F filings, which are required by the U.S. Securities and Exchange Commission (SEC). These filings provide a quarterly report of equity holdings for institutional investment managers with at least $100 million in assets under management.

For more insights into ON24, Inc. (ONTF), explore: ON24, Inc. (ONTF): History, Ownership, Mission, How It Works & Makes Money

ON24, Inc. (ONTF) Institutional Ownership and Major Shareholders of ON24, Inc. (ONTF)

Institutional ownership in ON24, Inc. (ONTF) reflects the degree of confidence that large financial entities have in the company's potential. These investors, which include mutual funds, hedge funds, pension funds, and insurance companies, often have significant resources and expertise to conduct thorough research before investing. Their investment decisions can significantly impact ON24, Inc. (ONTF)'s stock price and overall market stability.

As of the latest available data, several institutional investors hold substantial positions in ON24, Inc. (ONTF). While specific holdings can change frequently, some of the top institutional investors typically include well-known firms. Recent changes in their ownership stakes can provide insights into the evolving sentiment surrounding ON24, Inc. (ONTF).

Examining the actions of these major players—whether they are increasing, decreasing, or maintaining their positions—offers valuable context for understanding market trends and the overall financial health of ON24, Inc. (ONTF). The decisions of these large investors can influence not only the stock price but also the company's strategic direction.

Here’s an overview of what to consider regarding institutional ownership:

• Top Institutional Investors: Identifying the largest institutional holders provides insight into who has the most influence on the stock.
• Recent Changes in Holdings: Monitoring changes in institutional ownership can signal shifts in sentiment. Increases may indicate growing confidence, while decreases could suggest concerns.
• Impact on Stock Price: Large institutional trades can create significant price movements, affecting both short-term volatility and long-term valuation.

While I don't have specific real-time data on the exact shareholdings and recent changes for ON24, Inc. (ONTF) right now, you can typically find this information on financial websites such as Yahoo Finance, Bloomberg, and MarketWatch. These sites provide up-to-date details on institutional ownership, including the names of major holders and their recent trading activity.

To get a detailed snapshot, consider exploring these resources for the most current data. Remember that institutional ownership is a dynamic aspect of a company's financial profile, so regular monitoring is essential for informed decision-making.

You may also find more background information at: ON24, Inc. (ONTF): History, Ownership, Mission, How It Works & Makes Money

ON24, Inc. (ONTF) Key Investors and Their Impact on ON24, Inc. (ONTF)

Understanding the investor profile of ON24, Inc. (ONTF) provides valuable insights into the company's stability, growth potential, and strategic direction. Examining who is investing, their motivations, and their recent activities can shed light on market sentiment and potential future performance. Here’s a detailed look at ON24, Inc. (ONTF)'s key investors and their impact.

While specific, real-time major investor updates for ON24, Inc. (ONTF) into 2025 are limited in the search results, we can still discuss the types of investors that would typically hold stakes in a company like ON24, the influence they might exert, and how to stay informed about such movements.

Institutional investors often hold significant shares in publicly traded companies. These can include:

• Mutual Funds: Firms like Vanguard or Fidelity may hold shares of ON24, Inc. (ONTF) as part of their broader investment portfolios.
• Hedge Funds: These funds, which include entities like Renaissance Technologies, may take positions in ON24, Inc. (ONTF) based on their investment strategies, which could be either long-term or short-term.
• Pension Funds: Public and private pension funds may invest in ON24, Inc. (ONTF) as part of their asset allocation strategies to generate returns for their beneficiaries.

These investors can exert influence through:

• Voting Rights: Large shareholders have the ability to influence company decisions through their voting power during shareholder meetings.
• Engagement with Management: Major investors often engage directly with the company’s management to discuss performance, strategy, and governance issues.
• Activism: In some cases, investors may take an activist role, publicly pushing for changes in the company’s strategy or operations.

Recent moves by key investors, such as buying or selling large stakes, can significantly impact stock prices and market sentiment. Monitoring these moves is crucial for understanding the potential direction of the stock. Here's how you can stay updated:

• SEC Filings: Track Form 4 filings for insider transactions and Schedule 13D/G filings for investors who acquire more than 5% ownership in the company. These filings provide timely information on significant investor activities.
• Financial News: Keep an eye on reputable financial news outlets like Bloomberg, Reuters, and The Wall Street Journal for reports on investor activities and their potential impact on ON24, Inc. (ONTF).
• Investor Relations: Monitor ON24, Inc. (ONTF)'s investor relations website for press releases, SEC filings, and investor presentations, which can offer insights into the company's perspective on investor sentiment and activities.

Understanding the composition and activities of ON24, Inc. (ONTF)'s investor base is essential for assessing the company's prospects and potential risks. By monitoring key investors and their moves, stakeholders can gain valuable insights into the company's strategic direction and market performance.

For additional insights into ON24, Inc. (ONTF)'s vision and values, you might find this resource helpful: Mission Statement, Vision, & Core Values of ON24, Inc. (ONTF).

ON24, Inc. (ONTF) Market Impact and Investor Sentiment

Understanding the investor profile and sentiment surrounding ON24, Inc. (ONTF) is crucial for assessing the company's market position and future prospects. This analysis delves into the ownership structure, recent market reactions, and analyst perspectives to provide a comprehensive view of ON24's investor landscape.

Ownership Structure:

ON24, Inc. has a mix of institutional and insider ownership, which can significantly influence the stock's behavior. As of April 2025:

• Institutional Investors: Hold a significant portion of ON24's stock. Fintel states that 261 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 32,902,029 shares. TipRanks.com indicates that approximately 17.68% of the company's stock is owned by institutional investors.
• Insiders: Own a substantial percentage of the company. TipRanks.com reports that insiders own 34.66% of the stock.
• Public Companies and Individual Investors: Account for 10.64% of the ownership, according to TipRanks.com.

Major shareholders include:

• Lynrock Lake LP
• Indaba Capital Management, L.P.
• Vanguard Group Inc
• BlackRock, Inc.
• Dimensional Fund Advisors Lp
• Federated Hermes, Inc.
• VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
• Jpmorgan Chase & Co
• QASCX - Federated MDT Small Cap Core Fund Class A Shares
• State Street Corp

According to WallStreetZen, Presidio Management Group VII L L C is the largest individual shareholder, owning 12,235,846 shares, representing 28.91% of the company, valued at $55.31 million.

Investor Sentiment:

The sentiment of major shareholders can significantly impact a stock's performance. Recent developments suggest a mixed sentiment:

• Positive Signals: Investing.com noted in April 2025 that ONTF's RSI indicates oversold conditions, and management has been actively buying back shares, which are potential positive signals for investors.
• Insider Activity: On March 19, 2025, Lynrock Lake LP, a significant shareholder, purchased 38,022 shares valued at $220,147, signaling confidence in the company.
• Mixed Developments: Recent earnings calls have highlighted both positive aspects, such as the success of its AI-powered ACE platform and improved retention rates, and challenges, including a decrease in ARR and revenue decline.

Recent Market Reactions:

The stock market's response to ownership changes and company performance provides insights into investor confidence:

• 52-Week Low: In April 2025, ON24, Inc. (ONTF) stock hit a new 52-week low at $4.76, reflecting a tough market environment and a broader downturn in tech stocks.
• Year-Over-Year Decline: Over the past year, ON24 has seen its value decrease by -31.07%.
• Positive Earnings Surprise: Despite the challenges, ON24's fourth-quarter 2024 earnings surpassed expectations, with an EPS of $0.06 against an anticipated $0.01, and revenue of $36.7 million against a forecast of $35.87 million.
• Post-Earnings Reaction: Analysts noted a positive market reaction following the earnings announcement, reflecting investor confidence in the company's strategic direction.

Analyst Perspectives:

Analysts' insights offer valuable perspectives on the impact of key investors and company strategies:

• Strategic Focus: The company's strategic focus on AI and enterprise markets has been well-received.
• Financial Outlook: ON24's financial outlook for 2025 includes expectations for EBITDA positivity from the second to the fourth quarter, with a long-term goal of achieving double-digit top-line revenue growth.
• ARR Growth: The company is optimistic about returning to ARR growth in 2025, with projections for a 1-2% increase.
• Analyst Ratings: As of April 2025, analyst firms have not issued any recent upgrades or downgrades.

However, some analysts remain cautious:

• Underperforming: One analyst suggests avoiding ONTF, citing declining billings, customer churn, and a negative CAC payback period.

Key Financial Metrics:

A look at some of ON24's key financial metrics from recent quarters provides additional context:

Additional Resources:

For more in-depth information, explore ON24, Inc. (ONTF): History, Ownership, Mission, How It Works & Makes Money: ON24, Inc. (ONTF): History, Ownership, Mission, How It Works & Makes Money.