The Capital Group entry at $43.6M is the dominant signal and may reflect bottom-up value recognition in a beaten-down SaaS name, but the insider selling and lack of active-fund conviction argue against chasing the cluster. Watch for a follow-on 13F filing or PR that confirms this was a conviction buy, not a passive index reshuffle. If DOMO announces earnings or a material event within the next 60 days, the cluster could have front-run that catalyst.
Executive Summary
An institutional cluster shows 5 buyers (net +$47.4M in positions) and 3 sellers (net -$10.6M) in DOMO during 2025-Q3, with Capital Group taking a new $43.6M position as the dominant buyer. The cluster is overwhelmingly passive/quant in composition and the net buying ($36.8M aggregate) is large relative to a $136M market cap, but the absence of activist or high-conviction active-value fund participation—combined with 10 insider sells in the prior 30 days—keeps the overall signal mixed.
Key Financial Metrics
Institutional Positions
Net institutional flow: $36.8M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Capital Group | NEW | — | $43.6M | $43.6M |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| BofA | NEAR_EXIT | -93% | $7.5M | -$6.9M |
Key Facts
- 5 institutional buyers accumulated $52.2M in DOMO positions (net +$47.4M), led by Capital Group with a new $43.6M position
- 3 institutional sellers reduced holdings by a net -$10.6M, including BofA exiting 93% of a $7.5M position
- Total net institutional buying is ~$36.8M aggregate, which is ~27% of the company's $136M market cap
- All 5 buyers are mega-passive/quant firms (Morgan Stanley, Wells Fargo, Invesco, Capital Group, UBS) — no active value or activist funds
- 10 insider sells totaling $967K occurred in the 30 days ahead of this cluster filing
Financial Impact
5 buyers added $47.4M in new holdings, 3 sellers removed $10.6M; net institutional inflow of ~$36.8M, or ~27% of market cap
Risk Factors
- Cluster is entirely passive/quant — may reflect index rebalancing rather than fundamental conviction
- Insider selling in the 30 days prior suggests those closest to the business saw no near-term catalyst
- 13F data has a 45-day lag; positions may have already been unwound
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-DOMO-2025-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 22, 2026 13w ago | 8-K | $3.95 | awaiting T+60 | — | — |
Jun 25, 2026 17w ago | 8-K | $2.94 $3.72 | ▲ +26.53% | ▲ +22.05% | — |
Jun 24, 2026 17w ago | Insider Cluster | $2.44 $3.76 | ▼ −54.10% | ▼ −50.37% | — |
Jun 24, 2026 17w ago | 144 | $2.44 $3.76 | ▲ +54.10% | ▲ +50.37% | — |
Jun 15, 2026 19w ago | 8-K | $2.05 $3.78 | ▲ +84.39% | ▲ +83.39% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $2.96 $3.88 | ▲ +31.08% | ▲ +26.69% | — |
Jun 1, 2026 21w ago | DEFA14A | $4.28 $3.78 | ▼ −11.68% | ▼ −12.80% | — |
US Market Status
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