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XERO LIMITED — Investor Relations & Filings

Ticker · XRO ISIN · NZXROE0001S2 LEI · 254900UG5D8YST164N14 ASX Telecommunications, computer programming, consultancy, computing infrastructure, and other information service activities
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Filings indexed 1,034 across all filing types
Latest filing 2012-11-29 Major Shareholding Noti…
Country NZ New Zealand
Listing ASX XRO

About XERO LIMITED

https://www.xero.com

Xero Limited provides a cloud-based accounting software platform designed primarily for small and medium-sized businesses, as well as their advisors, including accountants and bookkeepers. The platform facilitates core financial tasks such as automated bank reconciliation, invoicing, payroll processing, expense management, and inventory tracking. By offering a real-time view of financial data, Xero enables business owners and financial professionals to collaborate efficiently from any location. A key feature of the ecosystem is its extensive integration capabilities, connecting with hundreds of third-party applications to streamline workflows across various business functions. The software focuses on simplifying complex accounting processes through an intuitive user interface and automated data entry, helping organizations maintain financial clarity and compliance.

Recent filings

Filing Released Lang Actions
Change in substantial holding 2 pages 69.7KB
Major Shareholding Notification Classification · 100% confidence The document is a disclosure of movement of 1% or more in substantial holding, detailing changes in share ownership percentages and transactions by substantial security holders. It references the Securities Markets Act 1988 and provides specifics about shareholding changes, including dates, numbers of shares, and percentages. This matches the definition of a Major Shareholding Notification, which involves notification of changes in significant share ownership levels crossing thresholds. The document is not an announcement of a report, nor is it a financial report or management information. Therefore, the appropriate classification is Major Shareholding Notification (MRQ).
2012-11-29 English
Change in substantial holding 2 pages 83.4KB
Major Shareholding Notification Classification · 100% confidence The document is a disclosure of a movement of 1% or more in a substantial holding, specifically detailing a change in share ownership percentage and number of shares held by Givia Pty Limited as trustee of the Yajilarra Trust. It includes transaction details such as an off-market sale of shares and the resulting shareholding percentages before and after the event. The document references the Securities Markets Act 1988 and is clearly a notification of a change in significant share ownership levels. This matches the definition of a Major Shareholding Notification (MRQ). The document length and content confirm it is not a brief announcement or a report publication notice but a substantive disclosure of shareholding changes.
2012-11-29 English
Ceasing to be a substantial holder 2 pages 70.0KB
Major Shareholding Notification Classification · 100% confidence The document is a disclosure about ceasing to have a substantial holding in a company, detailing share transactions and ownership percentages. It references the Securities Markets Act 1988 and provides specifics about share sales and holdings. This type of document is a notification of changes in significant share ownership levels, which fits the definition of a Major Shareholding Notification (MRQ). The document length is short and focused solely on shareholding changes, not a full financial report or other filing types.
2012-11-29 English
Interim Results Presentation 34 pages 4.2MB
Investor Presentation Classification · 100% confidence The document is titled 'Investor Presentation - Xero Limited' and dated 15 November 2012. It explicitly states it is an investor presentation and includes sections such as business overview, market observations, growth strategy, half year results and outlook, and questions. The content focuses on company strategy, market positioning, capital structure, board structure, and product offerings. There is no indication that this is a formal financial report like an annual or interim report, nor is it a transcript, audit report, or regulatory filing. The length is substantial (15,000 characters), consistent with a detailed presentation. Therefore, the document fits the category of an Investor Presentation (IP).
2012-11-14 English
Interim Results presentation, and call timing clarification 1
Call Transcript Classification · 90% confidence The document is a market release announcing an upcoming Interim Results conference call presentation. It provides call details, timing, and dial-in information for the event. There is no substantive financial data or analysis included, only an announcement of the call and presentation. The document length is short (1072 characters), and it explicitly states it accompanies the presentation for the interim results call. According to the rules, this is not the interim report itself but an announcement related to the call and presentation. Therefore, the best classification is Call Transcript (CT) since it is related to a conference call presentation, but since the actual transcript is not included, it is more accurately a Regulatory Filing (RNS) or possibly a Report Publication Announcement (RPA). However, the document is specifically about the conference call presentation and call details, which aligns best with Call Transcript (CT) category as it is the closest fit for conference call related documents. Confidence is high due to clear call details and context.
2012-11-14 English
Interim Report Release Pack 23 pages 619.8KB
Interim / Quarterly Report Classification · 100% confidence The document is titled 'INTERIM REPORT FOR THE SIX MONTHS ENDED 30 SEPTEMBER 2012' and contains detailed financial data such as income statements, statements of financial position, cash flows, notes to condensed financial statements, and an independent accountant's review report. It includes performance highlights, regional revenue growth, customer base statistics, and management commentary on growth, investment, and outlook. The presence of comprehensive financial statements and substantive financial data for a six-month period clearly indicates this is an interim or quarterly financial report. The document is about 15,000 characters long, which is consistent with a full report rather than a brief announcement or certification. Therefore, the appropriate classification is Interim / Quarterly Report (IR). H1 2013
2012-11-13 English

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