Domo, Inc.
US ˙ NasdaqGM ˙ US2575541055

SecurityDOMO / Domo, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership906,528 shares
Ownership 3.40%
Morgan Stanley ownership in DOMO / Domo, Inc.

2021-02-10 - Morgan Stanley has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 906,528 shares of Domo, Inc. (US:DOMO). This represents 3.4 percent ownership of the company. In their previous filing dated 2020-11-03 , Morgan Stanley had reported owning 1,316,461 shares, indicating a decrease of -31.14 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date
Effective
Date
Form Prev
Shares
Latest
Shares
ΔShares
(Percent)
Ownership
(Percent)
ΔOwnership
(Percent)
2021-02-10 2021-02-10 13G/A 1,316,461 906,528 -31.14 3.40 -33.33
2020-11-03 2020-11-03 13G 299,192 1,316,461 340.01 5.10 292.31
2019-05-09 2019-05-09 13G/A 1,232,398 299,192 -75.72 1.30 -75.47
2019-04-01 2019-04-01 13G 1,232,398 5.30

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F DOMO COM CL B 257554105 715,100 595,378 497.30 2,188 116.85 0.0001
2026-05-27 2025-12-31 13F/A-1 DOMO COM CL B 257554105 119,722 -204,495 -63.07 1,009 -80.35 0.0001
2026-02-13 2025-12-31 13F DOMO COM CL B 257554105 119,722 -204,495 1,009 0.0001
2026-05-27 2025-09-30 13F/A-1 DOMO COM CL B 257554105 324,217 79,844 32.67 5,136 50.45 0.0003
2025-11-14 2025-09-30 13F DOMO COM CL B 257554105 324,217 79,844 5,136 0.0003
2025-08-15 2025-06-30 13F DOMO COM CL B 257554105 244,373 50,267 25.90 3,414 126.63 0.0002
2025-05-15 2025-03-31 13F DOMO COM CL B 257554105 194,106 -38,505 -16.55 1,506 -8.51 0.0001
2025-05-15 2024-12-31 13F/A-1 DOMO COM CL B 257554105 232,611 40,927 21.35 1,647 14.38 0.0001
2025-02-14 2024-12-31 13F DOMO COM CL B 257554105 232,611 40,927 1,647 0.0001
2025-05-14 2024-09-30 13F/A-2 DOMO COM CL B 257554105 191,684 -26,721 -12.23 1,440 -14.65 0.0001
2025-02-14 2024-09-30 13F/A-1 DOMO COM CL B 257554105 191,684 -26,721 1,440 0.0001
2024-11-14 2024-09-30 13F DOMO COM CL B 257554105 191,684 -26,721 1,440 0.0001
2025-05-14 2024-06-30 13F/A-2 DOMO COM CL B 257554105 218,405 28,272 14.87 1,686 -0.53 0.0001
2024-10-17 2024-06-30 13F/A-1 DOMO COM CL B 257554105 218,405 28,272 1,686 0.0001
2024-08-14 2024-06-30 13F DOMO COM CL B 257554105 218,405 28,272 1,686 0.0001
2024-10-17 2024-03-31 13F/A-2 DOMO COM CL B 257554105 190,133 43,890 30.01 1,696 12.70 0.0001
2024-08-16 2024-03-31 13F/A-1 DOMO COM CL B 257554105 190,133 43,890 1,696 0.0000
2024-05-15 2024-03-31 13F DOMO COM CL B 257554105 190,133 43,890 1,696 0.0001
2024-08-16 2023-12-31 13F/A-1 DOMO COM CL B 257554105 146,243 53,172 57.13 1,505 64.73 0.0001
2024-02-13 2023-12-31 13F DOMO COM CL B 257554105 146,243 53,172 1,505 0.0001
2023-11-15 2023-09-30 13F DOMO COM CL B 257554105 93,071 -76,586 -45.14 913 -63.29 0.0001
2023-08-14 2023-06-30 13F DOMO COM CL B 257554105 169,657 -176,090 -50.93 2,487 -49.31 0.0002
2023-05-15 2023-03-31 13F DOMO COM CL B 257554105 345,747 -18,126 -4.98 4,906 -5.31 0.0005
2023-02-14 2022-12-31 13F DOMO COM CL B 257554105 363,873 60,453 19.92 5,182 -5.11 0.0006
2022-11-14 2022-09-30 13F DOMO COM CL B 257554105 303,420 47,955 18.77 5,460 -23.13 0.0007
2022-10-27 2022-06-30 13F/A-1 DOMO COM CL B 257554105 255,465 -28,464 -10.03 7,103 -50.53 0.0009
2022-08-15 2022-06-30 13F DOMO COM CL B 257554105 255,465 -28,464 7,103 0.0009
2022-10-27 2022-03-31 13F/A-1 DOMO COM CL B 257554105 283,929 37,924 15.42 14,359 17.67 0.0019
2022-05-13 2022-03-31 13F DOMO COM CL B 257554105 283,929 37,924 14,359 0.0019
2022-02-14 2021-12-31 13F DOMO COM CL B 257554105 246,005 -372,916 -60.25 12,203 -76.65 0.0015
2021-11-15 2021-09-30 13F DOMO COM CL B 257554105 618,921 -223,230 -26.51 52,262 -23.22 0.0070
2021-08-23 2021-06-30 13F/A-1 DOMO COM CL B 257554105 842,151 149,976 21.67 68,071 74.71 0.0090
2021-08-16 2021-06-30 13F DOMO COM CL B 257554105 842,151 149,976 68,071 0.0019
2021-05-17 2021-03-31 13F DOMO COM CL B 257554105 692,175 -199,453 -22.37 38,963 -31.48 0.0057
2021-02-16 2020-12-31 13F DOMO COM CL B 257554105 891,628 -85,953 -8.79 56,860 51.75 0.0088
2020-11-13 2020-09-30 13F DOMO COM CL B 257554105 977,581 929,958 1,952.75 37,470 2,345.82 0.0072
2020-08-14 2020-06-30 13F DOMO COM CL B 257554105 47,623 -15,693 -24.79 1,532 143.56 0.0003
2020-05-26 2020-03-31 13F/A-1 DOMO COM CL B 257554105 63,316 -72,683 -53.44 629 -78.71 0.0002
2020-05-15 2020-03-31 13F DOMO COM CL B 257554105 63,316 -72,683 629 48.3203
2020-02-14 2019-12-31 13F DOMO COM CL B 257554105 135,999 374 0.28 2,954 36.32 0.0007
2019-11-14 2019-09-30 13F DOMO COM CL B 257554105 135,625 -480,431 -77.98 2,167 -87.12 0.0006
2019-08-14 2019-06-30 13F DOMO COM CL B 257554105 616,056 -1,605,664 -72.27 16,831 -81.22 0.0045
2019-05-15 2019-03-31 13F DOMO COM CL B 257554105 2,221,720 1,858,371 511.46 89,603 1,156.18 0.0254
2019-02-14 2018-12-31 13F DOMO COM CL B 257554105 363,349 272,727 300.95 7,133 266.92 0.0021
2019-04-23 2018-09-30 13F/A-2 DOMO COM CL B 257554105 90,622 72,389 397.02 1,944 290.36 0.0005
2018-11-20 2018-09-30 13F/A-1 DOMO COM CL B 257554105 90,622 0 1,944 0.0005
2018-11-14 2018-09-30 13F DOMO COM CL B 257554105 90,622 72,389 1,944
2019-04-23 2018-06-30 13F/A-1 DOMO COM CL B 257554105 18,233 18,233 498 0.0001
2018-08-14 2018-06-30 13F DOMO COM CL B 257554105 18,233 498 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.