ARR transactions
Commentary
Current to 12 Oct 26ARR changed by £96,700 over the three month ends to 30 Sep 2026, led by expansion. September was the only negative month, at -£26,000, after the loss of Calderbrook Housing Group.
ARR transactions over the three month ends to 30 Sep 2026, as at 9 Oct 2026, show a total ARR change of £96,700 with logo change 0.
What moved: expansion added £140,700, led by Fenmoor Specialty Underwriting at £81,000 on 31 Jul 2026. Lost ARR over the window was -£88,000 across two logos, and land added £44,000.
Against target: no target applies to this page's measures, so none of the figures is read as on target or outside tolerance.
Watch: September is the only month with a negative change, -£26,000, driven by the -£44,000 loss of Calderbrook Housing Group. Monthly types summed over the window differ from the point-to-point bridge by design.
| Type | Jul 26 | Aug 26 | Sep 26 | Total | ||||
|---|---|---|---|---|---|---|---|---|
| ARR £000s | Logo # | ARR £000s | Logo # | ARR £000s | Logo # | ARR £000s | Logo # | |
| Land | 44 | 2 | 44 | 2 | ||||
| Expand | 112 | 0 | 11 | 0 | 18 | 0 | 141 | 0 |
| Lost | -44 | -1 | -44 | -1 | -88 | -2 | ||
| Total | 112 | 1 | 11 | 0 | -26 | -1 | 97 | 0 |
The three month ends to 30 Sep 26, each against the month before; ARR in £000s.
| Industry / Customer | Land | Expand | Lost | Total |
|---|---|---|---|---|
| Housing association | ||||
| Calderbrook Housing Group | -44 | -44 | ||
| Wholesale distribution | ||||
| Merriott Lyle Distribution | 10 | 10 | ||
| Linthorpe Trade Supplies | 2 | 2 | ||
| B2B software | ||||
| Pemaquid Analytics | 8 | 8 | ||
| Carrowkeel Software | 8 | 8 | ||
| Vantrell Software | 2 | 2 | ||
| Kadewerk Software | 2 | 2 | ||
| Insurance | ||||
| Fenmoor Specialty Underwriting | 81 | 81 | ||
| Recruitment | ||||
| Delancey Haig | -44 | -44 | ||
| Payments | ||||
| Vellacott Payments | 26 | 26 | ||
| Healthcare services | ||||
| Tallowfield Health Partners | 22 | 22 | ||
| Professional services | ||||
| Quennell Harte | 22 | 22 | ||
| Total | 44 | 141 | -88 | 97 |
Industry, then customer, ARR in £000s; each name opens the organisation.
| Type / Measure | Other industries | Wholesale distribution | B2B software | Insurance | Payments | Healthcare services | Total |
|---|---|---|---|---|---|---|---|
| Land | |||||||
| ARR £000s | 22 | 22 | 44 | ||||
| Logo # | 1 | 1 | 2 | ||||
| Expand | |||||||
| ARR £000s | 12 | 21 | 81 | 26 | 141 | ||
| Logo # | 0 | 0 | 0 | 0 | 0 | ||
| Lost | |||||||
| ARR £000s | -88 | -88 | |||||
| Logo # | -2 | -2 | |||||
| Total | |||||||
| ARR £000s | -66 | 12 | 21 | 81 | 26 | 22 | 97 |
| Logo # | -1 | 0 | 0 | 0 | 0 | 1 | 0 |
Industries as in ARR by industry: the eight with most ARR, the rest as Other industries.
| Type / Measure | UK | US | EU | Total |
|---|---|---|---|---|
| Land | ||||
| ARR £000s | 22 | 22 | 44 | |
| Logo # | 1 | 1 | 2 | |
| Expand | ||||
| ARR £000s | 122 | 8 | 11 | 141 |
| Logo # | 0 | 0 | 0 | 0 |
| Lost | ||||
| ARR £000s | -88 | -88 | ||
| Logo # | -2 | -2 | ||
| Total | ||||
| ARR £000s | 56 | 30 | 11 | 97 |
| Logo # | -1 | 1 | 0 | 0 |
Logo # is the one logo rule (+1 land, -1 lost), as on every other table here.