ON24 INC.(ONTF)Stock Analysis
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Rank #2,661 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ONTF Stock Analysis & AI Quality Score
AI stock analysis and institutional research for ON24 INC. (ONTF), a Technology sector company. 13F Pro's AI-powered ranking engine scores ONTF at 21.2/100 on a 32-signal composite quality model, placing it at rank #2,661 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include institutional flow (6.6) and balance sheet strength (13.8), which score below median versus the broader universe. Shareholder dilution risk is elevated at 9.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q4 2025), ON24 INC. reports quarterly revenue of $34.6M, net income of $-6.5M, an operating margin of -23.5%. Top institutional holders of ONTF by reported 13-F value include Lynrock Lake, BlackRock,, ODDO BHF ASSET MANAGEMENT SAS, based on the most recent SEC filings. ONTF trades on the NYSE exchange and files with the SEC under CIK 1110611. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ONTF daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ON24 INC. directly from SEC EDGAR. ON24 INC.'s 13F Pro composite quality score has ranged between 8 and 43 since 2022, currently 21.2 — a declining long-term trajectory across 52 quarterly and live scoring snapshots.
Revenue
Q4 2025
$34.6M
Net Income
Q4 2025
$-6.5M
Free Cash Flow
Q4 2025
$-2.2M
Operating Margin
Q4 2025
-23.5%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-5.9% YoYNet Income
+31.6% YoYOperating Income
+29.4% YoYEPS (Diluted)
+32.7% YoYTotal Assets
-9.0% YoYTotal Debt
Op. Cash Flow
+55.1% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $139.3M -5.9% | $148.1M -9.5% | $163.7M -14.2% | $190.9M -6.3% | $203.6M +128.4% | $89.1M |
| Net Income | $-28.9M +31.6% | $-42.2M +18.6% | $-51.8M +11.0% | $-58.2M -140.0% | $-24.3M -38.4% | $-17.5M |
| Operating Income | $-35.8M +29.4% | $-50.7M +18.3% | $-62.0M -4.1% | $-59.6M -152.6% | $-23.6M -46.5% | $-16.1M |
| EPS (Diluted) | $-0.68 +32.7% | $-1.01 +12.9% | $-1.16 +5.7% | $-1.23 -115.8% | $-0.57 +84.5% | $-3.68 |
| Total Assets | $228.4M -9.0% | $251.0M -10.5% | $280.3M -34.1% | $425.5M -11.5% | $480.5M | — |
| Total Debt | — | — | — | — | $4.0M | — |
| Operating Cash Flow | $7.5M +55.1% | $4.8M +139.4% | $-12.2M +40.4% | $-20.5M -494.3% | $5.2M +145.7% | $-11.3M |
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Available Research
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Top Institutional Holders of ONTF
Lynrock Lake LP
$67.2M8,293,974 shBlackRock, Inc.
$21.1M2,603,804 shODDO BHF ASSET MANAGEMENT SAS
$12.7M1,566,256 shVANGUARD CAPITAL MANAGEMENT LLC
$11.5M1,425,791 shFIL Ltd
$11.5M1,414,677 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$9.1M1,128,279 shDIMENSIONAL FUND ADVISORS LP
$8.2M1,015,844 shGEODE CAPITAL MANAGEMENT, LLC
$7.2M894,720 shSTATE STREET CORP
$6.1M755,698 shMORGAN STANLEY
$5.1M631,581 sh
| Fund | Value | Shares |
|---|---|---|
| Lynrock Lake LP | $67.2M | 8,293,974 |
| BlackRock, Inc. | $21.1M | 2,603,804 |
| ODDO BHF ASSET MANAGEMENT SAS | $12.7M | 1,566,256 |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.5M | 1,425,791 |
| FIL Ltd | $11.5M | 1,414,677 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $9.1M | 1,128,279 |
| DIMENSIONAL FUND ADVISORS LP | $8.2M | 1,015,844 |
| GEODE CAPITAL MANAGEMENT, LLC | $7.2M | 894,720 |
| STATE STREET CORP | $6.1M | 755,698 |
| MORGAN STANLEY | $5.1M | 631,581 |
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Popular Research
Is ONTF a good stock to buy?
13F Pro's AI-powered analysis of ON24 INC. (ONTF) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ONTF are available on the ONTF stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ONTF?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ONTF. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ON24 INC.'s investment landscape.