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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Red Violet (RDVT) was one of our top contributors in the third quarter, with shares gaining roughly 24% after the company reported a record second quarter in August. Revenue grew 23%...
— Nathan Fredrick, CFA
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Other investors who've written on Red Violet, Inc.
Red Violet ($RDVT), which accounts for 4.18% of the fund's portfolio, operates proprietary big-data and identity intelligence platforms (IDI and FOREWARN) that provide real-time background verification, risk mitigation, and identity analytics. The manager holds...
The manager views Red Violet's cloud-native identity intelligence and fraud prevention platform as highly secure and difficult for competitors to replicate. They took advantage...
Red Violet (RDVT), a provider of data analytics and identity intelligence solutions used across government, law enforcement, and enterprise markets, underperformed in the first quarter of 2026 primari
More institutional theses from Riverwater Partners Small Cap Strategy
AtriCure ($ATRC) specializes in surgical devices for cardiac ablation and left atrial appendage management to treat atrial fibrillation and post-operative pain, representing an average weight of 3.88% during the quarter. The manager maintains...
PDF Solutions ($PDFS) delivers specialized analytics, software, and intellectual property that optimize manufacturing yields and operational efficiency across the semiconductor supply chain, representing an average weight of 2.53%. The manager remains...
Coastal Financial Corporation ($CCB) is a community bank holding company that pioneered banking-as-a-service partnerships with financial technology companies, accounting for a 0.61% average weight before its full exit. The manager turned...