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.

Home Letters Funds Account

TimesSquare Capital Management U.S. Small Cap Growth Strategy's investment thesis on Warby Parker ($WRBY) — Q4 2025 | Buyside Digest

All Pitches

View Letter Analysis

$WRBYNASDAQWarby Parker

BULL

TimesSquare Capital Management U.S. Small Cap Growth Strategy—WRBY

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$25.65USD

+5.3% vs last month

$22.62Pitched

+13.4% since pitch

Market Cap$3.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In 4Q25, the TimesSquare U.S. Small Cap Growth Strategy outperformed the Russell 2000 Growth Index, gaining 3.45% (Net) vs 1.22% for the index. Relative outperformance was...

— TimesSquare Capital Management, LLC

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $WRBY, and what else TimesSquare Capital Management U.S. Small Cap Growth Strategy is buying.

Other pitches on $WRBY

Other investors who've written on Warby Parker

No other institutional pitches found for this ticker yet.

View all $WRBY pitches →