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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.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | Emerald Wealth Partners Growth Equity Strategy | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | Emerald Wealth Partners Growth Equity Strategy - NOW At their 2026 Financial Analyst Day ServiceNow positioned itself not as a traditional Software as a Service (SaaS) vendor at risk of being disintermediated by foundation models, but as the orchestration, governance, and action layer on top of which enterprise AI is operationalized. CEO Bill McDermott... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | TimesSquare Capital Management LLCTimesSquare Capital Management U.S. Mid Cap Growth Strategy | Snowflake Inc. $SNOW• NASDAQ | Application SoftwareSoftware | TimesSquare Capital Management U.S. Mid Cap Growth Strategy - SNOW Snowflake Inc. (SNOW), a provider of cloud data warehouse software, was a top contributor during the second quarter. Snowflake's first-quarter results... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Brown Advisors Mid Cap Growth strategy | Snowflake Inc. $SNOW• NASDAQ | Application SoftwareSoftware | Brown Advisors Mid Cap Growth strategy - SNOW We initiated a position in Snowflake Inc (SNOW), a cloud-native data platform our research team has followed closely for years. Snowflake sits at... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | C.T. FitzpatrickVulcan Value Partners - All Cap | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | Vulcan Value Partners All Cap - NOW We believe that ServiceNow is also one of the best businesses in the world. ServiceNow automates workflows... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Brent JacksonBaillie Gifford - US Equity Growth | Snowflake Inc. $SNOW• NASDAQ | Application SoftwareSoftware | Baillie Gifford US Equity Growth - SNOW Snowflake is a good example. Its shares halved... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | James A. RobillardSpyglass Growth Strategy | Snowflake Inc. $SNOW• NASDAQ | Application SoftwareSoftware | Spyglass Growth Strategy - SNOW Snowflake Inc. (SNOW), a provider of cloud data warehouse software, was a top contributor during the second quarter. Snowflake's first-quarter results... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Nick, Erwin and DonnyLakehouse Global Growth Fund | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | Lakehouse Global Growth Fund - NOW Consider ServiceNow. It is true... | BULL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Tucker BrownSGA - U.S. Large Cap Growth | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | SGA - U.S. Large Cap Growth - NOW Positions in Microsoft, Waste Management, Netflix, Ecolab, and Yum! Brands were added... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Michael KramerMott Capital Management | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | Mott Capital Management - NOW During the quarter, I bought shares of Intuit, ServiceNow, and Cboe Global Markets for the strategy. These are companies... | NEUTRAL | View Pitch → |
| Sep 1, 2026 | Fund Letter | Christopher R. PaveseBroyhill Asset Management | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | Long NOW (ServiceNow, Inc.) ServiceNow ($NOW) provides enterprise cloud computing platforms that automate digital workflows across IT, human resources, and customer service departments. Broyhill initiated and... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Spyglass Capital | Snowflake Inc. $SNOW• NASDAQ | Application SoftwareSoftware | Long SNOW (Snowflake Inc.) Snowflake's first-quarter results beat expectations, and early traction with its AI product prompted management to raise guidance. The manager believes... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Spyglass Capital | Snowflake Inc. $SNOW• NASDAQ | Application SoftwareSoftware | Long SNOW (Snowflake Inc.) Snowflake posted accelerating sequential revenue growth and expanding margins, leading to raised full-year guidance. Strong product innovation... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | LLOYD Capital - Growth Equity Strategy | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | Long NOW (ServiceNow) ServiceNow acts as a core command center for deploying AI agents across enterprise environments, protecting it from disruption while opening new monetization paths. Recent acquisitions and... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Spyglass Capital | Snowflake Inc. $SNOW• NASDAQ | Application SoftwareSoftware | Long SNOW (Snowflake Inc.) The data cloud platform is seeing high customer adoption of its natural-language tool, Cortex Analyst, driving increased database consumption. The company serves... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Benjamin Allen, Todd Ahlsten, Andrew ChoiParnassus Core Equity Fund | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | Long NOW (ServiceNow Inc.) The fund purchased shares of ServiceNow following a substantial decline in price. The firm has... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Arne AlsinNightview Capital | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | Long NOW (ServiceNow) If you want to understand why we are bullish on enterprise software despite the AI-disruption narrative, ServiceNow is the clearest expression of our thesis. | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Chip ReweyRewey Asset Management | -- | Long DNOW (DNOW Inc.) We initiated a position in DNOW, Inc. (DNOW), a distributor of energy and industrial products. | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | VVP Q2 Letter 06.30.26 | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | Long NOW (ServiceNow Inc.) ServiceNow's workflow automation platform functions as an essential "control tower" for enterprise IT and operational processes. Despite strong revenue... | BULL | View Pitch → |
| Jun 30, 2026 | Fund Letter | Catherine D. WoodARK Invest | Snowflake Inc. $SNOW• NASDAQ | Application SoftwareSoftware | Long SNOW (Snowflake Inc.) Snowflake operates a cloud-independent, unified data platform that enables enterprise clients to consolidate, query, and govern structured and semi-structured datasets across major public clouds. The manager established... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Andrew MackenMontaka Global Investments | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | Montaka Global Investments 2025 Q4 (NOW) Enterprise software leaders like ServiceNow and Salesforce have been sold off as part of a broad-brushed negative narrative on software disruption by AI. We remain cognisant... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | George Bolton, Ali, George EllimanWestEnd Capital | Snowflake Inc. $SNOW• NASDAQ | Application SoftwareSoftware | WestEnd Capital 2024 Q4 (SNOW) We purchased SNOW anticipating strong earnings, which in December exceeded street estimates. The stock has... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | George Bolton, Ali, George EllimanWestEnd Capital | Snowflake Inc. $SNOW• NASDAQ | Application SoftwareSoftware | WestEnd Capital 2025 Q3 (SNOW) We have owned Snowflake for some time now, and we see the company as a leader in converting the AI technology to a revenue-generating tool for enterprises. At its recent... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Hrishikesh GuptaSGA - Global Growth | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | SGA - Global Growth 2025 Q4 (NOW) During the quarter, we liquidated our position in ServiceNow due to forced attrition. While ServiceNow remains... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | Brown Advisory LLCBrown Advisory Large-Cap Growth Strategy | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | Brown Advisory Large-Cap Growth Strategy 2025 Q4 (NOW) ServiceNow traded lower during the quarter despite delivering strong results and raising full-year guidance. The company posted... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | Emerald Wealth Partners Focused Equity Strategy | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | Emerald Wealth Partners - Focused Equity Strategy 2025 Q4 (NOW) ServiceNow was the second largest detractor this year, with its stock down 27.7%. It suffered from... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Ryan JacobJacob Fund | Snowflake Inc. $SNOW• NASDAQ | Application SoftwareSoftware | Jacob Fund 2025 Q4 (SNOW) The Jacob Internet Fund added one new position in the quarter, Snowflake. Snowflake is a... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | Columbia Management Investment Advisers, LLCColumbia Global Technology Growth Fund | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | Columbia Global Technology Growth Fund 2025 Q4 (NOW) ServiceNow (NOW) posted mid-teens losses during the quarter as investors reassessed valuation amid federal government business headwinds and concerns over capital allocation. The company announced... | BEAR | View Pitch → |
| Jan 23, 2026 | Fund Letter | Scott O'Gorman, Andy Colyer, Daniel WhiteIthaka US Growth Strategy | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | Ithaka US Growth Strategy 2025 Q4 (NOW) ServiceNow has become the leading provider of cloud-based software solutions that define, structure, manage and automate workflow services for global enterprises. The company pioneered... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay WarnerArtisan Mid Cap Fund | Snowflake Inc. $SNOW• NASDAQ | Application SoftwareSoftware | Artisan Mid Cap Fund 2025 Q4 (SNOW) Along with Veeva, we also ended our investment campaigns in Snowflake and Ferguson during the quarter. Snowflake is a... | BEAR | View Pitch → |
| Jan 8, 2026 | Fund Letter | Scott O'Gorman, Andy Colyer, Daniel WhiteIthaka US Growth Strategy | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | Ithaka US Growth Strategy 2025 Q2 (NOW) Founded in 2004, ServiceNow has become the leading provider of cloud-based software solutions that define, structure, manage and automate workflow services for global enterprises. ServiceNow pioneered the... | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Dmitry Khaykin, Deepon NagClearBridge Investments Large Cap Value | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | ClearBridge Investments Large Cap Value 2025 Q2 (NOW) The Strategy's select growth exposure increased during the quarter due to the strong performance of the higher-beta stocks in this growth bucket as well as the purchase of ServiceNow. The company provides... | BULL | View Pitch → |
| Dec 4, 2025 | Fund Letter | Erica Furfaro, Margaret VitranoClearBridge Investments Large Cap Growth Strategy | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | ClearBridge Investments Large Cap Growth Strategy 2025 Q2 (NOW) The Strategy's select growth exposure increased during the quarter due to the strong performance of the higher-beta stocks in this growth bucket as well as the purchase of ServiceNow. The company provides... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Columbia Management Investment Advisers, LLCColumbia Global Technology Growth Fund | ServiceNow, Inc. $NOW• NASDAQ | Application SoftwareSoftware | Columbia Global Technology Growth Fund 2025 Q3 (NOW) ServiceNow underperformed during the quarter after the company provided guidance that investors viewed as cautious, and caused concern that renewal deals from large clients were being pushed out. The company's AI... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.