Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Carillon Eagle Small Cap Growth Fund Eric Mintz, Christopher Sassouni, David Cavanaugh | “AppFolio provides cloud-based multi-property management software. The company has been gaining share against legacy suppliers while delivering strong margins and cash flow. Investor concerns have emerged around AI tools potentially replacing proprietary solutions like the ones provided by AppFolio. We believe the company's deep industry expertise. The importance of its software in managing the complexity of running thousands of rental units, the potential financial consequences, and AppFolio's relatively low-cost offering together are enough to dissuade customers from using rudimentary AI-based tools.” | NEUTRAL | Q2 2026 Jul 17, 2026 | View Pitch |
Carillon Eagle Growth & Income Fund Brad Erwin, Jeffrey D. Bilsky, Michael Rich | “AppFolio provides cloud-based multi-property management software. The company has been gaining share against legacy suppliers while delivering strong margins and cash flow. Investor concerns have emer” | BULL | Q1 2026 Apr 18, 2026 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
