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 | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“Our exit from HubSpot is representative of this discipline: while the company maintains a strong competitive position in the mid-market customer relationship management space, rising concerns around AI-driven disintermediation, particularly in the less complex and more price-sensitive small and medium business segment of the market, led us to reallocate capital toward higher-conviction opportunities.” | Q1 2026 Apr 13, 2026 | Preview | |
“The Mairs & Power Small Cap Fund declined 11.04% in Q1 2025, underperforming benchmarks amid tariff uncertainty and sector rotation. The fund's underperformance...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $HUBG.(3 additional institutional mentions locked).
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.
