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 |
|---|---|---|---|
“Shares of SimilarWeb were the largest contributor to IZRL's performance following first quarter 2026 results, which included strong revenue growth and an upward revision of full-year guidance. Shares rallied after...” | Q2 2026 Jun 30, 2026 | Preview | |
“Next Century Growth Investors reported underperformance across most strategies in Q1 2025, with their micro cap strategy declining 14.75% versus the Russell Microcap Growth Index's 17.74% decline. The firm attributes...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SMWB.(2 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.
