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 |
|---|---|---|---|
“In the software space, clients saw gains in Microsoft (+30%), BlackBaud (+50%), and Docusign (+58%).” | Q3 2026 Sep 22, 2026 | Preview | |
“On the other hand, now we have the opportunity to invest that influx of cash at a more reasonable prices, which we partially did, adding the following businesses: ... Docusign (DOCU) +1%,...” | Q2 2026 Aug 18, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DOCU.(4 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.