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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Sep 5, 2024 | Brown Capital Management Mid Company Fund | -7.9% | -3.1% | CRL, FIVN, GWRE, NTRA, PODD, TDOC | - | View | ||
| 2025 Q2 | Aug 22, 2025 | Voss Value Fund | 1.0% | -6.3% | ARE CN, CLBT, ECN CN, FIVN, GENI, PHIN, PRKS | asymmetry, Balance Sheets, contrarian, deep value, mispricing | The commentary highlights deep value opportunities in overlooked and underfollowed companies trading at significant discounts to intrinsic value. Management focuses on balance sheet strength, asset protection, and asymmetric upside potential. Volatility is viewed as a necessary condition for outsized long-term returns. | FIVN ARE CN PRKS PHIN ECN CLBT GENI |
View |
| 2025 Q2 | Aug 22, 2025 | Voss Value Offshore Fund | 0.6% | -6.8% | ARE CN, CLBT, ECN CN, FIVN, GENI, PHIN, PRKS | contrarian, deep value, International Equities, Margin Of Safety, mispricing | The letter emphasizes global deep value investing, particularly in small and mid-cap international equities. Management highlights fear-driven selloffs and structural neglect as sources of opportunity. Capital preservation and margin of safety remain central to portfolio construction. | View | |
| 2024 Q1 | Apr 15, 2024 | Conestoga SMid Cap Composite | 12.9% | 12.1% | AXON, BFAM, CWST, FIVN, MRCY, NEOG, ROAD, TREX, WK | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Conestoga Mid Cap Composite | 8.4% | 9.4% | ANSS, CPRT, FIVN, FTNT, LSPD, TECH, TFX, VEEV, WCN, WST | - | View | ||
| 2024 Q1 | Apr 15, 2024 | RiverPark Long/Short Opportunity Fund | 0.6% | 11.1% | AAPL, DIS, FIVN, META, NVDA, SNAP | - | View | ||
| 2024 Q1 | Apr 15, 2024 | RiverPark Large Growth | 3.7% | 16.4% | AAPL, ADBE, DIS, FIVN, META, NFLX, NKE, NVDA, SNAP, UBER | - | View | ||
| 2024 Q1 | Apr 15, 2024 | Wasatch Small Cap Growth Strategy | 7.6% | 7.6% | AGYS, CWAN, FIVN, HQY, MEDP, NEOG, NVMI, YETI | - | View | ||
| 2025 Q3 | Nov 25, 2025 | Voss Value Fund | 5.0% | -1.7% | CLBT, EEFT, FIVN, FLYW, PRKS, XPOF | cyclicals, dispersion, Fintech, software, value | Voss highlights extreme market bifurcation, with speculative AI-linked names soaring while quality and value factors experience severe drawdowns. The strategy focuses on mispriced cash-generative businesses suffering from sentiment-driven dislocations despite stable fundamentals. Value remains compelling as dispersion widens and revenue revision cycles eventually normalize. | CLBT FLYW PRKS XPOF EEFT CVNA |
View |
| 2025 Q3 | Nov 25, 2025 | Voss Value Offshore Fund | 4.9% | -2.3% | CLBT, EEFT, FIVN, FLYW, PRKS, XPOF | CashFlow, momentum, revisions, underperformance, value | Same themes as the onshore fund: severe factor divergence, mispriced durable cash-flow businesses, and opportunities created by market overreactions to decelerating revenue. The fund stresses patience as half its portfolio trades at all-time low valuations despite intact long-term theses. Value remains attractive amid extreme momentum-driven rotations and AI-induced distortions. | CLBT FLYW PRKS XPOF EEFT FIVN |
View |
| 2024 Q3 | Oct 23, 2024 | Conestoga SMid Cap Composite | 12.9% | 12.1% | ALTR, AXON, CGNX, EXPO, FIVN, FSV, GWRE, MSA, ROAD, TREX, WST | - | View | ||
| 2024 Q3 | Oct 23, 2024 | Conestoga Mid Cap Composite | 8.4% | 9.4% | ANSS, CPRT, FIVN, FTNT, GWRE, HEI, PCOR, POOL, ROP, TYL, WST | - | View | ||
| 2022 Q3 | Oct 10, 2022 | RiverPark Large Growth | 3.7% | 16.4% | BKNG, FIVN, GOOG, INTU, NFLX, NKE, NOW, PINS, PYPL, RNG, SCHW PR D, SNAP, UBER, V, WDAY | - | View | ||
| 2023 Q3 | Sep 30, 2023 | RiverPark Large Growth | 3.7% | 16.4% | AAPL, ADYEN, BKNG, BX, EQIX, FIVN, GOOG, ILMN, INTU, LLY, LMT, MCD, NFLX, PEP, SBUX, UBER | - | View | ||
| 2022 Q3 | Sep 30, 2022 | RiverPark Long/Short Opportunity Fund | 0.6% | 11.1% | BKNG, FIVN, INTU, V, WDAY | - | View | ||
| 2024 Q2 | Jun 30, 2024 | RiverPark Long/Short Opportunity Fund | 0.6% | 11.1% | AAPL, ADYEN, DIS, FIVN, NVDA | - | View | ||
| 2024 Q2 | Jun 30, 2024 | RiverPark Large Growth | 3.7% | 16.4% | AAPL, ADYEN, DIS, FIVN, GOOG, NKE, NVDA, PINS, SHOP, SNAP | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Travis Cocke | Five9, Inc. | Information Technology | Application Software | Bull | NASDAQ | AI, Automation, Contactcenter, Margins, Software, valuation | View Pitch |
| Dec 9, 2025 | Substack | Sleepy Sol | Five9, Inc. | Information Technology | Software - Infrastructure | Neutral | cloud contact center, cloud migration, COVID-19 pandemic, Five9, growth potential, PBX systems, Stock decline, total addressable market, valuation, Zoom buyout | View Pitch | |
| Nov 28, 2025 | Fund Letters | Travis Cocke | Five9 Inc | Information Technology | Systems Software | Bull | NASDAQ | Activism, AI, buybacks, cloud, Communications, consolidation, Margins, Software, Subscriptions, valuation | View Pitch |
| Sep 16, 2025 | Short Thesis | Bear Cave | Five9 Inc | Information Technology | Application Software (Cloud Contact Center) | Bear | NASDAQ | AI, Competition, Contact center, growth, SaaS | View Pitch |
| Aug 7, 2025 | Seeking Alpha | The Value Pendulum | Five9, Inc. | Information Technology | Software - Infrastructure | Bull | NASDAQ | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||