ITCI

ITCI

ITCI

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q1	Apr 5, 2025	ClearBridge Investments Small Cap Growth Strategy	-	-	ARCH, BJ, CNMD, CWAN, ELF, FOUR, GERN, GKOS, GLBE, HE, HIMS, INTA, ITCI, KVYO, PYCR, RBC, RKLB, TNC, VRNS, WIX	AI, Biotech, growth, small cap, stock selection, Trade Policy, volatility	The DeepSeek model architecture caused investors to question potential returns on investment and monetization of generative AI initiatives, leading to air coming out of the sector-crossing narrative and investment tailwind around generative AI. The combination of concerns around AI reporting precipitated a meaningful pullback in stocks.	GERN HIMS ARCH RKLB GKOS	View
2025 Q1	Apr 30, 2025	Invesco Discovery Fund	-12.2%	-12.2%	AAON, ALAB, BBIO, CLS.TO, COOP, CRS, CWAN, CWST, CYBR, DUOL, EHC, ERJ, EVR, FRPT, FTI, GKOS, ITCI, KKR, LITE, OLLI, PRS, RKLB, WAY	aerospace, AI, Biotech, growth, healthcare, small cap, technology	The fund experienced challenges from AI-related volatility, with the secular growth narrative being challenged by DeepSeek developments. Astera Labs declined significantly due to concerns about lower-cost AI models from China affecting the AI infrastructure investment thesis.	BBIO RKLB WAY	View
2025 Q1	Mar 31, 2025	TimesSquare Capital Management U.S. Mid Cap Growth Strategy	-3.5%	-3.5%	ALL, BC, BJ, COR, EME, FICO, FROG, HOOD, HXL, INSM, IT, ITCI, JNJ, ORLY, ROST, TER, TPG, VRSK, WCN	consumer, financials, growth, healthcare, industrials, mid cap, technology, Trade Policy	China's DeepSeek AI model announcement in January created concerns about reductions in massive AI infrastructure spending, weighing on semiconductors and related industries. Corporate IT buyers showed more moderate spending though with resilience expected for AI and cybersecurity. The wider creation or adoption of GenAI applications for businesses is expected to generate greater activity volumes for companies like JFrog.		View
2025 Q1	Mar 31, 2025	TimesSquare Capital Management U.S. Small Cap Growth Strategy	-9.6%	-9.6%	ADUS, BFAM, BJ, BOOT, CBLL, CHEF, DAWN, ERJ, FRPT, HLNE, INFN, INSM, ITCI, MGY, MVBF, PAY, SLNO, VRNA, VVV, WHD	AI, Biotechnology, defense, growth, semiconductors, small cap, tariffs, Trade Policy	Global trade outlook and tariff concerns are creating significant market turbulence. Companies are girding for greater turbulence before waters calm, with specific impacts on Boot Barn from tariff concerns and Cactus Inc. building Vietnam capacity to address tariff risks.		View
2025 Q1	Mar 31, 2025	Baird Small/Mid Cap Growth Equity Fund	-10.6%	-10.6%	BJ, BOOT, BRBR, BROS, DKNG, EXL, GKOS, ITCI, JNJ, KAI, MASI, PEN, PLNT, PODD, POOL, PRCT, RGEN, TECH, ULS, WSO	AI, consumer, growth, healthcare, industrials, small cap, technology, volatility	AI-related spending faced questions regarding untethered pace as DeepSeek emerged as a potentially cheaper alternative platform from China. Microsoft's datacenter appetite showed signs of moderation, slowing positive market sentiment. Portfolio holdings with AI data center spending exposure experienced volatility.		View
2025 Q1	Mar 31, 2025	Carillon Eagle Small Cap Growth Fund	-	-	AAON, ANF, ARIS, FLYW, ITCI, PCVX, PTGX, RBA, SHAK, SWTX	AI, Biotechnology, energy, growth, healthcare, small caps, technology, Trade Policy	Healthcare remains the largest sector in the US at $5 trillion, growing 5% annually driven by aging population and chronic conditions. Recent M&A activity has picked up in pharmaceuticals and medical devices as companies seek portfolio expansion. The sector is generally more favorably priced than most sectors despite recent underperformance.	ANF AAON SHAK PCVX FLY SWTX PTGX RBA ARIS ITCI	View
2025 Q1	Mar 31, 2025	The Gabelli ABC Fund	0.4%	0.4%	AB, AZEK, BECN, FOXA, FYBR, GABCX, ITCI, IVAC, JNJ, JNPR, KKR, LEN, LGTY, TGNA, TXNM, VZ, WBA	Acquisitions, arbitrage, Event-Driven, Mergers, Regulatory	The fund invested in Intra-Cellular Therapies, which agreed to be acquired by Johnson & Johnson for $132 cash per share, valuing the transaction at approximately $14.6 billion. This represents a significant pharmaceutical merger and acquisition opportunity.		View
2025 Q1	Mar 31, 2025	AMG GW&K Small Cap Core Fund	-7.3%	-7.3%	ADC, ARQT, BWIN, CBZ, CHX, COCO, FLYW, FNA, GBCI, GMED, HALO, HLI, HMN, ICFI, INSM, INTA, ITCI, LOPE, MGY, MTSI, NWE, PAR, PATK, PPBI, PRIM, RBC, SKY, SPXC, STAG, STRL, SWTX, TNDM, UMBF, UTZ	AI, Biotechnology, energy, financials, Quality, small caps, Trade Policy	The fund discusses navigating uncertainty from tariff announcements and trade policy changes by the current U.S. Administration. The manager analyzes potential impacts on manufacturing, consumers, and trading partners, while monitoring for signs of policy moderation or negotiation.		View
2024 Q2	Jun 30, 2024	Baird Small/Mid Cap Growth Equity Fund	6.9%	2.7%	AAON, APPF, BAH, CACI, CNMD, DECK, FIVE, FND, FSS, GKOS, HEI, INSP, ITCI, JNJ, LGIH, LII, MANH, MEDP, NBIX, PODD, POOL, PRCT, RBC, RGEN, RXST, SPSC, SSD, TARS, TREX, TXRH, VERX, XPEL, ZBRA	AI, Defense Spending, growth, healthcare, small caps, software, technology	Artificial intelligence continues to drive outperformance in technology-related businesses. The portfolio benefits from AI tailwinds through utilities and telecommunications sectors. AAON's recent BASX Solutions acquisition provides exposure to datacenter infrastructure builds driven by AI needs.		View
2025 Q1	Mar 31, 2025	Wasatch Small Cap Growth Strategy	-	-	AGYS, BROS, FRPT, GLOB, ITCI, JNJ, RBC	AI, growth, management, Quality, small cap, Trade Policy, volatility	Tariffs and potential trade war have weighed on markets and raised concerns about global economic growth. The uncertainty surrounding tariffs and their macroeconomic impact underscores the importance of investing in high-quality businesses with good management teams.	RBC BROS FRPT AGYS GLNT	View
2025 Q1	Mar 31, 2025	Carillon Eagle Mid Cap Growth Fund	-	-	APP, ARES, AXON, BKR, CELH, COR, DDOG, DECK, ITCI, LPLA, MRVL, PLTR, RBA, TTD, WAB, WCN	AI, energy, growth, healthcare, mid cap, technology, Trade Policy	The fund remains optimistic on AI investment cycle despite market concerns about slowing hyperscaler spending. They believe the investment cycle to support AI technology is still in early innings and expect continued buildout of data centers and related infrastructure.		View
2025 Q1	Mar 31, 2025	Wasatch Long/Short Alpha Fund	-	-	AGYS, BROS, FRPT, ITCI, RBC	AI, growth, Quality, small cap, Trade Policy, volatility	Businesses are in the early innings of implementing AI into their processes and Globant will be a key beneficiary of this trend over the long term. Global IT spending has been sluggish but AI implementation represents a significant opportunity.	RBC BROS ITCI FRPT AGYS GLNT	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Wasatch Long/Short Alpha Fund	Intra-Cellular Therapies, Inc.	Health Care	Biotechnology	Bull	NASDAQ	acquisition target, biotechnology, Caplyta, CNS disorders, drug development, Pharmaceutical	View Pitch
Apr 13, 2026	Fund Letters	Carillon Eagle Small Cap Growth Fund	Intra-Cellular Therapies	Health Care	Pharmaceuticals	Bull	NASDAQ	acquisition, Biotech, Bipolar Disorder, CNS, Depression, Neuroscience, Patent Settlement, pharmaceuticals	View Pitch

BSD Shareholders of ITCI

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

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.

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