MKTX

MKTX

MKTX

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q1	Apr 15, 2024	Artisan Global Discovery	7.6%	13.1%	6415 TT, BAB LN, BJ, BSX, CELH, MIPS SS, MKTX, MONC IM, RDC GR, SAIA, SPGI, SPOT, SWAV, TEAM, TYL, VEEV, VRT	-			View
2024 Q1	Apr 15, 2024	Carillon Eagle Small Cap Growth Fund	0.0%	0.0%	CELH, FIVE, FRSH, MKTX, SMAR, SMCI, VKTX, VNOM, WCC, WING	-			View
2024 Q1	Apr 15, 2024	Carillon Eagle Mid Cap Growth Fund	0.0%	0.0%	CELH, CRWD, LULU, MKTX, MMM, PLNT, SBAC, SWAV, U, VRT	-			View
2025 Q3	Oct 15, 2025	Upslope Capital Management	8.8%	12.5%	8697 JP, BIO, CHG LN, DPLM LN, EVR, FCN, GOOG, HOLN SW, HSY, IMXI, INTC, KDEF, MKTX, SMIN LN, STE, TDY, WST	AI, defense, healthcare, Quality, valuation	Upslope remains cautious as valuations stretch and shorting speculative names becomes difficult. The fund adds defensive longs in healthcare and new exposure to the Korea Defense ETF, citing global security and cost advantages. Its positioning favors durable, high-quality businesses poised to outperform when speculative excess fades.		View
2025 Q4	Jan 13, 2026	Upslope Capital Management	2.0%	14.8%	6954.T, 8697.T, BAH, BIO, CCK, CME, DPLM.L, FCN, GOOGL, HOLN.SW, HSIC, HSY, INTC, MKTX, SAND.ST, SMIN.L, STE, TDY	AI, Automation, defense, healthcare, industrials, Japan, Long/Short, mid cap	Manager exited European defense stocks for the first time since early 2022, citing full valuations and expectations that the Ukraine conflict may wind down. However, maintains exposure through Booz Allen Hamilton and Korea Defense ETF, noting long-term secular tailwinds from rising geopolitical risks and defense spending. AI is described as everywhere, particularly on buyside analyst desktops, contributing to faster market pace and gambling-like behavior. Manager sees AI moving into the physical world as a catalyst for industrial automation companies like Fanuc, which is positioned to benefit from AI's expansion beyond digital applications. Fanuc holds ~50% market share in CNCs and is a leading factory robotics player, positioned to benefit from AI moving into the physical world and rising trade barriers boosting global reshoring. The company serves general industrial, automotive, electronics, and aerospace end markets with global diversification. Portfolio includes Japan Exchange Group benefiting from ongoing Japanese equity market structure reforms and corporate governance improvements. Fanuc represents exposure to leading Japanese industrials with fortress balance sheets and global market leadership in automation.	HSIC 6954 JP CCK BAH	View
2025 Q4	Jan 12, 2026	Heartland Mid Cap Value Fund	-1.9%	0.1%	JBHT, KMB, MKTX	AI, Capital markets, financials, industrials, Logistics, mid cap, Quality, value	The fund employs a two-bucket approach combining Quality Value and Deep Value strategies. High-quality value stocks continued to lag speculative parts of the market, with valuation disparities as extreme as ever seen. The fund maintains discipline in valuation criteria despite current underperformance. Speculative investors have rewarded perceived AI winners with lofty valuations, assigning permanence to top-line benefits of questionable duration. The euphoria has impacted valuations across Quality Value and Deep Value companies more than expected in a value-oriented asset class. J.B. Hunt Transport Services was the top contributor, benefiting from cost reduction actions and improving operating margins despite freight market challenges. The company maintains strong cash flow generation and aggressive share repurchases while trading at a discount to industrials. MarketAxess Holdings operates the largest e-trading platform for corporate bonds in the US. The company is investing in portfolio trading capabilities to compete with peers and regain market share, with recent data suggesting share recovery happening faster than expected.	KMB MKTX JBHT	View
2023 Q2	Jul 30, 2023	Baron Asset Fund	8.3%	10.6%	ARE, AZPN, BAH, CDAY, CSGP, FDS, IT, MKTX, MORN, MTD, VRSK	-			View
2023 Q2	Jul 27, 2023	Carillon Eagle Mid Cap Growth Fund	0.0%	0.0%	CMG, ENPH, ENTG, MKTX, MLM, MRVL, MSCI, SNPS, ULTA, WOLF	-			View
2023 Q1	Mar 31, 2023	Baron Asset Fund	8.3%	10.6%	ANSS, CSGP, FRC, GWRE, ICLR, IDXX, IT, LPLA, MKTX, PWR, RGEN, TECH, WST	-			View
2023 Q4	Jan 18, 2024	Polen Capital – U.S. SMID Company Growth	8.8%	-1.3%	CNM, FF0 GR, FIVE, GNRC, GSHD, MEDP, MKTX, PAYC, POOL, TECH, TREX, WING	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 27, 2026	Fund Letters	Colin McWey	MarketAxess Holdings Inc.	Financials	Capital Markets	Bull	NASDAQ	Bonds, Electronictrading, Operatingleverage, rerating, scale	View Pitch
Aug 8, 2025	Seeking Alpha	Growth Hunter	MarketAxess Holdings Inc.	Financials	Capital Markets	Bull	NASDAQ	—	View Pitch

BSD Shareholders of MKTX

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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