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 |
|---|---|---|---|
“Descartes Systems Group, Inc. (DSGX), Guidewire Software, Inc. (GWRE), Tyler Technologies, Inc. (TYL) and Q2 Holdings, Inc. (QTWO) were the largest contributors.” | Q3 2026 Oct 19, 2026 | Preview | |
“Technology also provided a meaningful tailwind, reversing a trend that had weighed on relative performance in recent quarters. Our Technology holdings...” | Q3 2026 Oct 19, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $QTWO.(12 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.