VITEC.ST Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q3	Oct 1, 2024	Protean Select	0.0%	10.6%	AZN, BOL.ST, BRAV.ST, DEVYSER.ST, EWORK.ST, FORTNOX.ST, GETIB.ST, HM-B.ST, ITAB-B.ST, LSG.OL, MOWI.OL, NESTE.HE, NVO, SSAB-A.ST, VALMT.HE, VITEC.ST	AI, Aquaculture, Esg, Medtech, Nordics, SaaS, small cap	AI poses a significant threat to the SaaS business model by automating manual tasks and providing customized solutions that could disrupt traditional one-size-fits-all enterprise software. The manager specifically highlights concerns about Swedish software company Vitec, which has never addressed AI challenges in 20 quarterly calls despite trading at 60x FCF.	GETI-B.ST NVO ITAB.ST IBT.ST VITEC.ST	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Protean Select	Vitec Software Group	Information Technology	Application Software	Bear	Nasdaq Stockholm	AI disruption, B2B software, Bear, Enterprise software, overvalued, Roll-up, SaaS, Sweden, technology, vertical software	View Pitch
Apr 13, 2026	Fund Letters	Protean Small Cap	Vitec Software Group	Information Technology	Application Software	Bear	Nasdaq Stockholm	AI disruption, B2B software, Bear, overvalued, Roll-up, SaaS, Sweden, technology, vertical software	View Pitch
Apr 13, 2026	Fund Letters	REQ Global Compounders	Vitec Software Group AB	Information Technology	Application Software	Bear	NASDAQ Stockholm	Acquisition prices, capital allocation, Cash culture, Equity raises, Exit decision, High debt levels, Organic investments, Self-funded growth, vertical market software, Weak returns	View Pitch

BSD Shareholders of VITEC-ST

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

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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of VITEC-ST

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