VRSN

VRSN

VRSN

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q1	Apr 24, 2025	Diamond Hill Mid Cap	-1.3%	-1.3%	AIG, ALK, ASH, BSX, CIEN, COOP, ESAB, HII, ILMN, L, MLM, RRX, RYN, ST, TFX, TRU, UDR, VRSN, VTR, WCC	defense, financials, healthcare, mid cap, tariffs, Trade Policy, value, volatility	President Trump announced significant tariffs including Liberation Day tariffs and threatened 104% tariffs on China in response to retaliation. Markets are nervous about wholesale reworking of global trade landscape affecting historical allies like Taiwan. Companies are preemptively announcing US investments to avoid tariffs.		View
2025 Q1	Apr 24, 2025	Diamond Hill Small-Mid Cap Strategy	-4.2%	-4.2%	ALGT, ALK, BLDR, CIEN, COOP, CTRA, HII, ILMN, INFA, LOB, MGY, RRX, RYN, SXT, TFX, TRU, VRSN, WCC, WNS	defense, mid cap, small cap, tariffs, Trade Policy, value, volatility	President Trump announced significant tariffs including a 104% tariff on China in response to retaliation, creating tremendous uncertainty around trade policy shifts. Markets are struggling to digest whether tariffs are negotiation tactics or permanent reshaping of world trade order. The US-China trade relationship is front and center in this showdown with potential for full-blown trade war.		View
2024 Q1	Apr 15, 2024	Weitz Multi Cap Equity Fund	10.4%	16.3%	AAPL, BRK-B, CHTR, CSGP, GOOG, IT, LBRDA, LBTYK, LH, LICT, LILAK, LKQ, META, MKL, MLM, PRM, VMC, VRSN	Broadband, infrastructure, materials, Multi Cap, technology, value	Aggregates companies Martin Marietta Materials and Vulcan Materials benefited from continued healthy price increases and strong demand from public infrastructure projects. These companies were top contributors to performance during the quarter.	VRSN	View
2024 Q1	Apr 15, 2024	Baron Asset Fund	8.3%	10.6%	ACGL, ANSYS, CSGP, DAY, FDS, FICO, GWRE, HLT, IDXX, IT, MTD, PCOR, ROP, SPOT, TECH, TTD, VEEV, VRSK, VRSN	growth, healthcare, industrials, Long Term, mid cap, software, technology	The market has been focused on a narrow group of companies perceived to be AI beneficiaries. Many of Baron's holdings are well positioned to utilize AI to expand their product offerings and competitive differentiation, increase their growth rate and reduce their cost structure. Gartner is expected to emerge as a key decision support resource for every company evaluating AI opportunities and risks.	SPOT PCOR	View
2024 Q4	Dec 31, 2024	Trojan Fund from Troy Asset Management	-	6.7%	AAPL, AMZN, COST, DEO, GOOGL, HEINY, META, MSFT, NESN.SW, NVDA, TSLA, UL, V, VRSN	AI, Bubbles, gold, infrastructure, Multi-Asset, rates, technology, Valuations	AI's potential is facilitating huge infrastructure investment and laying foundations for technology with profound significance. The adoption and monetisation of AI is occurring faster than previous technological shifts thanks to pre-existing internet infrastructure. Large language models are already impressive across applications, with a step change in cost of training and consuming models occurring.		View
2025 Q4	Jan 27, 2026	Diamond Hill Mid Cap	3.7%	13.5%	CHKP, CIEN, CIVI, CUBE, GIS, HII, LEA, POST, VRSN, WCC, WIX, WLK, ZTS	AI, defense, healthcare, industrials, materials, mid cap, technology, value	AI-related spending continued to be a primary driver in equity markets throughout 2025, with many top-performing portfolio positions benefiting from ongoing AI-spending buildout across industrials, materials and information technology. However, the managers note increased investor scrutiny around AI developments and market bubble discussions in December. Data center business growth was a significant driver for portfolio holdings, with WESCO International's data center business reaching nearly 20% of total revenue and driving better-than-expected organic growth. The theme reflects the ongoing infrastructure buildout supporting AI and cloud computing demand. Defense spending opportunities emerged through Huntington Ingalls Industries, which benefited from strong Navy shipbuilding demand, new frigate contract awards, and discussion of potential Trump-class battleship opportunities. The company showed improving execution as labor challenges eased.		View
2024 Q3	Sep 30, 2024	Weitz Multi Cap Equity Fund	10.4%	16.3%	BRK-A, CHTR, GOOGL, GWRE, LBRDA, LICT, LKQ, META, MLM, PMS, SIRI, VRSN	interest rates, Media, Multi Cap, Quality, technology, value	The fund employs a Quality at a Discount framework as an enduring advantage of their multi-cap investing strategy. They focus on investing in high quality businesses of all sizes, with valuation remaining their North Star for investment decisions.		View
2024 Q2	Jul 28, 2024	Weitz Multi Cap Equity Fund	10.4%	16.3%	ACIW, AON, BRK-B, CHTR, CSGP, GOOG, GWRE, HEI, IEX, LBRDA, LKQ, LLYVA, LSXMK, LYV, META, ODFL, PRM, SIRI, TXN, VRSN	Logistics, multi-cap, Quality, technology, value	The letter discusses an AI-driven feeding frenzy of tech stocks, with Meta Platforms and Alphabet garnering favor given their position at the vanguard of artificial intelligence development. However, their traditional ad-supported businesses continue to demonstrate strength and drive healthy business value growth.	ODFL	View
2024 Q2	Jul 27, 2024	Baron Asset Fund	8.3%	10.6%	AAPL, ACGL, AMZN, BAH, CSGP, DDAY, FDS, FICO, GOOGL, GWRE, IDXX, IT, META, MSFT, MTD, MTN, NVDA, PCOR, RGEN, ROP, SPOT, TROW, TSLA, VMC, VRSK, VRSN	AI, growth, healthcare, industrials, infrastructure, insurance, mid cap, technology	The Fund participated in X.AI Corp's Series B fundraising round, founded by Elon Musk to develop AI to understand the true nature of the universe. X.AI has unique access to X.com's data representing one of the largest repositories of real-time, multimodal human interaction data with nearly 600 million monthly users. The company plans to deploy one of the world's largest computing clusters with 100,000 GPUs and aims for 300,000 stronger GPUs by summer 2025.	VMC XAI FICO GWRE VRSK	View
2024 Q2	Jul 26, 2024	Diamond Hill Small-Mid Cap Strategy	8.4%	9.2%	ALGT, BKU, COOP, ENOV, FTRE, GDDY, GNRC, LH, MAA, MGY, RRR, RRX, SANM, SNV, UDR, VRSN, WCC, WWW	financials, healthcare, industrials, real estate, small caps, technology, value	Apartment REITs Mid-America Apartment Communities and UDR benefited from stronger than expected rents and occupancy rates, positioning them well for peak leasing season. The portfolio's above-benchmark exposure to real estate contributed positively to relative performance as the sector outperformed the broad index.		View
2024 Q2	Jul 26, 2024	Diamond Hill Mid Cap	8.3%	13.3%	ADM, BSX, CIVI, ENOV, GDDY, GNRC, HUM, LH, MAA, NXPI, PH, RRR, RRX, SYY, UDR, VRSN, WCC	AI, mid cap, Quality, technology, value	AI-related stocks have driven increasingly narrow market performance, with a small number of massive technology stocks driving the majority of index returns. This creates opportunities for active managers to add value by avoiding the temptations of following trends and maintaining disciplined fundamental approaches. The concentration in AI stocks affords opportunities to identify high-quality, underappreciated companies outside the obvious front lines of the latest fad.		View
2025 Q1	Mar 31, 2025	Distillate Capital Large Cap Value	0.8%	0.8%	ABBV, AMZN, CI, CME, ELV, EPAM, JNJ, META, MPC, MRK, MSFT, NTAP, ON, ORCL, PYPL, SCCO, TMUS, VRSN, VST, VTRS	AI, free cash flow, Leverage, Market Concentration, Quality, tariffs, uncertainty, valuation	President Trump announced significant tariffs on April 2nd with an effective rate around 23%, marking levels not seen in a century. The potential tariff impact on GDP is enormous, creating inflationary pressures and economic uncertainty. The scale puts markets in uncharted territory with complex follow-on impacts including potential wealth declines and consumption effects.		View
2024 Q4	Jan 29, 2025	Weitz Multi Cap Equity Fund	-0.6%	15.6%	AIF.TO, BRK-B, DHR, EFX, GOOGL, GWRE, HEI, KMX, LBRDK, LBTYK, MA, META, ODFL, PRM, SIRI, TECH, TXN, V, VRSN	inflation, Multi Cap, rates, small caps, technology, value	Investor enthusiasm around artificial intelligence drove outsized returns on a handful of megacap tech stocks. While the fund stayed true to its investment philosophy and avoided chasing trends, many of their portfolio companies are actively exploring AI applications to enhance their operations and drive long-term growth.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Weitz Multi Cap Equity Fund	VeriSign, Inc.	Information Technology	Internet Services & Infrastructure	Bull	NASDAQ	defensive, Dns, Domain Names, ICANN contract, Internet Infrastructure, Mission-Critical, Monopoly, recurring revenue, Wide Moat	View Pitch
Feb 17, 2026	Substack	The Finance Corner	Verisign, Inc.	Information Technology	Internet Services & Infrastructure	Bull	NASDAQ Stock Market	.com and .net, digital infrastructure, Domain registration, ICANN, legal monopoly, operating margin, price increase, recurring revenue, renewal rate, Verisign	View Pitch
Jan 23, 2026	Twitter / X	@MinusCherry	VeriSign, Inc.	Information Technology	Internet Services & Infrastructure	Bear	NASDAQ	Adsense, Dns, Domains, Own Ceo, Parked, Parked Domains, Vic, Vrsn	View Pitch
Jan 22, 2026	Twitter / X	@MinusCherry	Verisign, Inc.	Information Technology	Internet Services & Infrastructure	Bear	NASDAQ	Com, Domain, Domains, Parked, Parking, Registrars, Registry, Renew	View Pitch
Aug 13, 2025	Seeking Alpha	The Alpha Analyst	VeriSign, Inc.	Information Technology	Software - Infrastructure	Neutral	NASDAQ	—	View Pitch

BSD Shareholders of VRSN

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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