Manager holders · last 5 qtrsⓘ
3
2025Q2 – 2026Q2 · +2 QoQ
Total position
$300M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
FundsmithⓘNew$145M1.06%Quality growth / Long-term concentrated
Baillie GiffordⓘAdd+5.71%$138M0.13%Long-term growth / Global allocation
GivernyⓘNew$17M0.57%Long-term growth-value
What managers sayⓘ
2022-07-20Voss CapitalBullStock Comp in Software — Hidden Margin Deterioration?Detail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2026 · Source: SEC EDGAR 10-K
5y revenue CAGR 15% · latest net margin 28.4%
Revenue$3.20B
Rev. YoY+16.3%
Gross margin75.5%
Net margin28.4%
Net income$0.91B
Free cash flow—
Operating cash flow$1.42B
ROE12.6%