LongCSUAug 2026
Constellation Software Inc.
RV Capital made a new investment in Constellation Software, a serial acquirer of vertical market software businesses whose products are mission-critical and deeply embedded in…
CSU
Which hedge funds are long CSU?
4 published ideas on Constellation Software Inc. across 4 funds — 4 long and 0 short.
Constellation Software hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Constellation Software: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongCSUAug 2026
Constellation Software Inc.
SaltLight recently invested in Constellation Software because it views the company as a portfolio of roughly one thousand specialized vertical-software businesses rather than a…
LongCSUAug 2026
Constellation Software Inc.
Rowan Street initiated Constellation Software in the first quarter of 2026 after years of experience owning Topicus. The fund is attracted to a record of approximately 28% annual…
LongCSUJul 2026
Constellation Software Inc.
Constellation Software is a serial acquirer of vertical-market software companies and has historically compounded earnings at approximately 20% annually since its IPO. Its shares…