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…
CSU
Which hedge funds are long CSU?
4 published ideas on Constellation Software Inc. across 3 funds — 4 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Constellation Software Inc.: the full 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.
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…
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…