LongRDVTSep 2026
Red Violet
Immersion argues that Red Violet's identity-verification business has been wrongly treated as vulnerable to AI disruption. Its CORE platform is itself AI-driven and continuously…
RDVT
1 published idea on Red Violet across 1 fund — 1 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 Red Violet: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Immersion argues that Red Violet's identity-verification business has been wrongly treated as vulnerable to AI disruption. Its CORE platform is itself AI-driven and continuously…