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 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 Red Violet: 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.
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…