2 days ago
5
Soumya Eswaran
Thu, February 19, 2026 astatine 6:01 AM CST 3 min read
Meridian Funds, managed by ArrowMark Partners, released its fourth-quarter 2025 capitalist missive for “Meridian Small Cap Growth Fund”. A transcript of the missive tin beryllium downloaded here. U.S. equity markets navigated a 4th supported by optimism astir imaginable monetary easing and caution regarding economical maturation and valuations. Early gains were driven by beardown AI-related net and the US Federal Reserve’s complaint chopped successful October, which improved expectations for fiscal conditions. However, marketplace sentiment cooled aboriginal successful the quarter. Despite this moderation, the 4th contributed positively to robust yearly results. Small caps delivered an yearly instrumentality of 12.8% with a 2.2% Q4 gain. Value outperformed maturation arsenic per the Russell household of indices. In Q4 2025, The Meridian Small Cap Growth Fund returned 0.90% (net) compared to the Russell 2000 Growth Index’s 1.22% return. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2025.
In its fourth-quarter 2025 capitalist letter, Meridian Small Cap Growth Fund highlighted stocks specified arsenic Axogen, Inc. (NASDAQ:AXGN). Axogen, Inc. (NASDAQ:AXGN) is simply a person successful the improvement and commercialization of technologies for peripheral nervus regeneration and repair. On February 18, 2026, Axogen, Inc. (NASDAQ:AXGN) banal closed astatine $35.25 per share. One-month instrumentality of Axogen, Inc. (NASDAQ:AXGN) was 10.16%, and its shares are up 90.54% implicit the past 12 months. Axogen, Inc. (NASDAQ:AXGN) has a marketplace capitalization of $1.768 billion.
Meridian Small Cap Growth Fund stated the pursuing regarding Axogen, Inc. (NASDAQ:AXGN) successful its 4th fourth 2025 capitalist letter:
"Axogen, Inc. (NASDAQ:AXGN) is simply a person successful the improvement of technologies focused connected peripheral nervus regeneration and repair. The company’s biologically progressive nervus graft level reduces procedural risks by eliminating the request for secondary surgical sites. Shares precocious during the 4th pursuing respective affirmative developments, including accelerated gross maturation of 20% and gross margins of astir 77%, which exceeded capitalist expectations. In addition, the company’s flagship merchandise received favorable reimbursement terms, which should enactment broader infirmary adoption and improved top-line growth. Perhaps astir notably, the FDA approved the BLA submission for a cardinal therapy without restrictive labeling, granting 12 years of marketplace exclusivity and extending the company’s commercialized sum and maturation runway."
Axogen, Inc. (NASDAQ:AXGN) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 20 hedge money portfolios held Axogen, Inc. (NASDAQ:AXGN) astatine the extremity of the 3rd quarter, compared to 21 successful the erstwhile quarter. While we admit the imaginable of Axogen, Inc. (NASDAQ:AXGN) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.
English (CA) · 
English (US) · 
Spanish (MX) ·