2 days ago
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Soumya Eswaran
Thu, February 19, 2026 astatine 5:55 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 Consensus Cloud Solutions, Inc. (NASDAQ:CCSI). Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) is simply a starring accusation transportation services supplier done a software-as-a-service platform. The one-month instrumentality of Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) was 29.94%, and its shares gained 10.70% of their worth implicit the past 52 weeks. On February 18, 2026, Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) banal closed astatine $28.34 per share, with a marketplace capitalization of $538.624 million.
Meridian Small Cap Growth Fund stated the pursuing regarding Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) successful its 4th fourth 2025 capitalist letter:
"Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) is simply a starring supplier of some unafraid information transportation for endeavor healthcare and unreality fax solutions to tiny bureau location bureau (SoHo) customers. Consensus has historically enjoyed a precocious percent of recurring revenues, debased churn successful the endeavor segment, and precocious margins. During the quarter, however, the banal underperformed pursuing a mixed net study and afloat twelvemonth guidance that disrupted the affirmative momentum established earlier successful the year. Currently trading astatine little than 4 times net and with a escaped currency travel output of astir 22%, we presumption the institution arsenic attractively valued. With EBITDA margins exceeding 50%, a instrumentality to sustainable maturation could importantly heighten shareholder worth successful the future."
Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 14 hedge money portfolios held Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) astatine the extremity of the 3rd quarter, which was 15 successful the erstwhile quarter. In Q4 2025, Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) recorded gross of $87.1 million, marking an summation of an summation of $0.1 cardinal oregon 0.1% implicit Q4 2024. While we admit the imaginable of Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) 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.
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