Integral Ad Science Holding Corp. (IAS): A Bull Case Theory
We came across a bullish thesis on Integral Ad Science Holding Corp. on P14 Capital’s Substack. In this article, we will summarize the bulls’ thesis on IAS.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Vista Equity Partners Robert Smith | 65,010,001 | $661,151,710 | 55.63% | |
| 2. | Sunriver Management Will Cook | 7,120,157 | $72,411,997 | -20% | 7.87% |
| 3. | P2 Capital Partners Claus Moller | 4,830,805 | $49,129,287 | -2% | 9.44% |
| 4. | Kryger Capital John Melsom | 3,000,000 | $30,510,000 | 3.52% | |
| 5. | Highland Capital Management James Dondero | 2,683,061 | $27,286,730 | 2.37% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $10.28 | 2,781 | $28,588.68 | 136,840 | 2025-12-02 | Filing | |
| $10.24 | 12,180 | $124,723.20 | 417,742 | 2025-11-05 | Filing | |
| $10.19 | 9,264 | $94,400.16 | 406,029 | 2025-10-07 | Filing | |
| $10.18 | 3,527 | $35,904.86 | 139,621 | 2025-10-03 | Filing | |
| $10.19 | 17,267 | $175,950.73 | 415,293 | 2025-10-03 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 22,722,770 | $231,090,571 | 52.79% | |
| 2. | 9,043,380 | $91,971,174 | 0% | |
| 3. | 6,757,261 | $68,721,343 | 0% | |
| 4. | 5,949,164 | $60,502,884 | 0.01% | |
| 5. | 2,088,796 | $21,243,055 | 1.37% |