Integral Ad Science Holding Corp. (IAS): A Bull Case Theory
We came across a bullish thesis on Integral Ad Science Holding Corp. on Show me the incentives...’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 | $540,233,108 | 55.6% | |
2. | Sunriver Management Will Cook | 8,822,914 | $73,318,415 | +9% | 7.86% |
3. | P2 Capital Partners Claus Moller | 4,910,000 | $40,802,100 | +3% | 7.81% |
4. | Rubric Capital Management David Rosen | 2,971,951 | $24,696,913 | -7% | 0.37% |
5. | Corvex Capital Keith Meister | 2,618,000 | $21,755,580 | 0.92% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$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 | |
$10.18 | 1,992 | $20,278.56 | 143,148 | 2025-10-02 | Filing | |
$10.18 | 25,901 | $263,672.18 | 145,140 | 2025-09-24 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 14,277 | $145,197 | 0% | |
2. | 922 | $9,377 | 0% |