Letters by company

Kinaxis Inc

2 letters discussing KXS. Everything written about it on this site is on its ticker page.

PenderFund Capital Management Ltd. Pender Small Cap Opportunities Fund - July 2026 Pender Small Cap Opportunities Fund shifted to a defensive stance, holding elevated cash while seeking undervalued small-cap businesses amid a cooling AI trade, rising yields and widening credit-risk concerns. Kinaxis raised guidance after solid second-quarter results, while MDA Space funded its CLS acquisition and Telesat secured a major Canadian military-connectivity contract. July 2026 KXS $3.6BMDA $4.7BTSAT $694M
PenderFund Capital Management Ltd. Pender Global Small/Mid Cap Equity Fund Manager’s Commentary Pender Global Small/Mid Cap Equity Fund maintained a defensive stance amid an AI-related rotation out of semiconductor and high-beta technology shares, citing rising debt-funded hyperscaler capex and concerns over investment returns. The fund initiated Auto Trader, added Copart on weakness, sold Kneat.com after its Thoma Bravo takeout, and defended its Generac thesis while Kinaxis raised guidance. July 2026 AUTO $5.5BGNRC $11BKXS $3.6B