Letters by company

Marketaxess Holdings INC

1 letter discussing MKTX. Everything written about it on this site is on its ticker page.

Heartland Advisors Heartland Mid Cap Value Fund 2Q26 Portfolio Manager Commentary Heartland Mid Cap Value Fund reduced ON Semiconductor after it reached its price target, built MarketAxess amid temporary issuance-related trading headwinds, and initiated International Flavors and Fragrances as a self-help opportunity. The managers argue that AI-driven market concentration has created mispricings and rely on scenario-based price targets and a two-bucket value process to assess them. 2Q26 IFF $22BMKTX $5.8BON $31B