What smart money is saying about Recruit
1 fund in our archive has pitched Recruit — most recently Harding Loevner International Equity in March 2026.
Recruit Holdings Co., Ltd. is a multifaceted enterprise that delivers human resources technology and a variety of business-oriented services. Its activities are organized into three primary divisions: HR Technology, Media & Solutions, and Staffing. The HR Technology division provides advanced digital platforms and tools aimed at simplifying recruitment and hiring for both prospective employees and organizations. The Media & Solutions segment manages a digital advertising ecosystem serving industries such as real estate, beauty, matrimonial services, travel, and food; it also offers cloud-based business management software to small and medium-sized enterprises. Furthermore, this division operates various media channels that publicize job vacancies and career opportunities to support client companies' talent acquisition strategies. Finally, the Staffing segment provides temporary personnel services across Japan, North America, Europe, and Australia. The company was founded in 1960 and maintains its corporate headquarters in Tokyo, Japan.
Fund activity · 6 positions · 2 moves
- HoldsBaillie Gifford International AlphaJune 2026
“Japanese recruitment and media company Recruit is making excellent progress monetising its online jobseekers platform, helped by AI tools and new premium services.”
Read the letterRecruit - HoldsClearBridge Investments International Growth EAFE StrategyJune 2026
“In addition to the transactions mentioned above, the Strategy repurchased ABB, Recruit Holdings, Atlas Copco and Mitsubishi Electric in industrials and added Anheuser-Busch InBev in consumer staples.”
Read the letterRecruit - HoldsHarding Loevner International Developed Markets Equity ADRJune 2026
Listed in Harding Loevner International Developed Markets Equity ADR’s reported holdings.
Read the letterRecruit - HoldsHarding Loevner International EquityJune 2026
“Last quarter we discussed the potential for airline reservation software network Amadeus or employment platform Recruit to use AI in their own operations before any new AI-enabled startups can dislodge them from their strong competitive positions.”
Read the letterRecruit - AddedHL International EquityMay 2026
“In Industrials, shares of Japan-based human resources technology company Recruit outperformed as higher prices overcame the negative narrative that AI would hurt the classified job-listing business.”
Read the letterRecruit - ExitedCambiar International Equity FundMarch 2026
“We subsequently decided to sell Recruit and maintain positions in Publicis and SAP.”
Read the letterRecruit
Also mentioned · 1
These funds discuss Recruit — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedHL International Equity ADRMay 2026
“shares of Japan-based human resources technology company Recruit outperformed as higher prices overcame the negative narrative that AI would hurt the classified job-listing business.”
Read the letterRecruit
Fund coverage · 1 thesis
- Harding Loevner International EquityMarch 2026
Recruit is a professional services and HR platform that can use AI to improve job matching.
Read the full thesis
Read every full thesis on Recruit
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→