What smart money is saying about Cellebrite DI Ltd.
9 funds in our archive have pitched Cellebrite DI Ltd., most recently Greenhaven Road Capital Fund in June 2026.
Cellebrite DI Ltd. delivers specialized digital intelligence solutions crafted for legally authorized investigations. Their comprehensive DI platform enables users to efficiently gather, scrutinize, interpret, and oversee digital information throughout the investigative process. These essential tools are utilized in a wide array of scenarios, including cases involving child exploitation, homicides, counter-terrorism operations, border control, sexual offenses, human trafficking, corporate security incidents, intellectual property theft, and civil litigation. A key offering, the Universal Forensic Extraction Device (UFED), is engineered to surmount significant hurdles in accessing digital evidence, such as intricate device locks, encryption barriers, deleted data, and obscure content that might otherwise conceal crucial information. The company also provides Seeker, designed for analyzing video footage; OSINT Analyze, a real-time deep-dive tool for examining open-source information across the surface, deep, and dark web; and Crypto Tracer, which deciphers blockchain transactions alongside related data from numerous sources to identify and categorize digital wallets and activities. Cellebrite's clientele includes federal, state, and local government bodies, as well as various enterprise companies and service providers. Established in 1999 and headquartered in Petah Tikva, Israel, the firm operates internationally with a footprint in countries such as the United States, Germany, Singapore, Australia, Brazil, the United Kingdom, France, Canada, Japan, and India. Additionally, Cellebrite Mobile Synchronization Ltd. functions as a subsidiary of Sun Corporation.
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Position history
Between Q4 2024 and Q2 2026, 5 fund letters reported a position in Cellebrite DI Ltd., with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 2 |
| Q1 2026 | 3 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 2 |
| Q3 2025 | 0 | 0 | 0 | 2 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 2 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 5 positions · 1 move
- New positionArtisan Partners Global Discovery FundJune 2026
“During the quarter, we initiated new positions in Entegris, Cellebrite and C.H. Robinson.”
Cellebrite DI Ltd. - June 2026
“Cellebrite Keeping with the theme of “swift and strong,” Morgan Stanley recently came up with 10 potential moats a software company could have for investors to ponder as they consider investing in the sector. I could make the argument that Cellebrite has virtually all of these moats. However, the market has labeled Cellebrite an AI loser. Investors fear that AI will replace software and that tools such as Anthropic’s Mythos will help Google and Apple harden their devices, making data extraction more difficult. The share price has recovered from its lows but was still down approximately 20% year to date at quarter-end. Our non-consensus view is that AI will ultimately benefit Cellebrite.”
Cellebrite DI Ltd. - March 2026
“In Israel, Cellebrite, a leading developer of digital evidence software, serves over 7,000 customers across 140 countries. Its solutions are critical for law enforcement and defense agencies to access and leverage digital evidence stored on electronic devices involved in criminal activity or industrial espionage. Despite reporting generally positive results, shares of Cellebrite traded -24% lower during the quarter.”
Cellebrite DI Ltd. - March 2026
“In Israel, Cellebrite, a leading developer of digital evidence software, serves over 7,000 customers across 140 countries.”
Cellebrite DI Ltd. - March 2026
“In Israel, Cellebrite, a leading developer of digital evidence software, serves over 7,000 customers across 140 countries.”
Cellebrite DI Ltd.
Also mentioned · 1
These funds discuss Cellebrite DI Ltd. as a competitor, benchmark or comparable, without disclosing a position in it.
- September 2023
“Vertical Market Software Email: Info@deepsailcapital.com Website: www.deepsailcapital.com Topics Covered: Vertical Market Software, Serial Acquirers, Software as a Service Relevant Companies: Serial Acquires: Constellation Software (CSU), Topicus (TOI), Vitec Software (VIT-B), Roper Technologies (ROP), Sygniety (SGN.PL), Addnode Group (ANODB), Lumine Group (LMN.V), Arcadea Group (Private) Larger Single Vertical Markets: AppFolio (APPF), Veeva Software (VEEV), Toast (TOST), nCino (NCNO), Shopify (SHOP), Procore (PCOR), Cellebrite (CLBT)”
Cellebrite DI Ltd.
Fund coverage · 9 theses
- Greenhaven Road Capital FundJune 2026
Cellebrite DI Ltd. is a digital forensics software company whose new AI product Genesis could expand its market and support continued compounding and multiple expansion.
Read the full thesis Cellebrite sells digital forensics software and Genesis could accelerate growth by improving productivity, expanding TAM and strengthening its AI position.
Read the full thesis- Voss CapitalDecember 2025
Cellebrite is a hardware-enabled digital forensics platform with a deep exploit library, high legal and procurement barriers, emerging AI products, and strong growth and cash generation at a discounted valuation.
Read the full thesis - Artisan U.S. Small-Cap Growth StrategyDecember 2025
Cellebrite DI Ltd provides digital forensics software and is transitioning to an integrated platform with durable franchise advantages and expected growth resumption.
Read the full thesis - Greenhaven Road CapitalSeptember 2025
Cellebrite is well-positioned for future growth due to its unique products, high customer value, and upcoming AI tools, despite current market challenges.
Read the full thesis - Voss CapitalSeptember 2025
Cellebrite (CLBT) is a high-margin, cash-generating software platform transforming federal law enforcement through accelerating growth drivers and strategic acquisitions, trading at depressed valuations that imply over 90% upside as the market re-rates its long-term potential.
Read the full thesis - Voss CapitalJune 2025
Cellebrite is well-positioned for renewed growth, demonstrating strong gross margins and free cash flow, despite a minor revenue guidance cut, as they reset expectations and manage federal contract timing effectively.
Read the full thesis - Polen Global SMID Company GrowthDecember 2024
Cellebrite is a leading Israeli company in digital forensics software, experiencing strong demand for its services to help law enforcement and poised for significant revenue growth while trading at a discount compared to global peers.
Read the full thesis - Greenhaven Road CapitalDecember 2024
Cellebrite is a rapidly growing and profitable company with a strong recurring revenue growth, an upgrade cycle on the horizon, and potential benefits from AI integration, while facing uncertainty regarding its leadership and future independence.
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