What smart money is saying about Cellebrite
8 funds in our archive have pitched Cellebrite — most recently Artisan Partners Global Discovery Strategy 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, 1 fund letter reported a position in Cellebrite — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 2 |
| Q3 2025 | 0 | 0 | 0 | 2 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 2 |
Fund activity · 1 position · 1 move
- New positionArtisan Partners Global Discovery FundJune 2026
“During the quarter, we initiated new positions in Entegris, Cellebrite and C.H. Robinson.”
Read the letterCellebrite
Fund coverage · 8 theses
- Artisan Partners Global Discovery StrategyJune 2026
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 - 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 - 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 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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