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What smart money is saying about Kinaxis IncCanada flag

KXS.TO · Technology · Software - Application · Market cap $2.94B

2 funds in our archive have pitched Kinaxis Inc — most recently Artisan Non-U.S. Small-Mid Growth Strategy in December 2025.

Company profile

Kinaxis Inc. provides cloud-based subscription software for supply chain operations in the United States, Japan, Hong Kong, The Netherlands, South Korea, the United Kingdom, Singapore, France, Ireland, Germany, India, and Canada. It offers Kinaxis, a cloud-based software-as-a-service platform, which provides advanced planning, sales and operations planning, supply and demand planning, inventory management, and command and control center services. The company also provides professional services, including business transformation, implementation, and continuous learning services; and support services. It serves technology and electronics, aerospace and defense, life sciences and pharmaceuticals, industrial, automotive, consumer products, and retail markets. The company was formerly known as webPLAN Inc. and changed its name to Kinaxis Inc. in May 2005. Kinaxis Inc. was founded in 1984 and is headquartered in Ottawa, Canada.

Fund coverage · 2 theses

  • Artisan Non-U.S. Small-Mid Growth Strategy
    December 2025

    Kinaxis Inc is a leading supply chain planning software provider with mission-critical workflows, high retention metrics, AI-enhanced value, and an attractive forward free cash flow valuation.

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  • Lakehouse Global Growth Fund
    March 2025

    Kinaxis is a top investment in supply chain planning software with a strong reputation, high customer retention, and growing free cash flow margins as it transitions to a full cloud offering.

    Read the full thesis

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