What smart money is saying about Merit Medical Systems, Inc.
MMSI
No fund has written a full thesis on Merit Medical Systems, Inc. in our archive, but 2 fund letters report a position in it — most recently Conestoga Capital Advisors Small Cap, SMid Cap & Micro Cap Strategies in September 2026.
Get an email when a fund buys, sells or pitches it
2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q2 2025 and Q3 2026, 2 fund letters reported a position in Merit Medical Systems, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- September 2026
“Medical equipment and supplies contributed meaningfully to performance, led by Repligen Corp. (RGEN), Merit Medical Systems, Inc. (MMSI) and Stevanato Group SpA (STVN).”
Merit Medical Systems, Inc. - June 2025
“Detractors • Grid Dynamics, Clearwater Analytics Holdings and Merit Medical Systems were the largest individual detractors from performance. • Grid Dynamics struggled during the period mainly due to the guidance that the company gave in February, which was viewed by analysts as being overly aggressive. The company did not raise guidance for the fiscal year in May, breaking a three-quarter trend of ‘beat and raise’ reports. These dynamics along with broader pressures in the IT Service industry with companies cutting guidance have added to fears of potential earnings cut, which has exacerbated selling pressures on the stock. • Clearwater Analytics Holdings provides cloud native software in investment lifecycle management for the insurance and asset management industry. Earlier this year, the company made three acquisitions and is currently in the midst of integrating these acquisitions. The uncertainty around interest rates post-election also weighed on the stock. • Merit Medical Systems is a medical device manufacturer that is focused on interventional cardiology and radiology.”
Merit Medical Systems, Inc.
Read the letters behind these Merit Medical Systems, Inc. positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger