
What smart money is saying about Pitney Bowes
1 fund in our archive has pitched Pitney Bowes — most recently Greystone Capital Partners LP in June 2026.
Pitney Bowes Inc. (PBI) operates as a prominent global provider of shipping and mailing services. The company delivers a comprehensive array of technology, logistics, and financial solutions to a varied client base, including small and medium-sized businesses, major corporations, retailers, and government agencies, spanning the United States, Canada, and international markets. Its business is structured around three key divisions: Global Ecommerce, Presort Services, and SendTech Solutions. The Global Ecommerce segment focuses on domestic package delivery, international shipping solutions, and digital fulfillment services. Through its Presort Services division, Pitney Bowes offers mail sortation, enabling customers to secure postal work-sharing discounts for substantial quantities of first-class, marketing, and bound mail. The SendTech Solutions segment provides both physical and digital mailing and shipping technologies, accompanied by financing, support, consumables, and applications for sending, monitoring, and receiving letters, packages, and flat items. Pitney Bowes promotes its diverse product and service portfolio through direct and internal sales teams, an extensive network of global and regional partners, direct mail campaigns, and digital channels. The firm, which commenced operations in 1920 as the Pitney Bowes Postage Meter Company, is headquartered in Stamford, Connecticut.
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Position history
Every position in Pitney Bowes on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 1 |
Fund activity · 2 positions · 1 move
- June 2026
“Pitney Bowes (PBI) This is the first time I’ve written about our investment in Pitney Bowes, which we started purchasing in 2025 and have continued adding through volatility.”
Pitney Bowes - June 2026
Listed in Brandes IP Core Plus Fixed Income Fund’s reported holdings.
Pitney Bowes
Fund coverage · 1 thesis
- Greystone Capital Partners LPJune 2026
Pitney Bowes is a neglected but durable installed-base and presort business with pricing power, strong capital allocation, and multiple re-rating potential.
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