What smart money is saying about Recursion
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No fund has written a full thesis on Recursion in our archive, but 2 fund letters report a position in it — most recently Kinnevik in September 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Recursion — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- TrimmedKinnevikSeptember 2026
“■ Net divestments of SEK 18m in the quarter, reflecting continued capital discipline. We completed the previously communicated divestments of Oda (SEK 103m) and YouScan (SEK 30m), and sold shares in Recursion (SEK 50m).”
Recursion - HoldsKinnevikJune 2026
Listed in Kinnevik’s reported holdings.
Recursion
Read the letters behind these Recursion positions
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