What smart money is saying about Softcat
1 fund in our archive has pitched Softcat — most recently Baillie Gifford UK Core Strategy in June 2026.
Softcat plc operates as a value-added IT reseller and IT infrastructure solutions provider in the United Kingdom. The company advices, procures, designs, implements, and manages technology, such as hybrid infrastructure, workplace technology, cyber security, networking and connectivity, data, automation, and AI for businesses and public sector organizations. It also offers public cloud, collaboration, data centre and private cloud, devices, and financial solution services. In addition, the company provides Softcat intelligence services, lifecycle solutions, modern management, security, software licensing, supply chain operation, and virtual desktop and application, as well as IT service provider. Softcat plc was incorporated in 1987 and is headquartered in Marlow, the United Kingdom.
Get an email when a fund writes about it
Position history
Every position in Softcat on record in the archive was reported in Q2 2026, across 5 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 5 | 1 | 0 | 1 |
Fund activity · 5 positions · 1 move
- June 2026
“Softcat’s (+52%) shares rose following a strong May trading update, which reported double-digit growth in gross profit and underlying operating profit, supported by corporate demand and investment in AI-related infrastructure.”
Softcat - June 2026
“Positive stock attribution The most significant positive contributor to relative performance was an overweight in Softcat, the value-added technology reseller. The company issued a strong trading update and upgraded its guidance for the full year.”
Softcat - June 2026
“The most significant positive contributor to relative performance was an overweight in Softcat, the value-added technology reseller. The company issued a strong trading update and upgraded its guidance for the full year.”
Softcat - June 2026
“Softcat’s (+52%) shares rose following a strong May trading update, which reported double-digit growth in gross profit and underlying operating profit, supported by corporate demand and investment in AI-related infrastructure.”
Softcat - June 2026
“Softcat’s (+52%) shares rose following a strong May trading update, which reported double-digit growth in gross profit and underlying operating profit, supported by corporate demand and investment in AI-related infrastructure.”
Softcat
Fund coverage · 1 thesis
- Baillie Gifford UK Core StrategyJune 2026
Softcat is an IT infrastructure and services provider whose long-standing customer relationships and vendor partnerships position it to benefit from growing demand for AI-related infrastructure.
Read the full thesis
Read every full thesis on Softcat
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→