What smart money is saying about The Sage Group plc

SGE.L · Technology · Software - Application

4 funds in our archive have pitched The Sage Group plc — most recently WS Lindsell Train UK Equity Fund in January 2026.

Company profile

The Sage Group plc, together with its subsidiaries, provides technology solutions and services for small and medium businesses in North America, Northern Europe, and internationally. It offers cloud native solutions, such as Sage Intacct, a cloud accounting software products and financial management solutions; Sage People, a cloud HR and people management solution; Sage Accounting, a solution for small businesses, accountants, and bookkeepers to remotely manage customer data, accounts, and people; Sage Payroll, a cloud-based payroll solution; and Sage HR, a HR management solution. The company also provides cloud connected and hybrid solutions, including Sage X3, a business management solution; and Sage 50cloud and Sage 200cloud that provides a range of cloud connected accounting solutions. The company was founded in 1981 and is based in Newcastle upon Tyne, the United Kingdom.

Fund coverage · 4 theses

WS Lindsell Train UK Equity Fund
January 2026
The Sage Group plc combines deep proprietary accounting data and domain expertise with growing AI-enabled products like CoPilot and Intacct, supporting double-digit growth, margin expansion, and long-term compounding.
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Artemis Income Fund
September 2025
Sage is a trusted cloud-native accounting provider that has strong market incumbency and pricing power, positioning it well for growth despite potential AI disruptions.
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Artisan Global Opportunities Strategy
March 2025
Sage is a leading software provider for small and medium-sized businesses, poised for accelerated revenue growth and margin expansion through a shift to cloud-based solutions and AI innovations.
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Artisan Global Discovery Strategy
December 2024
Sage is a leading software provider for SMBs that is poised for accelerating revenue growth and margin expansion through strategic product innovation and cloud migration.
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