What smart money is saying about Similarweb
SMWB
No fund has written a full thesis on Similarweb in our archive, but 2 fund letters report a position in it, most recently Antipodes Global SMID Active ETF (ASX:MIDS) in September 2026.
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2
Reported positions
1
Bought
1
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Similarweb, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 2 moves
- September 2026
“We exited Similarweb, and Veeva Systems following strong rally’s.”
Similarweb - New positionAntipodes Global SMID Active ETFJune 2026
“We re-entered Similarweb and Magnite, two of the names exited last quarter on the widening margin of error from agentic disruption, following positive company-specific AI developments:”
Similarweb
Read the letters behind these Similarweb positions
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