What smart money is saying about Similarweb
SMWB
No fund has written a full thesis on Similarweb in our archive, but 1 fund letter reports a position in it — most recently Antipodes Global SMID Active ETF in June 2026.
Get an email when a fund writes about it
1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Similarweb on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
Fund activity · 1 position · 1 move
- 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
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger