
What smart money is saying about SoftwareOne
2 funds in our archive have pitched SoftwareOne — most recently Symmetry Invest in June 2026.
SoftwareOne Holding AG, together with its subsidiaries, provides software and cloud solutions in Germany, Austria, Switzerland, Middle East and Africa, Northern Europe, Central and Eastern Europe, the United States of America, Canada, Latin America, and Asia Pacific. The company develops and delivers the technology solutions that modernize applications and software in the cloud. It provides data and AI; application; SAP; and Cloud services; IT portfolio management services, such as application portfolio management, publisher advisory, IT asset management, SaaS management, and sourcing and demand management, as well as workplace licensing and support, workplace AI, workplace productivity, workplace security, and workplace adoption services. It serves large enterprises, corporates, small and medium-sized enterprises, and public sector organizations. It has strategic agreement with ServiceNow to transform IT modernization in the cloud. SoftwareOne Holding AG was founded in 2000 and is headquartered in Stans, Switzerland.
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Position history
Between Q2 2025 and Q2 2026, 1 fund letter reported a position in SoftwareOne — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- New positionSymmetry InvestJune 2026
“Another stock we have followed for years and have finally added to the portfolio is Swiss SoftwareOne (SWON).”
Read the letterSoftwareOne
Fund coverage · 2 theses
- Symmetry InvestJune 2026
SoftwareOne is a software reseller and IT services company whose turnaround, AI-related support role, and low valuation support the thesis.
Read the full thesis - Emeth Value CapitalJune 2025
SoftwareOne is positioned for significant upside potential despite recent market challenges, with expected revenue growth and a projected share price significantly higher than its current trading value.
Read the full thesis
Read every full thesis on SoftwareOne
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