What smart money is saying about Topicus
1 fund in our archive has pitched Topicus — most recently REQ in July 2026.
Topicus.com Inc. provides vertical market software and vertical market platforms in the Netherlands and internationally. It develops, installs, and customizes software solutions, as well as provides related professional services and support. The company provides consumer centric platforms and common workspaces; and software solutions that provide customers with business values and allow them to operate at a level of efficiency. It serves education, healthcare, social services, local and central government, retail, financial services and accountancy, legal services, real estate, automotive, maritime, and professional associations. Topicus.com Inc. was incorporated in 2020 and is headquartered in Deventer, Netherlands.
Position history
Every position in Topicus on record in the archive was reported in Q3 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 1 |
Fund activity · 1 position · 1 move
- AddedREQJuly 2026
“Conversely, we added to Topicus and Lumine at various points during their share price declines in the first half, where the underlying development and our long-term conviction remained strong while the valuation became more attractive.”
Read the letterTopicus
Fund coverage · 1 thesis
- REQJuly 2026
Topicus benefits from recurring organic growth, strong capital deployment, and AI acting as a tailwind rather than a disruption risk.
Read the full thesis
Read every full thesis on Topicus
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→