What smart money is saying about Wix.com Ltd.
2 funds in our archive have pitched Wix.com Ltd., most recently Forager Funds (Australian Shares Fund and International Shares Fund) in September 2026.
Wix.com Ltd. operates a cloud-based platform globally, enabling individuals and businesses across North America, Europe, Latin America, Asia, and other international regions to build websites and web applications. Its offerings include the intuitive Wix Editor, a visual drag-and-drop tool for site construction and modification, alongside Wix ADI, which leverages artificial intelligence to facilitate tailored website creation. For more advanced needs, Corvid by Wix allows for the development of sophisticated web applications. The company also provides Ascend by Wix, a comprehensive suite of around 20 tools designed to enhance customer engagement, streamline operations, and support business expansion. Users can generate professional logos through the AI-powered Wix Logo Maker. To assist its clientele in supporting their own users across various channels, Wix offers Wix Answers, a robust support infrastructure. Furthermore, Wix Payments acts as an integrated platform, allowing website owners to process payments directly through their Wix sites. Additionally, Wix offers specialized applications tailored to various business types, assisting owners in managing specific aspects of their online presence. Supplemental services include the App Market, where registered users can find and install a diverse range of free and paid web applications. The Wix Arena serves as an online hub, connecting users seeking website creation or management assistance with expert web developers. A dedicated native mobile application, the Wix App, is also available for managing websites and the Wix operating system on the go. As of December 31, 2021, Wix boasted approximately 222 million registered users and 6 million premium subscribers. The company, formerly known as Wixpress Ltd., was established in 2006 and maintains its headquarters in Tel Aviv, Israel.
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Fund signal · last 12 months
10 lettersToo few moves on Wix.com Ltd. yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q4 2024 and Q3 2026, 12 fund letters reported a position in Wix.com Ltd., with 1 buy (opened or added) and 3 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 1 |
| Q2 2026 | 8 | 0 | 2 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 1 | 0 | 1 | 0 |
| Q4 2024 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 12 positions · 10 moves
- September 2026
“Wix shares are up 45% since the Fund first invested at the beginning of July, and 78% from the June low.”
Wix.com Ltd. - June 2026
“Shares of Wix.com Ltd., a cloud-based platform for building and managing websites and online businesses, declined 41.6% during the second quarter. The stock came under pressure as growth in the company's core business decelerated, with bookings and new user cohorts softening relative to prior quarters. While the newer AI-driven offering (Base 44) continued to grow, it was not enough to offset slowing momentum in the established core business, raising questions about the durability of the overall growth algorithm. Our thesis on Wix was driven by the combination of its durable subscription revenue, expanding free cash flow, and disciplined capital returns, but the deceleration in the core business undermined a key pillar of our thesis. We have therefore exited the position during the quarter, redeploying capital toward opportunities with clearer growth trajectories.”
Wix.com Ltd. - June 2026
“Shares of Wix.com Ltd., a cloud-based platform for building and managing websites and online businesses, declined 51.0% during the second quarter. The stock came under pressure as growth in the company's core business decelerated, with bookings and new user cohorts softening relative to prior quarters. While the newer AI-driven offering (Base 44) continued to grow, it was not enough to offset slowing momentum in the established core business, raising questions about the durability of the overall growth algorithm. We had valued Wix for its combination of durable subscription revenue, expanding free cash flow, and disciplined capital returns, but the deceleration in the core business undermined a central pillar of our thesis. We have therefore exited the position during the quarter, redeploying capital toward opportunities with clearer growth trajectories.”
Wix.com Ltd. - June 2026
“Shares of Wix.com Ltd., a cloud-based platform for building and managing websites and online businesses, declined 51.0% during the second quarter. The stock came under pressure as growth in the company's core business decelerated, with bookings and new user cohorts softening relative to prior quarters. While the newer AI-driven offering (Base 44) continued to grow, it was not enough to offset slowing momentum in the established core business, raising questions about the durability of the overall growth algorithm. We had valued Wix for its combination of durable subscription revenue, expanding free cash flow, and disciplined capital returns, but the deceleration in the core business undermined a central pillar of our thesis. We have therefore exited the position during the quarter, redeploying capital toward opportunities with clearer growth trajectories.”
Wix.com Ltd. - June 2026
“Shares of Wix.com Ltd., a cloud-based platform for building and managing websites and online businesses, declined 41.6% during the second quarter. The stock came under pressure as growth in the company's core business decelerated, with bookings and new user cohorts softening relative to prior quarters. While the newer AI-driven offering (Base 44) continued to grow, it was not enough to offset slowing momentum in the established core business, raising questions about the durability of the overall growth algorithm. Our thesis on Wix was driven by the combination of its durable subscription revenue, expanding free cash flow, and disciplined capital returns, but the deceleration in the core business undermined a key pillar of our thesis. We have therefore exited the position during the quarter, redeploying capital toward opportunities with clearer growth trajectories.”
Wix.com Ltd. - ExitedDiamond Hill Select FundJune 2026
“Key detractors • Wix.com is a website design software and provides “business in a box” back-end functionality to small businesses. The company’s core business has experienced slowing growth due to AI-driven vibe coding, and after reporting underwhelming 1Q26 results, the company announced a reduction in force and reduced revenue growth guidance for 2026. Given the fundamental headwinds the company is facing, we exited our position to deploy capital to more attractive opportunities.”
Wix.com Ltd. - June 2026
“Eliminated positions • Wix.com is a website design software and provides “business in a box” back-end functionality to small businesses. The company’s core business has experienced slowing growth due to AI-driven vibe coding, and after reporting underwhelming 1Q26 results, the company announced a reduction in force and reduced revenue growth guidance for 2026. Given the fundamental headwinds the company is facing, we exited our position to deploy capital to more attractive opportunities.”
Wix.com Ltd. - June 2026
“• Wix.com designs website software and provides “business in a box” back-end functionality to small businesses. The company’s core business has experienced slowing growth due to AI-driven vibe coding, and after reporting underwhelming 1Q26 results, the company announced a reduction in force and reduced revenue growth guidance for 2026. Given the fundamental headwinds the company is facing, we exited our position to deploy capital to more attractive opportunities.”
Wix.com Ltd. - June 2026
“• Wix.com designs website software and provides “business in a box” back-end functionality to small businesses. The company’s core business has experienced slowing growth due to AI-driven vibe coding, and after reporting underwhelming 1Q26 results, the company announced a reduction in force and reduced revenue growth guidance for 2026. Given the fundamental headwinds the company is facing, we exited our position to deploy capital to more attractive opportunities.”
Wix.com Ltd. - December 2025
“We saw this in several of our software investments, particularly security software company Varonis and Wix.com, a website and application creation platform, both of which had minor disappointments that led to material stock price overreactions.”
Wix.com Ltd. - TrimmedBaron Global Advantage FundJune 2025
Listed in Baron Global Advantage Fund’s reported holdings.
Wix.com Ltd. - December 2024
“Within the Digital Enterprise Area of Interest (AoI), both Wix and GoDaddy reported strong results for the quarter, with revenue, profit and free cash flows exceeding investors’ expectations.”
Wix.com Ltd.
Fund coverage · 2 theses
Wix.com builds no-code websites and is seen as having higher prospective returns, with strong revenue growth and improving margins from Base44.
Read the full thesis- Baron Global Opportunity FundSeptember 2025
Wix.com Ltd. is expanding its position by acquiring Base44, a promising AI-driven no-code app builder, despite short-term stock declines following strong growth indicators and attractive long-term valuation.
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