What smart money is saying about Wix.com Ltd.
1 fund in our archive has pitched Wix.com Ltd. — most recently Baron Global Opportunity Fund in September 2025.
Wix.com Ltd., together with its subsidiaries, develops and markets a cloud-based platform that enables anyone to create a website or web application in North America, Europe, Latin America, Asia, and internationally. The company offers Wix Editor, a drag-and-drop visual development and website editing environment platform; Wix ADI that enables users to create a website for their specific needs; and Corvid by Wix to create websites and web applications. It also provides Ascend by Wix, which offers its users access to a suite of approximately 20 products or features enabling them to connect with their customers, automate their work, and grow their business; Wix Logo Maker that allows users to generate a logo using artificial intelligence; Wix Answers, a support infrastructure enabling its users to help their users across various channels; and Wix Payments, a payment platform, which helps its users receive payments from their users through their Wix Website. In addition, the company offers various vertical-specific applications that business owners use to operate various aspects of their business online. Further, it provides a range of complementary services, including App Market that offers its registered users the ability to install and uninstall a range of free and paid web applications; Wix Arena, an online marketplace that brings users seeking help in creating and managing a website, together with Web experts; and Wix App, a native mobile application, which enables users to manage their Websites and Wix operating systems. As of December 31, 2021, the company had approximately 222 million registered users and 6 million premium subscriptions. The company was formerly known as Wixpress Ltd. Wix.com Ltd. was incorporated in 2006 and is headquartered in Tel Aviv, Israel.
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Position history
Between Q3 2025 and Q2 2026, 8 fund letters reported a position in Wix.com Ltd. — 8 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 8 | 0 | 8 | 0 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Fund activity · 8 positions · 8 moves
- 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.
Fund coverage · 1 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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