Constellation Software, Inc. (CNSWF) was the largest detractor from Fund performance during the quarter. While MonotaRO's results were a little disappointing, we have a lot of conviction in the company, as evidenced by its large position size in the portfolio. Another top contributor was BayCurrent; its stock was also up on the back of strong earnings results.
Constellation Software (CNSWF) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Constellation Software Inc. - Special Call Company Participants Jamal Baksh - CFO & Director Mark Miller - President & COO Conference Call Participants Richard Tse - National Bank Financial, Inc., Research Division Thanos Moschopoulos - BMO Capital Markets Equity Research David Kwan - TD Cowen, Research Division Samad Samana - Jefferies LLC, Research Division Paul Treiber - RBC Capital Markets, Research Division Kevin McVeigh - UBS Investment Bank, Research Division Presentation Operator Good afternoon, and welcome to the Constellation Software Inc. Conference Call and Webcast. [Operator Instructions] Please note this event is being recorded.
| Software Industry | Information Technology Sector | Mr. Damian McKay CEO | XHAN Exchange | CA21037X1006 ISIN |
| CA Country | 45,000 Employees | 20 Jun 2025 Last Dividend | - Last Split | - IPO Date |
Constellation Software Inc., established in 1995 and headquartered in Toronto, Canada, operates a global business focused on acquiring, building, and managing vertical market software businesses. With its diverse portfolio, the company serves both public and private sector markets in Canada, the United States, Europe, and other international locations. It specializes in providing mission-critical software solutions, demonstrating its commitment to various industries by offering specialized and customizable software tools that play essential roles in the operations of its customers.
Constellation Software Inc. offers a broad spectrum of products and services designed to cater to the needs of various vertical markets: