Tucows (TCX)

• Market cap: $182M
• 1 day: -3.07%
• 5 days: 1.54%
• 1 month: -4.92%
• 3 months: 0.98%
• 6 months: -14.51%
• Year to date: -2.03%
• 1 year: -7.85%
• 5 years: -69.75%
• 10 years: -6.86%
• Sector: Technology
• Industry: Software - Infrastructure

About: Tucows Inc is a corporate parent, allocating capital and providing efficient shared services to its three businesses. The Company offers Mobile Service Enabler (MSE) solutions, as well as professional services to other retail mobile providers. The Company is also a distributor of Internet services, including domain name registration, digital certificates, and email. It provides these services through an Internet-based distribution network of Internet Service Providers, web hosting companies, and other providers of Internet services to end-users. It operates in three segments: Ting, Wavelo, and Tucows Domains. It generates the majority of its revenue from Tucows Domains. Geographically company operates in USA, Canada and Europe.

Employees: 765

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]

2% less funds holding

Funds holding: 60 [Q3] → 59 (-1) [Q4]

1.92% less ownership

Funds ownership: 70.0% [Q3] → 68.07% (-1.92%) [Q4]

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

20% less capital invested

Capital invested by funds: $160M [Q3] → $128M (-$32.7M) [Q4]

80% less call options, than puts

Call options by funds: $684K | Put options by funds: $3.42M