v3

latestOpenAPI 3.1.02026-07-26490368.4 KB

Fund Letters

Get fund-letter theses for a company

Returns everything professional investors' letters say about one company: the resolved company block, coverage stats, and every published thesis (newest reporting period first) — each with its stance, conviction, position sizing, thesis/risk/catalyst/valuation summaries, a representative source quote, and a reference to the investor, fund and letter it came from.

Accepts every standard company identifier (companyKey, ticker + exchange/micCode, CUSIP, ISIN, FIGI, CIK, or the Fiscal.ai company identifier). Returns 404 for companies without fund-letter coverage — /v1/fund-letters/companies lists the covered universe.

get/v1/company/fund-letters

Query parameters

apiKeystring

API Key (alternatively send via X-Api-Key header)

tickerstring

Company ticker, use with mic or alone for US tickers

Example:MSFT

Company ticker, use with mic or alone for US tickers

micCodestring

Company MIC, use with ticker

Example:XNAS

Company MIC, use with ticker

exchangestring

Company exchange code, use with ticker

Example:NASDAQ

Company exchange code, use with ticker

companyKeystring

Company key (alternative to ticker/micCode/exchange)

Example:NASDAQ_MSFT

Company key (alternative to ticker/micCode/exchange)

cusipstring

Requires CUSIP/ISIN license. An alternative to ticker/micCode/exchange. Company CUSIP

Example:594918104

Requires CUSIP/ISIN license. An alternative to ticker/micCode/exchange. Company CUSIP

isinstring

Requires CUSIP/ISIN license. An alternative to ticker/micCode/exchange. Company ISIN

Example:US5949181045

Requires CUSIP/ISIN license. An alternative to ticker/micCode/exchange. Company ISIN

figistring

FIGI (Financial Instrument Global Identifier). An alternative to ticker/micCode/exchange.

Example:BBG000BPH459

FIGI (Financial Instrument Global Identifier). An alternative to ticker/micCode/exchange.

cikstring

Company CIK (SEC Central Index Key). An alternative to ticker/micCode/exchange.

Example:789019

Company CIK (SEC Central Index Key). An alternative to ticker/micCode/exchange.

fsclstring

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

Example:FSCLC6CGT4DXS597

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

Response

The company's fund-letter thesis feed.

Example response

{
  "company": {
    "companyFiscalIdentifier": "FSCLC8VCN8ECR698",
    "companyKey": "NYSE_DT",
    "displayNameEnglish": "Dynatrace, Inc.",
    "sector": "Information Technology",
    "industryGroup": "Software & Services",
    "industry": "Software",
    "subIndustry": "Application Software",
    "headquartersCountryCode": "US",
    "headquartersCountryName": "United States",
    "marketCapUsd": 12798700000,
    "primaryListing": {
      "ticker": "DT",
      "exchangeCode": "NYSE",
      "exchangeName": "New York Stock Exchange",
      "operatingMic": "XNYS"
    }
  },
  "stats": {
    "letterCount": 42,
    "investorCount": 18,
    "fundCount": 25,
    "firstPeriod": "2020Q1",
    "latestPeriod": "2026Q1"
  },
  "theses": [
    {
      "materialityBasis": [
        "substantive_thesis"
      ],
      "relationship": "long",
      "stance": "bullish",
      "conviction": "high",
      "positionSizePercent": 3.7,
      "positionSizeBasis": "net",
      "positionSizeDescription": "top-five position",
      "timeHorizon": "long_term",
      "thesisSummary": "Category leader in observability with durable 25%+ ARR growth as AI workloads expand.",
      "sourceQuote": "We added to Dynatrace on weakness; observability spend is early in its AI-driven expansion.",
      "investor": {
        "investorId": "fscl_investor_4NYT7FZS641",
        "investorName": "Baron Capital"
      },
      "fund": {
        "fundId": "fscl_fund_8QHH7PGT769",
        "fundName": "Baron Discovery Fund"
      },
      "letter": {
        "letterId": "fscl_document_5TXS2CWP534",
        "title": "Baron Discovery Fund Quarterly Letter March 31, 2026",
        "reportPeriod": "2026Q1",
        "reportPeriodYear": 2026,
        "reportPeriodQuarter": 1
      }
    }
  ]
}