Madison Small Cap Fund Q4 2025: Buys, Sells, And Standouts

In the fourth quarter we sold four stocks (WAL, CFLT, CCOI, CIEN) and added six new investments (MIR, VCEL, AMPL, VIAV, GTLB, AAON). We exited our investment in infrastructure software vendor CFLT following the announcement that IBM would acquire the company for $11 billion, or $31 per share. We initiated a new investment position in GitLab (GTLB), a Dev/Sec/Ops software platform vendor that helps software developers plan, build, and monitor code.

Seeking Alpha • Feb 2, 2026

I Predicted This Small-Cap Stock Would Be a Winner in 2025. It Didn't Happen, But Here's Why It's Poised for a Breakout This Year.

Amplitude traded mostly sideways last year, despite building momentum. The stock looks poised to gain in 2026 as revenue growth is accelerating and it's tapping the power of AI.

The Motley Fool • Jan 28, 2026

Amplitude to Host Fourth Quarter and Full Year 2025 Earnings Webcast on February 18, 2026

SAN FRANCISCO--(BUSINESS WIRE)--Amplitude, Inc. (Nasdaq: AMPL), the leading AI analytics platform, today announced that it will release its financial results for the fourth quarter and full year of 2025 after market close on Wednesday, February 18, 2026. Amplitude will host a video webcast that day at 2:00 PM PT to discuss its financial results and provide its financial outlook for the first quarter and full year 2026. The webcast will be available on the Investor Relations section of Amplitude.

Business Wire • Jan 22, 2026

Amplitude Acquires InfiniGrow to Bring Revenue Analytics to Marketers

SAN FRANCISCO--(BUSINESS WIRE)--Amplitude, Inc. (Nasdaq: AMPL) has acquired InfiniGrow, an AI marketing analytics company. The acquisition reinforces Amplitude's focus on making analytics actionable and helping marketers move faster, make smarter decisions, and drive business outcomes from a single platform. Marketers have more data than ever, but acting on it is hard. Too often, insights live in dashboards while decisions happen somewhere else. The InfiniGrow team will help Amplitude close tha.

Business Wire • Jan 14, 2026

Prediction: 2 Ways To Capitalize on AI Stocks in 2026

Most AI investors expect AI stocks to continue to move higher. Chip stocks look to be better bets than AI infrastructure stocks.

The Motley Fool • Jan 10, 2026

JAMF vs. AMPL: Which Stock Is the Better Value Option?

Investors interested in Technology Services stocks are likely familiar with Jamf Holding (JAMF) and Amplitude, Inc. (AMPL). But which of these two stocks offers value investors a better bang for their buck right now?

Zacks Investment Research • Jan 8, 2026

JAMF vs. AMPL: Which Stock Should Value Investors Buy Now?

Investors interested in stocks from the Technology Services sector have probably already heard of Jamf Holding (JAMF) and Amplitude, Inc. (AMPL). But which of these two stocks is more attractive to value investors?

Zacks Investment Research • Jan 7, 2026

Have $2,000? 3 Artificial Intelligence (AI) Stocks to Buy and Hold for at Least a Decade.

Alphabet's growing AI ecosystem creates compelling growth tailwinds for this quality business. SoundHound's voice and conversational AI solutions have caught the attention of major clients.

The Motley Fool • Dec 28, 2025

Amplitude, Inc. (AMPL) Presents at UBS Global Technology and AI Conference 2025 Transcript

Amplitude, Inc. (AMPL) Presents at UBS Global Technology and AI Conference 2025 Transcript

Seeking Alpha • Dec 4, 2025

Amplitude to Present at Upcoming Investor Conference

SAN FRANCISCO--(BUSINESS WIRE)--Amplitude, Inc. (Nasdaq: AMPL), the leading digital analytics platform, today announced that members of its management team are scheduled to participate in the following investor conference: UBS Technology & AI Conference Wednesday, December 3, 6:15 p.m. Eastern Time The presentation will be webcast live on the investor relations section of Amplitude's website at investors.amplitude.com. A replay of the presentation will be available on the same website follo.

Business Wire • Dec 2, 2025