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Constellation Software Inc. (CSU $2,368.45)
- $2,368.45 P/E (TTM): 58.29X Cap: $50.19B
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Q: Good morning.

Yesterday software stocks took a hit following an announcement from Anthropic that it was launching a new artificial intelligence tool servicing legal work, broadly threatening software firms. Private credit stocks, including Blue Owl and TPG, declined on fears over AI disrupting the software industry.

I know you still like CSU, but I am now down ~ 25-30% since purchasing late last year. Thoughts on still holding?

Thanks as always.

Asked by Trevor on February 04, 2026

5i Research Answer:

We have multiple comments posted today; we are OK still holding while the world panics.

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