Core Insights - The ongoing debate between in-office work and remote work is shifting towards the concept of time autonomy, focusing on when employees work rather than where they work [2][5]. Group 1: Employee Preferences - Work-life balance has become the top priority for 65% of office workers globally, an increase from 59% four years ago [3]. - Employees are increasingly valuing control over their work schedules, including start and stop times, over the choice of workplace location [4]. Group 2: Industry Trends - A significant 83% of CEOs globally expect a return to full-time office work by 2027, while 30% of companies plan to eliminate remote work by 2026 [2]. - The rise in workload intensity and meeting volume has made time management and calendar control essential for improving employee effectiveness and well-being [5]. Group 3: Leadership Perspectives - Leaders are beginning to recognize that flexibility in work arrangements has evolved beyond location to include time autonomy, which reflects real-life demands such as caregiving and health routines [5][6]. - The focus on time autonomy indicates a shift towards a work environment that prioritizes cognitive output over physical presence, suggesting that control over time is more critical than merely having a desk [7].

Group 1 - Parnassus Investments reported a 5.49% return for the Parnassus Mid Cap Fund in Q3 2025, outperforming the Russell Midcap Index which returned 5.33% [1] - The Russell Mid Cap Index continued to rise following a strong second quarter, indicating a positive market trend [1] Group 2 - Parnassus Core Equity Fund highlighted BILL Holdings, Inc. (NYSE:BILL) as a key investment, noting a one-month return of 16.66% despite a 52-week decline of 45.78% [2] - BILL Holdings, Inc. closed at $51.76 per share on December 03, 2025, with a market capitalization of $5.196 billion [2] - The company is positioned in a large and underpenetrated market for small and medium-sized businesses, with potential for revenue growth as digitization of back-office workflows increases [3] - BILL Holdings benefits from strong distribution partnerships and network effects, providing a competitive advantage in its market [3] Group 3 - BILL Holdings, Inc. was held by 52 hedge fund portfolios at the end of Q3 2025, an increase from 45 in the previous quarter [4] - Despite its potential, some analysts believe that certain AI stocks may offer greater upside potential and lower downside risk compared to BILL Holdings [4]

Core Viewpoint - Private equity firm Hg is set to take financial software manufacturer OneStream private, with a transaction valuation of approximately $6.4 billion [1] Group 1 - OneStream shareholders will receive $24 in cash per share, representing a 31% premium over the closing price on Monday [1] - The transaction is expected to be completed in the first half of 2026 [1]

Group 1 - OneStream, Inc. is a leading enterprise finance management platform focused on innovative solutions for the Office of the CFO [1] - Wedbush downgraded OneStream from "Outperform" to "Neutral" with a stock price of $23.57 at the time of the downgrade [1][5] - OneStream has entered into a definitive agreement to be acquired by Hg for $6.4 billion, with shareholders receiving $24 per share, representing a 31% premium over the closing price on January 5, 2026 [2][5] Group 2 - The current stock price of OneStream is $23.60, reflecting an increase of 28.30%, or $5.21, with fluctuations between $22.31 and $23.87 throughout the day [3][5] - OneStream's market capitalization is approximately $6.22 billion, with a trading volume of 34,998,310 shares [4] - The acquisition by Hg Capital emphasizes a strategic investment in the financial software sector, highlighting the growth potential of OneStream's offerings [4]

Hg to Become Majority Shareholder, with Minority Investments from General Atlantic and Tidemark Shareholders to Receive $24.00 Per Share in Cash Transaction Represents a 31% Premium Over Closing Share Price on January 5, 2026 Partnership to Accelerate OneStream's AI Innovation and Scale for Office of the CFO BIRMINGHAM, Mich., Jan. 6, 2026 /PRNewswire/ -- OneStream, Inc. (Nasdaq: OS) ("OneStream" or the "Company"), the leading enterprise Finance management platform that modernizes the Office of the CFO by u ...

智通财经APP获悉，周二，OneStream(OS.US)盘前暴涨超27%，现报23.44美元。消息面上，据报道，收 购公司Hg Capital据称接近达成将金融软件制造商OneStream私有化的交易，交易最早可能在未来几天宣 布。OneStream主营人工智能赋能的统一财务软件平台，提供核心财务功能解决方案，客户包括丰田汽 车、联合包裹等知名企业，业务聚焦金融软件领域。 ...

Core Insights - SGA's U.S. Large Cap Growth Strategy experienced a portfolio return of -1.3% (Gross) and -1.4% (Net) in Q3, underperforming the Russell 1000 Growth Index which returned 10.5% and the S&P 500 Index which returned 8.1% [1] - The investment strategy focuses on high-quality growth businesses expected to achieve consistent mid-teens earnings growth, but faced challenges as lower-quality stocks and cyclical industries outperformed in the market [1] Company Performance - Intuit Inc. (NASDAQ:INTU) was highlighted as a key stock in the SGA portfolio, with a one-month return of -0.10% and a 52-week gain of 6.36%, closing at $662.42 per share with a market capitalization of $184.418 billion on December 31, 2025 [2] - Despite strong fiscal-year results with 15% revenue growth, Intuit's cautious guidance for FY 2026 led to investor disappointment, as the projected revenue growth of 12-13% was below expectations [3] - Management emphasized long-term growth targets and resilience in most business segments, with MailChimp expected to return to double-digit growth by fiscal year-end, indicating a strong brand and high user retention as competitive advantages [3]

Core Insights - Financial-software companies are increasingly favored by investors seeking stable subscription revenue and new payment opportunities [1] - Intuit has partnered with Circle to integrate USDC and stablecoin infrastructure into its products, enhancing transaction speed and reducing costs [2][7] - The success of this partnership will depend on execution and the regulatory environment [3] Company Overview - Intuit, established in 1983, is a global financial technology firm serving around 100 million users, focusing on AI-driven solutions to simplify financial tasks [4] - The company recently entered a multi-year partnership with OpenAI valued at over $100 million, allowing users to seek financial advice through ChatGPT [5] Stock Performance - Intuit's market capitalization is valued at $184 billion, with a year-to-date stock increase of 6%, despite a recent cooling in tech stocks [5] - The price-to-sales ratio for INTU is 9.66, significantly higher than the sector median of 3.47, suggesting potential overvaluation [6] Strategic Developments - The partnership with Circle is seen as a strategic pivot that could enhance Intuit's platform and facilitate faster refunds and transactions [8] - Analysts believe that improved money movement capabilities may lead to increased user engagement and new revenue streams [8]

Core Insights - Intuit Inc. has launched the second year of its brand campaign "Now This is Taxes" for the tax year 2025, which will be filed in 2026 [1] - The campaign aims to showcase the future of taxes through its consumer platform, integrating Credit Karma and TurboTax with Agentic AI and human intelligence [1] Company Overview - Intuit Inc. is a global financial technology platform known for products like TurboTax, Credit Karma, QuickBooks, and Mailchimp [1] - The company is focusing on enhancing user experience by combining AI technology with human intelligence in its tax services [1]

Core Insights - Magellan Global Fund's third-quarter 2025 investor letter indicates that the fund focuses on outstanding companies at attractive prices while managing risk through macroeconomic understanding [1] - The global equities rose 7.3% in the September quarter as measured by the MSCI World Index in USD, but the portfolio underperformed due to strong performance from more speculative companies [1] Company Performance - Intuit Inc. (NASDAQ:INTU) was highlighted in the investor letter, with a one-month return of 3.86% and a 52-week loss of 0.09%, closing at $670.92 per share on December 12, 2025, with a market capitalization of $186.786 billion [2] - Intuit was one of the largest detractors to the portfolio's performance, underperforming due to conservative forward guidance for its Small and Medium Business (SMB) segment, which was below consensus expectations [3] Hedge Fund Interest - Intuit Inc. was held by 96 hedge fund portfolios at the end of the third quarter, a decrease from 105 in the previous quarter [4] - Despite acknowledging Intuit's potential, some analysts believe that certain AI stocks present greater upside potential and less downside risk [4]