What Makes Figma (FIG) an Investment Choice?

29 minutes ago 1

Soumya Eswaran

Mon, December 1, 2025 astatine 7:20 AM CST 3 min read

Sands Capital, an concern absorption company, released its Q3 2025 capitalist missive for the “Sands Capital Technology Innovators Fund.” A transcript of the missive tin beryllium downloaded here. Technology Innovators absorption connected pioneering businesses worldwide that service arsenic cardinal drivers oregon beneficiaries of significant, semipermanent technological changes. The money returned 8.4% (net) successful the 3rd 4th compared to a 12.5% instrumentality for the benchmark, MSCI ACWI Info Tech and Communication Services Index. Despite concentrated leadership, planetary equities appreciated successful the 3rd quarter, arsenic measured by the MSCI ACWI. The United States accounted for astir 70 percent of the index's increase, portion developed markets extracurricular the U.S. and emerging markets besides provided affirmative returns. You tin cheque the fund’s apical 5 holdings to cognize much astir its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Sands Capital Technology Innovators Fund highlighted stocks specified arsenic Figma, Inc. (NYSE:FIG). Figma, Inc. (NYSE:FIG) is simply a starring exertion institution that develops integer plan tools. The one-month instrumentality of Figma, Inc. (NYSE:FIG) was -25.33%, and its shares mislaid 48.82% of their worth implicit the past 3 months. On November 28, 2025, Figma, Inc. (NYSE:FIG) banal closed astatine $35.97 per share, with a marketplace capitalization of $17.826 billion.

Sands Capital Technology Innovators Fund stated the pursuing regarding Figma, Inc. (NYSE:FIG) successful its 3rd 4th 2025 capitalist letter:

"Figma, Inc. (NYSE:FIG) is simply a starring integer plan level whose unreality based bundle enables designers, developers, and adjacent roles to collaborate connected integer products specified arsenic applications, software, and selling content. Over the past decade, beardown execution and a civilization of innovation allowed Figma to look arsenic the daily-use productivity instrumentality for nonrecreational designers, with much than 80 percent stock of the UI/UX market. Its ascendant presumption has fixed it the quality to grow its diagnostic acceptable and upsell adjacent products, portion besides extending its scope to much than 13 cardinal monthly users, galore extracurricular the halfway plan vertical. While generative AI has the imaginable to reshape plan workflows, we judge thoughtful plan and idiosyncratic experience—areas wherever Figma excels—will go progressively important differentiators. Its enactment presumption leaves it good placed arsenic the marketplace evolves."

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Figma, Inc. (NYSE:FIG) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 38 hedge money portfolios held Figma, Inc. (NYSE:FIG) astatine the extremity of the 3rd quarter, which was 0 successful the erstwhile quarter. Figma, Inc. (NYSE:FIG) delivered gross of $274 cardinal successful Q3 2025, marking a 38% summation from Q3 2024. While we admit the imaginable of Figma, Inc. (NYSE:FIG) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.