Institutions / Westerly Capital Management, LLC
Westerly Capital Management, LLC
CIK 1546172 · Institution · as of Dec 31, 2025
Portfolio value
$332.47M
Positions
40
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 40 →
| Company | Value | % of portfolio |
|---|---|---|
| Udemy, Inc. | $23.40M | 7.0% |
| Viavi Solutions Inc. | $20.49M | 6.2% |
| Arteris, Inc.AIP | $20.07M | 6.0% |
| Hudson Technologies Inc /Ny | $17.47M | 5.3% |
| Marvell Technology, Inc. | $17.00M | 5.1% |
| Elastic N.V. | $16.60M | 5.0% |
| Bloom Energy Corp | $13.03M | 3.9% |
| Freshworks Inc. | $12.86M | 3.9% |
| NIKE, Inc. | $12.74M | 3.8% |
| Hippo Holdings Inc.HIPO | $12.63M | 3.8% |
| Matrix Service Company | $11.56M | 3.5% |
| Cognyte Software Ltd | $10.86M | 3.3% |
| Transalta Corp | $10.18M | 3.1% |
| Nextdoor Holdings, Inc. | $9.45M | 2.8% |
| Nokia Corp | $8.73M | 2.6% |
| Fluor Corp | $7.93M | 2.4% |
| Coursera, Inc. | $7.36M | 2.2% |
| Teradata Corp /De | $6.85M | 2.1% |
| Baidu, Inc.BIDU | $6.53M | 2.0% |
| Angi Inc. | $6.46M | 1.9% |
| Lumen Technologies, Inc. | $6.22M | 1.9% |
| ADTRAN Holdings, Inc. | $6.08M | 1.8% |
| Ambarella Inc | $6.02M | 1.8% |
| Amplitude, Inc. | $5.79M | 1.7% |
| PagerDuty, Inc. | $5.73M | 1.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.