CIK 1546172
WESTERLY CAPITAL MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
41
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–41 of 41
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | INVESCO QQQ TR | 200K | $1M+ | SH (Put) |
| UDMY | UDEMY INC | 4.0M | $1M+ | SH |
| VIAV | VIAVI SOLUTIONS INC | 1.1M | $1M+ | SH |
| AIP | ARTERIS INC | 1.3M | $1M+ | SH |
| HDSN | HUDSON TECHNOLOGIES INC | 2.5M | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 200K | $1M+ | SH |
| ESTC | ELASTIC N V | 220K | $1M+ | SH |
| BE | BLOOM ENERGY CORP | 150K | $1M+ | SH |
| FRSH | FRESHWORKS INC | 1.1M | $1M+ | SH |
| NKE | NIKE INC | 200K | $1M+ | SH |
| HIPO | HIPPO HLDGS INC | 420K | $1M+ | SH |
| MTRX | MATRIX SVC CO | 988K | $1M+ | SH |
| CGNT | COGNYTE SOFTWARE LTD | 1.2M | $1M+ | SH |
| TAC | TRANSALTA CORP | 805K | $1M+ | SH |
| NXDR | NEXTDOOR HOLDINGS INC | 4.5M | $1M+ | SH |
| NOK | NOKIA CORP | 1.4M | $1M+ | SH |
| FLR | FLUOR CORP NEW | 200K | $1M+ | SH |
| COUR | COURSERA INC | 1.0M | $1M+ | SH |
| TDC | TERADATA CORP DEL | 225K | $1M+ | SH |
| BIDU | BAIDU INC | 50K | $1M+ | SH |
| ANGI | ANGI INC | 500K | $1M+ | SH |
| LUMN | LUMEN TECHNOLOGIES INC | 800K | $1M+ | SH |
| ADTN | ADTRAN HOLDINGS INC | 700K | $1M+ | SH |
| AMBA | AMBARELLA INC | 85K | $1M+ | SH |
| AMPL | AMPLITUDE INC | 500K | $1M+ | SH |
| PD | PAGERDUTY INC | 437K | $1M+ | SH |
| ENPH | ENPHASE ENERGY INC | 175K | $1M+ | SH |
| GLW | CORNING INC | 60K | $1M+ | SH |
| BL | BLACKLINE INC | 90K | $1M+ | SH |
| SNAP | SNAP INC | 600K | $1M+ | SH |
| UNF | UNIFIRST CORP MASS | 25K | $1M+ | SH |
| FSLR | FIRST SOLAR INC | 16K | $1M+ | SH |
| CGNX | COGNEX CORP | 100K | $1M+ | SH |
| ASAN | ASANA INC | 250K | $1M+ | SH |
| NWPX | NWPX INFRASTRUCTURE INC | 50K | $1M+ | SH |
| SCOR | COMSCORE INC | 470K | $1M+ | SH |
| SPSC | SPS COMM INC | 30K | $1M+ | SH |
| HHS | HARTE HANKS INC | 627K | $1M+ | SH |
| ORN | ORION GROUP HLDGS INC | 150K | $1M+ | SH |
| GENI | GENIUS SPORTS LIMITED | 100K | $1M+ | SH |
| CSGS | CSG SYS INTL INC | 5K | $100K–$500K | SH |