Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WESTERLY CAPITAL MANAGEMENT, LLC (CIK 1546172) reported $367.8M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($43.3M, 11.77%), UDMY ($19.9M, 5.40%), MRVL ($19.8M, 5.39%), HDSN ($18.7M, 5.08%), CSCO ($17.5M, 4.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $43.3M | 11.77% | 75,000 | Trimmed |
| 2 | UDMY | UDEMY INC | $19.9M | 5.40% | 4.3M | Added |
| 3 | MRVL | MARVELL TECHNOLOGY INC | $19.8M | 5.39% | 200,000 | Hold |
| 4 | HDSN | HUDSON TECHNOLOGIES INC | $18.7M | 5.08% | 3.2M | Added |
| 5 | CSCO | CISCO SYS INC | $17.5M | 4.75% | 225,000 | New |
| 6 | LUMN | LUMEN TECHNOLOGIES INC | $15.3M | 4.16% | 2.2M | Added |
| 7 | FRSH | FRESHWORKS INC | $15.3M | 4.15% | 1.9M | Added |
| 8 | ENPH | ENPHASE ENERGY INC | $15.1M | 4.11% | 400,000 | Added |
| 9 | NOK | NOKIA CORP | $14.5M | 3.93% | 1.8M | Added |
| 10 | VIAV | VIAVI SOLUTIONS INC | $14.1M | 3.85% | 425,000 | Trimmed |
| 11 | HIPO | HIPPO HLDGS INC | $13.0M | 3.54% | 500,000 | Added |
| 12 | FLR | FLUOR CORP NEW | $11.7M | 3.17% | 250,000 | Added |
| 13 | BL | BLACKLINE INC | $11.5M | 3.12% | 310,000 | Added |
| 14 | MTRX | MATRIX SVC CO | $11.1M | 3.01% | 965,000 | Trimmed |
| 15 | ADTN | ADTRAN HOLDINGS INC | $10.1M | 2.74% | 800,000 | Added |
| 16 | CGNT | COGNYTE SOFTWARE LTD | $10.0M | 2.73% | 1.2M | Added |
| 17 | COUR | COURSERA INC | $9.9M | 2.69% | 1.7M | Added |
| 18 | ASAN | ASANA INC | $8.2M | 2.22% | 1.3M | Added |
| 19 | KIND | NEXTDOOR HOLDINGS INC | $7.7M | 2.09% | 5.5M | Added |
| 20 | AIP | ARTERIS INC | $7.6M | 2.08% | 465,000 | Trimmed |
| 21 | ESTC | ELASTIC N V | $7.5M | 2.04% | 150,000 | Trimmed |
| 22 | BE | BLOOM ENERGY CORP | $6.8M | 1.84% | 50,000 | Trimmed |
| 23 | AMBA | AMBARELLA INC | $6.7M | 1.82% | 130,000 | Added |
| 24 | SCOR | COMSCORE INC | $6.2M | 1.69% | 897,000 | Added |
| 25 | TAC | TRANSALTA CORP | $6.2M | 1.69% | 475,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31