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.
Whetstone Capital Advisors, LLC (CIK 1607278) reported $288.4M across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NET ($81.1M, 28.12%), DAVE ($39.0M, 13.53%), GOOG ($34.0M, 11.80%), AMZN ($19.4M, 6.72%), OPRX ($9.5M, 3.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NET | CLOUDFLARE INC | $81.1M | 28.12% | 393,031 | Added |
| 2 | DAVE | DAVE INC | $39.0M | 13.53% | 224,155 | Trimmed |
| 3 | GOOG | ALPHABET INC | $34.0M | 11.80% | 118,630 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $19.4M | 6.72% | 93,104 | Hold |
| 5 | OPRX | OPTIMIZERX CORP | $9.5M | 3.28% | 1.5M | Hold |
| 6 | TOST | TOAST INC | $8.9M | 3.09% | 336,049 | Hold |
| 7 | PHR | PHREESIA INC | $8.0M | 2.77% | 953,928 | New |
| 8 | SQ | BLOCK INC | $7.5M | 2.58% | 123,825 | Added |
| 9 | HCAT | HEALTH CATALYST INC | $7.3M | 2.55% | 5.8M | Added |
| 10 | RPAY | REPAY HLDGS CORP | $7.0M | 2.43% | 2.7M | Trimmed |
| 11 | SERA | SERA PROGNOSTICS INC | $6.7M | 2.33% | 3.3M | Trimmed |
| 12 | KLARNA GROUP PLC | $6.7M | 2.31% | 509,939 | New | |
| 13 | EXZEO GROUP INC | $6.0M | 2.09% | 411,353 | Added | |
| 14 | BLZE | BACKBLAZE INC | $5.2M | 1.82% | 1.5M | Hold |
| 15 | WEALTHFRONT CORP | $5.1M | 1.75% | 546,407 | New | |
| 16 | LPRO | OPEN LENDING CORP | $4.7M | 1.65% | 3.8M | Trimmed |
| 17 | COIN | COINBASE GLOBAL INC | $4.4M | 1.53% | 25,260 | New |
| 18 | ETOR | ETORO GROUP LTD | $4.2M | 1.45% | 139,087 | New |
| 19 | REAX | THE REAL BROKERAGE INC | $4.1M | 1.43% | 1.7M | Added |
| 20 | HOOD | ROBINHOOD MKTS INC | $3.5M | 1.21% | 50,336 | New |
| 21 | PGY | PAGAYA TECHNOLOGIES LTD | $3.4M | 1.20% | 296,038 | New |
| 22 | ASAN | ASANA INC | $2.4M | 0.85% | 381,716 | Hold |
| 23 | LFMD | LIFEMD INC | $1.3M | 0.45% | 360,250 | Trimmed |
| 24 | BODI | THE BEACHBODY COMPANY INC | $1.1M | 0.38% | 102,172 | Trimmed |
| 25 | GMGI | MERIDIAN HOLDINGS INC | $457,163 | 0.16% | 63,319 | New |
Source: SEC Form 13F filings · as of 2026-03-31