Universe · entity
WESTERLY CAPITAL MANAGEMENT, LLC
Institutional manager (13F) · CIK 1546172
13F holdings · as of 2026-03-31 · top 36 · reported portfolio $324M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | UDEMY INC | $20M | 4,300,000 |
| 2 | MARVELL TECHNOLOGY INC | $20M | 200,000 |
| 3 | HUDSON TECHNOLOGIES INC | $19M | 3,175,000 |
| 4 | CISCO SYS INC | $17M | 225,000 |
| 5 | LUMEN TECHNOLOGIES INC | $15M | 2,200,000 |
| 6 | FRESHWORKS INC | $15M | 1,900,000 |
| 7 | ENPHASE ENERGY INC | $15M | 400,000 |
| 8 | NOKIA CORP | $14M | 1,800,000 |
| 9 | VIAVI SOLUTIONS INC | $14M | 425,000 |
| 10 | HIPPO HLDGS INC | $13M | 500,000 |
| 11 | FLUOR CORP NEW | $12M | 250,000 |
| 12 | BLACKLINE INC | $11M | 310,000 |
| 13 | MATRIX SVC CO | $11M | 965,000 |
| 14 | ADTRAN HOLDINGS INC | $10M | 800,000 |
| 15 | COGNYTE SOFTWARE LTD | $10M | 1,240,000 |
| 16 | COURSERA INC | $10M | 1,700,000 |
| 17 | ASANA INC | $8M | 1,274,000 |
| 18 | NEXTDOOR HOLDINGS INC | $8M | 5,500,000 |
| 19 | ARTERIS INC | $8M | 465,000 |
| 20 | ELASTIC N V | $7M | 150,000 |
| 21 | BLOOM ENERGY CORP | $7M | 50,000 |
| 22 | AMBARELLA INC | $7M | 130,000 |
| 23 | COMSCORE INC | $6M | 897,000 |
| 24 | TRANSALTA CORP | $6M | 475,000 |
| 25 | BAIDU INC | $6M | 55,000 |
| 26 | COGNEX CORP | $6M | 125,000 |
| 27 | CORNING INC | $5M | 40,000 |
| 28 | FIGMA INC | $5M | 250,000 |
| 29 | ORION GROUP HLDGS INC | $5M | 440,000 |
| 30 | ANGI INC | $4M | 615,000 |
| 31 | AMPLITUDE INC | $3M | 500,000 |
| 32 | FIRST SOLAR INC | $2M | 10,000 |
| 33 | HARTE HANKS INC | $1M | 627,000 |
| 34 | SUNPOWER INC | $826k | 650,000 |
| 35 | NWPX INFRASTRUCTURE INC | $623k | 8,000 |
| 36 | GUARDIAN METAL RES PLC | $17k | 1,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.