The Analysis of WESTERLY CAPITAL MANAGEMENT, LLC's Holdings

Currently, WESTERLY CAPITAL MANAGEMENT, LLC holds 39 types of securities in its portfolio with a total value $315.2M. In the most recent quarter, they have increased their positions in UDMY (+2.3M shares, valued at $15.9M), BE (+150.0K shares, valued at $12.7M), SNAP (+1.5M shares, valued at $11.6M); decreased their positions in AMBA (-98.0K shares, valued at $8.1M), GLW (-85.0K shares, valued at $7.0M), CEVA (-153.0K shares, valued at $4.0M); initiated new positions in UDMY (+2.3M shares, valued at $15.9M), BE (+150.0K shares, valued at $12.7M), SNAP (+1.5M shares, valued at $11.6M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VIAV VIAVI SOLUTIONS INC2.0M shares-8.05%2025-09-302025-11-14

PRO PROS HOLDINGS INC949.8K shares-4.93%2025-09-302025-11-14

LUMN LUMEN TECHNOLOGIES INC3.5M shares37.25%2025-09-302025-11-14

HDSN HUDSON TECHNOLOGIES INC1.9M shares-5.50%2025-09-302025-11-14

UDMY UDEMY INC2.3M sharesnew addition2025-09-302025-11-14

MRVL MARVELL TECHNOLOGY INC180.0K shares100.00%2025-09-302025-11-14

AIP ARTERIS INC1.4M shares109.56%2025-09-302025-11-14

MTRX MATRIX SVC CO1.1M shares34.15%2025-09-302025-11-14

Sponsored

BE BLOOM ENERGY CORP150.0K sharesnew addition2025-09-302025-11-14

TAC TRANSALTA CORP900.0K shares17.26%2025-09-302025-11-14

HIPO HIPPO HLDGS INC338.0K shares3.68%2025-09-302025-11-14

SNAP SNAP INC1.5M sharesnew addition2025-09-302025-11-14

FRSH FRESHWORKS INC970.0K shares92.08%2025-09-302025-11-14

BIDU BAIDU INC83.0K shares38.33%2025-09-302025-11-14

NXDR NEXTDOOR HOLDINGS INC4.5M shares25.35%2025-09-302025-11-14

CGNT COGNYTE SOFTWARE LTD1.1M shares29.41%2025-09-302025-11-14

Sponsored

ADTN ADTRAN HOLDINGS INC920.2K shares-5.62%2025-09-302025-11-14

FLR FLUOR CORP NEW175.0K shares16.67%2025-09-302025-11-14

COUR COURSERA INC600.0K shares110.53%2025-09-302025-11-14

ESTC ELASTIC N V80.0K sharesnew addition2025-09-302025-11-14

TDC TERADATA CORP DEL300.0K shares20.00%2025-09-302025-11-14

POWI POWER INTEGRATIONS INC120.0K shares140.00%2025-09-302025-11-14

CGNX COGNEX CORP85.0K shares41.67%2025-09-302025-11-14

AMPL AMPLITUDE INC350.0K shares-12.50%2025-09-302025-11-14

Sponsored

AMBA AMBARELLA INC45.0K shares-68.53%2025-09-302025-11-14

GTLB GITLAB INC80.0K sharesnew addition2025-09-302025-11-14

FSLR FIRST SOLAR INC16.0K sharesnew addition2025-09-302025-11-14

SCOR COMSCORE INC400.0K shares0.00%2025-09-302025-11-14

GLW CORNING INC40.0K shares-68.00%2025-09-302025-11-14

NWPX NWPX INFRASTRUCTURE INC50.0K shares-9.09%2025-09-302025-11-14

ANGI ANGI INC155.0K shares-58.11%2025-09-302025-11-14

HHS HARTE HANKS INC619.0K shares0.00%2025-09-302025-11-14

Sponsored

BILL BILL HOLDINGS INC30.0K sharesnew addition2025-09-302025-11-14

GENI GENIUS SPORTS LIMITED100.0K shares-20.00%2025-09-302025-11-14

CEVA CEVA INC27.0K shares-85.00%2025-09-302025-11-14

PD PAGERDUTY INC20.0K sharesnew addition2025-09-302025-11-14

CSGS CSG SYS INTL INC5.0K shares-75.00%2025-09-302025-11-14

VECO VEECO INSTRS INC DEL10.0K sharesnew addition2025-09-302025-11-14

ORN ORION GROUP HLDGS INC25.0K sharesnew addition2025-09-302025-11-14

Call Option Holdings

VIAVI SOLUTIONS INC Call CallVIAVI SOLUTIONS INC900.0K shares414.29%2025-09-302025-11-14

FRESHWORKS INC Call CallFRESHWORKS INC400.0K sharesnew addition2025-09-302025-11-14

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR550.0K shares1000.00%2025-09-302025-11-14

IONQ INC Put PutIONQ INC10.0K sharesnew addition2025-09-302025-11-14