
WESTERLY CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | UDMY | 4.00M | $23.40M |
![]() | HDSN | 2.55M | $17.47M |
![]() | NOK | 1.35M | $8.73M |
![]() | AIP | 1.29M | $20.07M |
![]() | CGNT | 1.16M | $10.86M |
![]() | VIAV | 1.15M | $20.49M |
![]() | FRSH | 1.05M | $12.86M |
![]() | COUR | 1.00M | $7.36M |
![]() | MTRX | 988K | $11.56M |
![]() | TAC | 805K | $10.18M |
![]() | LUMN | 800K | $6.22M |
![]() | ADTN | 700K | $6.08M |
![]() | HHS | 627K | $1.89M |
![]() | SNAP | 600K | $4.84M |
![]() | ANGI | 500K | $6.46M |
![]() | AMPL | 500K | $5.79M |
![]() | SCOR | 470K | $3.06M |
![]() | PD | 437K | $5.73M |
![]() | HIPO | 420K | $12.63M |
![]() | ASAN | 250K | $3.43M |

Udemy, Inc.
UDMY
Shares Held
4.00M
Value
$23.40M

Hudson Technologies, Inc.
HDSN
Shares Held
2.55M
Value
$17.47M

Nokia Oyj
NOK
Shares Held
1.35M
Value
$8.73M

Arteris, Inc.
AIP
Shares Held
1.29M
Value
$20.07M

Cognyte Software Ltd.
CGNT
Shares Held
1.16M
Value
$10.86M

Viavi Solutions Inc.
VIAV
Shares Held
1.15M
Value
$20.49M

Freshworks Inc.
FRSH
Shares Held
1.05M
Value
$12.86M

Coursera, Inc.
COUR
Shares Held
1.00M
Value
$7.36M

Matrix Service Company
MTRX
Shares Held
988K
Value
$11.56M

TransAlta Corporation
TAC
Shares Held
805K
Value
$10.18M

Lumen Technologies, Inc.
LUMN
Shares Held
800K
Value
$6.22M

ADTRAN Holdings, Inc.
ADTN
Shares Held
700K
Value
$6.08M

Harte Hanks, Inc.
HHS
Shares Held
627K
Value
$1.89M

Snap Inc.
SNAP
Shares Held
600K
Value
$4.84M

Angi Inc.
ANGI
Shares Held
500K
Value
$6.46M

Amplitude, Inc.
AMPL
Shares Held
500K
Value
$5.79M

comScore, Inc.
SCOR
Shares Held
470K
Value
$3.06M

PagerDuty, Inc.
PD
Shares Held
437K
Value
$5.73M

Hippo Holdings Inc.
HIPO
Shares Held
420K
Value
$12.63M

Asana, Inc.
ASAN
Shares Held
250K
Value
$3.43M
