Arkolith/Funds/Westerly Capital Management, LLC

Westerly Capital Management, LLC

CIK 1546172
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Westerly Capital Management, LLC holds a diversified book of 36 stocks worth $324.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Cisco Systems Inc and trimmed Viavi Solutions Inc. Their largest long position is Udemy Inc at 6% of the equity book. They also disclosed $43.3M in put options (a bearish bet), shown separately below and excluded from the equity book.

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Use Arkolith to show WESTERLY CAPITAL MANAGEMENT, LLC's latest
holdings, largest changes, and filing provenance.
Opened
4
new positions
Added to
20
existing
Trimmed
9
reduced
Sold out
8
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
50%
Top 20 holdings
80%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

94% mapped to company sectors

Information Technology
56%
Industrials
18%
Communication Services
12%
ETF / fund or unclassified
6%
Financials
4%
Utilities
2%
Materials
2%
Consumer Discretionary
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

36 positions
#SecurityValueShares% PortLast moveHistory
1Udemy Inc
COM
$19.9M4.30M
6.1%
+7.5%
Added · +300K sh
2Marvell Technology Inc
COM
$19.8M200.0K
6.1%
Held
3Hudson Technologies Inc
COM
$18.7M3.17M
5.8%
+25%
Added · +625K sh
4Cisco Sys Inc
COM
$17.5M225.0K
5.4%
New
New position
5Lumen Technologies Inc
COM
$15.3M2.20M
4.7%
+175%
Added · +1.4M sh
6Freshworks Inc
CLASS A COM
$15.3M1.90M
4.7%
+81%
Added · +850K sh
7Enphase Energy Inc
COM
$15.1M400.0K
4.7%
+129%
Added · +225K sh
8Nokia Corp
SPONSORED ADR
$14.5M1.80M
4.5%
+33%
Added · +450K sh
9Viavi Solutions Inc
COM
$14.1M425.0K
4.4%
−63%
Reduced · −725K sh
10Hippo Hldgs Inc
COM NEW
$13.0M500.0K
4.0%
+19%
Added · +80K sh
11Fluor Corp New
COM
$11.7M250.0K
3.6%
+25%
Added · +50K sh
12Blackline Inc
COM
$11.5M310.0K
3.5%
+244%
Added · +220K sh
13Matrix SVC Co
COM
$11.1M965.0K
3.4%
−2.3%
Reduced · −23K sh
14Adtran Holdings Inc
COM
$10.1M800.0K
3.1%
+14%
Added · +100K sh
15Cognyte Software Ltd
ORD SHS
$10.0M1.24M
3.1%
+7.3%
Added · +85K sh
16Coursera Inc
COM
$9.9M1.70M
3.0%
+70%
Added · +700K sh
17Asana Inc
CL A
$8.2M1.27M
2.5%
+410%
Added · +1.0M sh
18Nextdoor Holdings Inc
COM CL A
$7.7M5.50M
2.4%
+22%
Added · +1.0M sh
19Arteris Inc
COM
$7.6M465.0K
2.4%
−64%
Reduced · −830K sh
20Elastic N V
ORD SHS
$7.5M150.0K
2.3%
−32%
Reduced · −70K sh
21Bloom Energy Corp
COM CL A
$6.8M50.0K
2.1%
−67%
Reduced · −100K sh
22Ambarella Inc
SHS
$6.7M130.0K
2.1%
+53%
Added · +45K sh
23Comscore Inc
COM NEW
$6.2M897.0K
1.9%
+91%
Added · +427K sh
24Transalta Corp
COM
$6.2M475.0K
1.9%
−41%
Reduced · −330K sh
25Baidu Inc
SPON ADR REP A
$6.1M55.0K
1.9%
+10%
Added · +5K sh
26Cognex Corp
COM
$6.1M125.0K
1.9%
+25%
Added · +25K sh
27Corning Inc
COM
$5.4M40.0K
1.7%
−33%
Reduced · −20K sh
28Figma Inc
CLASS A COM STK
$5.3M250.0K
1.6%
New
New position
29Orion Group Hldgs Inc
COM
$4.8M440.0K
1.5%
+193%
Added · +290K sh
30Angi Inc
CL A NEW
$4.2M615.0K
1.3%
+23%
Added · +115K sh
31Amplitude Inc
COM CL A
$3.4M500.0K
1.1%
Held
32First Solar Inc
COM
$2.0M10.0K
0.6%
−38%
Reduced · −6K sh
33Harte Hanks Inc
COM
$1.4M627.0K
0.4%
Held
34Sunpower Inc
COM
$826K650.0K
0.3%
New
New position
35NWPX Infrastructure Inc
COM
$623K8.0K
0.2%
−84%
Reduced · −42K sh
36Guardian Metal Res PLC
SPONSORED ADS
$17K1.0K
0.0%
New
New position
Showing all 36 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$43.3M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishINVESCO QQQ TR$43.3M75K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202637$367.8M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202641$455.3M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202544$319.1M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202542$269.6M13F-HR
Q1 2025Mar 31, 2025May 15, 202538$231.3M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202544$216.6M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202441$177.9M13F-HR
Q2 2024Jun 30, 2024Aug 14, 202441$200.9M13F-HR
Q1 2024Mar 31, 2024May 15, 202448$263.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.