Vector Capital Management, L.P.

Portfolio Overview

Vector Capital’s 13F at 2025-09-30 shows a very small, highly concentrated long-equity portfolio of $19.77 million (down 24.0% from $26.00M at 2025-06-30). The filing lists only two holdings, which together account for 100% of the disclosed public-equity position. The portfolio is therefore extremely concentrated: the top holding alone equals $12.81M (64.82% of assets) and the second holding $6.95M (35.18%). With only two positions, the portfolio exhibits high single-name an...