What does WESTERLY CAPITAL MANAGEMENT, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

WESTERLY CAPITAL MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

INVESCO QQQ TR

$43M75K11.8%

UDEMY INC

$20M4.3M5.4%

MARVELL TECHNOLOGY INC

$20M200K5.4%

HUDSON TECHNOLOGIES INC

$19M3.2M5.1%

CISCO SYS INC

$17M225K4.7%

LUMEN TECHNOLOGIES INC

$15M2.2M4.2%

FRESHWORKS INC

$15M1.9M4.1%

ENPHASE ENERGY INC

$15M400K4.1%

NOKIA CORP

$14M1.8M3.9%

VIAVI SOLUTIONS INC

$14M425K3.8%

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