Generalist · Lajolla, CA
Context Capital Management, LLC
- Software
- $142M
- Weight of 13F
- 3.0%
- Names
- 5
- Vs prior quarter
- +$33.7M
Filed 23 July 2026.
427 positions in the whole 13F.
Software held
- PagerDutyPD64,621,000 shares · 42.6% of their software$60.7MFlat
- BILLBILL40,000,000 shares · 24.3% of their software$34.7MNew
- OracleORCL550,000 shares · 17.4% of their software$24.7M−$5.7M
- Five9FIVN14,250,000 shares · 8.9% of their software$12.7M+$2.2M
- VaronisVRNS10,000,000 shares · 6.8% of their software$9.7MNew