Generalist · New York, NY
Senvest Management
Q2 2025 · compared with Q1 2025
Filed as Senvest Management, LLC
- Software
- $678M
- Weight of 13F
- 22.7%
- Names
- 10
- Net bought
- +$106M
Filed 11 August 2025 · SEC filing.
52 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 20269 names$828M+$8.4M
- Q1 202610 names · $7.7M in calls, not in the total$858M+$197M
- Q4 202510 names$888M+$223M
- Q3 202510 names$887M+$169M
- Q2 202510 names$678M+$106M
- Q1 20256 names$525M+$44.3M
- Q4 20249 names$630M+$80.0M
- Q3 20247 names$478M+$66.6M
- Q2 20246 names$398M+$49.7M
- Q1 20248 names$423M+$77.0M
- Q4 20236 names$334M−$7.0M
- Q3 20235 names$267M+$34.4M
- Q2 20235 names$235M+$99.3M
- Q1 20234 names$143M+$17.6M
- Q4 20224 names$106M+$11.5M
- Q3 20223 names$106M−$27.9M
- Q2 20226 names$135M+$50.8M
- Q1 20224 names$177M+$32.0M
- Q4 20214 names$201M−$15.6M
- Q3 20214 names$212M−$3.5M
- Q2 20216 names · $3.1M in calls, not in the total$224M+$16.4M
- Q1 20216 names$198M+$82.5M
- Q4 20205 names$116M−$6.0M
- Q3 20205 names$106M−$26.4M
- Q2 20204 names$132M+$11.3M
- Q1 20207 names$104M−$25.1M
- Q4 20193 names$148M−$4.3M
- Q3 20193 names$143M−$3.5M
- Q2 20193 names$149M−$3.2M
- Q1 20193 names$160MFlat
- Q4 20183 names$139M+$11.1M
- Q3 20184 names$150M−$33.6M
- Q2 20184 names$179M−$31.5M
- Q1 20184 names$181M+$1.3M
- Q4 20174 names$147M−$1.0M
- Q3 20173 names$138M+$5.3M
- Q2 20172 names$141M−$2.7M
- Q1 20173 names$134M−$3.0M
- Q4 20162 names$136M+$2.5M
- Q3 20163 names$118M+$1.1M
- Q2 20163 names$98.4M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- WixWIX2,040,910 shares · 47.7% of their software · price −$10.0M$323M+$81.2M
- UiPathPATH9,892,856 shares · 18.7% of their software · price +$24.7M$127M−$22.7M
- Radware Ltd.RDWR4,046,559 shares · 17.6% of their software · price +$31.6M$119M−$1.5M
- BILLBILL1,827,889 shares · 12.5% of their software · price +$676K$84.6M+$41.1M
- Check PointCHKP52,300 shares · 1.7% of their software$11.6MNew · +$11.9M
- OktaOKTA45,000 shares · 0.7% of their software$4.5MNew · +$4.7M
- VaronisVRNS81,777 shares · 0.6% of their software · price +$842K$4.2M−$8.4M
- nCinoNCNO65,000 shares · 0.3% of their software$1.8MNew · +$1.8M
- Cognyte Software Ltd.CGNT149,441 shares · 0.2% of their software$1.4M−$3.1M
- Lyft, Inc.LYFT62,036 shares · 0.1% of their software$978KNew · +$736K