Generalist · New York, NY
Opti Capital Management, LP
- Software
- $494M
- Weight of 13F
- 30.0%
- Names
- 11
- Vs prior quarter
- −$7.3M
Filed 14 August 2026.
46 positions in the whole 13F.
Software held
- BlackLineBL90,500,000 shares · 16.9% of their software$83.6MFlat
- Rapid7RPD80,959,000 shares · 15.8% of their software$78.1M+$26.3M
- Five9FIVN65,000,000 shares · 11.8% of their software$58.0M−$21.9M
- VertexVERX59,500,000 shares · 10.8% of their software$53.5M−$13.7M
- BoxBOX49,500,000 shares · 9.8% of their software$48.5MFlat
- WorkivaWK41,945,000 shares · 8.0% of their software$39.6M+$3.8M
- Bentley SystemsBSY40,500,000 shares · 7.9% of their software$38.9M−$5.0M
- BILLBILL44,000,000 shares · 7.8% of their software$38.5MFlat
- AkamaiAKAM20,000,000 shares · 4.8% of their software$23.9MNew
- VaronisVRNS21,500,000 shares · 4.3% of their software$21.1M−$10.1M
- NutanixNTNX10,000,000 shares · 2.0% of their software$9.9MNew