Vector Capital Management, L.P.
Portfolio value QoQ: -6.3% 13F does not disclose cash
Top 10 holdings weight100.00%
Top 25 holdings weight100.00%
Positions above 1%3
Effective number of positions2.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q3 2025: 4.32% Est. buys $1,088,430 · sells $1,759,022
New positions0
Increased1
Decreased1
Closed0
Portfolio value
$24.4M
Positions
3
As of
Sept. 30, 2025 Data as of Q3 2025
Sector breakdown
Full portfolio 3 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| CMBM | $12,811,470 | 52.58% | 14,325,696 | $7,009,563 | |||
| PMTS | $6,954,014 | 28.54% | 459,314 | $-2,235,660 | Up ×2 | ||
| LPSN | $4,598,631 | 18.87% | 7,883,818 | $-6,409,820 | Down ×1 | ||
| No matches | |||||||
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| CMBM | Price move only | +0 | +$7.0M |
| LPSN | Trimmed | -3.0M | -$6.4M |
| PMTS | Bought more | +72K | -$2.2M |