Senvest Management as of Sept. 30, 2025
Portfolio Holdings for Senvest Management
Senvest Management holds 52 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wix SHS (WIX) | 14.2 | $442M | 2.5M | 177.63 | |
| Tower Semiconductor Shs New (TSEM) | 13.0 | $405M | 5.6M | 72.30 | |
| Epam Systems (EPAM) | 4.7 | $146M | 968k | 150.79 | |
| Uipath Cl A (PATH) | 4.7 | $145M | 11M | 13.38 | |
| Illumina (ILMN) | 4.3 | $134M | 1.4M | 94.97 | |
| Rh (RH) | 4.2 | $132M | 648k | 203.16 | |
| Marriott Vacations Wrldwde Cp (VAC) | 4.1 | $127M | 1.9M | 66.56 | |
| Ciena Corp Com New (CIEN) | 4.1 | $126M | 867k | 145.67 | |
| Radware Ord (RDWR) | 3.4 | $107M | 4.0M | 26.49 | |
| Align Technology (ALGN) | 3.3 | $103M | 824k | 125.22 | |
| Genius Sports Shares Cl A (GENI) | 3.3 | $102M | 8.3M | 12.38 | |
| United Natural Foods (UNFI) | 3.1 | $97M | 2.6M | 37.62 | |
| Criteo S A Spons Ads (CRTO) | 3.1 | $96M | 4.2M | 22.60 | |
| Voyager Technologies Com Cl A (VOYG) | 2.9 | $90M | 3.0M | 29.78 | |
| Lendingclub Corp Com New (LC) | 2.6 | $82M | 5.4M | 15.19 | |
| Pinterest Cl A (PINS) | 2.6 | $81M | 2.5M | 32.17 | |
| Ncino (NCNO) | 2.1 | $66M | 2.4M | 27.11 | |
| Ceva (CEVA) | 1.9 | $58M | 2.2M | 26.41 | |
| Boeing Company (BA) | 1.8 | $57M | 265k | 215.83 | |
| Kornit Digital SHS (KRNT) | 1.7 | $54M | 4.0M | 13.50 | |
| Bill Com Holdings Ord (BILL) | 1.7 | $53M | 1.0M | 52.97 | |
| Pennymac Financial Services (PFSI) | 1.7 | $52M | 417k | 123.88 | |
| Okta Cl A (OKTA) | 1.3 | $42M | 453k | 91.70 | |
| Boston Properties (BXP) | 1.3 | $41M | 546k | 74.34 | |
| American Assets Trust Inc reit (AAT) | 1.2 | $37M | 1.8M | 20.32 | |
| Globalstar Com New (GSAT) | 1.0 | $32M | 868k | 36.39 | |
| Nlight (LASR) | 0.9 | $27M | 901k | 29.63 | |
| Acv Auctions Com Cl A (ACVA) | 0.8 | $26M | 2.6M | 9.91 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.7 | $23M | 112k | 206.91 | |
| Lovesac Company (LOVE) | 0.6 | $20M | 1.2M | 16.93 | |
| Audiocodes Ord (AUDC) | 0.5 | $16M | 1.7M | 9.52 | |
| Dick's Sporting Goods (DKS) | 0.5 | $15M | 67k | 222.22 | |
| Elbit Sys Ord (ESLT) | 0.4 | $11M | 22k | 509.80 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.3 | $7.9M | 1.0M | 7.55 | |
| American Well Corp Com Cl A New (AMWL) | 0.3 | $7.8M | 1.3M | 6.15 | |
| Cerus Corporation (CERS) | 0.2 | $6.3M | 4.0M | 1.59 | |
| Aaon Com Par $0.004 (AAON) | 0.2 | $6.2M | 66k | 93.44 | |
| Intel Corporation (INTC) | 0.2 | $6.0M | 180k | 33.55 | |
| Mobileye Global Common Class A (MBLY) | 0.2 | $5.5M | 389k | 14.12 | |
| Varonis Sys (VRNS) | 0.2 | $4.7M | 82k | 57.47 | |
| Compass Cl A (COMP) | 0.1 | $4.2M | 525k | 8.03 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $4.0M | 16k | 243.55 | |
| Wm Technology (MAPS) | 0.1 | $3.7M | 3.2M | 1.16 | |
| Teradyne (TER) | 0.1 | $3.0M | 22k | 137.64 | |
| Monday SHS (MNDY) | 0.1 | $2.9M | 15k | 193.69 | |
| Sportradar Group Class A Ord Shs Put Option (SRAD) | 0.1 | $2.4M | 90k | 26.90 | |
| Antero Res (AR) | 0.1 | $1.7M | 50k | 33.56 | |
| Douglas Elliman (DOUG) | 0.0 | $1.3M | 469k | 2.86 | |
| Cognyte Software Ord Shs (CGNT) | 0.0 | $1.3M | 149k | 8.40 | |
| Telesat Corp Cl A & Cl B Shs (TSAT) | 0.0 | $987k | 37k | 26.50 | |
| Algoma Stl Group (ASTL) | 0.0 | $978k | 275k | 3.56 | |
| Rein Therapeutics Com New (RNTX) | 0.0 | $264k | 231k | 1.15 |
