Senvest Management as of Dec. 31, 2025
Portfolio Holdings for Senvest Management
Senvest Management holds 52 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tower Semiconductor Shs New (TSEM) | 14.5 | $466M | 4.0M | 117.42 | |
| Wix SHS (WIX) | 9.7 | $313M | 3.0M | 103.89 | |
| Illumina (ILMN) | 5.7 | $184M | 1.4M | 131.16 | |
| Epam Systems (EPAM) | 5.2 | $168M | 821k | 204.88 | |
| Rh (RH) | 4.7 | $151M | 843k | 179.15 | |
| Uipath Cl A (PATH) | 4.4 | $142M | 8.7M | 16.39 | |
| Bill Com Holdings Ord (BILL) | 4.3 | $140M | 2.6M | 54.54 | |
| Align Technology (ALGN) | 3.4 | $109M | 695k | 156.15 | |
| Ncino (NCNO) | 3.2 | $105M | 4.1M | 25.64 | |
| Genius Sports Shares Cl A (GENI) | 3.2 | $104M | 9.4M | 11.02 | |
| Voyager Technologies Com Cl A (VOYG) | 3.2 | $102M | 3.9M | 26.14 | |
| Radware Ord (RDWR) | 3.0 | $98M | 4.0M | 24.09 | |
| Criteo S A Spons Ads (CRTO) | 2.8 | $91M | 4.4M | 20.61 | |
| Pinterest Cl A (PINS) | 2.7 | $89M | 3.4M | 25.89 | |
| Lendingclub Corp Com New (LC) | 2.5 | $82M | 4.3M | 18.94 | |
| United Natural Foods (UNFI) | 2.2 | $70M | 2.1M | 33.67 | |
| Marriott Vacations Wrldwde Cp (VAC) | 2.1 | $69M | 1.2M | 57.69 | |
| Ciena Corp Com New (CIEN) | 2.1 | $67M | 286k | 233.87 | |
| Kornit Digital SHS (KRNT) | 1.8 | $60M | 4.1M | 14.38 | |
| Dick's Sporting Goods (DKS) | 1.7 | $56M | 282k | 197.97 | |
| American Assets Trust Inc reit (AAT) | 1.7 | $56M | 2.9M | 18.93 | |
| Pennymac Financial Services (PFSI) | 1.7 | $55M | 417k | 131.84 | |
| Ceva (CEVA) | 1.6 | $51M | 2.4M | 21.52 | |
| Okta Cl A (OKTA) | 1.4 | $47M | 538k | 86.47 | |
| Realogy Hldgs | 1.3 | $42M | 3.0M | 14.16 | |
| Globalstar Com New (GSAT) | 1.3 | $42M | 681k | 61.04 | |
| Nlight (LASR) | 1.2 | $37M | 998k | 37.51 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.9 | $30M | 162k | 185.56 | |
| Acv Auctions Com Cl A (ACVA) | 0.8 | $26M | 3.2M | 8.02 | |
| Compass Cl A (COMP) | 0.8 | $26M | 2.4M | 10.57 | |
| Boston Properties (BXP) | 0.7 | $22M | 327k | 67.48 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.5 | $18M | 503k | 34.90 | |
| Antero Res (AR) | 0.5 | $15M | 447k | 34.46 | |
| Aaon Com Par $0.004 (AAON) | 0.4 | $15M | 190k | 76.25 | |
| Lovesac Company (LOVE) | 0.3 | $11M | 750k | 14.75 | |
| Varonis Sys (VRNS) | 0.3 | $9.4M | 286k | 32.80 | |
| Audiocodes Ord (AUDC) | 0.3 | $9.3M | 1.1M | 8.73 | |
| Wolfspeed Common Stock (WOLF) | 0.3 | $8.8M | 505k | 17.41 | |
| Cerus Corporation (CERS) | 0.3 | $8.2M | 4.0M | 2.06 | |
| Vnet Group Sponsored Ads A (VNET) | 0.2 | $7.5M | 892k | 8.46 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.2 | $7.1M | 997k | 7.16 | |
| Telesat Corp Cl A & Cl B Shs (TSAT) | 0.1 | $3.9M | 135k | 29.10 | |
| Magnite Ord (MGNI) | 0.1 | $3.6M | 224k | 16.23 | |
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.1 | $3.3M | 160k | 20.74 | |
| Janus International Group In Common Stock (JBI) | 0.1 | $3.0M | 451k | 6.54 | |
| Wm Technology (MAPS) | 0.1 | $2.6M | 3.2M | 0.83 | |
| American Well Corp Com Cl A New (AMWL) | 0.1 | $1.8M | 363k | 4.91 | |
| Cognyte Software Ord Shs (CGNT) | 0.0 | $1.4M | 149k | 9.40 | |
| Uniqure Nv SHS (QURE) | 0.0 | $1.2M | 50k | 23.93 | |
| Bank Ozk (OZK) | 0.0 | $506k | 11k | 46.02 | |
| Algoma Stl Group (ASTL) | 0.0 | $352k | 86k | 4.10 | |
| Rein Therapeutics Com New (RNTX) | 0.0 | $268k | 231k | 1.16 |
