Filed: 2/12/2026ACC: 0001172661-26-000688
📋 What this filing means
SENVEST MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $3.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$3.23B
Total AUM (reported)
95.31M
Total Shares
Allocation by class
COM$1.37B42.3%
SHS NEW$466.35M14.5%
SHS$373.30M11.6%
CL A$302.96M9.4%
COM NEW$190.40M5.9%
ORD$136.93M4.2%
COM CL A$135.21M4.2%
Portfolio Concentration
Top 3$962.77M29.8%
4–10$918.42M28.5%
11–25$1.03B32.0%
Rest$313.82M9.7%
Top 3 weight
29.8%
Top 10 weight
58.3%
Voting Authority Distribution
Total shares with voting rights: 95.31M
Sole
Full voting authority
95.31M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other52
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings52
Rows:
TOWER SEMICONDUCTOR LTD
DFNDShares3.97M
TypeSH
Market value$466.35M
14.45%
Sole
3.97M
Shared
0.00
None
0.00
WIX COM LTD
DFNDShares3.01M
TypeSH
Market value$312.55M
9.69%
Sole
3.01M
Shared
0.00
None
0.00
ILLUMINA INC
DFNDShares1.40M
TypeSH
Market value$183.87M
5.70%
Sole
1.40M
Shared
0.00
None
0.00
EPAM SYS INC
DFNDShares821.43K
TypeSH
Market value$168.29M
5.22%
Sole
821.43K
Shared
0.00
None
0.00
RH
DFNDShares842.58K
TypeSH
Market value$150.95M
4.68%
Sole
842.58K
Shared
0.00
None
0.00
UIPATH INC
DFNDShares8.67M
TypeSH
Market value$142.05M
4.40%
Sole
8.67M
Shared
0.00
None
0.00
BILL HOLDINGS INC
DFNDShares2.57M
TypeSH
Market value$140.35M
4.35%
Sole
2.57M
Shared
0.00
None
0.00
ALIGN TECHNOLOGY INC
DFNDShares694.94K
TypeSH
Market value$108.52M
3.36%
Sole
694.94K
Shared
0.00
None
0.00
NCINO INC
DFNDShares4.08M
TypeSH
Market value$104.57M
3.24%
Sole
4.08M
Shared
0.00
None
0.00
GENIUS SPORTS LIMITED
DFNDShares9.41M
TypeSH
Market value$103.70M
3.21%
Sole
9.41M
Shared
0.00
None
0.00
VOYAGER TECHNOLOGIES INC
DFNDShares3.91M
TypeSH
Market value$102.10M
3.16%
Sole
3.91M
Shared
0.00
None
0.00
RADWARE LTD
DFNDShares4.05M
TypeSH
Market value$97.48M
3.02%
Sole
4.05M
Shared
0.00
None
0.00
CRITEO S A
DFNDShares4.40M
TypeSH
Market value$90.63M
2.81%
Sole
4.40M
Shared
0.00
None
0.00
PINTEREST INC
DFNDShares3.42M
TypeSH
Market value$88.53M
2.74%
Sole
3.42M
Shared
0.00
None
0.00
LENDINGCLUB CORP
DFNDShares4.32M
TypeSH
Market value$81.82M
2.54%
Sole
4.32M
Shared
0.00
None
0.00
UNITED NAT FOODS INC
DFNDShares2.08M
TypeSH
Market value$70.05M
2.17%
Sole
2.08M
Shared
0.00
None
0.00
MARRIOTT VACATIONS WORLDWIDE
DFNDShares1.19M
TypeSH
Market value$68.56M
2.12%
Sole
1.19M
Shared
0.00
None
0.00
CIENA CORP
DFNDShares285.48K
TypeSH
Market value$66.76M
2.07%
Sole
285.48K
Shared
0.00
None
0.00
KORNIT DIGITAL LTD
DFNDShares4.14M
TypeSH
Market value$59.55M
1.85%
Sole
4.14M
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
DFNDShares282.42K
TypeSH
Market value$55.91M
1.73%
Sole
282.42K
Shared
0.00
None
0.00
AMERICAN ASSETS TR INC
DFNDShares2.93M
TypeSH
Market value$55.45M
1.72%
Sole
2.93M
Shared
0.00
None
0.00
PENNYMAC FINL SVCS INC NEW
DFNDShares417.33K
TypeSH
Market value$55.02M
1.70%
Sole
417.33K
Shared
0.00
None
0.00
CEVA INC
DFNDShares2.39M
TypeSH
Market value$51.38M
1.59%
Sole
2.39M
Shared
0.00
None
0.00
OKTA INC
DFNDShares537.62K
TypeSH
Market value$46.49M
1.44%
Sole
537.62K
Shared
0.00
None
0.00
ANYWHERE REAL ESTATE INC
DFNDShares2.99M
TypeSH
Market value$42.36M
1.31%
Sole
2.99M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TOWER SEMICONDUCTOR LTDDFND | SHS NEW | 3.97M | SH | $466.35M 14.45% | 3.97M | 0.00 | 0.00 |
WIX COM LTDDFND | SHS | 3.01M | SH | $312.55M 9.69% | 3.01M | 0.00 | 0.00 |
ILLUMINA INCDFND | COM | 1.40M | SH | $183.87M 5.70% | 1.40M | 0.00 | 0.00 |
EPAM SYS INCDFND | COM | 821.43K | SH | $168.29M 5.22% | 821.43K | 0.00 | 0.00 |
RHDFND | COM | 842.58K | SH | $150.95M 4.68% | 842.58K | 0.00 | 0.00 |
UIPATH INCDFND | CL A | 8.67M | SH | $142.05M 4.40% | 8.67M | 0.00 | 0.00 |
BILL HOLDINGS INCDFND | COM | 2.57M | SH | $140.35M 4.35% | 2.57M | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCDFND | COM | 694.94K | SH | $108.52M 3.36% | 694.94K | 0.00 | 0.00 |
NCINO INCDFND | COM | 4.08M | SH | $104.57M 3.24% | 4.08M | 0.00 | 0.00 |
GENIUS SPORTS LIMITEDDFND | SHARES CL A | 9.41M | SH | $103.70M 3.21% | 9.41M | 0.00 | 0.00 |
VOYAGER TECHNOLOGIES INCDFND | COM CL A | 3.91M | SH | $102.10M 3.16% | 3.91M | 0.00 | 0.00 |
RADWARE LTDDFND | ORD | 4.05M | SH | $97.48M 3.02% | 4.05M | 0.00 | 0.00 |
CRITEO S ADFND | SPONS ADS | 4.40M | SH | $90.63M 2.81% | 4.40M | 0.00 | 0.00 |
PINTEREST INCDFND | CL A | 3.42M | SH | $88.53M 2.74% | 3.42M | 0.00 | 0.00 |
LENDINGCLUB CORPDFND | COM NEW | 4.32M | SH | $81.82M 2.54% | 4.32M | 0.00 | 0.00 |
UNITED NAT FOODS INCDFND | COM | 2.08M | SH | $70.05M 2.17% | 2.08M | 0.00 | 0.00 |
MARRIOTT VACATIONS WORLDWIDEDFND | COM | 1.19M | SH | $68.56M 2.12% | 1.19M | 0.00 | 0.00 |
CIENA CORPDFND | COM NEW | 285.48K | SH | $66.76M 2.07% | 285.48K | 0.00 | 0.00 |
KORNIT DIGITAL LTDDFND | SHS | 4.14M | SH | $59.55M 1.85% | 4.14M | 0.00 | 0.00 |
DICKS SPORTING GOODS INCDFND | COM | 282.42K | SH | $55.91M 1.73% | 282.42K | 0.00 | 0.00 |
AMERICAN ASSETS TR INCDFND | COM | 2.93M | SH | $55.45M 1.72% | 2.93M | 0.00 | 0.00 |
PENNYMAC FINL SVCS INC NEWDFND | COM | 417.33K | SH | $55.02M 1.70% | 417.33K | 0.00 | 0.00 |
CEVA INCDFND | COM | 2.39M | SH | $51.38M 1.59% | 2.39M | 0.00 | 0.00 |
OKTA INCDFND | CL A | 537.62K | SH | $46.49M 1.44% | 537.62K | 0.00 | 0.00 |
ANYWHERE REAL ESTATE INCDFND | COM | 2.99M | SH | $42.36M 1.31% | 2.99M | 0.00 | 0.00 |
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