StockDriftsStockDriftsTop 3 Vector Capital Management, L.p. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CMBM | CAMBIUM NETWORKS CORP | 52.58% | 14.33M | $12.8M | +0.00%(+0) | $6.63(-77.84%) | 2025-09-30 | |
| PMTS | CPI CARD GROUP INC | 28.54% | 459.3K | $7.0M | +18.56%(+71.89K) | $23.71(-35.85%) | 2025-09-30 | |
| LPSN | LIVEPERSON INC | 18.87% | 7.88M | $4.6M | -27.67%(-3.02M) | $43.91(-90.64%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | -38.52% | -76.76% | — | — | -76.76% |
| Top 20 Holdings Unweighted | -2.70% | -7.87% | — | — | -7.87% |
Vector Capital Management, L.p. reports $24.36M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are CMBM (52.6%), PMTS (28.5%) and LPSN (18.9%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned -76.76% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vector Capital Management, L.p.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1857418). View Vector Capital Management, L.p.’s 13F filings on SEC