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Senvest Management, LLC

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13F filer, CIK 1328785, New York, NY

Senvest Management, LLC reported $2,391,823,304 across 42 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 60.62% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-001893

Period
2025-03-31
Reported value
$2.39B
Holdings
42
Top 10 weight
60.62%
New
4
Sold out
21

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EPAMnew+271,961$45.9M
RHadded+159,326$37.3M
HAPNadded+3,234,462$33.4M
BILLadded+704,094$32.3M
PINSadded+919,360$28.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MTBexited-819,770-$154M
GOOGexited-333,429-$63.5M
MUexited-458,792-$38.6M
TERexited-276,638-$34.8M
SNAPexited-2,448,100-$26.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-001893, largest first. % of portfolio is the value over $2,391,823,304, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,320,433 shares; 2024Q4: 7,949,938 shares; 2025Q1: 8,059,407 shares 8,059,407$287M12.02%+109,469Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118,081 shares; 2024Q4: 1,422,793 shares; 2025Q1: 1,544,140 shares 1,544,140$252M10.55%+121,347Timeline
CRTOCRITEO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895,784 shares; 2024Q4: 3,639,479 shares; 2025Q1: 3,997,268 shares 3,997,268$142M5.92%+357,789Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350,966 shares; 2024Q4: 2,162,938 shares; 2025Q1: 2,063,225 shares 2,063,225$139M5.8%-99,713Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,894,483 shares; 2024Q4: 14,074,783 shares; 2025Q1: 12,096,483 shares 12,096,483$125M5.21%-1,978,300Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,243 shares; 2024Q4: 726,243 shares; 2025Q1: 731,739 shares 731,739$116M4.86%+5,496Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,626 shares; 2024Q4: 315,368 shares; 2025Q1: 474,694 shares 474,694$111M4.65%+159,326Timeline
VACMARRIOTT VACATIONS WORLDWIDEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,893,966 shares; 2024Q4: 1,489,125 shares; 2025Q1: 1,521,075 shares 1,521,075$97.7M4.09%+31,950Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895,760 shares; 2024Q4: 1,070,292 shares; 2025Q1: 1,151,292 shares 1,151,292$91.3M3.82%+81,000Timeline
RDWRRADWARE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,115,597 shares; 2024Q4: 4,115,597 shares; 2025Q1: 4,115,597 shares 4,115,597$89M3.72%0Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,961,966 shares; 2024Q4: 1,582,266 shares; 2025Q1: 1,472,112 shares 1,472,112$89M3.72%-110,154Timeline
PFSIPENNYMAC FINL SVCS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989,062 shares; 2024Q4: 988,162 shares; 2025Q1: 884,929 shares 884,929$88.6M3.7%-103,233Timeline
GENIGENIUS SPORTS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,546,809 shares; 2024Q4: 7,516,809 shares; 2025Q1: 7,706,073 shares 7,706,073$77.1M3.23%+189,264Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,557,780 shares; 2025Q1: 2,477,140 shares 2,477,140$76.8M3.21%+919,360Timeline
KRNTKORNIT DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,492,060 shares; 2024Q4: 4,233,349 shares; 2025Q1: 4,022,066 shares 4,022,066$76.7M3.21%-211,283Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518,859 shares; 2024Q4: 639,059 shares; 2025Q1: 1,270,875 shares 1,270,875$55.2M2.31%+631,816Timeline
CEVACEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985,964 shares; 2024Q4: 1,985,964 shares; 2025Q1: 1,985,207 shares 1,985,207$50.8M2.13%-757Timeline
HAPNHAPPEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,479,587 shares; 2024Q4: 1,529,587 shares; 2025Q1: 4,764,049 shares 4,764,049$49.2M2.06%+3,234,462Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 271,961 shares 271,961$45.9M1.92%newTimeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 227,402 shares; 2025Q1: 931,496 shares 931,496$42.7M1.79%+704,094Timeline
AVIDXCHANGE HOLDINGS INCAVIDXCHANGE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,843,010 shares; 2024Q4: 4,886,655 shares; 2025Q1: 4,048,665 shares 4,048,665$34.3M1.44%-837,990
GOGROCERY OUTLET HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833,725 shares; 2024Q4: 1,569,656 shares; 2025Q1: 2,245,004 shares 2,245,004$31.4M1.31%+675,348Timeline
VERINT SYS INCVERINT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445,230 shares; 2024Q4: 1,577,332 shares; 2025Q1: 1,561,643 shares 1,561,643$27.9M1.17%-15,689
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,423,913 shares; 2024Q4: 5,900,487 shares; 2025Q1: 2,897,511 shares 2,897,511$25.3M1.06%-3,002,976Timeline
AUDCAUDIOCODES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580,448 shares; 2024Q4: 2,601,756 shares; 2025Q1: 2,576,594 shares 2,576,594$24.3M1.01%-25,162Timeline
LOVELOVESAC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943,022 shares; 2024Q4: 1,106,767 shares; 2025Q1: 1,272,634 shares 1,272,634$23.1M0.97%+165,867Timeline
LASRNLIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159,040 shares; 2024Q4: 2,481,677 shares; 2025Q1: 2,594,293 shares 2,594,293$20.2M0.84%+112,616Timeline
JBIJANUS INTERNATIONAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858,829 shares; 2024Q4: 5,671,431 shares; 2025Q1: 2,659,176 shares 2,659,176$19.1M0.8%-3,012,255Timeline
GSATGLOBALSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 877,909 shares 877,909$18.3M0.77%newTimeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,795 shares; 2024Q4: 140,795 shares; 2025Q1: 289,977 shares 289,977$11.7M0.49%+149,182Timeline
AMWLAMERICAN WELL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251,811 shares; 2024Q4: 1,300,611 shares; 2025Q1: 1,308,355 shares 1,308,355$10.3M0.43%+7,744Timeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 690,000 shares 690,000$9.72M0.41%newTimeline
CERSCERUS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,006,376 shares; 2024Q4: 6,393,979 shares; 2025Q1: 4,405,568 shares 4,405,568$6.12M0.26%-1,988,411Timeline
UNFIUNITED NAT FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 664,991 shares; 2025Q1: 198,791 shares 198,791$5.44M0.23%-466,200Timeline
ATIXFY COMMUNICATIONS LTDATIXFY COMMUNICATIONS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,277,958 shares; 2024Q4: 4,277,958 shares; 2025Q1: 4,277,958 shares 4,277,958$5.13M0.21%0
CGNTCOGNYTE SOFTWARE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459,825 shares; 2024Q4: 210,010 shares; 2025Q1: 546,812 shares 546,812$4.27M0.18%+336,802Timeline
MAPSWM TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,196,829 shares; 2024Q4: 3,196,829 shares; 2025Q1: 3,196,829 shares 3,196,829$3.61M0.15%0Timeline
EVLVEVOLV TECHNOLOGIES HLDNGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018,112 shares; 2024Q4: 1,048,180 shares; 2025Q1: 1,048,180 shares 1,048,180$3.27M0.14%0Timeline
MARKFORGED HLDG CORP EQUCOR…MARKFORGED HLDG CORP EQUCORP ACT …Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,609,380 shares; 2024Q4: 1,609,380 shares; 2025Q1: 640,819 shares 640,819$3M0.13%-968,561
ASTLALGOMA STL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 275,089 shares 275,089$1.49M0.06%newTimeline
PACBPACIFIC BIOSCIENCES CALIF INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093,954 shares; 2024Q4: 1,093,954 shares; 2025Q1: 1,093,954 shares 1,093,954$1.29M0.05%0Timeline
RNTXREIN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,895 shares; 2024Q4: 230,895 shares; 2025Q1: 230,895 shares 230,895$409K0.02%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MTBM & T BK CORP819,770$154Mshares
GOOGALPHABET INC333,429$63.5Mshares
MUMICRON TECHNOLOGY INC458,792$38.6Mshares
TERTERADYNE INC276,638$34.8Mshares
SNAPSNAP INC2,448,100$26.4Mshares
MANUMANCHESTER UTD PLC NEW1,488,989$25.8Mshares
BBWIBATH & BODY WORKS INC634,171$24.6Mshares
OXMOXFORD INDS INC245,645$19.4Mshares
AREALEXANDRIA REAL ESTATE EQ IN183,500$17.9Mshares
MDBMONGODB INC59,100$13.8Mshares
COURCOURSERA INC1,214,798$10.3Mshares
ACLSAXCELIS TECHNOLOGIES INC138,192$9.66Mshares
CHWYCHEWY INC222,298$7.44Mshares
BXMTBLACKSTONE MORTGAGE TRUST IN225,000$3.92Mshares
PFEPFIZER INC90,000$2.39Mshares
BLBLACKLINE INC27,400$1.66Mshares
TMOTHERMO FISHER SCIENTIFIC INC3,000$1.56Mshares
AMANTERO MIDSTREAM CORP75,000$1.13Mshares
VERINT SYSTEMS INCVERINT SYSTEMS INC1,000,000$941Kprincipal
MSOSADVISORSHARES TR233,400$889Kshares
FIGSFIGS INC13,526$83.7Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-001893 base2025-05-14acceptance time not in the bulk data set