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Senvest Management, LLC

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13F filer, CIK 1328785, New York, NY

Senvest Management, LLC reported $2,986,842,569 across 53 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-11. Its ten largest share positions make up 57.66% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003028

Period
2025-06-30
Reported value
$2.99B
Holdings
53
Top 10 weight
57.66%
New
18
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOYGnew+2,815,648$111M
WIXadded+496,770$78.7M
UNFIadded+2,205,196$51.4M
RHadded+259,200$49M
BILLadded+896,393$41.5M

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
PFSIreduced-467,596-$46.6M
AVIDXCHANGE HOLDINGS INCexited-4,048,665-$34.3M
GOexited-2,245,004-$31.4M
PATHreduced-2,203,627-$28.2M
COMPexited-2,897,511-$25.3M

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, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-003028, largest first. % of portfolio is the value over $2,981,364,719, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,320,433 shares; 2024Q4: 7,949,938 shares; 2025Q1: 8,059,407 shares; 2025Q2: 8,128,614 shares 8,128,614$352M11.82%+69,207Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118,081 shares; 2024Q4: 1,422,793 shares; 2025Q1: 1,544,140 shares; 2025Q2: 2,040,910 shares 2,040,910$323M10.85%+496,770Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,626 shares; 2024Q4: 315,368 shares; 2025Q1: 474,694 shares; 2025Q2: 733,894 shares 733,894$139M4.65%+259,200Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,961,966 shares; 2024Q4: 1,582,266 shares; 2025Q1: 1,472,112 shares; 2025Q2: 1,655,012 shares 1,655,012$135M4.51%+182,900Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,243 shares; 2024Q4: 726,243 shares; 2025Q1: 731,739 shares; 2025Q2: 699,918 shares 699,918$133M4.44%-31,821Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895,760 shares; 2024Q4: 1,070,292 shares; 2025Q1: 1,151,292 shares; 2025Q2: 1,382,592 shares 1,382,592$132M4.42%+231,300Timeline
VACMARRIOTT VACATIONS WORLDWIDEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,893,966 shares; 2024Q4: 1,489,125 shares; 2025Q1: 1,521,075 shares; 2025Q2: 1,816,012 shares 1,816,012$131M4.4%+294,937Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350,966 shares; 2024Q4: 2,162,938 shares; 2025Q1: 2,063,225 shares; 2025Q2: 1,904,380 shares 1,904,380$128M4.31%-158,845Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,894,483 shares; 2024Q4: 14,074,783 shares; 2025Q1: 12,096,483 shares; 2025Q2: 9,892,856 shares 9,892,856$127M4.25%-2,203,627Timeline
RDWRRADWARE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,115,597 shares; 2024Q4: 4,115,597 shares; 2025Q1: 4,115,597 shares; 2025Q2: 4,046,559 shares 4,046,559$119M4%-69,038Timeline
VOYGVOYAGER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,815,648 shares 2,815,648$111M3.71%newTimeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,557,780 shares; 2025Q1: 2,477,140 shares; 2025Q2: 3,056,740 shares 3,056,740$110M3.68%+579,600Timeline
CRTOCRITEO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895,784 shares; 2024Q4: 3,639,479 shares; 2025Q1: 3,997,268 shares; 2025Q2: 4,071,880 shares 4,071,880$97.6M3.27%+74,612Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 227,402 shares; 2025Q1: 931,496 shares; 2025Q2: 1,827,889 shares 1,827,889$84.6M2.84%+896,393Timeline
GENIGENIUS SPORTS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,546,809 shares; 2024Q4: 7,516,809 shares; 2025Q1: 7,706,073 shares; 2025Q2: 7,813,156 shares 7,813,156$81.3M2.73%+107,083Timeline
KRNTKORNIT DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,492,060 shares; 2024Q4: 4,233,349 shares; 2025Q1: 4,022,066 shares; 2025Q2: 3,972,255 shares 3,972,255$79.1M2.65%-49,811Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 271,961 shares; 2025Q2: 443,606 shares 443,606$78.4M2.63%+171,645Timeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518,859 shares; 2024Q4: 639,059 shares; 2025Q1: 1,270,875 shares; 2025Q2: 1,581,582 shares 1,581,582$74.4M2.5%+310,707Timeline
HAPNHAPPEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,479,587 shares; 2024Q4: 1,529,587 shares; 2025Q1: 4,764,049 shares; 2025Q2: 5,881,290 shares 5,881,290$70.8M2.37%+1,117,241Timeline
UNFIUNITED NAT FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 664,991 shares; 2025Q1: 198,791 shares; 2025Q2: 2,403,987 shares 2,403,987$56M1.88%+2,205,196Timeline
CEVACEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985,964 shares; 2024Q4: 1,985,964 shares; 2025Q1: 1,985,207 shares; 2025Q2: 2,151,632 shares 2,151,632$47.3M1.59%+166,425Timeline
PFSIPENNYMAC FINL SVCS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989,062 shares; 2024Q4: 988,162 shares; 2025Q1: 884,929 shares; 2025Q2: 417,333 shares 417,333$41.6M1.39%-467,596Timeline
LASRNLIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159,040 shares; 2024Q4: 2,481,677 shares; 2025Q1: 2,594,293 shares; 2025Q2: 1,810,257 shares 1,810,257$35.6M1.19%-784,036Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 153,750 shares 153,750$32.2M1.08%newTimeline
GSATGLOBALSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 877,909 shares; 2025Q2: 1,330,533 shares 1,330,533$31.3M1.05%+452,624Timeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 690,000 shares; 2025Q2: 1,689,290 shares 1,689,290$27.4M0.92%+999,290Timeline
LOVELOVESAC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943,022 shares; 2024Q4: 1,106,767 shares; 2025Q1: 1,272,634 shares; 2025Q2: 1,282,634 shares 1,282,634$23.3M0.78%+10,000Timeline
VERINT SYS INCVERINT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445,230 shares; 2024Q4: 1,577,332 shares; 2025Q1: 1,561,643 shares; 2025Q2: 1,090,737 shares 1,090,737$21.5M0.72%-470,906
AUDCAUDIOCODES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580,448 shares; 2024Q4: 2,601,756 shares; 2025Q1: 2,576,594 shares; 2025Q2: 1,904,209 shares 1,904,209$18.7M0.63%-672,385Timeline
AATAMERICAN ASSETS TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718,159 shares 718,159$14.2M0.48%newTimeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,400 shares 92,400$13.8M0.46%newTimeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 162,083 shares 162,083$13.8M0.46%newTimeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 183,500 shares; 2025Q1: not reported; 2025Q2: 171,134 shares 171,134$12.4M0.42%newTimeline
AMWLAMERICAN WELL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251,811 shares; 2024Q4: 1,300,611 shares; 2025Q1: 1,308,355 shares; 2025Q2: 1,312,852 shares 1,312,852$11.7M0.39%+4,497Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,300 shares 52,300$11.6M0.39%newTimeline
ESLTELBIT SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,700 shares 21,700$9.75M0.33%newTimeline
GUESS? INCGUESS? INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 682,491 shares 682,491$8.25M0.28%new
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,000 shares 40,000$7.91M0.27%newTimeline
EVLVEVOLV TECHNOLOGIES HLDNGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018,112 shares; 2024Q4: 1,048,180 shares; 2025Q1: 1,048,180 shares; 2025Q2: 1,048,180 shares 1,048,180$6.54M0.22%0Timeline
CERSCERUS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,006,376 shares; 2024Q4: 6,393,979 shares; 2025Q1: 4,405,568 shares; 2025Q2: 4,005,568 shares 4,005,568$5.65M0.19%-400,000Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,000 shares 45,000$4.5M0.15%newTimeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,795 shares; 2024Q4: 140,795 shares; 2025Q1: 289,977 shares; 2025Q2: 81,777 shares 81,777$4.15M0.14%-208,200Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 276,638 shares; 2025Q1: not reported; 2025Q2: 41,605 shares 41,605$3.74M0.13%newTimeline
MAPSWM TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,196,829 shares; 2024Q4: 3,196,829 shares; 2025Q1: 3,196,829 shares; 2025Q2: 3,196,829 shares 3,196,829$2.86M0.1%0Timeline
ASTLALGOMA STL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 275,089 shares; 2025Q2: 275,089 shares 275,089$1.9M0.06%0Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,000 shares 65,000$1.82M0.06%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,529 shares; 2024Q4: 333,429 shares; 2025Q1: not reported; 2025Q2: 10,000 shares 10,000$1.77M0.06%newTimeline
CGNTCOGNYTE SOFTWARE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459,825 shares; 2024Q4: 210,010 shares; 2025Q1: 546,812 shares; 2025Q2: 149,441 shares 149,441$1.38M0.05%-397,371Timeline
MBLYMOBILEYE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,165 shares 76,165$1.37M0.05%newTimeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,036 shares 62,036$978K0.03%newTimeline
DOUGDOUGLAS ELLIMAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 319,334 shares 319,334$741K0.02%newTimeline
RNTXREIN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,895 shares; 2024Q4: 230,895 shares; 2025Q1: 230,895 shares; 2025Q2: 230,895 shares 230,895$323K0.01%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
UNFIUNITED NAT FOODS INC Stockcall235,000$5.48Mnew

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
AVIDXCHANGE HOLDINGS INCAVIDXCHANGE HOLDINGS INC4,048,665$34.3Mshares
GOGROCERY OUTLET HLDG CORP2,245,004$31.4Mshares
COMPCOMPASS INC2,897,511$25.3Mshares
JBIJANUS INTERNATIONAL GROUP IN2,659,176$19.1Mshares
ATIXFY COMMUNICATIONS LTDATIXFY COMMUNICATIONS LTD4,277,958$5.13Mshares
MARKFORGED HLDG CORP EQUCOR…MARKFORGED HLDG CORP EQUCORP ACT …640,819$3Mshares
PACBPACIFIC BIOSCIENCES CALIF IN1,093,954$1.29Mshares

How Q2 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 0001172661-25-003028 base2025-08-11acceptance time not in the bulk data set