Skip to content
Disclosery

Senvest Management, LLC

Follow

13F filer, CIK 1328785, New York, NY

Senvest Management, LLC reported $3,116,029,202 across 52 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 59.99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-004913

Period
2025-09-30
Reported value
$3.12B
Holdings
52
Top 10 weight
59.99%
New
7
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WIXadded+447,765$79.5M
EPAMadded+524,798$79.1M
NCNOadded+2,354,408$63.8M
OKTAadded+408,115$37.4M
BAadded+111,000$24M

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
TSEMreduced-2,526,727-$183M
CIENreduced-787,697-$115M
BXPreduced-1,358,633-$101M
OZKexited-1,581,582-$74.4M
BILLreduced-821,814-$43.5M

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.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-004913, largest first. % of portfolio is the value over $3,113,608,202, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,488,675 shares 2,488,675$442M14.2%+447,765Timeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,601,887 shares 5,601,887$405M13.01%-2,526,727Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 271,961 shares; 2025Q2: 443,606 shares; 2025Q3: 968,404 shares 968,404$146M4.69%+524,798Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 10,862,245 shares 10,862,245$145M4.67%+969,389Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,411,381 shares 1,411,381$134M4.3%+28,789Timeline
RHRHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,626 shares; 2024Q4: 315,368 shares; 2025Q1: 474,694 shares; 2025Q2: 733,894 shares; 2025Q3: 647,804 shares 647,804$132M4.23%-86,090Timeline
VACMARRIOTT VACATIONS WORLDWIDEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,909,979 shares 1,909,979$127M4.08%+93,967Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 867,315 shares 867,315$126M4.06%-787,697Timeline
RDWRRADWARE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,046,559 shares 4,046,559$107M3.44%0Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,243 shares; 2024Q4: 726,243 shares; 2025Q1: 731,739 shares; 2025Q2: 699,918 shares; 2025Q3: 824,218 shares 824,218$103M3.31%+124,300Timeline
GENIGENIUS SPORTS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 8,274,990 shares 8,274,990$102M3.29%+461,834Timeline
UNFIUNITED NAT FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 664,991 shares; 2025Q1: 198,791 shares; 2025Q2: 2,403,987 shares; 2025Q3: 2,579,974 shares 2,579,974$97.1M3.12%+175,987Timeline
CRTOCRITEO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,227,322 shares 4,227,322$95.5M3.07%+155,442Timeline
VOYGVOYAGER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,815,648 shares; 2025Q3: 3,020,759 shares 3,020,759$90M2.89%+205,111Timeline
HAPNHAPPEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,417,321 shares 5,417,321$82.3M2.64%-463,969Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,557,780 shares; 2025Q1: 2,477,140 shares; 2025Q2: 3,056,740 shares; 2025Q3: 2,531,091 shares 2,531,091$81.4M2.62%-525,649Timeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,000 shares; 2025Q3: 2,419,408 shares 2,419,408$65.6M2.11%+2,354,408Timeline
CEVACEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,209,771 shares 2,209,771$58.4M1.87%+58,139Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 153,750 shares; 2025Q3: 264,750 shares 264,750$57.1M1.84%+111,000Timeline
KRNTKORNIT DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,979,255 shares 3,979,255$53.7M1.73%+7,000Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 227,402 shares; 2025Q1: 931,496 shares; 2025Q2: 1,827,889 shares; 2025Q3: 1,006,075 shares 1,006,075$53.3M1.71%-821,814Timeline
PFSIPENNYMAC FINL SVCS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989,062 shares; 2024Q4: 988,162 shares; 2025Q1: 884,929 shares; 2025Q2: 417,333 shares; 2025Q3: 417,333 shares 417,333$51.7M1.66%0Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,000 shares; 2025Q3: 453,115 shares 453,115$41.6M1.33%+408,115Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 545,747 shares 545,747$40.6M1.3%-1,358,633Timeline
AATAMERICAN ASSETS TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718,159 shares; 2025Q3: 1,803,962 shares 1,803,962$36.7M1.18%+1,085,803Timeline
GSATGLOBALSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 877,909 shares; 2025Q2: 1,330,533 shares; 2025Q3: 867,647 shares 867,647$31.6M1.01%-462,886Timeline
LASRNLIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 900,555 shares 900,555$26.7M0.86%-909,702Timeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 690,000 shares; 2025Q2: 1,689,290 shares; 2025Q3: 2,635,655 shares 2,635,655$26.1M0.84%+946,365Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,300 shares; 2025Q3: 112,291 shares 112,291$23.2M0.75%+59,991Timeline
LOVELOVESAC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,168,888 shares 1,168,888$19.8M0.64%-113,746Timeline
AUDCAUDIOCODES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,714,297 shares 1,714,297$16.3M0.52%-189,912Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,000 shares; 2025Q3: 66,588 shares 66,588$14.8M0.48%+26,588Timeline
ESLTELBIT SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,700 shares; 2025Q3: 21,735 shares 21,735$11.1M0.36%+35Timeline
EVLVEVOLV TECHNOLOGIES HLDNGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,048,180 shares 1,048,180$7.91M0.25%0Timeline
AMWLAMERICAN WELL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,270,530 shares 1,270,530$7.81M0.25%-42,322Timeline
CERSCERUS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,965,249 shares 3,965,249$6.3M0.2%-40,319Timeline
AAONAAON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,405 shares 66,405$6.2M0.2%newTimeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,000 shares 180,000$6.04M0.19%newTimeline
MBLYMOBILEYE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,165 shares; 2025Q3: 389,193 shares 389,193$5.5M0.18%+313,028Timeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,795 shares; 2024Q4: 140,795 shares; 2025Q1: 289,977 shares; 2025Q2: 81,777 shares; 2025Q3: 81,777 shares 81,777$4.7M0.15%0Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,423,913 shares; 2024Q4: 5,900,487 shares; 2025Q1: 2,897,511 shares; 2025Q2: not reported; 2025Q3: 525,000 shares 525,000$4.22M0.14%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,529 shares; 2024Q4: 333,429 shares; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 16,329 shares 16,329$3.98M0.13%+6,329Timeline
MAPSWM TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,196,829 shares 3,196,829$3.71M0.12%0Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 276,638 shares; 2025Q1: not reported; 2025Q2: 41,605 shares; 2025Q3: 21,605 shares 21,605$2.97M0.1%-20,000Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares 15,000$2.91M0.09%newTimeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,000 shares 50,000$1.68M0.05%newTimeline
DOUGDOUGLAS ELLIMAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 319,334 shares; 2025Q3: 469,334 shares 469,334$1.34M0.04%+150,000Timeline
CGNTCOGNYTE SOFTWARE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459,825 shares; 2024Q4: 210,010 shares; 2025Q1: 546,812 shares; 2025Q2: 149,441 shares; 2025Q3: 149,441 shares 149,441$1.26M0.04%0Timeline
TSATTELESAT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,257 shares 37,257$987K0.03%newTimeline
ASTLALGOMA STL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 275,089 shares; 2025Q2: 275,089 shares; 2025Q3: 275,089 shares 275,089$978K0.03%0Timeline
RNTXREIN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,895 shares; 2024Q4: 230,895 shares; 2025Q1: 230,895 shares; 2025Q2: 230,895 shares; 2025Q3: 230,895 shares 230,895$264K0.01%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
SRADSPORTRADAR GROUP AG COMput90,000$2.42Mnew

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
OZKBANK OZK LITTLE ROCK ARK1,581,582$74.4Mshares
VERINT SYS INCVERINT SYS INC1,090,737$21.5Mshares
BXBLACKSTONE INC92,400$13.8Mshares
QRVOQORVO INC162,083$13.8Mshares
AREALEXANDRIA REAL ESTATE EQ IN171,134$12.4Mshares
GUESS? INCGUESS? INC682,491$8.25Mshares
UNFIUNITED NAT FOODS INC235,000$5.48Mcall
LYFTLYFT INC62,036$978Kshares

How Q3 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 0001172661-25-004913 base2025-11-14acceptance time not in the bulk data set