S Squared Technology, LLC SMWB — SIMILARWEB LTD

Ownership history in S Squared Technology, LLC  ·  8 quarters on record

AI Ownership Summary

S Squared Technology, LLC reported SIMILARWEB LTD (SMWB) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 6.22% in 2024 Q4. The latest visible filing shows SMWB at 2.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMWB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was S Squared Technology, LLC's position in SIMILARWEB LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SMWB was reported at 2.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.22% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SMWB stock page S Squared Technology, LLC fund profile S Squared Technology, LLC full holdings
How S Squared Technology, LLC held SMWB — position size vs. price
% of Fund (quarterly)    SMWB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 775,161 +88,489 +12.9% 2.25% $5.8M 2026-02-14 (Est.) $3.98
2025 Q3 UNCHANGED — — — 686,672 — 0% 2.43% $6.4M 2025-11-14 $7.35
2025 Q2 REDUCED 31.4% +22.4% ❌ 686,672 -313,819 -31.4% 2.27% $5.4M 2025-08-07 $7.56
2025 Q1 REDUCED 5.3% -5.2% ✅ 1,000,491 -55,800 -5.3% 4.23% $8.3M 2025-05-16 $7.32
2024 Q4 ADDED — — — 1,056,291 +28,274 +2.8% 6.22% $15.0M 2025-02-13 $10.59
2024 Q3 ADDED — — — 1,028,017 +487,807 +90.3% 3.88% $9.1M 2024-11-14 $11.85
2024 Q2 ADDED — — — 540,210 +232,187 +75.4% 1.85% $4.2M 2024-08-14 $7.99
2024 Q1 INITIATED — — — 308,023 — — 1.27% $2.8M 2024-05-15 $7.58

🏢 Other funds also holding SMWB

As of 2026 Q1 — sorted by position size

P.A.W. CAPITAL CORP 3Y 7Y 3.55% Y.D. More Investments Ltd 3Y 0.33% CenterBook Partners LP 3Y 0.19% Penn Capital Management Company, LLC 3Y 7Y 0.07% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.02% OPPENHEIMER & CO INC 3Y 7Y 0.0% MEITAV INVESTMENT HOUSE LTD 3Y 7Y 0.0% Russell Investments Group, Ltd. 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0% SBI Securities Co., Ltd. 0.0%

FAQ About S Squared Technology, LLC and SMWB

These are the practical questions this page is built to answer before you even open the full history table.

How long has S Squared Technology, LLC reported owning SMWB?

S Squared Technology, LLC reported SMWB across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported SMWB position in S Squared Technology, LLC's portfolio?

The largest reported portfolio weight for SMWB was 6.22% in 2024 Q4.

What is the latest reported SMWB position on this page?

The most recent filing on this page is 2025 Q4, when S Squared Technology, LLC reported 775,161 shares, equal to 2.25% of portfolio, with an estimated market value of $5.8M.

What does the chart on this SMWB ownership page compare?

The chart compares S Squared Technology, LLC's quarterly SMWB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did S Squared Technology, LLC time their SMWB position?

Based on 13F filing dates vs. subsequent SMWB price moves, S Squared Technology, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on SMWB relative to SPY over the holding period was -40.8%.

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