AI Portfolio Summary
In 2025 Q3, Vector Capital Management, L.P. maintained a portfolio of 3 distinct positions. They heavily accumulated shares in CPI CARD GROUP INC, increasing their position by 18.6%. The fund also reduced its exposure to LIVEPERSON INC by 27.7%.
Total Positions
3
Quarter
2025 Q3
Top Holding
CMBM (52.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-3 of 3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CMBM
CAMBIUM NETWORK...
|
Technology | 52.58% | 22.31% |
#1
2
Prev: #3
|
10.0 | no change | no change |
P
S
|
14,325,696 | $12,811,470,000 | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PMTS
CPI CARD GROUP ...
|
Financial Services | 28.54% | 35.34% |
#2
Prev: #2
|
10.0 | 71,891 | 18.6% |
P
S
|
459,314 | $6,954,014,000 | 2021 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
LPSN
LIVEPERSON INC
|
Technology | 18.87% | 42.34% |
#3
2
Prev: #1
|
7.6 | -3,015,638 | -27.7% |
P
S
|
7,883,818 | $4,598,631,000 | 2023 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) |
Showing 1-3 of 3 holdings