Lynrock Lake LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Lynrock Lake LP disclosed 29 US equity positions worth $1.2bn in its Q3 2025 13F filing. The largest position was TDC at 16.3% of the reported book, followed by COMMERCE.COM INC and VMEO*. Against the Q2 2025 filing, it opened 4 new positions, added to 11 and reduced 2 among the top 29 holdings.
What did Lynrock Lake LP own in Q3 2025? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TDC TERADATA CORP DEL | Technology | 16.3% | $202.6m | 9,416,666 | 0% | held |
| 2 | COMMERCE.COM INC | 12.1% | $150.6m | 150,000,000 | 0% | held | |
| 3 | VMEO* VIMEO INC | 9.7% | $120.0m | 15,482,666 | 0% | held | |
| 4 | ALLT ALLOT LTD | Technology | 8.5% | $105.9m | 10,011,295 | -0% | held |
| 5 | YEXT YEXT INC | Technology | 8.4% | $104.5m | 12,270,731 | 2% | added |
| 6 | 8X8 INC NEW | 7.7% | $95.2m | 109,430,000 | 31% | added | |
| 7 | PD PAGERDUTY INC | 7.4% | $92.2m | 93,915,000 | 345% | added | |
| 8 | PROS HOLDINGS INC | 4.3% | $53.7m | 41,502,000 | 0% | held | |
| 9 | ONTF ON24 INC | 3.8% | $47.4m | 8,293,974 | 0% | held | |
| 10 | GOPRO INC | 3.4% | $42.6m | 42,888,000 | – | new | |
| 11 | CMRC COMMERCE.COM INC | Technology | 3.4% | $41.7m | 8,353,818 | 5% | added |
| 12 | RDCM RADCOM LTD | Communication Services | 2.7% | $32.8m | 2,266,681 | 0% | held |
| 13 | VERINT SYSTEMS INC | 1.6% | $19.6m | 20,000,000 | 67% | added | |
| 14 | TTGT TECHTARGET INC | Technology | 1.5% | $18.1m | 3,123,821 | 29% | added |
| 15 | AIOT POWERFLEET INC | Technology | 1.4% | $17.4m | 3,312,532 | -6% | reduced |
| 16 | MRAM EVERSPIN TECHNOLOGIES INC | Technology | 1.4% | $17.3m | 1,861,248 | 0% | held |
| 17 | RAPID7 INC | 1.2% | $14.8m | 16,500,000 | 120% | added | |
| 18 | PRO PROS HOLDINGS INC | 1.1% | $14.0m | 609,989 | 6004% | added | |
| 19 | JAMF JAMF HLDG CORP | 0.9% | $11.0m | 1,027,856 | 467% | added | |
| 20 | PROS HOLDINGS INC | 0.7% | $8.1m | 8,145,000 | 0% | held | |
| 21 | OSS ONE STOP SYS INC | 0.6% | $7.7m | 1,443,687 | -30% | reduced | |
| 22 | OSPN ONESPAN INC | Technology | 0.5% | $6.0m | 376,666 | 122% | added |
| 23 | MITK MITEK SYS INC | Technology | 0.4% | $5.6m | 568,877 | 0% | held |
| 24 | RAPID7 INC | 0.4% | $4.9m | 5,250,000 | – | new | |
| 25 | COMMERCE.COM INC | 0.2% | $2.1m | 2,177,000 | 0% | held | |
| 26 | LTRX LANTRONIX INC | Technology | 0.1% | $1.2m | 266,666 | 300% | added |
| 27 | SVCO SILVACO GROUP INC | 0.1% | $1.1m | 203,481 | 0% | held | |
| 28 | SEQUANS COMMUNICATIONS S A | 0.1% | $886.5k | 93,707 | – | new | |
| 29 | XPER XPERI INC | Technology | 0.0% | $424.6k | 65,529 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.