Form 13-F position report

LUMEN TECHNOLOGIES INC

Reported by WESTERLY CAPITAL MANAGEMENT LLC

LUMN CUSIP 550241103 Manager CIK 0001546172

Reported 2,200,000 shares, up 1,400,000 (175.0%) from the prior quarter.

Reported value 146.0%; share count 175.0% vs. the prior quarter.

Added
% of reported 13F value 4.16% This manager · Q1 2026
Shares 2,200,000 Quarter-end amount reported
Reported value $15,290,000 Fair value at quarter end
Consecutive quarters held 6 Through Q1 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2024-12-31 2655000
2025-03-31 12838000
2025-06-30 11169000
2025-09-30 21420000
2025-12-31 6216000
2026-03-31 15290000
2026-06-30 10752000

Quarterly position history

How this manager's reported quarter-end position changed over time.

7 quarters
Quarterly reported position history for LUMEN TECHNOLOGIES INC held by WESTERLY CAPITAL MANAGEMENT LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 1,400,000 -800,000 (-36.4%) 1.98% $10,752,000 2026-08-14
Q1 2026 Added 2,200,000 +1,400,000 (175.0%) 4.16% $15,290,000 2026-05-15
Q4 2025 Reduced 800,000 -2,700,000 (-77.1%) 1.37% $6,216,000 2026-02-17
Q3 2025 Added 3,500,000 +950,000 (37.3%) 6.71% $21,420,000 2025-11-14
Q2 2025 Reduced 2,550,000 -725,000 (-22.1%) 4.14% $11,169,000 2025-08-14
Q1 2025 Added 3,275,000 +2,775,000 (555.0%) 5.55% $12,838,000 2025-05-15
Q4 2024 New 500,000 +500,000 (0.0%) 1.23% $2,655,000 2025-02-14

Who else reported the position

677 managers reported LUMEN TECHNOLOGIES INC for Q1 2026.

Managers reporting LUMEN TECHNOLOGIES INC in Q1 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Reduced 137,465,704 -4,993,931 0.02% $955,386,639 7 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC New 62,119,909 +62,119,909 0.02% $431,733,368 1 qtr
STATE STREET CORPORATION Added 46,012,329 +1,235,044 0.01% $319,785,687 21 qtrs
VANGUARD CAPITAL MANAGEMENT LLC New 41,631,209 +41,631,209 < 0.01% $289,336,903 1 qtr
FMR LLC Added 31,411,920 +5,020,621 0.01% $218,312,843 21 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 22,867,581 +743,958 < 0.01% $159,266,964 21 qtrs
The Goldman Sachs Group Inc Added 22,543,945 +5,807,341 0.02% $156,680,417 21 qtrs
JPMorgan Chase & Co Added 22,471,258 +259,516 < 0.01% $143,591,347 21 qtrs
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced 17,175,568 -1,214,905 0.02% $119,370,198 21 qtrs
D E Shaw & Co Inc Added 15,034,113 +10,991,007 0.06% $104,487,086 21 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 15, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
2,200,000
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.