Form 13-F position report

NEXTDOOR HOLDINGS INC

Reported by WESTERLY CAPITAL MANAGEMENT LLC

NXDR CUSIP 65345M108 Manager CIK 0001546172

Reported 5,500,000 shares, up 1,000,000 (22.2%) from the prior quarter.

Reported value -18.5%; share count 22.2% vs. the prior quarter.

Added
% of reported 13F value 2.09% This manager · Q1 2026
Shares 5,500,000 Quarter-end amount reported
Reported value $7,700,000 Fair value at quarter end
Consecutive quarters held 18 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
2021-12-31 1894000
2022-03-31 0
2022-06-30 1986000
2022-09-30 3348000
2022-12-31 2781000
2023-03-31 2795000
2023-06-30 2934000
2023-09-30 1592500
2023-12-31 2835000
2024-03-31 6187500
2024-06-30 6950000
2024-09-30 5208000
2024-12-31 7347000
2025-03-31 6245954
2025-06-30 5893000
2025-09-30 9300500
2025-12-31 9450000
2026-03-31 7700000
2026-06-30 11009500

Quarterly position history

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

19 quarters
Quarterly reported position history for NEXTDOOR HOLDINGS INC held by WESTERLY CAPITAL MANAGEMENT LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 4,850,000 -650,000 (-11.8%) 2.03% $11,009,500 2026-08-14
Q1 2026 Added 5,500,000 +1,000,000 (22.2%) 2.09% $7,700,000 2026-05-15
Q4 2025 Added 4,500,000 +50,000 (1.1%) 2.08% $9,450,000 2026-02-17
Q3 2025 Added 4,450,000 +900,000 (25.4%) 2.91% $9,300,500 2025-11-14
Q2 2025 Reduced 3,550,000 -532,323 (-13.0%) 2.19% $5,893,000 2025-08-14
Q1 2025 Added 4,082,323 +982,323 (31.7%) 2.7% $6,245,954 2025-05-15
Q4 2024 Added 3,100,000 +1,000,000 (47.6%) 3.39% $7,347,000 2025-02-14
Q3 2024 Reduced 2,100,000 -400,000 (-16.0%) 2.93% $5,208,000 2024-11-14
Q2 2024 Reduced 2,500,000 -250,000 (-9.1%) 3.46% $6,950,000 2024-08-14
Q1 2024 Added 2,750,000 +1,250,000 (83.3%) 2.35% $6,187,500 2024-05-15
Q4 2023 Added 1,500,000 +625,000 (71.4%) 1.4% $2,835,000 2024-02-14
Q3 2023 Reduced 875,000 -25,000 (-2.8%) 1.12% $1,592,500 2023-11-14
Q2 2023 Reduced 900,000 -400,000 (-30.8%) 1.54% $2,934,000 2023-08-14
Q1 2023 Reduced 1,300,000 -50,000 (-3.7%) 2.0% $2,795,000 2023-05-15
Q4 2022 Added 1,350,000 +150,000 (12.5%) 2.19% $2,781,000 2023-02-14
Q3 2022 Added 1,200,000 +600,000 (100.0%) 3.0% $3,348,000 2022-11-14
Q2 2022 New 600,000 +600,000 (0.0%) 1.61% $1,986,000 2022-08-15
Q1 2022 Reduced 0 -240,000 (-100.0%) 0 $0 2022-05-16
Q4 2021 New 240,000 +240,000 (0.0%) 1.24% $1,894,000 2022-02-14

Who else reported the position

257 managers reported NEXTDOOR HOLDINGS INC for Q1 2026.

Managers reporting NEXTDOOR HOLDINGS INC in Q1 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Reduced 20,323,104 -191,201 < 0.01% $28,452,344 7 qtrs
VANGUARD CAPITAL MANAGEMENT LLC New 9,673,479 +9,673,479 < 0.01% $13,542,871 1 qtr
Bond Capital Management LP Unchanged 8,355,605 0 10.66% $11,697,847 17 qtrs
ACADIAN ASSET MANAGEMENT LLC Added 7,106,548 +219,184 0.01% $9,936,000 8 qtrs
STATE STREET CORPORATION Added 5,665,807 +677,890 < 0.01% $7,932,130 18 qtrs
WESTERLY CAPITAL MANAGEMENT LLC This report Added 5,500,000 +1,000,000 2.09% $7,700,000 18 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 5,405,126 +128,316 < 0.01% $7,568,701 18 qtrs
MILLENNIUM MANAGEMENT LLC Added 3,816,938 +513,244 < 0.01% $5,343,713 17 qtrs
Quinn Opportunity Partners LLC Added 3,390,954 +306,736 0.25% $4,747,336 18 qtrs
Qube Research & Technologies Ltd Added 3,303,037 +2,483,948 < 0.01% $4,624,252 11 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 CL A

Voting authority reported

Sole
5,500,000
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.