Form 13-F position report

COGNYTE SOFTWARE LTD

Reported by WESTERLY CAPITAL MANAGEMENT LLC

Company profile Manager portfolio Source filing
CGNT CUSIP M25133105 Manager CIK 0001546172
Latest reported change

Reported 1,240,000 shares, up 85,000 (7.4%) from the prior quarter.

Reported value -7.5%; share count 7.4% vs. the prior quarter.

Added
% of reported 13F value 2.73% This manager · Q1 2026
Shares 1,240,000 Quarter-end amount reported
Reported value $10,044,000 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.

Manager history

Quarterly position history

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

19 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 760,000 -480,000 (-38.7%) 1.23% $6,672,800 2026-08-14
Q1 2026 Added 1,240,000 +85,000 (7.4%) 2.73% $10,044,000 2026-05-15
Q4 2025 Added 1,155,000 +55,000 (5.0%) 2.38% $10,857,000 2026-02-17
Q3 2025 Added 1,100,000 +250,000 (29.4%) 2.9% $9,240,000 2025-11-14
Q2 2025 Reduced 850,000 -215,000 (-20.2%) 2.91% $7,854,000 2025-08-14
Q1 2025 Added 1,065,000 +165,000 (18.3%) 3.59% $8,307,000 2025-05-15
Q4 2024 Added 900,000 +155,000 (20.8%) 3.59% $7,785,000 2025-02-14
Q3 2024 Reduced 745,000 -145,000 (-16.3%) 2.84% $5,058,550 2024-11-14
Q2 2024 Reduced 890,000 -35,000 (-3.8%) 3.39% $6,799,600 2024-08-14
Q1 2024 Added 925,000 +55,000 (6.3%) 2.9% $7,649,750 2024-05-15
Q4 2023 Reduced 870,000 -330,000 (-27.5%) 2.76% $5,594,100 2024-02-14
Q3 2023 Reduced 1,200,000 -125,000 (-9.4%) 4.07% $5,772,000 2023-11-14
Q2 2023 Reduced 1,325,000 -380,000 (-22.3%) 4.25% $8,069,250 2023-08-14
Q1 2023 Reduced 1,705,000 -45,000 (-2.6%) 4.14% $5,779,950 2023-05-15
Q4 2022 Added 1,750,000 +1,150,000 (191.7%) 4.28% $5,442,500 2023-02-14
Q3 2022 Added 600,000 +260,000 (76.5%) 2.17% $2,424,000 2022-11-14
Q2 2022 Reduced 340,000 -310,000 (-47.7%) 1.17% $1,445,000 2022-08-15
Q1 2022 Added 650,000 +570,000 (712.5%) 5.43% $7,352,000 2022-05-16
Q4 2021 New 80,000 +80,000 (0.0%) 0.82% $1,254,000 2022-02-14
Institutional context

Who else reported the position

146 managers reported COGNYTE SOFTWARE LTD for Q1 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Edenbrook Capital LLC Added 6,997,596 +45,925 17.65% $56,680,527 18 qtrs
AMERICAN CAPITAL MANAGEMENT INC Reduced 6,496,210 -212,184 2.83% $52,619,301 21 qtrs
Value Base Ltd Added 6,238,883 +519,696 39.83% $50,534,953 6 qtrs
Neuberger Berman Group LLC Added 5,316,194 +122,657 0.03% $43,022,606 21 qtrs
Topline Capital Management LLC Reduced 4,912,000 -2,326,153 6.57% $39,787,200 6 qtrs
ACADIAN ASSET MANAGEMENT LLC Added 2,923,449 +27,581 0.03% $23,656,000 21 qtrs
Y D More Investments Ltd Unchanged 1,854,798 0 0.59% $15,023,864 11 qtrs
WESTERLY CAPITAL MANAGEMENT LLC This report Added 1,240,000 +85,000 2.73% $10,044,000 18 qtrs
Samjo Management LLC Added 958,825 +62,500 3.36% $7,766,483 3 qtrs
D E Shaw & Co Inc Added 871,669 +95,790 < 0.01% $7,060,519 19 qtrs
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Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 15, 2026
Filing type
13F-HR
Position type
ORD SHS

Voting authority reported

Sole
1,240,000
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.