WC
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Whetstone Capital Advisors, LLC13F | |
| Whetstone Capital Advisors, LLC | |
| Last update 2025-05-14 | 28 Stocks (10 new) |
| Value $226.00 Mil | Turnover 17 % |
Whetstone Capital Advisors, LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NET | Cloudflare Inc | 316,960 | 35,720.0 | -0.35% | 15.780 | -0.04% | 0.090 | +67.69% | +75.66% | 65,561.4 | Software | |
DAVE | Dave Inc | 283,017 | 23,390.0 | -0.13% | 10.330 | -0.01% | 2.120 | +143.52% | +140.69% | 2,791.0 | Software | |
GOOG | Alphabet Inc | 130,373 | 20,370.0 | 0% | 9.000 | 0% | 0.000 | +21.57% | +0.80% | 2,309,505.8 | Interactive Media | |
MNDY | Monday.Com Ltd | 79,270 | 19,280.0 | +0.62% | 8.520 | +0.05% | 0.160 | +17.42% | +23.67% | 14,971.1 | Software | |
AMZN | Amazon.com Inc | 93,240 | 17,740.0 | 0% | 7.840 | 0% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
OPRX | OptimizeRx Corp | 1,508,303 | 13,060.0 | +11.69% | 5.770 | +0.60% | 8.160 | +63.73% | +183.33% | 254.7 | Healthcare Providers & Services | |
TOST | Toast Inc | 334,963 | 11,110.0 | 0% | 4.910 | 0% | 0.060 | +35.94% | +30.12% | 27,439.0 | Software | |
OKTA | Okta Inc | 89,646 | 9,430.0 | 0% | 4.170 | 0% | 0.050 | -2.75% | +21.36% | 16,742.3 | Software | |
THRY | Thryv Holdings Inc | 652,733 | 8,360.0 | +0.32% | 3.690 | +0.01% | 1.490 | -0.74% | -18.38% | 528.4 | Interactive Media | |
HCAT | Health Catalyst Inc | 1,705,072 | 7,720.0 | New Holding | 3.410 | +3.41% | 2.450 | +3.85% | -42.72% | 281.9 | Healthcare Providers & Services |
Whetstone Capital Advisors, LLC's Historical Top Holdings Breakdowns
Whetstone Capital Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CTV | Innovid Corp | 2025-03-31 | Sold Out Sold Out | -4.40% | 3.02 ($3.09) 3.15 | $3.14 | 1.62% | Sold Out | 0 | -3,800,944 | |
PAYC | Paycom Software Inc | 2025-03-31 | Sold Out Sold Out | -3.79% | 199.42 ($210.94) 225.82 | $236.44 | 12.09% | Sold Out | 0 | -49,409 | |
HCAT | Health Catalyst Inc | 2025-03-31 | New Buy New Buy | +3.41% | 3.97 ($5.29) 7.42 | $4.05 | -23.44% | New holding | 1,705,072 | 1,705,072 | |
FVRR | Fiverr International Ltd | 2025-03-31 | Sold Out Sold Out | -2.94% | 23.68 ($29.08) 34.44 | $26.65 | -8.36% | Sold Out | 0 | -247,409 | |
CFLT | Confluent Inc | 2025-03-31 | Sold Out Sold Out | -2.93% | 23.44 ($28.96) 37.65 | $26.35 | -9.01% | Sold Out | 0 | -279,874 | |
TEAM | Atlassian Corp | 2025-03-31 | Sold Out Sold Out | -2.87% | 208 ($263.86) 322.94 | $202.57 | -23.23% | Sold Out | 0 | -31,573 | |
FIVN | Five9 Inc | 2025-03-31 | New Buy New Buy | +2.43% | 27.15 ($36.67) 42.82 | $29.16 | -20.48% | New holding | 202,178 | 202,178 | |
ZETA | Zeta Global Holdings Corp | 2025-03-31 | New Buy New Buy | +2.22% | 13.56 ($17.87) 24.69 | $16.56 | -7.33% | New holding | 370,961 | 370,961 | |
VYX | NCR Voyix Corp | 2025-03-31 | New Buy New Buy | +2.18% | 9.56 ($11.74) 13.89 | $14.63 | 24.62% | New holding | 506,952 | 506,952 | |
PCOR | Procore Technologies Inc | 2025-03-31 | Sold Out Sold Out | -2.17% | 65.21 ($75.46) 88.33 | $74.75 | -0.94% | Sold Out | 0 | -77,324 |
Whetstone Capital Advisors, LLC Total Holding History ($B)
Whetstone Capital Advisors, LLC's Asset Allocation
Whetstone Capital Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Whetstone Capital Advisors, LLC's Hypothetical Growth since 2025-03-31
Whetstone Capital Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Whetstone Capital Advisors, LLC's Holdings Heat Map
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Whetstone Capital Advisors, LLC's Holdings Bubble Chart
Whetstone Capital Advisors, LLC News
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