WC

Whetstone Capital Advisors, LLC

13F
Whetstone Capital Advisors, LLC
Last update 2025-05-14 28 Stocks (10 new)
Value $226.00 Mil Turnover 17 %
Countries:
Top Holdings: NET(15.78%)DAVE(10.33%)GOOG(9.00%)MNDY(8.52%)AMZN(7.84%)
Summary Stock Picks Current Portfolio
Whetstone Capital Advisors, LL... Top Holdings of 2025-03-31 View Full List
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
+22.66%
+63.75%
61,117.8
Software
DAVE 		Dave Inc
283,017
23,390.0
-0.13%
10.330
-0.01%
2.120
+129.15%
+141.01%
2,794.7
Software
GOOG 		Alphabet Inc
130,373
20,370.0
0%
9.000
0%
0.000
-2.85%
-10.73%
2,049,920.9
Interactive Media
MNDY 		Monday.Com Ltd
79,270
19,280.0
+0.62%
8.520
+0.05%
0.160
+8.85%
+29.54%
15,485.9
Software
AMZN 		Amazon.com Inc
93,240
17,740.0
0%
7.840
0%
0.000
-0.22%
-5.23%
2,207,245.8
Retail - Cyclical
OPRX 		OptimizeRx Corp
1,508,303
13,060.0
+11.69%
5.770
+0.60%
8.160
+182.83%
+191.56%
262.1
Healthcare Providers & Services
TOST 		Toast Inc
334,963
11,110.0
0%
4.910
0%
0.060
+17.41%
+17.48%
24,772.0
Software
OKTA 		Okta Inc
89,646
9,430.0
0%
4.170
0%
0.050
-10.45%
+32.17%
18,233.9
Software
THRY 		Thryv Holdings Inc
652,733
8,360.0
+0.32%
3.690
+0.01%
1.490
-20.58%
-8.99%
589.2
Interactive Media
HCAT 		Health Catalyst Inc
1,705,072
7,720.0
New Holding
3.410
+3.41%
2.450
-15.49%
-45.62%
267.6
Healthcare Providers & Services

Whetstone Capital Advisors, LLC's Historical Top Holdings Breakdowns

Whetstone Capital Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CTV 		Innovid Corp2025-03-31Sold Out
-4.40%
●
3.02 ($3.09) 3.15
$3.14
1.62%
Sold Out
0
-3,800,944
PAYC 		Paycom Software Inc2025-03-31Sold Out
-3.79%
●
199.42 ($210.94) 225.82
$263.93
25.12%
Sold Out
0
-49,409
HCAT 		Health Catalyst Inc2025-03-31New Buy
+3.41%
●
3.97 ($5.29) 7.42
$3.85
-27.32%
New holding
1,705,072
1,705,072
FVRR 		Fiverr International Ltd2025-03-31Sold Out
-2.94%
●
23.68 ($29.08) 34.44
$33.39
14.82%
Sold Out
0
-247,409
CFLT 		Confluent Inc2025-03-31Sold Out
-2.93%
●
23.44 ($28.96) 37.65
$24.18
-16.51%
Sold Out
0
-279,874
TEAM 		Atlassian Corp2025-03-31Sold Out
-2.87%
●
208 ($263.86) 322.94
$218.60
-17.15%
Sold Out
0
-31,573
FIVN 		Five9 Inc2025-03-31New Buy
+2.43%
●
27.15 ($36.67) 42.82
$28.55
-22.14%
New holding
202,178
202,178
ZETA 		Zeta Global Holdings Corp2025-03-31New Buy
+2.22%
●
13.56 ($17.87) 24.69
$13.64
-23.67%
New holding
370,961
370,961
VYX 		NCR Voyix Corp2025-03-31New Buy
+2.18%
●
9.56 ($11.74) 13.89
$11.06
-5.79%
New holding
506,952
506,952
PCOR 		Procore Technologies Inc2025-03-31Sold Out
-2.17%
●
65.21 ($75.46) 88.33
$67.98
-9.91%
Sold Out
0
-77,324

Whetstone Capital Advisors, LLC Total Holding History ($B)

To

Whetstone Capital Advisors, LLC's Asset Allocation

To

Whetstone Capital Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Whetstone Capital Advisors, LLC's Holdings Bubble Chart

Whetstone Capital Advisors, LLC News

  • 1

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