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Livermore
Livermore
ZHEN

Lynrock Lake LP

SEC CIK
0001734341
Latest filing
Aug 14, 2026

The latest 13F from Lynrock Lake LP covers Q2 2026 (filed Aug 14, 2026): 27 long positions worth $1.58B. The top 10 holdings make up 88.6% of the portfolio, and the largest is Teradata Corp (TDC) at 13.9%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
2
Est. +$83.4M
Added
3
Est. +$29.1M
Reduced
5
Est. −$139.0M
Sold out
2
Est. −$79.5M

Top 5 holdings

Share of this quarter's portfolio value

  1. TDCTeradata Corp
    13.9%$220.0MHistory
  2. PagerDuty, Inc.69553PAD2
    13.2%$208.3M
  3. Five9, Inc.338307AF8
    11.2%$178.1M
  4. Bigcommerce Hldgs Inc08975PAD0
    9.2%$146.5M
  5. Rapid7, Inc.753422AH7
    9.1%$143.7M

Biggest buys

New and added positions, by estimated amount bought

  1. PEGAPegasystems Inc
    +$53.4MNewHistory
  2. BLBlackline, Inc.
    +$29.9MNewHistory
  3. PDPagerDuty, Inc.
    +$22.6MAddedHistory
  4. YEXTYext, Inc.
    +$3.86MAddedHistory
  5. TTGTTechTarget, Inc.
    +$2.66MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. PEGAPegasystems Inc
    +3.37 pp0.0% → 3.4%History
  2. BLBlackline, Inc.
    +1.89 pp0.0% → 1.9%History
  3. PDPagerDuty, Inc.
    +1.68 pp0.6% → 2.3%History
  4. YEXTYext, Inc.
    +0.83 pp4.8% → 5.6%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. TDCTeradata Corp
    −$104.1MReducedHistory
  2. ONTFON24 Inc.
    −$67.2MSold outHistory
  3. MRAMEverspin Technologies Inc.
    −$23.0MReducedHistory
  4. GTMZoomInfo Technologies Inc.
    −$12.4MSold outHistory
  5. RDCMRadcom Ltd
    −$7.87MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. ONTFON24 Inc.
    −4.60 pp4.6% → 0.0%History
  2. TDCTeradata Corp
    −2.51 pp16.4% → 13.9%History
  3. GTMZoomInfo Technologies Inc.
    −0.85 pp0.8% → 0.0%History
  4. MRAMEverspin Technologies Inc.
    −0.55 pp0.6% → <0.1%History
  5. RDCMRadcom Ltd
    −0.31 pp2.6% → 2.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.58B
+$121.7M (+8.3%) vs. prior quarter
Positions
27
0 vs. prior quarter
Top 10 concentration
88.6%
Top 10 as share of value
Turnover
7.4%
Q2 2026, one quarter
Average holding period
9.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.39B (Q2 2023)

Q1 2021: $1.53BQ2 2021: $1.45BQ3 2021: $1.62BQ4 2021: $1.50BQ1 2022: $1.78BQ2 2022: $1.97BQ3 2022: $2.16BQ4 2022: $2.10BQ1 2023: $2.15BQ2 2023: $2.39BQ3 2023: $2.32BQ4 2023: $1.84BQ1 2024: $1.87BQ2 2024: $1.53BQ3 2024: $1.29BQ4 2024: $1.45BQ1 2025: $1.04BQ2 2025: $1.13BQ3 2025: $1.24BQ4 2025: $1.52BQ1 2026: $1.46BQ2 2026: $1.58B
Q1 2021Q2 2026
13F filings of Lynrock Lake LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202627$1.58BTDCPagerDuty, Inc.Five9, Inc.vs. Q1 2026SEC
Q1 2026May 15, 202627$1.46BTDCPagerDuty, Inc.Five9, Inc.vs. Q4 2025SEC
Q4 2025Feb 18, 2026Amended28$1.52BTDCPagerDuty, Inc.Bigcommerce Hldgs Incvs. Q3 2025SECSEC
Q3 2025Nov 14, 202529$1.24BTDCBigcommerce Hldgs IncVMEOvs. Q2 2025SEC
Q2 2025Aug 14, 202530$1.13BTDCBigcommerce Hldgs IncYEXTvs. Q1 2025SEC
Q1 2025May 15, 202526$1.04BTDCBigcommerce Hldgs IncWisdomTree Invts Incvs. Q4 2024SEC
Q4 2024Feb 14, 202531$1.45BTDCTechTarget, Inc.Bigcommerce Hldgs Incvs. Q3 2024SEC
Q3 2024Nov 14, 202427$1.29BTDCTechTarget, Inc.Bigcommerce Hldgs Incvs. Q2 2024SEC
Q2 2024Aug 14, 202427$1.53BTDCBigcommerce Hldgs IncEverbridge, Inc.vs. Q1 2024SEC
Q1 2024May 15, 202428$1.87BTDCCalAmp Corp.Bigcommerce Hldgs Incvs. Q4 2023SEC
Q4 2023Feb 14, 202428$1.84BPegasystems IncTDCCalAmp Corp.vs. Q3 2023SEC
Q3 2023Nov 14, 202339$2.32BTDCPegasystems IncCalAmp Corp.vs. Q2 2023SEC
Q2 2023Aug 14, 202342$2.39BTDCPegasystems IncCalAmp Corp.vs. Q1 2023SEC
Q1 2023May 15, 202341$2.15BTDCCalAmp Corp.Magnite, Inc.vs. Q4 2022SEC
Q4 2022Feb 14, 202344$2.10BCalAmp Corp.TDCMagnite, Inc.vs. Q3 2022SEC
Q3 2022Nov 14, 202245$2.16BCalAmp Corp.Quotient Technology Inc.TDCvs. Q2 2022SEC
Q2 2022Aug 15, 202242$1.97BCalAmp Corp.Quotient Technology Inc.TDCvs. Q1 2022SEC
Q1 2022May 16, 202241$1.78BTDCCalAmp Corp.Veeco Instrs Inc Delvs. Q4 2021SEC
Q4 2021Feb 14, 202235$1.50BCalAmp Corp.Veeco Instrs Inc DelTDCvs. Q3 2021SEC
Q3 2021Nov 15, 202138$1.62BTDCCalAmp Corp.Quotient Technology Inc.vs. Q2 2021SEC
Q2 2021Aug 16, 202138$1.45BTDCCalAmp Corp.RMBSvs. Q1 2021SEC
Q1 2021May 17, 202135$1.53BCalAmp Corp.Quotient Technology Inc.TDC–SEC

13D and 13G filings

Companies where Lynrock Lake LP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

8 companies, largest stake first.

Companies where Lynrock Lake LP owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
ALLTAllot Ltd.13G20.50%10.0M shares−0.20 ppfrom 20.70%Feb 16, 202110 filingsJun 16, 2026SEC
YEXTYext, Inc.13D19.00%19.0M shares+0.60 ppfrom 18.40%Feb 14, 20248 filingsJul 9, 2026SEC
RDCMRadcom Ltd13D/A16.40%2.75M shares+1.80 ppfrom 14.60%Feb 14, 202210 filingsSep 9, 2026SEC
TTGTTechTarget, Inc.13G/A12.10%8.75M shares+1.70 ppfrom 10.40%Mar 6, 20262 filingsAug 14, 2026SEC
CMRCCommerce.com, Inc.13G/A11.40%9.27M shares+1.10 ppfrom 10.30%Feb 14, 20255 filingsFeb 17, 2026SEC
QTIQT Imaging Holdings, Inc.13G/A9.70%1.15M shares+0.10 ppfrom 9.60%Nov 14, 20243 filingsFeb 17, 2026SEC
TDCTeradata Corp13D/A6.60%6.21M shares−1.00 ppfrom 7.60%Feb 14, 20237 filingsJul 8, 2026SEC
GIWGigCapital8 Corp.13G5.40%1.47M sharesNewFeb 17, 20261 filingFeb 17, 2026SEC

Latest filings

93 filings on file made by Lynrock Lake LP or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Lynrock Lake LP
CompanyFiled (ET)FormStakeChangeEvent dateFiling
RDCMRadcom LtdSep 9, 20267:40 PM ET13D/A16.40%2.75M shares+1.80 ppfrom 14.60%Sep 1, 2026SEC
TTGTTechTarget, Inc.Aug 14, 20264:07 PM ET13G/A12.10%8.75M shares+1.70 ppfrom 10.40%Jun 30, 2026SEC
RDCMRadcom LtdJul 27, 20266:41 PM ET13D/A14.60%2.44M shares−1.10 ppfrom 15.70%Jul 23, 2026SEC
YEXTYext, Inc.Jul 9, 20265:02 PM ET13D19.00%19.0M shares+0.60 ppfrom 18.40%Jul 1, 2026SEC
TDCTeradata CorpJul 8, 20266:41 PM ET13D/A6.60%6.21M shares−1.00 ppfrom 7.60%Jul 6, 2026SEC
TDCTeradata CorpJun 17, 20267:54 PM ET13D/A7.60%7.19M shares−2.40 ppfrom 10.00%Jun 15, 2026SEC
ALLTAllot Ltd.Jun 16, 20269:02 AM ET13G20.50%10.0M shares−0.20 ppfrom 20.70%Jun 15, 2026SEC
MRAMEverspin Technologies Inc.May 15, 20264:02 PM ET13G/A4.20%969.6K shares−4.00 ppfrom 8.20%Below 5%Mar 31, 2026SEC
RDCMRadcom LtdMay 11, 20268:32 PM ET13D/A15.70%2.63M shares−2.20 ppfrom 17.90%May 7, 2026SEC
RDCMRadcom LtdApr 28, 20268:45 PM ET13D/A17.90%3.00M shares−1.40 ppfrom 19.30%Apr 24, 2026SEC
YEXTYext, Inc.Apr 7, 20267:00 PM ET13G/A18.40%18.2M shares+6.10 ppfrom 12.30%Mar 31, 2026SEC
ONTFON24 Inc.Apr 2, 20266:36 PM ET13D/A0.00%0 shares−19.70 ppfrom 19.70%Below 5%Apr 1, 2026SEC
TTGTTechTarget, Inc.Mar 6, 20264:01 PM ET13G10.40%7.50M sharesNewFeb 28, 2026SEC
RDCMRadcom LtdFeb 24, 20266:03 PM ET13D19.30%3.17M shares+4.40 ppfrom 14.90%Feb 18, 2026SEC
GIWGigCapital8 Corp.Feb 17, 20269:56 PM ET13G5.40%1.47M sharesNewDec 31, 2025SEC
YEXTYext, Inc.Feb 17, 20264:16 PM ET13G/A12.30%15.1M shares+1.60 ppfrom 10.70%Dec 31, 2025SEC
VMEOVimeo, Inc.Feb 17, 20264:15 PM ET13G/A0.00%0 shares–Below 5%Dec 31, 2025SEC
CMRCCommerce.com, Inc.Feb 17, 20264:14 PM ET13G/A11.40%9.27M shares+1.10 ppfrom 10.30%Dec 31, 2025SEC
RDCMRadcom LtdFeb 17, 20264:14 PM ET13G/A14.90%2.44M shares–Dec 31, 2025SEC
QTIQT Imaging Holdings, Inc.Feb 17, 20264:13 PM ET13G/A9.70%1.15M shares+0.10 ppfrom 9.60%Dec 31, 2025SEC