13F Filings History of Shannon River Fund Management LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$637,506,153
Signature - Title
Spencer M. Waxman - Managing Member
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Shannon River Fund Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Shannon River Fund Management LLC reported 26 stock holdings with total value $637,506,153 as of Q4 2025. Top holdings included TSEM, PEGA, U, LYV, and MRVL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 26 $637,506,153 +$307,612,344 -$313,412,713 -$5,800,369 TSEM, PEGA, U, LYV, MRVL 13F-HR 13 Feb 2026, 19:07
Q3 2025 20 $621,171,518 +$137,156,821 -$279,442,868 -$142,286,047 PEGA, TSEM, IDCC, WIX, FLEX 13F-HR 13 Nov 2025, 14:03
Q2 2025 22 $649,338,021 +$307,295,816 -$77,861,593 +$229,434,223 PEGA, FLEX, TSEM, MRVL, IDCC 13F-HR 13 Aug 2025, 11:27
Q1 2025 14 $383,228,663 +$128,075,183 -$174,454,674 -$46,379,491 IDCC, PEGA, TSEM, CWAN, FLEX 13F-HR 14 May 2025, 13:46
Q4 2024 17 $501,055,679 +$59,379,257 -$314,783,478 -$255,404,221 PEGA, IDCC, MRVL, TSEM, CWAN 13F-HR 13 Feb 2025, 16:50
Q3 2024 18 $661,709,698 +$176,432,340 -$145,858,104 +$30,574,236 IDCC, CWAN, TSEM, PEGA, MRVL 13F-HR 13 Nov 2024, 13:36
Q2 2024 21 $580,238,770 +$236,699,328 -$86,082,655 +$150,616,673 TSEM, CGNX, IDCC, NVDA, WIX 13F-HR 13 Aug 2024, 14:48
Q1 2024 18 $449,102,236 +$174,292,340 -$117,710,198 +$56,582,142 TSEM, WIX, CGNX, NVDA, IDCC 13F-HR 14 May 2024, 13:36
Q4 2023 17 $361,380,028 +$94,465,909 -$150,170,903 -$55,704,994 WIX, IDCC, TSEM, CLS, FLEX 13F-HR 13 Feb 2024, 09:29
Q3 2023 15 $340,115,266 +$127,094,258 -$168,454,876 -$41,360,618 IDCC, CLS, FLEX, GDDY, WIX 13F-HR 13 Nov 2023, 17:01
Q2 2023 15 $400,946,562 +$95,275,727 -$196,146,186 -$100,870,459 IDCC, FLEX, NICE, GDDY, AMD 13F-HR 11 Aug 2023, 13:59
Q1 2023 27 $443,371,924 +$211,159,527 -$141,626,175 +$69,533,352 FLEX, IDCC, NICE, NVDA, ATVI 13F-HR 12 May 2023, 10:20
Q4 2022 29 $314,570,404 +$170,844,362 -$103,781,703 +$67,062,659 FLEX, DT, MANH, IDCC, CGNX 13F-HR 13 Feb 2023, 10:03
Q3 2022 30 $232,404,000 +$53,347,937 -$185,602,963 -$132,255,026 FLEX, NICE, CRM, RMBS, MANH 13F-HR 14 Nov 2022, 09:10
Q2 2022 35 $350,064,000 +$36,949,328 -$344,783,894 -$307,834,566 FLEX, MANH, DT, NICE, AYX 13F-HR 15 Aug 2022, 11:06
Q1 2022 47 $785,177,000 +$218,333,608 -$314,404,618 -$96,071,010 FLEX, MANH, DT, NYT, ZI Restatement 20 Jul 2022, 17:21
Q4 2021 45 $982,312,000 +$190,722,833 -$343,675,530 -$152,952,697 DT, FLEX, GDDY, KNBE, WMG 13F-HR 14 Feb 2022, 10:35
Q3 2021 55 $1,137,921,000 +$277,296,289 -$431,314,457 -$154,018,168 DT, FLEX, WMG, SPT, ZI 13F-HR 15 Nov 2021, 11:26
Q2 2021 54 $1,236,679,000 +$381,584,553 -$345,718,194 +$35,866,359 DT, GDDY, FLEX, ADSK, SPT Restatement 16 Aug 2021, 15:51
Q1 2021 54 $1,099,269,000 +$278,039,131 -$218,979,494 +$59,059,637 DT, ADSK, NYT, IDCC, GDDY 13F-HR 17 May 2021, 10:07
Q4 2020 45 $1,007,314,000 +$313,025,980 -$253,351,924 +$59,674,056 FLEX, DT, NYT, IDCC, WMG 13F-HR 16 Feb 2021, 09:12
Q3 2020 33 $830,501,000 +$280,090,445 -$216,854,067 +$63,236,378 DT, NYT, IDCC, SAIL, GDDY 13F-HR 16 Nov 2020, 09:54
Q2 2020 32 $725,055,000 +$265,720,172 -$151,405,488 +$114,314,684 NYT, IDCC, DT, ADSK, SAIL 13F-HR 14 Aug 2020, 09:16
Q1 2020 23 $446,437,000 +$150,895,600 -$212,850,865 -$61,955,265 NYT, IDCC, FLEX, DT, ADSK 13F-HR 15 May 2020, 10:08
Q4 2019 25 $584,041,000 +$207,756,025 -$60,393,409 +$147,362,616 NYT, FLEX, NICE, DT, IDCC 13F-HR 14 Feb 2020, 11:18
Q3 2019 21 $404,261,000 +$130,533,412 -$121,922,929 +$8,610,483 GWRE, NYT, FLEX, IDCC, NICE Restatement 14 Feb 2020, 11:16
Q2 2019 28 $417,945,000 +$110,062,446 -$128,544,371 -$18,481,925 NYT, GWRE, PRO, IDCC, AVLR Restatement 14 Feb 2020, 11:14
Q1 2019 27 $403,956,000 +$122,525,148 -$137,514,300 -$14,989,152 NYT, GWRE, ADSK, EHTH, PTC 13F-HR 15 May 2019, 06:01
Q4 2018 28 $352,200,000 +$136,128,131 -$106,292,439 +$29,835,692 SEND, NYT, PTC, ADSK, ATVI 13F-HR 14 Feb 2019, 11:31
Q3 2018 22 $377,805,000 +$101,939,342 -$187,075,842 -$85,136,500 NYT, ADSK, YEXT, PTC, GWRE 13F-HR 14 Nov 2018, 10:35
Q2 2018 29 $424,075,000 +$167,352,087 -$118,573,272 +$48,778,815 NYT, EPAY, YEXT, QCOM, VMW 13F-HR 14 Aug 2018, 10:47
Q1 2018 29 $346,644,000 +$142,820,669 -$115,791,004 +$27,029,665 MULE, EBAY, EPAY, YEXT, IMMR 13F-HR 15 May 2018, 10:18
Q4 2017 29 $289,065,000 +$96,147,707 -$117,614,169 -$21,466,462 EPAY, EBAY, MRVL, IGT, CZR 13F-HR 14 Feb 2018, 11:05
Q3 2017 27 $304,814,000 +$58,031,654 -$109,081,475 -$51,049,821 EPAY, EBAY, IAC, BL, XPER 13F-HR 14 Nov 2017, 12:24
Q2 2017 28 $339,618,000 +$151,102,872 -$123,751,589 +$27,351,283 NUAN, BL, EBAY, MRVL, IGT 13F-HR 14 Aug 2017, 14:52
Q1 2017 28 $290,311,000 +$121,743,258 -$176,132,032 -$54,388,774 NUAN, LGFB, MRVL, RP, ATVI 13F-HR 15 May 2017, 12:38
Q4 2016 33 $320,173,000 +$119,102,818 -$168,654,788 -$49,551,970 MRVL, IAC, TTWO, RP, IMMR 13F-HR 14 Feb 2017, 11:36
Q3 2016 28 $357,718,000 +$130,576,953 -$209,705,567 -$79,128,614 WBMD, TTWO, MRVL, TSRA, SONY 13F-HR 14 Nov 2016, 11:37
Q2 2016 33 $399,909,000 +$149,042,269 -$130,690,583 +$18,351,686 IAC, TTWO, MLNX, STMP, ATVI 13F-HR 15 Aug 2016, 12:06
Q1 2016 30 $392,592,000 +$97,347,320 -$234,437,877 -$137,090,557 FIT, IDCC, TTWO, MLNX, HIMX 13F-HR 16 May 2016, 14:41
Q4 2015 30 $515,648,000 +$147,208,060 -$193,973,606 -$46,765,546 GOOGL, TTWO, IDCC, STMP, QCOM 13F-HR 16 Feb 2016, 15:26
Q3 2015 31 $538,248,000 +$58,456,765 -$239,123,475 -$180,666,710 WBMD, IDCC, LORL, IAC, TSRA 13F-HR 16 Nov 2015, 13:54
Q2 2015 35 $783,408,000 +$190,875,731 -$283,573,037 -$92,697,306 WBMD, LORL, IDCC, EXPE, IAC 13F-HR 14 Aug 2015, 11:42
Q1 2015 40 $850,899,000 +$236,148,175 -$383,352,326 -$147,204,151 WBMD, LORL, ATVI, NEWM, EXPE 13F-HR 14 May 2015, 11:59
Q4 2014 39 $983,915,000 +$173,226,019 -$568,756,270 -$395,530,251 LORL, WBMD, GOOGL, IAC, TTWO 13F-HR 17 Feb 2015, 10:05
Q3 2014 48 $1,324,447,000 +$431,948,648 -$430,878,828 +$1,069,820 IAC, AAPL, WBMD, META, EXPE 13F-HR 14 Nov 2014, 11:17
Q2 2014 57 $1,358,170,000 +$284,659,869 -$482,245,431 -$197,585,562 WBMD, IAC, ATVI, RATE, NWSA 13F-HR 14 Aug 2014, 10:54
Q1 2014 54 $1,469,408,000 +$501,275,365 -$339,715,812 +$161,559,553 WBMD, BRCM, CMCSA, IAC, SALE 13F-HR 15 May 2014, 15:53
Q4 2013 56 $1,335,577,000 $0 $0 $0 AMT, META, CMCSA, DGI, BRCM 13F-HR 13 Feb 2014, 16:07