Vault-13

RADCOM LTD RDCM

SHS NEW · Common Stock · CUSIP M81865111

40 institutional holders +2 vs Q4 2024
7,752,0757.8m shares reported held*
48.7% of all shares outstanding*
$88.6mreported value*
6 new 12 added 12 reduced 4 sold out net bought ≈ $1.4m (+125.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($252.7k this quarter). Holder counts are more reliable. Shares outstanding: 15.9m as of 2024-12-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $11.43.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 18Q4 22: 19Q1 23: 20Q2 23: 18Q3 23: 17Q4 23: 19Q1 24: 24Q2 24: 25Q3 24: 29Q4 24: 38Q1 25: 4040Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202218
Q4 202219
Q1 202320
Q2 202318
Q3 202317
Q4 202319
Q1 202424
Q2 202425
Q3 202429
Q4 202438
Q1 202540

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 23: 5 bought or addedQ2 23: 8 cut or sold outQ3 23: 5 bought or addedQ3 23: 3 cut or sold outQ3 23Q4 23: 8 bought or addedQ4 23: 4 cut or sold outQ1 24: 14 bought or addedQ1 24: 3 cut or sold outQ1 24Q2 24: 11 bought or addedQ2 24: 6 cut or sold outQ3 24: 15 bought or addedQ3 24: 3 cut or sold outQ3 24Q4 24: 24 bought or addedQ4 24: 8 cut or sold outQ1 25: 18 bought or addedQ1 25: 16 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202358
Q3 202353
Q4 202384
Q1 2024143
Q2 2024116
Q3 2024153
Q4 2024248
Q1 20251816

Biggest buyers

ARK Investment Management LLC New +137,832+137.8k
MARSHALL WACE, LLP Added +40,094+40.1k
Acuitas Investments, LLC Added +39,227+39.2k
Worth Venture Partners, LLC Added +36,503+36.5k
BlackRock, Inc. Added +34,892+34.9k
Trexquant Investment LP New +30,785+30.8k
ACADIAN ASSET MANAGEMENT LLC Added +25,463+25.5k
VIRTUS ADVISERS, LLC New +24,856+24.9k
Walleye Capital LLC Added +17,431+17.4k
Diametric Capital, LP Added +15,363+15.4k

Biggest sellers

Yelin Lapidot Holdings Management Ltd. Reduced -72,919-72.9k
Inflection Point Investments LLP Reduced -72,502-72.5k
RENAISSANCE TECHNOLOGIES LLC Reduced -55,600-55.6k
CITADEL ADVISORS LLC Sold out -39,083-39.1k
P.A.W. CAPITAL CORP Reduced -25,000-25.0k
GOLDMAN SACHS GROUP INC Sold out -15,061-15.1k
Quadrature Capital Ltd Sold out -14,578-14.6k
Russell Investments Group, Ltd. Reduced -10,370-10.4k
MILLENNIUM MANAGEMENT LLC Reduced -6,725-6.7k
Janney Montgomery Scott LLC Reduced -5,357-5.4k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Lynrock Lake LP 13D · may seek influence +1.8 pts · filed 2026-09-09 16.4% +1.8 pts 2.7m≈ $38.8m 2026-09-09
Zisapel Michael 13D · may seek influence no change · filed 2026-03-26
Stated purposeOn March 25, 2026, the Reporting Persons together with Value Base Ltd. ("Value Base"), sent a letter to the Board of Directors of the Company (the "Demand Letter") requesting that the Company convene a special meeting of the Company's shareholders (the "Special Meeting") pursuant to the relevant provisions of the Israeli Companies Law, 5759-1999, and the Company's Amended and Restated Articles of Association (the "Articles"). Pursuant to the Demand Letter, the agenda for the Special Meeting would be to (i) amend the Articles to provide that the Board of Directors shall consist of not less than three nor more than seven directors (instead of nine), (ii) amend the Articles to provide that directors may be elected at any general meeting of shareholders (instead of only at the annual gene… Full filing
 14.0% no change 2.3m≈ $32.4m 2026-03-26
AWM Investment Company, Inc. 13G · institution filed 2025-02-14 6.4% 991.3k≈ $14.0m 2025-02-14
Value Base Ltd. 13D · may seek influence no change · filed 2026-03-26
Stated purposeItem 4 of the Schedule 13D is amended to add the following: On March 25, 2026, Value Base, together with Michael and Klil Zisapel (the "Zisapels"), sent a letter to the Board of Directors of the Company (the "Demand Letter") requesting that the Company convene a special meeting of the Company's shareholders (the "Special Meeting") pursuant to the relevant provisions of the Israeli Companies Law, 5759-1999, and the Company's Amended and Restated Articles of Association (the "Articles"). Pursuant to the Demand Letter, the agenda for the Special Meeting would be to (i) amend the Articles to provide that the Board of Directors shall consist of not less than three nor more than seven directors (instead of nine), (ii) amend the Articles to provide that directors may be elected at any ge… Full filing
 5.3% no change 865.0k≈ $12.2m 2026-03-26

Fell to 5% or below in the last year: BARCLAYS PLC (4.6%, 2026-05-14)

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Lynrock Lake LP 2.49% of their portfolio RYE BROOK, NY 2,266,6662.3m $25.9m $25.9m 2.49% Unchanged
2 AWM Investment Company, Inc. 1.56% of their portfolio NEW YORK, NY 991,261991.3k $11.3m $11.3m 1.56% Unchanged
3 Value Base Ltd. 6.25% of their portfolio Tel Aviv, L3 835,734835.7k $9.6m $9.6m 6.25% Unchanged
4 Yelin Lapidot Holdings Management Ltd. 1.17% of their portfolio Tel Aviv, L3 531,303531.3k $6.1m $6.1m 1.17% Reduced -72.9k -72,919
5 Inflection Point Investments LLP 11.84% of their portfolio LONDON, X0 475,954476.0k $5.4m $5.4m 11.84% Reduced -72.5k -72,502
6 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 307,854307.9k $3.5m $3.5m 0.01% Reduced -5.4k -5,357
7 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 287,826287.8k $3.3m $3.3m 0.01% Added +25.5k +25,463
8 HERALD INVESTMENT MANAGEMENT Ltd 0.59% of their portfolio LONDON, X0 275,000275.0k $3.1m $3.1m 0.59% Unchanged
9 ESSEX INVESTMENT MANAGEMENT CO LLC 0.54% of their portfolio BOSTON, MA 227,147227.1k $2.6m $2.6m 0.54% Reduced -2.0k -1,986
10 Acuitas Investments, LLC 2.17% of their portfolio Seattle, WA 222,725222.7k $2.5m $2.5m 2.17% Added +39.2k +39,227
11 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 182,633182.6k $2.1m $2.1m 0.00% Reduced -55.6k -55,600
12 Worth Venture Partners, LLC 3.90% of their portfolio FORT LEE, NJ 179,343179.3k $2.0m $2.0m 3.90% Added +36.5k +36,503
13 P.A.W. CAPITAL CORP 4.24% of their portfolio GREENWICH, CT 150,000150.0k $1.7m $1.7m 4.24% Reduced -25.0k -25,000
14 ARK Investment Management LLC 0.02% of their portfolio ST. PETERSBURG, FL 137,832137.8k $1.6m $1.6m 0.02% New
15 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 100,351100.4k $1.1m $1.1m 0.00% Reduced -10.4k -10,370
16 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 91,41991.4k $1.0m $1.0m 0.00% Added +40.1k +40,094
17 BlackRock, Inc. 0.00% of their portfolio New York, NY 86,17286.2k $984.9k $984.9k 0.00% Added +34.9k +34,892
18 Walleye Capital LLC 0.01% of their portfolio NEW YORK, NY 72,56172.6k $829.4k $829.4k 0.01% Added +17.4k +17,431
19 Legato Capital Management LLC 0.10% of their portfolio San Francisco, CA 67,54967.5k $772.1k $772.1k 0.10% Reduced -1.1k -1,078
20 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 50,78050.8k $580.4k $580.4k 0.00% Reduced -6.7k -6,725
21 Diametric Capital, LP 0.42% of their portfolio BOSTON, MA 30,95131.0k $353.8k $353.8k 0.42% Added +15.4k +15,363
22 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 30,78530.8k $351.9k $351.9k 0.00% New
23 VIRTUS ADVISERS, LLC 0.18% of their portfolio HARTFORD, CT 24,85624.9k $284.1k $284.1k 0.18% New
24 Boston Partners 0.00% of their portfolio BOSTON, MA 21,74721.7k $248.6k $248.6k 0.00% Reduced -5.3k -5,338
25 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 20,61920.6k $235.7k $235.7k 0.00% Reduced -1.2k -1,166
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 16,10916.1k $184.1k $184.1k 0.00% Added +12.2k +12,178
27 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 14,80014.8k $169.2k $169.2k 0.00% Unchanged
28 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 13,66813.7k $156.2k $156.2k 0.00% Unchanged
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 12,95713.0k $148.1k $148.1k 0.00% Added +8.4k +8,357
30 PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 12,10912.1k $138.4k $138.4k 0.01% New
31 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 11,64311.6k $133.1k $133.1k 0.00% Added +9.7k +9,740
32 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 6,5006.5k $74.3k $74.3k 0.00% Added +6.2k +6,200
33 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 5,5085.5k $63.0k $63.0k 0.00% Unchanged
34 State of Tennessee, Department of Treasury 0.00% of their portfolio NASHVILLE, TN 5,0095.0k $57.3k $57.3k 0.00% Unchanged
35 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 3,0013.0k $34.0k $34.0k 0.00% New
36 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 2,4812.5k $28.4k $28.4k 0.00% Unchanged
37 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 700700 $8.0k $8.0k 0.00% New
38 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 526526 $6.0k $6.0k 0.00% Reduced -2.6k -2,575
39 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 2020 $229 $229 0.00% Added +10 +10
40 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged