RADCOM LTD RDCM
SHS NEW · Common Stock · CUSIP M81865111
- SectorTechnology
- IndustryComputer Peripheral Equipment, NEC
- HeadquartersTel Aviv, Israel
- Founded1991
- Websiteradcom.com
- FilingsSEC EDGAR
* 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 ($392.5k this quarter). Holder counts are more reliable. Shares outstanding: 16.6m as of 2025-12-31, 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 ≈ $13.07.
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 18 |
| Q4 2022 | 19 |
| Q1 2023 | 20 |
| Q2 2023 | 18 |
| Q3 2023 | 17 |
| Q4 2023 | 19 |
| Q1 2024 | 24 |
| Q2 2024 | 25 |
| Q3 2024 | 29 |
| Q4 2024 | 38 |
| Q1 2025 | 40 |
| Q2 2025 | 46 |
| Q3 2025 | 45 |
| Q4 2025 | 50 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 14 | 3 |
| Q2 2024 | 11 | 6 |
| Q3 2024 | 15 | 3 |
| Q4 2024 | 24 | 8 |
| Q1 2025 | 18 | 16 |
| Q2 2025 | 22 | 18 |
| Q3 2025 | 27 | 19 |
| Q4 2025 | 30 | 12 |
Biggest buyers
| Lynrock Lake LP | Added | +175.1k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +117.7k |
| MARSHALL WACE, LLP | Added | +71.9k |
| Russell Investments Group, Ltd. | Added | +68.4k |
| Private Advisor Group, LLC | Added | +63.6k |
| Squarepoint Ops LLC | New | +62.9k |
| SEI INVESTMENTS CO | New | +62.8k |
| Walleye Capital LLC | New | +56.6k |
| CITADEL ADVISORS LLC | New | +56.5k |
| JANE STREET GROUP, LLC | New | +27.9k |
Biggest sellers
| Inflection Point Investments LLP | Sold out | -315.0k |
| Worth Venture Partners, LLC | Reduced | -109.5k |
| Yelin Lapidot Holdings Management Ltd. | Reduced | -75.6k |
| Diametric Capital, LP | Sold out | -17.1k |
| Quadrature Capital Ltd | Sold out | -16.4k |
| VIRTUS ADVISERS, LLC | Reduced | -9.5k |
| Acuitas Investments, LLC | Reduced | -7.5k |
| Jump Financial, LLC | Reduced | -7.2k |
| ESSEX INVESTMENT MANAGEMENT CO LLC | Reduced | -5.1k |
| JPMORGAN CHASE & CO | Reduced | -3.5k |
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.
| Holder | Stake |
|---|---|
| Lynrock Lake LP 13D · may seek influence +1.8 pts · filed 2026-09-09 | 16.4% |
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% |
| AWM Investment Company, Inc. 13G · institution filed 2025-02-14 | 6.4% |
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% |
Fell to 5% or below in the last year: BARCLAYS PLC (4.6%, 2026-05-14)
Insider purchases and sales in Q4 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 Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| Lynrock Lake LP 2.11% of their portfolio | 2.4m $31.9m | Added +175.1k |
| AWM Investment Company, Inc. 1.25% of their portfolio | 991.3k $13.0m | Unchanged |
| Value Base Ltd. 8.48% of their portfolio | 865.0k $11.3m | Unchanged |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 540.3k $7.0m | Added +117.7k |
| Yelin Lapidot Holdings Management Ltd. 1.09% of their portfolio | 416.8k $5.5m | Reduced -75.6k |
| Private Advisor Group, LLC 0.02% of their portfolio | 343.6k $4.5m | Added +63.6k |
| HERALD INVESTMENT MANAGEMENT Ltd 0.55% of their portfolio | 325.0k $4.2m | Added +25.0k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 322.1k $4.2m | Added +3.8k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.46% of their portfolio | 228.3k $3.0m | Reduced -5.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 208.7k $2.7m | Added +23.5k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 195.6k $2.6m | Added +71.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 170.4k $2.2m | Added +68.4k |
| ARK Investment Management LLC 0.01% of their portfolio | 151.0k $2.0m | Added +6.4k |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P 1.14% of their portfolio | 102.0k $1.3m | First filing |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 97.0k $1.3m | Added +17.8k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 80.7k $1.1m | Added +14.6k |
| BlackRock, Inc. 0.00% of their portfolio | 76.9k $1.0m | Added +23.8k |
| Legato Capital Management LLC 0.08% of their portfolio | 73.9k $966.2k | Added +6.5k |
| Squarepoint Ops LLC 0.00% of their portfolio | 62.9k $823.2k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 62.8k $820.9k | New |
| Walleye Capital LLC 0.00% of their portfolio | 56.6k $740.6k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 56.5k $738.4k | New |
| Trexquant Investment LP 0.01% of their portfolio | 55.9k $731.1k | Added +9.3k |
| Acuitas Investments, LLC 100.00% of their portfolio | 38.0k $496.5k | Reduced -7.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 28.6k $374.3k | Added +19.6k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 27.9k $365.2k | New |
| Boston Partners 0.00% of their portfolio | 25.6k $335.2k | Added +6.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 24.0k $314.3k | Added +4.1k |
| MORGAN STANLEY 0.00% of their portfolio | 23.4k $306.4k | Added +884 |
| UBS Group AG 0.00% of their portfolio | 22.3k $291.3k | Added +4.5k |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 20.9k $262.2k | Added +5.7k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 18.0k $235.4k | Unchanged |
| Worth Venture Partners, LLC 1.64% of their portfolio | 17.4k $227.1k | Reduced -109.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 16.4k $214.9k | Unchanged |
| VIRTUS ADVISERS, LLC 0.09% of their portfolio | 15.4k $200.9k | Reduced -9.5k |
| XTX Topco Ltd 0.01% of their portfolio | 15.0k $196.0k | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 14.6k $191.0k | Added +700 |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 13.7k $179.5k | Unchanged |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 13.6k $178.3k | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio | 13.0k $170.0k | Reduced -1.6k |
| GSA CAPITAL PARTNERS LLP 0.01% of their portfolio | 11.6k $152.0k | Unchanged |
| Jump Financial, LLC 0.00% of their portfolio | 10.6k $138.3k | Reduced -7.2k |
| Cox Capital Mgt LLC 0.08% of their portfolio | 10.0k $130.0k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 5.3k $68.7k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.6k $46.7k | Reduced -3.5k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 2.5k $32.5k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 550 $7.2k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 400 $5.2k | Added +100 |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 20 $262 | Reduced -2 |
| CITIGROUP INC 0.00% of their portfolio | 1 $13 | New |