What Makes Allot (ALLT) a Unique Opportunity in the Security Software Space?
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Lynrock Lake Cynthia Paul | 10,011,295 | $105,919,501 | -1% | 8.55% |
| 2. | QVT Financial Daniel Gold | 4,505,793 | $47,671,290 | 3.36% | |
| 3. | G2 Investment Partners Management Josh Goldberg | 1,399,861 | $14,810,529 | -16% | 2.99% |
| 4. | Renaissance Technologies Jim Simons | 1,013,199 | $10,719,645 | +5% | 0.01% |
| 5. | Greenhaven Road Investment Management Scott Stewart Miller | 759,643 | $8,037,023 | +22% | 1.19% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 165,428 | $1,626,157 | 0.94% | |
| 2. | 55,829 | $548,799 | 0.02% | |
| 3. | 12,357 | $121,469 | 0.08% | |
| 4. | 2,155 | $21,184 | 0% | |
| 5. | 536 | $5,269 | 0% |