Cellebrite’s (CLBT) Compounding Track Record Demands Enterprise Software Re-Rating
Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Voss Capital Travis Cocke | 11,441,874 | $167,051,360 | +19% | 7.76% |
| 2. | Pertento Partners Ian Trundle | 8,004,867 | $116,871,058 | +21% | 6.3% |
| 3. | Nine Ten Partners Brian Bares, Russell Mollen, And James Bradshaw | 4,126,808 | $60,251,000 | +20% | 18.75% |
| 4. | Renaissance Technologies Jim Simons | 2,150,239 | $31,393,489 | -25% | 0.04% |
| 5. | Portolan Capital Management George Mccabe | 1,932,514 | $28,214,704 | -12% | 1.06% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $15.39 | 139,713 | $2,149,638.19 | 790,548 | 2026-08-12 | Filing | |
| $16.07 | 411 | $6,603.87 | 439,690 | 2026-08-12 | Filing | |
| $16.07 | 230 | $3,695.59 | 141,802 | 2026-08-12 | Filing | |
| $16.38 | 41,734 | $683,419.29 | 334,219 | 2026-07-08 | Filing | |
| $15.76 | 103,188 | $1,625,892.04 | 590,777 | 2026-07-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,861,007 | $202,370,702 | 89.61% | |
| 2. | 6,181,269 | $90,240,208 | 0.62% | |
| 3. | 5,971,666 | $87,186,318 | 0% | |
| 4. | 5,684,040 | $82,986,980 | 0% | |
| 5. | 3,266,753 | $47,694,594 | 0.08% |