SE
Spectrum Equity Management, Inc. Historical SEC 13F Holdings & Archive (Q3 2022)
Spectrum Equity Management, Inc.CIK: 0001657260
Concentrated strategyLong-term holderQuality / disciplined sizing
Total reported value
$39.1M
Reporting period: 2022-09-30 · Number of holdings: 2
Spectrum Equity Management, Inc. disclosed 2 holdings in its latest 13F filing for the period ending 2022-09-30, with total reported value of $39.1M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 4
- Sizing Uniformity
- 85.92
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim DH
0.0% -$18.5M
Add 60878Y108
+19.2% -$24.0K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DH | Definitive Healthcare CORP | Stock-Other | 99.77% | -0.03% | — | |
| 2 | ✓ | Momentive Global Inc | Stock-Other | 0.23% | +0.03% | +19.20% |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
Spectrum Equity Management, Inc.'s most significant position changes for 2022-09-30: Add: Momentive Global Inc — shares +19.20%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Momentive Global Inc | 0% | +19.20% | Add |
| 2 | DH | Definitive Healthcare CORP | 0% | — | Unchanged |
Filing History
FAQ
What is Spectrum Equity Management, Inc. and what type of investor is it?
Spectrum Equity Management, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2022-09-30), the firm manages a tracked equity portfolio valued at approximately $39.1M, spread across 2 disclosed positions.
What are Spectrum Equity Management, Inc.'s largest equity positions?
Based on the latest 13F filing, Spectrum Equity Management, Inc.'s top holdings by market value are:
1. Definitive Healthcare CORP (DH) — $39.0M (99.8%)
2. Momentive Global Inc — $91.0K (0.2%)
What changes did Spectrum Equity Management, Inc. make in its most recent portfolio filing?
In the latest quarter, Spectrum Equity Management, Inc. was primarily adding exposure — initiating 0 new positions and adding to 1 existing holdings. The largest of these moves: Add: Momentive Global Inc — shares +19.20%
What sectors does Spectrum Equity Management, Inc. focus on?
Sector breakdown data is not yet available for Spectrum Equity Management, Inc.. Check back after the next 13F processing cycle.
Investment Profile
Spectrum Equity Management, Inc.'s portfolio is concentrated and long-term-holding.
It has trimmed its DH position for two straight quarters, cutting it by $29.8M while still holding $39.0M.
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