Worth Venture Partners, LLC — 13F Holdings & Portfolio

CIK 1696778 · latest 13F-HR filed 2026-05-14

Worth Venture Partners, LLC manages $31.6M in 13F-reported U.S. long-equity assets across 55 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BILL (21.20%), GOSSAMER BIO INC (20.52%), FIVN (13.82%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 22 new positions, exited 19, added to 16, and trimmed 10.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$31.6M

Long-equity book

Holdings

55

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+22 / −19 / ↑16 / ↓10

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • UNITED STATES ANTIMONY CORP$273.3K +234.7%
  • TIGO ENERGY INC$156.1K +208.4%
  • WHITESTONE REIT$147.6K +69.5%
  • AH RLTY TR INC$111.8K +55.7%
  • NIOCORP DEVS LTD$90.7K +68.7%
Show all 16

Top Trims

  • DIGITAL TURBINE INC-$363.9K -85.5%
  • CBDMD INC-$225.1K -62.1%
  • NOKIA CORP-$207.9K -42.0%
  • OPERA LTD-$192.6K -30.1%
  • ZETA GLOBAL HOLDINGS CORP-$133.9K -39.9%
Show all 10

New Positions

  • BILL HOLDINGS INC$6.7M
  • GOSSAMER BIO INC$6.5M
  • FIVE9 INC$4.4M
  • BARCLAYS BANK PLC$613.1K
  • CECO ENVIRONMENTAL CORP$447.7K
Show all 22

Exited Positions

  • POWERFLEET INC$336.7K
  • SEZZLE INC$328.4K
  • DAVE INC$304.4K
  • RADCOM LTD$227.1K
  • LIGHTPATH TECHNOLOGIES INC$211.2K
Show all 19
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BILL HOLDINGS INC BILL 090043AF7 $6.7M 21.20% 7,500,000 PRN
2 GOSSAMER BIO INC 38341PAA0 $6.5M 20.52% 15,752,000 PRN
3 FIVE9 INC FIVN 338307AF8 $4.4M 13.82% 5,000,000 PRN
4 ALMONTY INDS INC ALM 020398707 $680.7K 2.16% 47,012 SH
5 ADTRAN HOLDINGS INC ADTN 00486H105 $615.3K 1.95% 48,908 SH
6 BARCLAYS BANK PLC VXX 06748M196 $613.1K 1.94% 17,174 SH
7 CENTERSPACE CSR 15202L107 $563.0K 1.78% 9,800 SH
8 CTO RLTY GROWTH INC NEW CTO 22948Q101 $558.4K 1.77% 30,202 SH
9 AMERICOLD REALTY TRUST INC COLD 03064D108 $488.2K 1.55% 42,600 SH
10 PERPETUA RESOURCES CORP PPTA 714266103 $458.2K 1.45% 16,294 SH
11 OPERA LTD OPRA 68373M107 $447.8K 1.42% 31,405 SH
12 CECO ENVIRONMENTAL CORP CECO 125141101 $447.7K 1.42% 7,515 SH
13 UNITED STATES ANTIMONY CORP UAMY 911549103 $389.8K 1.24% 44,650 SH
14 INDIE SEMICONDUCTOR INC INDI 45569U101 $380.6K 1.21% 118,200 SH
15 SERITAGE GROWTH PPTYS SRG 81752R100 $378.0K 1.20% 134,523 SH
16 WHITESTONE REIT WSR 966084204 $360.1K 1.14% 22,300 SH
17 VIAVI SOLUTIONS INC VIAV 925550105 $352.0K 1.12% 10,576 SH
18 BRAEMAR HOTELS & RESORTS INC BHR 10482B101 $334.4K 1.06% 141,700 SH
19 ENPHASE ENERGY INC ENPH 29355A107 $324.4K 1.03% 8,580 SH
20 LEMONADE INC LMND 52567D107 $316.1K 1.00% 5,043 SH
21 AH RLTY TR INC AHRT 04208T108 $312.4K 0.99% 56,800 SH
22 NOKIA CORP NOK 654902204 $287.4K 0.91% 35,750 SH
23 SUMMIT HOTEL PPTYS INN 866082100 $287.3K 0.91% 65,000 SH
24 MAYVILLE ENGR CO INC MEC 578605107 $271.2K 0.86% 15,110 SH
25 ALICO INC ALCO 016230104 $261.5K 0.83% 6,338 SH
26 NOVAGOLD RESOURCES INC NG 66987E206 $258.4K 0.82% 28,779 SH
27 VISHAY PRECISION GROUP INC VPG 92835K103 $257.3K 0.82% 5,925 SH
28 ELME COMMUNITIES ELME 939653101 $255.3K 0.81% 127,000 SH
29 LGI HOMES INC LGIH 50187T106 $249.0K 0.79% 6,300 SH
30 WEYERHAEUSER CO WY 962166104 $237.0K 0.75% 9,700 SH
31 APARTMENT INVT & MGMT CO AIV 03748R747 $235.7K 0.75% 57,900 SH
32 TIGO ENERGY INC TYGO 88675P103 $231.0K 0.73% 61,425 SH
33 CUBESMART CUBE 229663109 $227.2K 0.72% 6,200 SH
34 TERAWULF INC WULF 88080T104 $227.0K 0.72% 15,730 SH
35 STRAWBERRY FIELDS REIT INC STRW 863182101 $226.8K 0.72% 19,061 SH
36 SM ENERGY COMPANY SM 78454L100 $222.9K 0.71% 7,150 SH
37 NIOCORP DEVS LTD NB 654484609 $222.7K 0.71% 49,934 SH
38 ZETA GLOBAL HOLDINGS CORP ZETA 98956A105 $201.9K 0.64% 12,680 SH
39 SMARTRENT INC SMRT 83193G107 $172.5K 0.55% 115,000 SH
40 HUDSON PACIFIC PROPERTIES IN HPP 444097406 $172.3K 0.55% 29,157 SH
41 SILVACO GROUP INC SVCO 82728C102 $172.1K 0.55% 24,310 SH
42 SUNPOWER INC SPWR 20460L104 $152.4K 0.48% 120,025 SH
43 NEW FOUND GOLD CORP NFGC 64440N103 $148.8K 0.47% 76,690 SH
44 CBDMD INC YCBD 12482W408 $137.1K 0.43% 184,796 SH
45 FOSSIL GROUP INC FOSL 34988V106 $132.5K 0.42% 30,745 SH
46 QUICKLOGIC CORP QUIK 74837P405 $120.7K 0.38% 12,870 SH
47 AMERICAN RES CORP AREC 02927U208 $108.4K 0.34% 44,776 SH
48 CREATIVE REALITIES INC CREX 22530J309 $98.5K 0.31% 28,620 SH
49 TITAN MNG CORP TII 88831L202 $95.6K 0.30% 32,175 SH
50 KOPIN CORP KOPN 500600101 $88.5K 0.28% 39,325 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $31.6M 55 0001214659-26-006132
2025-12-31 2026-02-17 $13.8M 53 0001214659-26-001841
2025-09-30 2025-11-14 $34.1M 64 0001214659-25-016436