Hudson Executive Capital LP

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Hudson Executive Capital LP reported 3 stock positions worth $135.0 million. Its top holding was Cantaloupe (CTLP) at 75.5% of the portfolio, followed by Talkspace (TALK, 20.2%) and Liberated Syndication (LSYN, 4.4%). Compared with Q1 2025, it reduced 1. The biggest sale was Liberated Syndication (LSYN, shares −100%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001652522
Portfolio Value
$135.0M (Q2 2025)
SEC Filing
0001214659-25-012217 ↗ filed Aug 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $395.1M Q1 2024 Q2 2024: $366.6M Q2 2024 Q3 2024: $391.6M Q3 2024 Q4 2024: $392.0M Q4 2024 Q1 2025: $103.9M Q1 2025 Q2 2025: $135.0M $135.0M Q2 2025 Q3 2025: $125.0M Q3 2025 Q4 2025: $134.0M Q4 2025 Q1 2026: $150.9M Q1 2026 Q2 2026: $50.9M Q2 2026

Holdings 3 stocks · $135.0M
CTLP Cantaloupe Inc. 75.47% 9,270,694 $101.9M No change
TALK Talkspace Inc. 20.17% 11,340,600 $27.2M No change
LSYN Liberated Syndication Inc. 4.36% 412 $5.9M Reduce -100.0%

Portfolio Sells Q1 2025 → Q2 2025
LSYN Liberated Syndication Inc. Reduce -100.0% 4.36% −1.32

Portfolio Buys Q1 2025 → Q2 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$50.9MTALK
Q1 2026 2$150.9MCTLP, TALK
Q4 2025 2$134.0MCTLP, TALK
Q3 2025 2$125.0MCTLP, TALK
Q2 2025 3$135.0MCTLP, TALK, LSYN
Q1 2025 3$103.9MCTLP, TALK, LSYN
Q4 2024 4$392.0MDB, CTLP, TALK, LSYN
Q3 2024 4$391.6MDB, CTLP, TALK, LSYN
Q2 2024 4$366.6MDB, CTLP, TALK, LSYN
Q1 2024 4$395.1MDB, CTLP, TALK, LSYN