Hudson Executive Capital LP

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Hudson Executive Capital LP reported 2 stock positions worth $125.0 million. Its top holding was Cantaloupe (CTLP) at 78.4% of the portfolio, followed by Talkspace (TALK, 21.6%). Compared with Q2 2025, it sold out of 1. The biggest sale was an exit from Liberated Syndication (LSYN).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001652522
Portfolio Value
$125.0M (Q3 2025)
SEC Filing
0001214659-25-016623 ↗ filed Nov 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 Q2 2025 Q3 2025: $125.0M $125.0M Q3 2025 Q4 2025: $134.0M Q4 2025 Q1 2026: $150.9M Q1 2026 Q2 2026: $50.9M Q2 2026

Holdings 2 stocks · $125.0M

CTLP Cantaloupe Inc. 78.38% 9,270,694 $98.0M No change
TALK Talkspace Inc. 21.62% 11,340,600 $27.0M No change

Portfolio Sells Q2 2025 → Q3 2025

LSYN Liberated Syndication Inc. Sold out 0.00% −4.36

Portfolio Buys Q2 2025 → Q3 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