Hudson Executive Capital LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Hudson Executive Capital LP reported 2 stock positions worth $134.0 million. Its top holding was Cantaloupe (CTLP) at 73.5% of the portfolio, followed by Talkspace (TALK, 26.5%). Its holdings were unchanged from Q3 2025.
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001652522
- Portfolio Value
- $134.0M (Q4 2025)
- SEC Filing
- 0001214659-26-001966 ↗ filed Feb 17, 2026
Holdings Value
Holdings 2 stocks · $134.0M
Portfolio Sells Q3 2025 → Q4 2025
| None this quarter. | |||
Portfolio Buys Q3 2025 → Q4 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1 | $50.9M | TALK |
| Q1 2026 | 2 | $150.9M | CTLP, TALK |
| Q4 2025 | 2 | $134.0M | CTLP, TALK |
| Q3 2025 | 2 | $125.0M | CTLP, TALK |
| Q2 2025 | 3 | $135.0M | CTLP, TALK, LSYN |
| Q1 2025 | 3 | $103.9M | CTLP, TALK, LSYN |
| Q4 2024 | 4 | $392.0M | DB, CTLP, TALK, LSYN |
| Q3 2024 | 4 | $391.6M | DB, CTLP, TALK, LSYN |
| Q2 2024 | 4 | $366.6M | DB, CTLP, TALK, LSYN |
| Q1 2024 | 4 | $395.1M | DB, CTLP, TALK, LSYN |