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Indaba Capital Management, L.P.

Q3 2025 · Filed 2025-11-14
Market Value
$25M
-39.3%
Holdings
6
New Purchases
1
Added To
0
Closed
4
Reduced
0
Top 10 Concentration
100.0%
Turnover
83.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ONTF 95.58% 55.06% +40.52% $24M
WRE 4.42% 0.00% +4.42% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BLKB 0.00% 29.64% -29.64% $0
ESPR 0.00% 7.06% -7.06% $0
EMBC 0.00% 5.14% -5.14% $0
ADV 0.00% 3.10% -3.10% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Small Cap 5 $25M 100.0%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$776M
Median Market Cap
$607M
Avg P/E
5.6
Median P/E
5.6
Avg Dividend Yield
1.26%
Avg Beta
1.12
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ONTF 95.58% 4,240,256 $24M $5.72 $1M
2 WRE 4.42% 66,502 $1M $16.86 +66,502 NEW
3 ADV —% -$1M -980,865 -100.0% SOLD
4 EMBC —% -$2M -221,938 -100.0% SOLD
5 ESPR —% -$3M -3,000,000 -100.0% SOLD
6 BLKB —% -$12M -193,000 -100.0% SOLD

New Positions

SymbolValue% Port
WRE $1M 4.42%

Sold Out Positions

SymbolValue% Port
ADV —%
EMBC —%
BLKB —%
ESPR —%
View SEC EDGAR Filings for Indaba Capital Management, L.P. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms