Haveli Investment Management LLC
CIK: 2022286
Decreased
0
Exit Positions
0
Holdings (4)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- FRSH
FRESHWORKS INC
$83.03M
8.20M sh46.16%New - CERT
CERTARA INC
$48.47M
7.40M sh26.95%New - BLND
BLEND LABS INC
$31.97M
18.69M sh17.77%+72.3% - SPT
SPROUT SOCIAL INC
$16.41M
2.17M sh9.12%New
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 FRSH FRESHWORKS INC | 8.20M | $83.03M | New | 46.16% | Q2 2026 |
 CERT CERTARA INC | 7.40M | $48.47M | New | 26.95% | Q2 2026 |
 BLND BLEND LABS INC | 18.69M | $31.97M | +72.3% | 17.77% | Q2 2026 |
 SPT SPROUT SOCIAL INC | 2.17M | $16.41M | New | 9.12% | Q2 2026 |
1-4 of 4 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Haveli Investment Management LLC
Haveli Investment Management LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 2022286). Signal8 holds 9 13F filings from it. Its SEC filings list Texas as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 4 securities, not counting options, up from 1 in Q1 2026.
Its four largest reported positions, in order, are FRESHWORKS INC (FRSH), CERTARA INC (CERT), BLEND LABS INC (BLND) and SPROUT SOCIAL INC (SPT).
Recent 13F filings by Haveli Investment Management LLC
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 4 securities.
- Q1 2026: 13F-HR filed May 14, 2026, listing 1 security.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 2 securities.