Lavelle Capital
SMWB icon

Lavelle Capital’s Similarweb SMWB Stock Holding History

Lavelle Capital’s Portfolio SMWB Stock Details SMWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.63M Buy
209,883
+7,156
+4% +$55.4K 0.85% 28
2026
Q2 		$1.24M Hold
202,727
– – 0.54% 33
2026
Q1 		$529K Hold
202,727
– – 0.33% 53
2025
Q4 		$1.52M Buy
+202,727
New +$1.63M 0.96% 26

Other funds holding SMWB

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Y.D. More Investments
Y.D. More Investments Ramat Gan, Israel $3.47B AUM 82.09% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
AFT
Alpha Family Trust Los Angeles, California $249M AUM 48.15% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Lavelle Capital's SMWB Position: Q3 2026 in Review

Lavelle Capital increased its Similarweb (SMWB) stake by 3.5% in Q3 2026, buying an estimated $55.4K and bringing the position to 209,883 shares worth $1.63M. The position accounts for 0.85% of the portfolio, ranked #28.

Lavelle Capital first reported a position in SMWB in Q4 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold SMWB as of Q3 2026.

  • Lavelle Capital held 209,883 shares of Similarweb worth $1.63M as of Q3 2026.
  • Lavelle Capital bought 7,156 Similarweb shares in Q3 2026, an estimated $55.4K.
  • Similarweb made up 0.85% of Lavelle Capital's portfolio in Q3 2026, its #28 holding.
  • Lavelle Capital first reported a position in Similarweb in Q4 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held Similarweb as of Q3 2026.

Based on Lavelle Capital's 13F filing for Q3 2026, filed 3 Nov 2026.