P.A.W. Capital’s Similarweb SMWB Stock Holding History

P.A.W. 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 Q2	$3.92M	Buy	+640,000	New	+$2.33M	3%	6
2026 Q1	–	Sell	-240,000	Closed	-$1.8M	–	65
2025 Q4	$1.8M	Hold	240,000	–	–	3.91%	11
2025 Q3	$2.23M	Hold	240,000	–	–	3.85%	10
2025 Q2	$1.88M	Sell	240,000 -60,000	-20%	-$449K	3.62%	12
2025 Q1	$2.48M	Sell	300,000 -100,000	-25%	-$1.23M	6.14%	5
2024 Q4	$5.67M	Hold	400,000	–	–	10.81%	4
2024 Q3	$3.54M	Buy	+400,000	New	+$3.16M	7.97%	7

Other funds holding SMWB

YDMI

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Lavelle Capital San Francisco, California $232M AUM

PAP

Persistent Asset Partners Hong Kong $335M AUM 275.57% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

SOW

State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

P.A.W. Capital's SMWB Position: Q2 2026 in Review

P.A.W. Capital opened a new position in Similarweb (SMWB) in Q2 2026: 640,000 shares worth $3.92M. The stake represents 3% of the portfolio and ranks #6 among its holdings. This is a return to the name: P.A.W. Capital previously reported a position in SMWB as recently as Q4 2025.

P.A.W. Capital first reported a position in SMWB in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.67M in Q4 2024. 20 funds tracked by Wall St. Rank hold SMWB as of Q2 2026.

P.A.W. Capital held 640,000 shares of Similarweb worth $3.92M as of Q2 2026.
Similarweb was a new P.A.W. Capital position in Q2 2026.
Similarweb made up 3% of P.A.W. Capital's portfolio in Q2 2026, its #6 holding.
P.A.W. Capital first reported a position in Similarweb in Q3 2024 and has held it in 7 quarters since.
P.A.W. Capital's Similarweb position peaked at $5.67M in Q4 2024.
20 funds tracked by Wall St. Rank held Similarweb as of Q2 2026.

Based on P.A.W. Capital's 13F filing for Q2 2026, filed 28 Jul 2026.