Hudson Bay Capital Management LP
Position in VISN — Vistance Networks, Inc.
CIK 1393825
STAMFORD, CT
Position in VISN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$77,964,777
+$37,394,443 QoQ
Shares Held
4,283,779
+91.4% QoQ
Ownership
1.90%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VISN Over Time
Shares Held
Position Value (USD)
Derivatives in VISN
reported options exposure · as of Mar 31, 2025CallValue
$265,500
CallShares
50,000
PutValue
$132,750
PutShares
25,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Communication Equipment
Technology · as of Mar 31, 2026Hudson Bay Capital Management LP holds $127,949,879 across 9 Communication Equipment names. VISN ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VISN |
Vistance Networks, Inc.
This page
|
4,283,779 | $77,964,777 | |
| 2 | CSCO |
Cisco Systems, Inc.
|
503,800 | $39,089,842 | |
| 3 | LITE |
Lumentum Holdings Inc.
|
6,379 | $4,482,905 | |
| 4 | ZBRA |
Zebra Technologies Corp
|
11,255 | $2,353,195 | |
| 5 | AAOI |
Applied Optoelectronics, Inc.
|
24,437 | $2,067,125 | |
| 6 | ONDS |
Ondas Inc.
|
154,889 | $1,400,196 | |
| 7 | LTRX |
Lantronix Inc
|
55,140 | $288,933 | |
| 8 | VSAT |
Viasat Inc
|
4,750 | $217,550 |
All Filings in VISN
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,964,777 | 4,283,779 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $40,570,334 | 2,237,746 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,591,461 | 2,428,389 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $8,280,000 | 1,000,000 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $265,500 | 50,000 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $6,637,500 | 1,250,000 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $132,750 | 25,000 | Put | Sole | 2025-05-14 | |
| 2024-12-31 | $13,027,907 | 2,500,558 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,110,000 | 1,000,000 | Shares | Sole | 2024-11-13 | |
| 2023-09-30 | $107,520 | 32,000 | Shares | Sole | 2023-12-07 | |
| 2023-06-30 | $180,160 | 32,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $203,840 | 32,000 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $235,200 | 32,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $294,720 | 32,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $195,840 | 32,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $252,160 | 32,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $353,280 | 32,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $434,880 | 32,000 | Shares | Sole | 2021-12-29 | |
| No filing history on record for this holder in this stock. | ||||||