Sagar Gupta
Vermögen: 495 498 $ am 31.05.2026
Vermögen: 495 498 $ am 31.05.2026
Mr. Sagar Gupta is a Portfolio Manager at Anson Funds Management LP.
Mr. Gupta has been with Anson since 2023 and leads the activism strategy.
Prior to joining Anson, He previously worked as Senior Analyst at Legion Partners, a prominent small/mid-cap activist investment firm based in Los Angeles.
In addition, Mr. Gupta served on the board of Momentive Global, the maker of SurveyMonkey, through the sale of the company to private equity.
He was also a founding member of Finchwood Capital, a TMT long/short equities investment firm, where he served as a Senior Analyst.
Mr. Gupta began his career as an investment banker specializing in the technology sector at UBS and Blackstone.
He earned a B.S.
in Business Administration from the Haas School of Business at the University of California, Berkeley.
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
FIVE9, INC. 0,03 % | 20.05.2026 | 20.349 ( 0,03 % ) | 495 498 $ | 31.05.2026 |
| Unternehmen | Position | Beginn |
|---|---|---|
| FIVE9, INC. | Direktor/Vorstandsmitglied | 08.12.2024 |
Anson Funds Management LP
Anson Funds Management LP Investment ManagersFinance Anson Funds seeks to achieve capital appreciation, primarily through investments in securities of publicly traded companies, generally through short positions, long positions and structured financing transactions. They prioritize net of fees performance with low volatility of returns, and low correlations to broad market indexes. The firm generates investment ideas for their funds through bottom-up screening. | Portfolio Manager-Aktien | 01.10.2023 |
| Unternehmen | Position | Ende |
|---|---|---|
Legion Partners Asset Management LLC
Legion Partners Asset Management LLC Investment ManagersFinance Legion Partners focuses on the North American small-cap market and seeks to generate attractive long-term returns. Their strategy utilizes deep fundamental research, concentrated positions, and professional long-term oriented active management to achieve superior risk-adjusted returns. Legion Partners is an activist firm and is included in SharkWatch50 as one of the 50 most prominent and impactful activist investors. | Analyst-Equity | 30.09.2023 |
| MOMENTIVE GLOBAL INC. | Direktor/Vorstandsmitglied | 01.06.2023 |
KKR Group Co., Inc.
KKR Group Co., Inc. Investment ManagersFinance Provides private equity, infrastructure and real estate investment & provides asset management services | Analyst-Equity | 01.03.2014 |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01.06.2012 |
Balyasny Asset Management LP
Balyasny Asset Management LP Investment ManagersFinance BAM aims to deliver consistent, uncorrelated absolute returns in all market environments. The firm manages multi-strategy investment funds which maintain a concentrated private equity portfolio. Their investment advisory services reflect a blend of strategies including fundamental long/short equity, macro & rates, systematic trading and event & credit investing. BAM’s long/short equity and equity trading strategies include (but are not limited to) investments and trading in the following market sectors: Energy, Health Care, Financials, Industrials, Information Technology, Consumer Staples and Consumer Discretionary. | Analyst-Equity | - |
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
| Private Unternehmen | 9 |
|---|---|
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Balyasny Asset Management LP
Balyasny Asset Management LP Investment ManagersFinance BAM aims to deliver consistent, uncorrelated absolute returns in all market environments. The firm manages multi-strategy investment funds which maintain a concentrated private equity portfolio. Their investment advisory services reflect a blend of strategies including fundamental long/short equity, macro & rates, systematic trading and event & credit investing. BAM’s long/short equity and equity trading strategies include (but are not limited to) investments and trading in the following market sectors: Energy, Health Care, Financials, Industrials, Information Technology, Consumer Staples and Consumer Discretionary. | Finance |
Legion Partners Asset Management LLC
Legion Partners Asset Management LLC Investment ManagersFinance Legion Partners focuses on the North American small-cap market and seeks to generate attractive long-term returns. Their strategy utilizes deep fundamental research, concentrated positions, and professional long-term oriented active management to achieve superior risk-adjusted returns. Legion Partners is an activist firm and is included in SharkWatch50 as one of the 50 most prominent and impactful activist investors. | Finance |
Five9, Inc.
Five9, Inc. Packaged SoftwareTechnology Services Provides cloud contact center software solutions | Technology Services |
KKR Group Co., Inc.
KKR Group Co., Inc. Investment ManagersFinance Provides private equity, infrastructure and real estate investment & provides asset management services | Finance |
Haas School of Business
Haas School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Anson Funds Management LP
Anson Funds Management LP Investment ManagersFinance Anson Funds seeks to achieve capital appreciation, primarily through investments in securities of publicly traded companies, generally through short positions, long positions and structured financing transactions. They prioritize net of fees performance with low volatility of returns, and low correlations to broad market indexes. The firm generates investment ideas for their funds through bottom-up screening. | Finance |
Finchwood Capital LP
Finchwood Capital LP Investment ManagersFinance Provides investment advice | Finance |
Momentive Global, Inc.
Momentive Global, Inc. Advertising/Marketing ServicesCommercial Services Provides branding services | Commercial Services |
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