Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TOAST INC(TOST) | 1,306,362 | 3,021,216 | +1,714,854 | 34,632 | 84,050 | 15.27% | +49,419 |
| NCINO INC(NCNO) | 1,687,480 | 3,662,570 | +1,975,090 | 25,278 | 59,883 | 10.88% | +34,605 |
| APPFOLIO INC(APPF) | 210,260 | 399,656 | +189,396 | 33,183 | 64,085 | 11.64% | +30,902 |
| VEEVA SYS INC(VEEV) | 214,409 | 326,306 | +111,897 | 37,663 | 57,910 | 10.52% | +20,246 |
| APPIAN CORP(APPN) | 1,905,634 | 2,878,544 | +972,910 | 45,945 | 65,919 | 11.98% | +19,974 |
| YEXT INC(YEXT) | 7,843,296 | 7,843,296 | 0 | 30,118 | 36,628 | 6.66% | +6,510 |
| PROCORE TECHNOLOGIES INC(PCOR) | 309,573 | 515,051 | +205,478 | 17,646 | 20,921 | 3.80% | +3,276 |
| REMITLY GLOBAL INC(RELY) | 3,771,955 | 2,687,772 | -1,084,183 | 59,107 | 60,233 | 10.94% | +1,126 |
| LIFE360 INC(LIF) | 8,834 | 8,834 | 0 | 361 | 489 | 0.09% | +128 |
| EQUIPMENTSHARE COM INC(EQPT) | 110,000 | 110,000 | 0 | 2,241 | 2,163 | 0.39% | -78 |
| WORKDAY INC(WDAY) | 615,670 | 623,867 | +8,197 | 79,988 | 76,374 | 13.88% | -3,614 |
| MONGODB INC(MDB) | 170,425 | 64,678 | -105,747 | 41,715 | 21,725 | 3.95% | -19,990 |