Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| YEXT INC | 11,474,281 | 12,792,078 | +1,317,797 | 61,387 | 88,521 | 25.63% | +27,134 |
| NCINO INC(NCNO) | 0 | 667,000 | +667,000 | 0 | 21,071 | 6.10% | +21,071 |
| REMITLY GLOBAL INC(RELY) | 0 | 1,068,100 | +1,068,100 | 0 | 14,302 | 4.14% | +14,302 |
| APPIAN CORP(APPN) | 1,156,985 | 1,445,085 | +288,100 | 35,705 | 49,335 | 14.28% | +13,631 |
| ENFUSION INC | 1,735,551 | 2,409,967 | +674,416 | 14,787 | 22,871 | 6.62% | +8,084 |
| TOAST INC(TOST) | 2,498,900 | 2,498,900 | 0 | 64,397 | 70,744 | 20.48% | +6,347 |
| NCR ATLEOS CORPORATION(NATL) | 1,199,961 | 1,199,961 | 0 | 32,423 | 34,235 | 9.91% | +1,812 |
| LIFE360 INC(LIF) | 8,834 | 8,834 | 0 | 286 | 348 | 0.10% | +61 |
| STONECO LTD(STNE) | 1,846,391 | 1,846,391 | 0 | 22,138 | 20,790 | 6.02% | -1,348 |
| EVENTBRITE INC | 1,025,280 | 0 | -1,025,280 | 4,962 | 0 | — | -4,962 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 179,761 | 0 | -179,761 | 24,787 | 0 | — | -24,787 |
| INSTRUCTURE HLDGS INC | 2,241,530 | 984,124 | -1,257,406 | 52,474 | 23,176 | 6.71% | -29,298 |