CYPRESS POINT INVESTMENT MANAGEMENT LP
Position in BAND — Bandwidth Inc.
CIK 2058475
MILL VALLEY, CA
Position in BAND
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$28,212,606
+$4,911,905 QoQ
Shares Held
1,583,199
+5.0% QoQ
Ownership
4.94%
of shares outstanding
% of Portfolio
6.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Common Shares in BAND Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CYPRESS POINT INVESTMENT MANAGEMENT LP holds $98,096,006 across 7 Software - Infrastructure names. BAND ranks #1 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAND |
Bandwidth Inc.
This page
|
1,583,199 | $28,212,606 | |
| 2 | PAY |
Paymentus Holdings, Inc.
|
839,633 | $21,326,678 | |
| 3 | S |
SentinelOne, Inc.
|
1,351,046 | $17,401,472 | |
| 4 | AKAM |
Akamai Technologies Inc
|
97,199 | $11,163,305 | |
| 5 | MDB |
MongoDB, Inc.
|
32,140 | $7,866,907 | |
| 6 | SAIL |
SailPoint, Inc.
|
527,249 | $6,980,776 | |
| 7 | NET |
Cloudflare, Inc.
|
24,931 | $5,144,262 |
All Filings in BAND
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,212,606 | 1,583,199 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,300,701 | 1,508,136 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||