CYPRESS POINT INVESTMENT MANAGEMENT LP
Position in BAND — Bandwidth Inc.
CIK 2058475
MILL VALLEY, CA
Position in BAND
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$49,094,277
+$20,881,671 QoQ
Shares Held
775,581
-51.0% QoQ
Ownership
2.41%
of shares outstanding
% of Portfolio
8.90%
of 13F equity value
Holder Rank
#12
of 241 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in BAND Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CYPRESS POINT INVESTMENT MANAGEMENT LP holds $132,821,666 across 7 Software - Infrastructure names. BAND ranks #1 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAND |
Bandwidth Inc.
This page
|
775,581 | $49,094,277 | |
| 2 | S |
SentinelOne, Inc.
|
1,266,790 | $21,497,426 | |
| 3 | PAY |
Paymentus Holdings, Inc.
|
881,115 | $21,287,738 | |
| 4 | AKAM |
Akamai Technologies Inc
|
111,332 | $13,160,555 | |
| 5 | SAIL |
SailPoint, Inc.
|
861,578 | $12,613,501 | |
| 6 | MDB |
MongoDB, Inc.
|
25,863 | $8,687,381 | |
| 7 | NET |
Cloudflare, Inc.
|
26,422 | $6,480,788 |
All Filings in BAND
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,094,277 | 775,581 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||