Position in IOT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,697,237
-$4,595,516 QoQ
Shares Held
175,678
-45.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#122
of 542 holders
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GLYNN CAPITAL MANAGEMENT LLC holds $116,027,835 across 8 Software - Infrastructure names. IOT ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INFQ |
Infleqtion, Inc.
|
4,315,260 | $57,479,263 | |
| 2 | CRWV |
CoreWeave, Inc.
|
146,007 | $14,533,536 | |
| 3 | NET |
Cloudflare, Inc.
|
47,886 | $11,745,478 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
59,884 | $11,424,968 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
68,776 | $8,024,095 | |
| 6 | TOST |
Toast, Inc.
|
252,629 | $7,028,138 | |
| 7 | IOT |
Samsara Inc.
This page
|
175,678 | $5,697,237 | |
| 8 | MSFT |
Microsoft Corp
|
255 | $95,120 |
All Filings in IOT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,697,237 | 175,678 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $10,292,753 | 324,795 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,730,475 | 218,067 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,453,789 | 253,793 | Shares | Sole | 2025-11-12 | |
| 2022-03-31 | $1,612,188 | 100,636 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,811,000 | 100,000 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||