Position in OS
as of Dec 31, 2025
· filed Feb 6, 2026
Position Value
$0
+$0 QoQ
Shares Held
2,668,307
+4.8% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in OS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TimesSquare Capital Management, LLC holds $237,435,740 across 6 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
308,584 | $105,233,315 | |
| 2 | IOT |
Samsara Inc.
|
1,280,808 | $41,536,603 | |
| 3 | NTSK |
Netskope Inc
|
3,059,593 | $33,471,947 | |
| 4 | AKAM |
Akamai Technologies Inc
|
230,524 | $27,250,242 | |
| 5 | PAY |
Paymentus Holdings, Inc.
|
620,222 | $14,984,563 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
78,408 | $14,959,070 |
All Filings in OS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | — | 2,668,307 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | — | 2,545,548 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | — | 2,666,751 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | — | 2,699,645 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | — | 2,103,806 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | — | 1,998,403 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||