$181 Million is the total value of Cota Capital Management, LLC's 13 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DOCU | New | DOCUSIGN INC | $22,396,000 | – | 302,200 | +100.0% | 12.40% | – |
| SMAR | New | SMARTSHEET INC-CLASS A | $19,794,000 | – | 440,650 | +100.0% | 10.96% | – |
| MDB | New | MONGODB INC | $18,293,000 | – | 138,994 | +100.0% | 10.13% | – |
| RNG | New | RINGCENTRAL INC-CLASS A | $17,733,000 | – | 105,135 | +100.0% | 9.82% | – |
| EVBG | New | EVERBRIDGE INC | $15,833,000 | – | 202,785 | +100.0% | 8.77% | – |
| ZEN | New | ZENDESK INC | $14,441,000 | – | 188,456 | +100.0% | 8.00% | – |
| QTWO | New | Q2 HOLDINGS INC | $13,912,000 | – | 171,581 | +100.0% | 7.71% | – |
| ZS | New | ZSCALER INC | $12,704,000 | – | 273,208 | +100.0% | 7.04% | – |
| ESTC | New | ELASTIC NV | $12,216,000 | – | 189,978 | +100.0% | 6.77% | – |
| OKTA | New | OKTA INC | $11,368,000 | – | 98,539 | +100.0% | 6.30% | – |
| DBX | New | DROPBOX INC-CLASS A | $10,505,000 | – | 586,550 | +100.0% | 5.82% | – |
| YEXT | New | YEXT INC | $9,343,000 | – | 647,944 | +100.0% | 5.18% | – |
| UBER | New | UBER TECHNOLOGIES INC | $2,007,000 | – | 67,488 | +100.0% | 1.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SMARTSHEET INC-CLASS A | 16 | Q3 2023 | 15.5% |
| ZSCALER INC | 16 | Q3 2023 | 10.5% |
| ELASTIC NV | 16 | Q3 2023 | 13.0% |
| DYNATRACE INC | 15 | Q3 2023 | 21.7% |
| DOCUSIGN INC | 15 | Q2 2023 | 13.4% |
| RINGCENTRAL INC-CLASS A | 15 | Q2 2023 | 11.2% |
| BILL.COM HOLDINGS INC | 14 | Q3 2023 | 14.8% |
| CLOUDFLARE INC - CLASS A | 13 | Q3 2023 | 11.4% |
| ZENDESK INC | 10 | Q1 2022 | 8.5% |
| Q2 HOLDINGS INC | 10 | Q1 2022 | 8.1% |
View Cota Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Cota Capital Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.