138 is the total number of securities GLYNN CAPITAL MANAGEMENT LLC has owned. The longest GLYNN CAPITAL MANAGEMENT LLC has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AMZN | AMAZON.COM INC | 42 | 42 | 0.53% | 6.34% | 12.48% | Q2 2013 | Q3 2023 | 42 |
FB | Meta Platforms, Inc. (... | 42 | 42 | 0.30% | 5.21% | 16.41% | Q2 2013 | Q3 2023 | 42 |
WDAY | WORKDAY INC CLASS A | 42 | 42 | 0.32% | 5.15% | 8.85% | Q2 2013 | Q3 2023 | 42 |
NOW | SERVICE NOW INC | 42 | 42 | 2.33% | 4.83% | 9.10% | Q2 2013 | Q3 2023 | 42 |
CRM | Salesforce.com, Inc. | 42 | 42 | 0.21% | 4.27% | 9.52% | Q2 2013 | Q3 2023 | 42 |
BRKB | Berkshire Hathaway Inc... | 42 | 42 | 0.38% | 0.87% | 1.52% | Q2 2013 | Q3 2023 | 42 |
V | VISA INC CLASS A | 42 | 42 | 0.32% | 0.56% | 1.07% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON | 42 | 42 | 0.23% | 0.49% | 0.69% | Q2 2013 | Q3 2023 | 42 |
AAPL | APPLE INC | 42 | 42 | 0.19% | 0.46% | 1.39% | Q2 2013 | Q3 2023 | 42 |
ABT | ABBOTT LABORATORIES | 42 | 42 | 0.26% | 0.38% | 0.66% | Q2 2013 | Q3 2023 | 42 |
SLB | SCHLUMBERGER LTD F | 42 | 42 | 0.06% | 0.32% | 0.61% | Q2 2013 | Q3 2023 | 42 |
HAL | HALLIBURTON CO HLDG | 42 | 42 | 0.07% | 0.28% | 0.54% | Q2 2013 | Q3 2023 | 42 |
INTU | INTUIT INC | 42 | 42 | 0.13% | 0.23% | 0.56% | Q2 2013 | Q3 2023 | 42 |
RDSA | Royal Dutch Shell PLC | 32 | 9 | 0.06% | 0.20% | 0.37% | Q2 2013 | Q3 2023 | 41 |
GWRE | Guidewire Software, Inc. | 35 | 35 | 0.16% | 1.00% | 4.29% | Q2 2013 | Q4 2021 | 35 |
GIS | GENERAL MILLS INC | 35 | 35 | 0.14% | 0.36% | 0.62% | Q2 2013 | Q4 2021 | 35 |
GOOGL | ALPHABET INC. CLASS A | 33 | 33 | 0.17% | 1.82% | 6.67% | Q3 2015 | Q3 2023 | 33 |
GOOG | ALPHABET INC. CLASS C | 33 | 33 | 0.17% | 0.45% | 1.11% | Q3 2015 | Q3 2023 | 33 |
NFLX | NETFLIX INC | 32 | 32 | 0.16% | 3.35% | 7.60% | Q4 2015 | Q3 2023 | 32 |
LLY | LILLY ELI & CO | 31 | 31 | 0.20% | 0.46% | 1.58% | Q1 2016 | Q3 2023 | 31 |
WFC | Wells Fargo & Co. | 31 | 31 | 0.05% | 0.19% | 0.37% | Q3 2015 | Q1 2023 | 31 |
INTC | INTEL CORP | 30 | 30 | 0.21% | 0.48% | 0.64% | Q2 2013 | Q3 2020 | 30 |
VEEV | VEEVA SYSTEMS INC CLASS A | 27 | 27 | 1.46% | 3.56% | 5.76% | Q1 2015 | Q3 2021 | 27 |
TEAM | ATLASSIAN CORP PLC F C... | 26 | 26 | 0.67% | 6.32% | 10.06% | Q1 2016 | Q2 2022 | 26 |
OKTA | OKTA INC CLASS A | 26 | 26 | 0.44% | 5.65% | 12.90% | Q2 2017 | Q3 2023 | 26 |
PANW | Palo Alto Networks, Inc. | 24 | 24 | 1.83% | 4.16% | 6.61% | Q2 2013 | Q1 2019 | 24 |
AbbVie Inc. | 24 | 24 | 0.37% | 0.49% | 0.58% | Q2 2013 | Q1 2019 | 24 | |
MRK | Merck & Co., Inc. | 24 | 24 | 0.28% | 0.40% | 0.52% | Q2 2013 | Q1 2019 | 24 |
Target CP | 24 | 24 | 0.18% | 0.27% | 0.41% | Q2 2013 | Q1 2019 | 24 | |
Minnesota Mining | 24 | 24 | 0.15% | 0.20% | 0.25% | Q2 2013 | Q1 2019 | 24 | |
MSFT | Microsoft Corporation | 23 | 23 | 0.16% | 0.76% | 5.28% | Q1 2018 | Q3 2023 | 23 |
SPLK | Splunk, Inc. | 21 | 21 | 1.93% | 4.17% | 5.75% | Q2 2014 | Q2 2019 | 21 |
MELI | Mercadolibre, Inc. | 20 | 20 | 2.30% | 4.01% | 5.44% | Q2 2013 | Q1 2018 | 20 |
SQ | SQUARE INC CLASS A | 19 | 19 | 0.94% | 3.78% | 5.33% | Q1 2019 | Q3 2023 | 19 |
GE | General Electric | 19 | 19 | 0.21% | 0.49% | 0.60% | Q2 2013 | Q4 2017 | 19 |
ABBV | ABBVIE INC | 18 | 18 | 0.23% | 0.49% | 0.98% | Q2 2019 | Q3 2023 | 18 |
MRK | MERCK & CO. INC. | 18 | 18 | 0.15% | 0.34% | 0.62% | Q2 2019 | Q3 2023 | 18 |
TGT | TARGET CORP | 18 | 18 | 0.19% | 0.31% | 0.52% | Q2 2019 | Q3 2023 | 18 |
SU | SUNCOR ENERGY INC F | 18 | 18 | 0.14% | 0.20% | 0.29% | Q3 2015 | Q4 2019 | 18 |
ADP | Automatic Data Process... | 17 | 17 | 0.16% | 0.20% | 0.25% | Q2 2013 | Q2 2017 | 17 |
MMM | 3M CO | 17 | 17 | 0.06% | 0.09% | 0.12% | Q2 2019 | Q2 2023 | 17 |
APPF | APPFOLIO INC CLASS A | 16 | 16 | 1.44% | 3.20% | 4.48% | Q2 2017 | Q1 2021 | 16 |
DOCU | DOCUSIGN INC | 15 | 15 | 0.74% | 4.78% | 7.42% | Q2 2018 | Q4 2021 | 15 |
TWLO | TWILIO INC CLASS A | 15 | 15 | 2.68% | 4.71% | 6.78% | Q4 2018 | Q2 2022 | 15 |
SMAR | Smartsheet Inc. | 15 | 15 | 2.91% | 4.56% | 6.00% | Q1 2020 | Q3 2023 | 15 |
PFPT | Proofpoint, Inc. | 13 | 2 | 0.85% | 2.39% | 4.05% | Q2 2013 | Q1 2019 | 15 |
OPRT | Oportun Financial Corp. | 15 | 15 | 0.54% | 1.48% | 2.60% | Q1 2020 | Q3 2023 | 15 |
EOG Resources, Inc. | 15 | 15 | 0.17% | 0.25% | 0.35% | Q3 2015 | Q1 2019 | 15 | |
FTCH | FARFETCH LIMITED F | 14 | 14 | 2.13% | 6.27% | 15.78% | Q2 2019 | Q3 2022 | 14 |
DDOG | Datadog, Inc. | 14 | 14 | 2.35% | 4.77% | 7.14% | Q2 2020 | Q3 2023 | 14 |
CRWD | CrowdStrike Holdings, Inc | 13 | 13 | 2.61% | 6.38% | 8.05% | Q3 2020 | Q3 2023 | 13 |
SNOW | Snowflake, Inc. | 13 | 13 | 2.27% | 4.64% | 7.14% | Q3 2020 | Q3 2023 | 13 |
NMBL | Nimble Storage Inc. | 13 | 13 | 0.10% | 4.24% | 7.65% | Q4 2013 | Q4 2016 | 13 |
N | NetSuite Inc. | 13 | 13 | 3.00% | 3.83% | 5.42% | Q2 2013 | Q2 2016 | 13 |
FNGN | Financial Engines, Inc. | 13 | 13 | 0.19% | 2.24% | 4.41% | Q2 2013 | Q2 2016 | 13 |
QCOM | Qualcomm Inc | 13 | 13 | 0.11% | 0.96% | 3.79% | Q2 2013 | Q2 2016 | 13 |
LLTC | Linear Technology | 13 | 13 | 0.53% | 0.64% | 0.82% | Q2 2013 | Q2 2016 | 13 |
LNKD | Linkedin Corporation | 12 | 12 | 3.77% | 5.96% | 7.64% | Q2 2013 | Q1 2016 | 12 |
COUP | COUPA SOFTWARE INCORPORA | 12 | 12 | 2.28% | 4.13% | 5.84% | Q4 2018 | Q3 2021 | 12 |
Z | Zillow Group, Inc Class C | 11 | 11 | 2.11% | 2.80% | 3.56% | Q3 2015 | Q1 2018 | 11 |
SCHW | Schwab Charles Corp | 11 | 11 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q4 2015 | 11 |
LBTYA | Liberty Global Inc | 11 | 11 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q4 2015 | 11 |
PSTG | Pure Storage, Inc. | 10 | 10 | 2.72% | 7.72% | 11.03% | Q4 2015 | Q1 2018 | 10 |
SUMO | Sumo Logic, Inc. | 10 | 10 | 0.38% | 3.54% | 5.55% | Q3 2020 | Q4 2022 | 10 |
YUME | YuMe, Inc | 10 | 10 | 0.15% | 1.34% | 2.46% | Q3 2013 | Q4 2015 | 10 |
EMC | EMC Corporation | 10 | 10 | 0.32% | 0.38% | 0.43% | Q2 2013 | Q3 2015 | 10 |
Toast, Inc. | 9 | 9 | 1.75% | 3.91% | 5.64% | Q3 2021 | Q3 2023 | 9 | |
GOOGL | Google Inc. Class A | 9 | 9 | 2.01% | 3.72% | 6.72% | Q2 2013 | Q2 2015 | 9 |
OSCR | Oscar Health, Inc. | 9 | 9 | 1.14% | 2.30% | 3.43% | Q3 2021 | Q3 2023 | 9 |
VMEM | Violin Memory, Inc | 9 | 9 | 0.22% | 0.72% | 1.32% | Q3 2013 | Q3 2015 | 9 |
NKE | Nike, Inc | 8 | 1 | 0.06% | 0.08% | 0.11% | Q4 2013 | Q1 2016 | 9 |
SHOP | Shopify Inc. | 8 | 8 | 2.84% | 4.87% | 6.82% | Q3 2020 | Q2 2022 | 8 |
PLTR | Palantir Technologies ... | 8 | 8 | 2.34% | 4.08% | 5.67% | Q1 2021 | Q4 2022 | 8 |
Nu Holdings Ltd. | 8 | 8 | 2.84% | 4.06% | 6.25% | Q4 2021 | Q3 2023 | 8 | |
ZM | Zoom Video Communicati... | 5 | 3 | 2.52% | 3.35% | 4.94% | Q2 2019 | Q2 2021 | 8 |
DOMO | DOMO INC CLASS B | 8 | 8 | 0.37% | 0.81% | 1.47% | Q4 2018 | Q3 2020 | 8 |
EOG | EOG RESOURCES INC | 8 | 8 | 0.04% | 0.09% | 0.16% | Q2 2019 | Q1 2021 | 8 |
TWTR | Twitter, Inc. | 7 | 7 | 3.86% | 4.78% | 6.41% | Q4 2013 | Q2 2015 | 7 |
SE | Sea Limited | 7 | 7 | 2.56% | 3.21% | 4.43% | Q3 2021 | Q1 2023 | 7 |
HashiCorp, Inc | 7 | 7 | 1.31% | 3.11% | 4.51% | Q1 2022 | Q3 2023 | 7 | |
XMTR | Xometry, Inc | 7 | 7 | 1.28% | 2.23% | 4.35% | Q1 2022 | Q3 2023 | 7 |
Couchbase, Inc. | 7 | 7 | 1.24% | 1.72% | 1.98% | Q1 2022 | Q3 2023 | 7 | |
IBM | IBM | 7 | 7 | 0.52% | 0.78% | 1.15% | Q2 2013 | Q4 2014 | 7 |
TENB | Tenable Holdings, Inc. | 7 | 7 | 0.16% | 0.71% | 1.63% | Q3 2018 | Q1 2020 | 7 |
ETSY | Etsy, Inc. | 6 | 6 | 9.18% | 11.57% | 15.27% | Q2 2015 | Q3 2016 | 6 |
YELP | Yelp, Inc. | 6 | 6 | 2.79% | 5.43% | 6.90% | Q2 2014 | Q3 2015 | 6 |
XOOM | Xoom Corporation | 6 | 6 | 3.84% | 5.33% | 8.92% | Q2 2013 | Q3 2014 | 6 |
MDB | MongoDB, Inc | 6 | 6 | 2.02% | 4.37% | 7.13% | Q2 2022 | Q3 2023 | 6 |
WORK | SLACK TECHNOLOGIES INC... | 6 | 6 | 2.25% | 2.76% | 3.07% | Q2 2019 | Q3 2020 | 6 |
Science 37 Holdings, Inc. | 6 | 6 | 0.17% | 0.67% | 1.61% | Q2 2022 | Q3 2023 | 6 | |
DIBS | 1stdibs.com, Inc. | 6 | 6 | 0.15% | 0.56% | 0.70% | Q4 2021 | Q1 2023 | 6 |
MYPS | PLAYSTUDIOS, Inc. | 6 | 6 | 0.01% | 0.32% | 0.64% | Q4 2021 | Q1 2023 | 6 |
Atlassian Corp. Plc | 5 | 5 | 6.44% | 8.27% | 9.90% | Q3 2022 | Q3 2023 | 5 | |
ESTC | Elastic N.V. | 5 | 5 | 3.27% | 4.28% | 5.53% | Q3 2019 | Q3 2020 | 5 |
Gitlab Inc. | 5 | 5 | 3.29% | 4.18% | 4.52% | Q3 2022 | Q3 2023 | 5 | |
ZG | Zillow Group, Inc Class A | 5 | 5 | 1.00% | 2.71% | 5.12% | Q1 2015 | Q1 2016 | 5 |
DWRE | Demandware | 5 | 5 | 0.87% | 2.48% | 3.34% | Q3 2014 | Q3 2015 | 5 |
BIDU | Baidu | 5 | 5 | 1.66% | 2.38% | 3.24% | Q2 2013 | Q2 2014 | 5 |
GOOG | Google Inc. Class C | 5 | 5 | 0.52% | 2.14% | 2.90% | Q2 2014 | Q2 2015 | 5 |
XTLY | Xactly Corp | 5 | 5 | 1.04% | 1.23% | 1.39% | Q2 2015 | Q2 2016 | 5 |
ORCL | Oracle Corporation | 5 | 5 | 0.22% | 0.26% | 0.32% | Q2 2013 | Q2 2014 | 5 |
SSNI | Silver Spring Networks... | 5 | 5 | 0.13% | 0.25% | 0.37% | Q2 2013 | Q2 2014 | 5 |
EQIX | Equinix | 4 | 4 | 3.49% | 3.66% | 4.12% | Q2 2013 | Q1 2014 | 4 |
IMPV | Imperva | 4 | 4 | 3.09% | 3.52% | 3.98% | Q2 2013 | Q1 2014 | 4 |
NEWR | New Relic, Inc. | 4 | 4 | 2.03% | 2.98% | 3.89% | Q4 2016 | Q3 2017 | 4 |
DBX | Dropbox, Inc. | 3 | 1 | 0.18% | 2.93% | 4.52% | Q1 2018 | Q1 2019 | 4 |
GLD | SPRD Gold Trust | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q2 2014 | 4 |
COMP | Compass, Inc. | 3 | 3 | 1.82% | 2.00% | 2.19% | Q3 2021 | Q1 2022 | 3 |
ZEN | Zendesk, Inc | 3 | 3 | 1.12% | 1.43% | 1.68% | Q1 2016 | Q3 2016 | 3 |
Bird Global, Inc. | 3 | 3 | 0.15% | 0.32% | 0.65% | Q1 2022 | Q3 2022 | 3 | |
Grove Collaborative Ho... | 3 | 3 | 0.01% | 0.23% | 0.35% | Q3 2022 | Q1 2023 | 3 | |
DLB | Dolby Laboratories, Inc. | 3 | 3 | 0.17% | 0.19% | 0.20% | Q2 2013 | Q4 2013 | 3 |
JLL | Jones Lang LaSalle Inc | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2014 | Q4 2014 | 3 |
OASPQ | Oasis Petroleum | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2015 | Q3 2015 | 3 |
CLDR | Cloudera Inc. | 2 | 2 | 2.24% | 4.42% | 6.60% | Q4 2017 | Q1 2018 | 2 |
MKTO | Marketo, Inc. | 2 | 2 | 3.16% | 3.23% | 3.31% | Q2 2013 | Q3 2013 | 2 |
ARMH | ARM Holdings | 2 | 2 | 2.69% | 2.93% | 3.16% | Q2 2013 | Q3 2013 | 2 |
BILL | Bill.com Holdings, Inc. | 2 | 2 | 2.16% | 2.76% | 3.35% | Q2 2023 | Q3 2023 | 2 |
INFA | Informatica Corp. | 2 | 2 | 2.18% | 2.26% | 2.35% | Q2 2013 | Q3 2013 | 2 |
RALY | Rally Software | 2 | 2 | 1.66% | 1.95% | 2.24% | Q4 2013 | Q1 2014 | 2 |
RDFN | Redfin Corp | 2 | 2 | 1.01% | 1.28% | 1.55% | Q1 2018 | Q2 2018 | 2 |
Grove Collaborative Ho... | 2 | 2 | 0.26% | 0.32% | 0.38% | Q2 2023 | Q3 2023 | 2 | |
Samsara Inc. | 2 | 2 | 0.22% | 0.26% | 0.30% | Q4 2021 | Q1 2022 | 2 | |
PRSS | CafePress | 2 | 2 | 0.20% | 0.22% | 0.24% | Q2 2013 | Q3 2013 | 2 |
SVMK | SVMK Inc. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2018 | Q4 2018 | 2 |
2100PS | GenCorp | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
TIF | Tiffany & Co | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2014 | Q4 2014 | 2 |
U | Unity Software Inc. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q4 2020 | 2 |
LPI | Laredo Petroleum, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2015 | Q3 2015 | 2 |
ZUO | Zuora, Inc. | 1 | 1 | 2.64% | 2.64% | 2.64% | Q3 2018 | Q3 2018 | 1 |
OLO | Olo Inc. | 1 | 1 | 2.44% | 2.44% | 2.44% | Q4 2021 | Q4 2021 | 1 |
ADYEY | Adyen NV ADR | 1 | 1 | 2.32% | 2.32% | 2.32% | Q3 2023 | Q3 2023 | 1 |
CTXS | Citrix Systems, Inc | 1 | 1 | 2.22% | 2.22% | 2.22% | Q2 2013 | Q2 2013 | 1 |
Wise Plc | 1 | 1 | 1.90% | 1.90% | 1.90% | Q3 2021 | Q3 2021 | 1 | |
Klaviyo, Inc. | 1 | 1 | 1.84% | 1.84% | 1.84% | Q3 2023 | Q3 2023 | 1 | |
BOX | Box, Inc | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2015 | Q1 2015 | 1 |
LOGM | LogMeIn | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
MMYT | MakeMyTrip | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
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The securities at the top of the list , including AMAZON.COM INC, Meta Platforms, Inc. (fka Face, and WORKDAY INC CLASS A, are the highest-conviction holdings of GLYNN CAPITAL MANAGEMENT LLC.
The conviction is calculated by counting the number of quarters a security has been reported by GLYNN CAPITAL MANAGEMENT LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that GLYNN CAPITAL MANAGEMENT LLC owns currently or has owned in the past.