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GLYNN CAPITAL MANAGEMENT LLC

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13F filer, CIK 911270, MENLO PARK, CA

GLYNN CAPITAL MANAGEMENT LLC reported $291,132,037 across 37 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-10. Its ten largest share positions make up 67.84% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000911270-26-000003

Period
2025-12-31
Reported value
$291M
Holdings
37
Top 10 weight
67.84%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NOWadded+65,022$9.96M
APPadded+13,930$9.39M
RBLXnew+70,419$5.71M
TOSTadded+119,262$4.23M
NFLXadded+155$14.5K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MDBreduced-15,074-$6.33M
TEAMreduced-22,832-$3.7M
NETreduced-18,581-$3.66M
TSMreduced-10,490-$3.19M
NUreduced-170,263-$2.85M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0000911270-26-000003, largest first. % of portfolio is the value over $291,132,037, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,733,237 shares; 2025Q1: 3,115,217 shares; 2025Q2: 3,009,778 shares; 2025Q3: 2,856,025 shares; 2025Q4: 2,740,597 shares 2,740,597$39.4M13.53%-115,428Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,333 shares; 2025Q1: 110,743 shares; 2025Q2: 119,699 shares; 2025Q3: 86,701 shares; 2025Q4: 76,211 shares 76,211$23.2M7.96%-10,490Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,922,958 shares; 2025Q1: 2,237,967 shares; 2025Q2: 1,819,015 shares; 2025Q3: 1,392,414 shares; 2025Q4: 1,222,151 shares 1,222,151$20.5M7.03%-170,263Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,554 shares; 2025Q1: 217,023 shares; 2025Q2: 210,522 shares; 2025Q3: 139,951 shares; 2025Q4: 123,222 shares 123,222$20M6.86%-16,729Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,880 shares; 2025Q1: 96,719 shares; 2025Q2: 108,652 shares; 2025Q3: 58,137 shares; 2025Q4: 43,063 shares 43,063$18.1M6.21%-15,074Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 521,547 shares; 2025Q1: 518,895 shares; 2025Q2: 573,784 shares; 2025Q3: 367,321 shares; 2025Q4: 486,583 shares 486,583$17.3M5.93%+119,262Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,147 shares; 2025Q1: 119,648 shares; 2025Q2: 114,922 shares; 2025Q3: 88,959 shares; 2025Q4: 78,147 shares 78,147$17.1M5.89%-10,812Timeline
KVYOKLAVIYO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 652,758 shares; 2025Q1: 530,317 shares; 2025Q2: 705,258 shares; 2025Q3: 457,281 shares; 2025Q4: 456,805 shares 456,805$14.8M5.09%-476Timeline
ADYEYADYEN NV-UNSPON ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,262,725 shares; 2025Q1: 1,255,913 shares; 2025Q2: 1,023,210 shares; 2025Q3: 1,057,481 shares; 2025Q4: 893,828 shares 893,828$14.3M4.9%-163,653Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,580 shares; 2025Q1: 69,193 shares; 2025Q2: 45,906 shares; 2025Q3: 28,332 shares; 2025Q4: 27,613 shares 27,613$12.9M4.45%-719Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,351 shares; 2025Q1: 26,210 shares; 2025Q2: 20,785 shares; 2025Q3: 16,618 shares; 2025Q4: 81,640 shares 81,640$12.5M4.3%+65,022Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 151,837 shares; 2025Q1: 189,499 shares; 2025Q2: 109,398 shares; 2025Q3: 89,367 shares; 2025Q4: 83,713 shares 83,713$11.4M3.91%-5,654Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150,829 shares; 2025Q1: 105,438 shares; 2025Q2: 116,586 shares; 2025Q3: 89,681 shares; 2025Q4: 66,849 shares 66,849$10.8M3.72%-22,832Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,013 shares; 2025Q1: 105,436 shares; 2025Q2: 104,474 shares; 2025Q3: 94,008 shares; 2025Q4: 82,567 shares 82,567$10.8M3.72%-11,441Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,486 shares; 2025Q3: 58,095 shares; 2025Q4: 49,779 shares 49,779$10.7M3.68%-8,316Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 215,087 shares; 2025Q1: 156,909 shares; 2025Q2: 106,866 shares; 2025Q3: 71,263 shares; 2025Q4: 52,682 shares 52,682$10.4M3.57%-18,581Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 13,941 shares 13,941$9.39M3.23%+13,930Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253,793 shares; 2025Q4: 218,067 shares 218,067$7.73M2.66%-35,726Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,419 shares 70,419$5.71M1.96%newTimeline
OPRTOPORTUN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 588,233 shares; 2025Q1: 588,233 shares; 2025Q2: 588,233 shares; 2025Q3: 588,233 shares; 2025Q4: 588,233 shares 588,233$3.11M1.07%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 876 shares; 2025Q1: 1,050 shares; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 993 shares 993$185K0.06%+35Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,125 shares; 2025Q1: 19,139 shares; 2025Q2: 18,490 shares; 2025Q3: 587 shares; 2025Q4: 600 shares 600$163K0.06%+13Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,700 shares; 2025Q1: 13,788 shares; 2025Q2: 13,653 shares; 2025Q3: 433 shares; 2025Q4: 474 shares 474$148K0.05%+41Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,269 shares; 2025Q1: 9,212 shares; 2025Q2: 9,007 shares; 2025Q3: 291 shares; 2025Q4: 291 shares 291$141K0.05%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,901 shares; 2025Q1: 21,925 shares; 2025Q2: 21,241 shares; 2025Q3: 419 shares; 2025Q4: 419 shares 419$96.7K0.03%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 187 shares; 2025Q1: 242 shares; 2025Q2: 218 shares; 2025Q3: 179 shares; 2025Q4: 179 shares 179$62K0.02%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,921 shares; 2025Q1: 6,930 shares; 2025Q2: 2,558 shares; 2025Q3: 92 shares; 2025Q4: 92 shares 92$60.7K0.02%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126 shares; 2025Q1: not reported; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares 111$49.9K0.02%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares 159$25.6K0.01%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 172 shares; 2025Q1: 61 shares; 2025Q2: not reported; 2025Q3: 102 shares; 2025Q4: 102 shares 102$21.8K0.01%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,699 shares; 2025Q1: 2,717 shares; 2025Q2: 980 shares; 2025Q3: 20 shares; 2025Q4: 175 shares 175$16.4K0.01%+155Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 11 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8$16.1K0.01%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 47 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares 24$15.7K0.01%0Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares 142$12.3K<0.01%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 113 shares; 2025Q3: not reported; 2025Q4: 37 shares 37$10.6K<0.01%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares 15$8.56K<0.01%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,620 shares; 2025Q1: 11,620 shares; 2025Q2: 5,858 shares; 2025Q3: 24 shares; 2025Q4: 24 shares 24$8.42K<0.01%0Timeline

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000911270-26-000003 base2026-02-10acceptance time not in the bulk data set