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GLYNN CAPITAL MANAGEMENT LLC

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13F filer, CIK 911270, MENLO PARK, CA

GLYNN CAPITAL MANAGEMENT LLC reported $209,228,937 across 42 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-08. Its ten largest share positions make up 67.15% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000911270-26-000005

Period
2026-03-31
Reported value
$209M
Holdings
42
Top 10 weight
67.15%
New
11
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FPSnew+341,467$9.99M
PLTRnew+59,765$8.74M
HOODnew+119,527$8.28M
LITEnew+11,420$8.03M
CRWVnew+102,307$7.93M

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
KVYOexited-456,805-$14.8M
ADYEYexited-893,828-$14.3M
VRTreduced-51,986-$13M
NOWexited-81,640-$12.5M
TEAMexited-66,849-$10.8M

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, Q1 2026

Share positions as resolved from 13F-HR 0000911270-26-000005, largest first. % of portfolio is the value over $209,228,937, 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; 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; 2026Q1: 2,591,792 shares 2,591,792$29.7M14.21%-148,805Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,333 shares; 2025Q1: 110,743 shares; 2025Q2: 119,699 shares; 2025Q3: 86,701 shares; 2025Q4: 76,211 shares; 2026Q1: 62,474 shares 62,474$21.1M10.09%-13,737Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,554 shares; 2025Q1: 217,023 shares; 2025Q2: 210,522 shares; 2025Q3: 139,951 shares; 2025Q4: 123,222 shares; 2026Q1: 71,236 shares 71,236$17.9M8.53%-51,986Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 899,277 shares 899,277$12.9M6.18%-322,874Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 521,547 shares; 2025Q1: 518,895 shares; 2025Q2: 573,784 shares; 2025Q3: 367,321 shares; 2025Q4: 486,583 shares; 2026Q1: 430,893 shares 430,893$11.4M5.46%-55,690Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253,793 shares; 2025Q4: 218,067 shares; 2026Q1: 324,795 shares 324,795$10.3M4.92%+106,728Timeline
FPSFORGENT POWER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 341,467 shares 341,467$9.99M4.78%newTimeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,013 shares; 2025Q1: 105,436 shares; 2025Q2: 104,474 shares; 2025Q3: 94,008 shares; 2025Q4: 82,567 shares; 2026Q1: 76,802 shares 76,802$9.43M4.51%-5,765Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 215,087 shares; 2025Q1: 156,909 shares; 2025Q2: 106,866 shares; 2025Q3: 71,263 shares; 2025Q4: 52,682 shares; 2026Q1: 43,180 shares 43,180$8.91M4.26%-9,502Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,580 shares; 2025Q1: 69,193 shares; 2025Q2: 45,906 shares; 2025Q3: 28,332 shares; 2025Q4: 27,613 shares; 2026Q1: 22,635 shares 22,635$8.84M4.22%-4,978Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,765 shares 59,765$8.74M4.18%newTimeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,527 shares 119,527$8.28M3.96%newTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 13,941 shares; 2026Q1: 20,688 shares 20,688$8.23M3.94%+6,747Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137 shares; 2025Q1: 75 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,420 shares 11,420$8.03M3.84%newTimeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,307 shares 102,307$7.93M3.79%newTimeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 151,837 shares; 2025Q1: 189,499 shares; 2025Q2: 109,398 shares; 2025Q3: 89,367 shares; 2025Q4: 83,713 shares; 2026Q1: 64,199 shares 64,199$7.58M3.62%-19,514Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,419 shares; 2026Q1: 130,563 shares 130,563$7.38M3.53%+60,144Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,147 shares; 2025Q1: 119,648 shares; 2025Q2: 114,922 shares; 2025Q3: 88,959 shares; 2025Q4: 78,147 shares; 2026Q1: 41,652 shares 41,652$6.28M3%-36,495Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,880 shares; 2025Q1: 96,719 shares; 2025Q2: 108,652 shares; 2025Q3: 58,137 shares; 2025Q4: 43,063 shares; 2026Q1: 21,964 shares 21,964$5.38M2.57%-21,099Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 876 shares; 2025Q1: 1,050 shares; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 993 shares; 2026Q1: 889 shares 889$155K0.07%-104Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,700 shares; 2025Q1: 13,788 shares; 2025Q2: 13,653 shares; 2025Q3: 433 shares; 2025Q4: 474 shares; 2026Q1: 397 shares 397$114K0.05%-77Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,125 shares; 2025Q1: 19,139 shares; 2025Q2: 18,490 shares; 2025Q3: 587 shares; 2025Q4: 600 shares; 2026Q1: 430 shares 430$109K0.05%-170Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,269 shares; 2025Q1: 9,212 shares; 2025Q2: 9,007 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 190 shares 190$70.3K0.03%-101Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,921 shares; 2025Q1: 6,930 shares; 2025Q2: 2,558 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 114 shares 114$65.2K0.03%+22Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,901 shares; 2025Q1: 21,925 shares; 2025Q2: 21,241 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 297 shares 297$61.9K0.03%-122Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 187 shares; 2025Q1: 242 shares; 2025Q2: 218 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares 179$55.4K0.03%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126 shares; 2025Q1: not reported; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111$41.3K0.02%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 241 shares 241$28.6K0.01%+82Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 47 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 27 shares 27$23.6K0.01%+3Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,699 shares; 2025Q1: 2,717 shares; 2025Q2: 980 shares; 2025Q3: 20 shares; 2025Q4: 175 shares; 2026Q1: 202 shares 202$19.4K0.01%+27Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50$17.1K0.01%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 113 shares; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 44 shares 44$14.9K0.01%+7Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63 shares 63$13.5K0.01%newTimeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135 shares 135$13.2K0.01%newTimeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares 41$13K0.01%newTimeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102 shares 102$12.8K0.01%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,620 shares; 2025Q1: 11,620 shares; 2025Q2: 5,858 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 39 shares 39$11.8K0.01%+15Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161 shares 161$11.6K0.01%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 23 shares 23$11.5K0.01%+8Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 172 shares; 2025Q1: 61 shares; 2025Q2: not reported; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 55 shares 55$11.2K0.01%-47Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142$11.2K0.01%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 11 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 6 shares 6$10.4K<0.01%-2Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
KVYOKLAVIYO INC456,805$14.8Mshares
ADYEYADYEN NV-UNSPON ADR893,828$14.3Mshares
NOWSERVICENOW INC81,640$12.5Mshares
TEAMATLASSIAN CORPORATION66,849$10.8Mshares
FLUTFLUTTER ENTMT PLC49,779$10.7Mshares
OPRTOPORTUN FINL CORP588,233$3.11Mshares

How Q1 2026 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 0000911270-26-000005 base2026-05-08acceptance time not in the bulk data set