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GLYNN CAPITAL MANAGEMENT LLC

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13F filer, CIK 911270, MENLO PARK, CA

GLYNN CAPITAL MANAGEMENT LLC reported $333,988,219 across 40 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-07. Its ten largest share positions make up 64.97% of the portfolio.

Accepted , ingested 13F-HR 0000911270-26-000009

Period
2026-09-30
Reported value
$334M
Holdings
40
Top 10 weight
64.97%
New
3
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LIFEadded+357,432$12M
CRWDadded+43,891$11.6M
TWLOadded+39,350$11.5M
BEnew+34,248$9.49M
SPCXnew+57,600$8.69M

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
OSCRreduced-1,194,992-$36.9M
RBLXexited-268,731-$14.6M
ANETreduced-32,971-$6.71M
IOTexited-175,678-$5.7M
TSMreduced-11,901-$5.43M

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, Q3 2026

Share positions as resolved from 13F-HR 0000911270-26-000009, largest first. % of portfolio is the value over $333,988,219, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
INFQINFLEQTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,315,260 shares; 2026Q3: 4,315,260 shares 4,315,260$58.1M17.4%0Timeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,575,828 shares; 2026Q3: 1,380,836 shares 1,380,836$42.6M12.75%-1,194,992Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111,333 shares; 2025Q1: 110,743 shares; 2025Q2: 119,699 shares; 2025Q3: 86,701 shares; 2025Q4: 76,211 shares; 2026Q1: 62,474 shares; 2026Q2: 54,025 shares; 2026Q3: 42,124 shares 42,124$19.2M5.75%-11,901Timeline
LIFEETHOS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 119,143 shares; 2026Q3: 476,575 shares 476,575$16M4.79%+357,432Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,580 shares; 2025Q1: 69,193 shares; 2025Q2: 45,906 shares; 2025Q3: 28,332 shares; 2025Q4: 27,613 shares; 2026Q1: 22,635 shares; 2026Q2: 14,971 shares; 2026Q3: 58,862 shares 58,862$15.6M4.67%+43,891Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,765 shares; 2026Q2: 68,776 shares; 2026Q3: 81,826 shares 81,826$15.3M4.58%+13,050Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,527 shares; 2026Q2: 117,163 shares; 2026Q3: 115,256 shares 115,256$13M3.88%-1,907Timeline
FPSFORGENT POWER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 341,467 shares; 2026Q2: 334,753 shares; 2026Q3: 345,268 shares 345,268$12.9M3.87%+10,515Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 215,087 shares; 2025Q1: 156,909 shares; 2025Q2: 106,866 shares; 2025Q3: 71,263 shares; 2025Q4: 52,682 shares; 2026Q1: 43,180 shares; 2026Q2: 47,886 shares; 2026Q3: 35,115 shares 35,115$12.2M3.65%-12,771Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 137 shares; 2025Q1: 75 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,420 shares; 2026Q2: 14,834 shares; 2026Q3: 12,449 shares 12,449$12.1M3.62%-2,385Timeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,307 shares; 2026Q2: 146,007 shares; 2026Q3: 133,275 shares 133,275$11.6M3.48%-12,732Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102 shares; 2026Q2: 101 shares; 2026Q3: 39,451 shares 39,451$11.5M3.45%+39,350Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118,554 shares; 2025Q1: 217,023 shares; 2025Q2: 210,522 shares; 2025Q3: 139,951 shares; 2025Q4: 123,222 shares; 2026Q1: 71,236 shares; 2026Q2: 59,489 shares; 2026Q3: 46,362 shares 46,362$11.2M3.35%-13,127Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 172 shares; 2025Q1: 61 shares; 2025Q2: not reported; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 55 shares; 2026Q2: 24,860 shares; 2026Q3: 18,049 shares 18,049$11M3.31%-6,811Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,823 shares; 2026Q3: 6,291 shares 6,291$10.9M3.28%+2,468Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151,837 shares; 2025Q1: 189,499 shares; 2025Q2: 109,398 shares; 2025Q3: 89,367 shares; 2025Q4: 83,713 shares; 2026Q1: 64,199 shares; 2026Q2: 30,650 shares; 2026Q3: 36,751 shares 36,751$10.1M3.01%+6,101Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 34,248 shares 34,248$9.49M2.84%newTimeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,013 shares; 2025Q1: 105,436 shares; 2025Q2: 104,474 shares; 2025Q3: 94,008 shares; 2025Q4: 82,567 shares; 2026Q1: 76,802 shares; 2026Q2: 76,205 shares; 2026Q3: 43,234 shares 43,234$8.8M2.64%-32,971Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 57,600 shares 57,600$8.69M2.6%newTimeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36 shares; 2025Q1: 47 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 27 shares; 2026Q2: 8,662 shares; 2026Q3: 8,513 shares 8,513$8.09M2.42%-149Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 521,547 shares; 2025Q1: 518,895 shares; 2025Q2: 573,784 shares; 2025Q3: 367,321 shares; 2025Q4: 486,583 shares; 2026Q1: 430,893 shares; 2026Q2: 252,629 shares; 2026Q3: 248,515 shares 248,515$7.2M2.16%-4,114Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 13,941 shares; 2026Q1: 20,688 shares; 2026Q2: 25,117 shares; 2026Q3: 24,694 shares 24,694$7.17M2.15%-423Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 876 shares; 2025Q1: 1,050 shares; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 993 shares; 2026Q1: 889 shares; 2026Q2: 764 shares; 2026Q3: 847 shares 847$193K0.06%+83Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,700 shares; 2025Q1: 13,788 shares; 2025Q2: 13,653 shares; 2025Q3: 433 shares; 2025Q4: 474 shares; 2026Q1: 397 shares; 2026Q2: 397 shares; 2026Q3: 458 shares 458$158K0.05%+61Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,125 shares; 2025Q1: 19,139 shares; 2025Q2: 18,490 shares; 2025Q3: 587 shares; 2025Q4: 600 shares; 2026Q1: 430 shares; 2026Q2: 491 shares; 2026Q3: 429 shares 429$143K0.04%-62Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,269 shares; 2025Q1: 9,212 shares; 2025Q2: 9,007 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 190 shares; 2026Q2: 255 shares; 2026Q3: 237 shares 237$122K0.04%-18Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,901 shares; 2025Q1: 21,925 shares; 2025Q2: 21,241 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 297 shares; 2026Q2: 353 shares; 2026Q3: 407 shares 407$101K0.03%+54Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,921 shares; 2025Q1: 6,930 shares; 2025Q2: 2,558 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 114 shares; 2026Q2: 114 shares; 2026Q3: 114 shares 114$82.7K0.02%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 187 shares; 2025Q1: 242 shares; 2025Q2: 218 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 191 shares; 2026Q3: 191 shares 191$67.1K0.02%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 113 shares; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 44 shares; 2026Q2: 62 shares; 2026Q3: 44 shares 44$46.9K0.01%-18Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126 shares; 2025Q1: not reported; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares; 2026Q3: 111 shares 111$39.4K0.01%0Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares; 2026Q3: 19 shares 19$31.4K0.01%+7Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120,147 shares; 2025Q1: 119,648 shares; 2025Q2: 114,922 shares; 2025Q3: 88,959 shares; 2025Q4: 78,147 shares; 2026Q1: 41,652 shares; 2026Q2: 62 shares; 2026Q3: 86 shares 86$29.2K0.01%+24Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 211 shares; 2026Q3: 211 shares 211$25.4K0.01%0Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 241 shares; 2026Q2: 170 shares; 2026Q3: 170 shares 170$25.2K0.01%0Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares; 2026Q2: 55 shares; 2026Q3: 55 shares 55$21.8K0.01%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 42 shares 42$21.5K0.01%-8Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63 shares; 2026Q2: 77 shares; 2026Q3: 64 shares 64$21K0.01%-13Timeline
JFrogJFrogQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 255 shares; 2026Q3: 193 shares 193$18.7K0.01%-62
SKHYSK HYNIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 69 shares 69$12.7K<0.01%newTimeline

Sold out in Q3 2026

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

SecurityShares beforeValue beforeType
RBLXROBLOX CORP268,731$14.6Mshares
IOTSAMSARA INC175,678$5.7Mshares
TTMITTM TECHNOLOGIES INC82$15.3Kshares
QCOMQUALCOMM INC63$11.6Kshares
UBERUBER TECHNOLOGIES INC161$11.6Kshares
NFLXNETFLIX INC.151$10.8Kshares

How Q3 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 0000911270-26-000009 base2026-10-07