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LONG WALK MANAGEMENT LP: CPNG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LONG WALK MANAGEMENT LP on CPNG, newest first. How the timeline and the estimate are built.

LONG WALK MANAGEMENT LP held 1,970,000 CPNG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,970,000 shares
    Change vs previous 13F -192,500 shares

    7.76% of the 13F portfolio, value $34,218,900.

    13F-HR 0001869470-26-000007 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,162,500 shares
    Change vs previous 13F +487,500 shares

    11.88% of the 13F portfolio, value $40,828,000.

    13F-HR 0001869470-26-000006 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,675,000 shares
    Change vs previous 13F -1,260,000 shares

    8.79% of the 13F portfolio, value $39,513,250.

    13F-HR 0001869470-26-000004 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,935,000 shares
    Change vs previous 13F +413,375 shares

    19.1% of the 13F portfolio, value $94,507,000.

    13F-HR 0001869470-25-000013 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,521,625 shares
    Change vs previous 13F +104,125 shares

    19.12% of the 13F portfolio, value $75,547,885.

    13F-HR 0001869470-25-000006 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,417,500 shares
    Change vs previous 13F +1,121,000 shares

    17.17% of the 13F portfolio, value $53,011,550.

    13F-HR 0001869470-25-000004 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,296,500 shares
    Change vs previous 13F +346,500 shares

    10.2% of the 13F portfolio, value $28,497,070.

    13F-HR 0001493152-25-005586 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 950,000 shares
    Change vs previous 13F not available

    9.65% of the 13F portfolio, value $23,322,500.

    13F-HR 0001493152-24-043285 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).