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LONG WALK MANAGEMENT LP: SPOT position timeline

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

LONG WALK MANAGEMENT LP held 43,000 SPOT 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 43,000 shares
    Change vs previous 13F -11,575 shares

    4.48% of the 13F portfolio, value $19,742,590.

    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 54,575 shares
    Change vs previous 13F +31,275 shares

    7.7% of the 13F portfolio, value $26,463,963.

    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 23,300 shares
    Change vs previous 13F +5,500 shares

    3.01% of the 13F portfolio, value $13,530,543.

    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 17,800 shares
    Change vs previous 13F -13,425 shares

    2.51% of the 13F portfolio, value $12,424,400.

    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 31,225 shares
    Change vs previous 13F -15,525 shares

    6.06% of the 13F portfolio, value $23,960,192.

    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 46,750 shares
    Change vs previous 13F -37,250 shares

    8.33% of the 13F portfolio, value $25,715,388.

    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 84,000 shares
    Change vs previous 13F -500 shares

    13.45% of the 13F portfolio, value $37,579,920.

    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 84,500 shares
    Change vs previous 13F not available

    12.89% of the 13F portfolio, value $31,140,785.

    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).