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Disclosery

North Peak Capital Management, LLC: SE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of North Peak Capital Management, LLC on SE, newest first. How the timeline and the estimate are built.

North Peak Capital Management, LLC held 754,618 SE 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 754,618 shares
    Change vs previous 13F +144,155 shares

    8.04% of the 13F portfolio, value $72,315,043.

    13F-HR 0001747888-26-000003 filed by North Peak Capital Management, LLC
    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 610,463 shares
    Change vs previous 13F +388,864 shares

    8.41% of the 13F portfolio, value $50,552,441.

    13F-HR 0001747888-26-000002 filed by North Peak Capital Management, LLC
    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 221,599 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $28,269,384.

    13F-HR 0001213900-26-015983 filed by North Peak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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