Advertisement
Screener

CYPRESS POINT INVESTMENT MANAGEMENT LP Historic Quarter Change: USA Stocks, Sold Out

CYPRESS POINT INVESTMENT MANAGEMENT LP historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, CYPRESS POINT INVESTMENT MANAGEMENT LP opened 11 positions, added to 36, reduced 18 and sold out of 8.

  • Q2 2026: Stock UDMY; Country of operation United States; Class COM; Shares before 4,589,648.
  • Q2 2026: Stock GWRE; Country of operation United States; Class COM; Shares before 48,589.
  • Q2 2026: Stock WK; Country of operation United States; Class COM CL A; Shares before 102,698.
  • Q2 2026: Stock ABNB; Country of operation United States; Class COM CL A; Shares before 12,491.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2058475), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026UDMY
UDEMY INC
United StatesCOM4,589,6480-4,589,648$21,204,174$0-$21,204,1742026-08-13
Q2 2026GWRE
GUIDEWIRE SOFTWARE INC
United StatesCOM48,5890-48,589$7,266,971$0-$7,266,9712026-08-13
Q2 2026WK
WORKIVA INC
United StatesCOM CL A102,6980-102,698$6,123,882$0-$6,123,8822026-08-13
Q2 2026ABNB
AIRBNB INC
United StatesCOM CL A12,4910-12,491$1,577,363$0-$1,577,3632026-08-13
Q1 2026CXM
SPRINKLR INC
United StatesCL A2,266,3420-2,266,342$17,612,569$0-$17,612,5692026-05-15
Q1 2026DOCU
DOCUSIGN INC
United StatesCOM225,4300-225,430$15,621,352$0-$15,621,3522026-05-15
Q1 2026GTM
ZOOMINFO TECHNOLOGIES INC
United StatesCOMMON STOCK1,493,8670-1,493,867$15,192,627$0-$15,192,6272026-05-15
Q1 2026NTSK
NETSKOPE INC
United StatesCL A150,9190-150,919$2,652,452$0-$2,652,4522026-05-15

Similar Firms

Firm NameCountry13F ValueHoldings
OnyxPoint Global Management LPUnited States$0.424B29
Midwest Professional Planners, LTD.United States$0.425B137
Dunhill Financial, LLCUnited Kingdom$0.424B1,857
Atlas Private Wealth AdvisorsUnited States$0.425B132
MCDONALD PARTNERS LLCUnited States$0.424B208
AMJ Financial Wealth ManagementUnited States$0.424B86
All Terrain Financial Advisors, LLCUnited States$0.425B150
SECTOR GAMMA ASNorway$0.423B42
Farmers & Merchants Trust Co of Long BeachUnited States$0.426B302
Total Clarity Wealth Management, Inc.United States$0.426B311