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Jackson Square Partners, LLC Historic Quarter Change: USA Stocks, New

Jackson Square Partners, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 17 quarters from 2014-06-30 to 2025-12-31, Jackson Square Partners, LLC opened 116 positions, added to 130, reduced 485 and sold out of 171.

  • Q3 2025: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 0.
  • Q3 2025: Stock AAON; Country of operation United States; Class COM PAR $0.004; Shares before 0.
  • Q3 2025: Stock CYBR; Country of operation —; Class SHS; Shares before 0.
  • Q3 2025: Stock VRT; Country of operation United States; Class COM CL A; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1605911), 17 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-15); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-28); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-08); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-10); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-10). 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 2014-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025GOOGL
ALPHABET INC CLASS A
United StatesCAP STK CL A058,637+58,637$0$14,254,655+$14,254,6552025-11-05
Q3 2025AAON
AAON INC
United StatesCOM PAR $0.0040133,734+133,734$0$12,496,105+$12,496,1052025-11-05
Q3 2025CYBR
CYBERARK SOFTWARE LTD
SHS025,036+25,036$0$12,096,143+$12,096,1432025-11-05
Q3 2025VRT
VERTIV HOLDINGS CO
United StatesCOM CL A063,364+63,364$0$9,559,093+$9,559,0932025-11-05
Q3 2025CDNS
CADENCE DESIGN SYSTEMS INC
United StatesCOM022,147+22,147$0$7,779,355+$7,779,3552025-11-05
Q3 2025SBAC
SBA COMMUNICATIONS CORP
United StatesCL A035,850+35,850$0$6,931,598+$6,931,5982025-11-05
Q3 2025MA
MASTERCARD INC
United StatesCL A010,351+10,351$0$5,887,752+$5,887,7522025-11-05
Q3 2025FOUR
SHIFT4 PAYMENTS INC
United StatesCL A074,100+74,100$0$5,735,340+$5,735,3402025-11-05
Q3 2025V
VISA INC
United StatesCOM CL A015,167+15,167$0$5,177,710+$5,177,7102025-11-05
Q3 2025WDAY
WORKDAY INC
United StatesCL A016,355+16,355$0$3,937,139+$3,937,1392025-11-05
Q3 2025ISRG
INTUITIVE SURGICAL INC
United StatesCOM NEW07,131+7,131$0$3,189,197+$3,189,1972025-11-05
Q3 2025LIN
LINDE PLC
United KingdomSHS05,720+5,720$0$2,717,000+$2,717,0002025-11-05
Q3 2025ESTC
ELASTIC NV
United StatesORD SHS032,034+32,034$0$2,706,553+$2,706,5532025-11-05
Q3 2025ACLS
AXCELIS TECHNOLOGIES INC
United StatesCOM NEW027,335+27,335$0$2,668,989+$2,668,9892025-11-05
Q3 2025OKTA
OKTA INC
United StatesCL A028,349+28,349$0$2,599,603+$2,599,6032025-11-05
Q3 2025STVN
STEVANATO GROUP SPA
ORD SHS093,282+93,282$0$2,402,012+$2,402,0122025-11-05
Q3 2025HAPN
LENDINGCLUB CORP
United StatesCOM NEW0122,623+122,623$0$1,862,643+$1,862,6432025-11-05
Q3 2025RYAN
RYAN SPECIALTY HOLDINGS INC
United StatesCL A028,143+28,143$0$1,586,139+$1,586,1392025-11-05
Q3 2025NCNO
NCINO INC
United StatesCOM035,786+35,786$0$970,158+$970,1582025-11-05

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