Cwm, LLC Software—Infrastructure

Cwm, LLC

$33.3 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
YEXT Yext, Inc.	$1.04B	$133,000 0.0% of portfolio	15,662	Q3 2025 Added 7.47%
RPD Rapid7, Inc.	$824M	$123,000 0.0% of portfolio	6,549	Q3 2025 Added 323.61%
AVPT Ave Point, Inc.	$2.41B	$117,000 0.0% of portfolio	7,776	Q3 2025 Reduced 21.21%
FOUR Shift4 Payments, Inc.	$3.57B	$100,000 0.0% of portfolio	1,288	Q3 2025 Reduced 37.93%
IMXI International Money Express, Inc.	$572M	$90,000 0.0% of portfolio	6,407	Q3 2025 Reduced 3.28%
STNE Stone Co Ltd.	$4.71B	$89,000 0.0% of portfolio	4,716	Q3 2025 Added 3.31%
WIX Wix.Com Ltd.	$7.2B	$82,000 0.0% of portfolio	462	Q3 2025 Added 7.94%
BLZE Backblaze, Inc.	$65.5M	$81,000 0.0% of portfolio	8,754	Q3 2025 Reduced 2.27%
FIVN Five9, Inc.	$1.42B	$77,000 0.0% of portfolio	3,179	Q3 2025 Added 800.57%

ATEN A10 Networks, Inc.	$1.27B	$66,000 0.0% of portfolio	3,640	Q3 2025 Added 38.14%
SPSC Sps Commerce Inc	$2.94B	$58,000 0.0% of portfolio	557	Q3 2025 Reduced 64.95%
EVTC Evertec, Inc.	$1.92B	$54,000 0.0% of portfolio	1,592	Q3 2025 Reduced 9.65%
GCT Giga Cloud Technology Inc.	$288M	$54,000 0.0% of portfolio	-	Q3 2025 Added 19.94%
PAGS Pag Seguro Digital Ltd.	$3.1B	$53,000 0.0% of portfolio	5,255	Q3 2025 Added 29.02%
RELY Remitly Global, Inc.	$2.09B	$51,000 0.0% of portfolio	3,132	Q3 2025 Reduced 42.39%
BOX Box Inc	$4.56B	$49,000 0.0% of portfolio	1,503	Q3 2025 Added 25.56%
CLBT Cellebrite Di Ltd.	$3.5B	$29,000 0.0% of portfolio	1,560	Q3 2025 Added 85.71%
CCCS Ccc Intelligent Solutions Holdings Inc.	$4.64B	$23,000 0.0% of portfolio	2,485	Q3 2025 Added 154.87%

PAYO Payoneer Global Inc.	$1.92B	$20,000 0.0% of portfolio	3,368	Q3 2025 Reduced 15.67%
MQ Marqeta, Inc.	$2.17B	$18,000 0.0% of portfolio	3,433	Q3 2025 Reduced 9.44%
EVCM Ever Commerce Inc.	$1.64B	$14,000 0.0% of portfolio	1,260	Q3 2025 Added 58.09%
IIIV I3 Verticals, Inc.	$642M	$14,000 0.0% of portfolio	433	Q3 2025 Added 5.61%
PAYS Paysign, Inc.	$270M	$10,000 0.0% of portfolio	1,606	Q3 2025 Added 4.63%
RXT Rackspace Technology, Inc.	$240M	$10,000 0.0% of portfolio	6,916	Q3 2025 Added 308.02%
KLTR Kaltura Inc	$230M	$6,000 0.0% of portfolio	3,869	Q3 2025 Added 3.92%
TCX Tucows Inc	$223M	$5,000 0.0% of portfolio	269	Q3 2025 Added 35.86%
REKR Rekor Systems, Inc.	$117M	$4,000 0.0% of portfolio	2,763	Q3 2025 Reduced 69.4%
BB Blackberry LTD	$2.49B	$1,000 0.0% of portfolio	133	Q3 2025 Added 41.49%
DAVA Endava PLC	$367M	$1,000 0.0% of portfolio	70	Q3 2025 Reduced 41.67%

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