Glynn Capital Management LLC Purchases and Sells in Q2 2025

Glynn Capital Management LLC

$355 Million
Q2 2025

Top Buys

Incresed Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSM	8.96K + 8.09%	$141.37 - $228.57 $1.27M - $2.05M	120K $27.1M
TOST	54.9K + 10.58%	$30.03 - $45.23 $1.65M - $2.48M	574K $25.4M
MDB	11.9K + 12.34%	$145.85 - $225.38 $1.74M - $2.69M	109K $22.8M
Atlassian Corporation	11.1K + 10.57%	N/A	117K $0
Klaviyo, Inc.	175K + 32.99%	N/A	705K $0

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVX	5.89K New	$133.73 - $168.51 $788K - $992K	5.89K $843K
TSLA	111 New	$221.86 - $362.89 $24.6K - $40.3K	111 $35K
CYBR	56 New	$305.98 - $406.88 $17.1K - $22.8K	56 $22K
SHOP	159 New	$76.89 - $115.35 $12.2K - $18.3K	159 $18K
OKTA	142 New	$91.24 - $127.3 $13K - $18.1K	142 $14K
MA	15 New	$479.92 - $590.74 $7.2K - $8.86K	15 $8K

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DDOG	-80.1K - 42.27%	$87.0 - $134.33 $6.97M - $10.8M	109K $14.7M
META	-4.37K - 63.09%	$484.66 - $738.09 $2.12M - $3.23M	2.56K $1.89M
V	-5.76K - 49.59%	$308.27 - $373.31 $1.78M - $2.15M	5.86K $2.08M
NFLX	-1.74K - 63.93%	$855.86 - $1339.13 $1.49M - $2.33M	980 $1.31M
CRWD	-23.3K - 33.66%	$321.63 - $509.31 $7.49M - $11.9M	45.9K $23.4M
VRT	-6.5K - 3.0%	N/A	211K $18.2M

Activity Summary All Purchases 13 New Holdings 8 Increased Positions 5 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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