13F reference period
Q2 2026
CUSIP: 639193101
13F reference period
Q2 2026
Institutions Reporting
206
Shares (Excl. Options)
Price
$22.87
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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Latest holder context comes from 206 institutions filings for Q2 2026.
Security key
639193101
13F reference period
Q2 2026
13F holders
206
13D/G owners
5
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 639193101:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| ZEEV OREN | 16% | $634,900,139 | 37,347,067 | Oren Zeev | 31 Oct 2025 | |||
| AH Parallel Fund V, L.P. | 12% | $462,321,188 | 27,195,364 | Marc L. Andreessen | 31 Dec 2025 | |||
| Lightspeed Venture Partners X, L.P. | 8.4% | -17% | $523,999,575 | -$91,581,077 | 20,053,562 | -15% | Lightspeed General Partner X, L.P. | 30 Jun 2026 |
| Twig Ilan Ezra | 5.3% | $164,059,611 | 12,958,895 | Ilan Twig | 31 Dec 2025 | |||
| GREENOAKS LLC | 0.42% | -93% | $26,391,300 | -$392,925,381 | 1,010,000 | -94% | GREENOAKS LLC | 30 Jun 2026 |
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 17% | 41,698,258 | -16% | 40% | $953,639,160 |
| a16z Capital Management, L.L.C. | 12% | 28,218,676 | 0% | 4.5% | $645,361,120 |
| COSMIC MANAGEMENT, LLC | 3% | 7,138,769 | 0% | 43% | $163,263,647 |
| BlackRock, Inc. | 2.8% | 6,700,627 | +137% | 0% | $153,243,338 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 2.5% | 5,874,257 | 0% | 46% | $134,344,258 |
| BIT Capital GmbH | 2.2% | 5,210,700 | +2167% | 4.1% | $119,168,709 |
| MILLENNIUM MANAGEMENT LLC | 1.8% | 4,297,483 | +51% | 0.07% | $98,283,436 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.7% | 3,979,837 | +159% | 0% | $91,018,872 |
| Capital International Investors | 1.5% | 3,600,694 | -4.8% | 0.02% | $82,347,872 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.4% | 3,276,813 | -38% | 0.01% | $74,940,712 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.3% | 3,162,155 | +101% | 0% | $72,318,485 |
| LORD, ABBETT & CO. LLC | 1.1% | 2,653,071 | +1.2% | 0.17% | $60,676,000 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1% | 2,431,172 | +2.2% | 0.15% | $55,600,906 |
| Schonfeld Strategic Advisors LLC | 1% | 2,390,155 | +4229% | 0.29% | $54,662,843 |
| ALLIANCEBERNSTEIN L.P. | 1% | 2,378,447 | +8245% | 0.01% | $31,490,638 |
| BANK OF AMERICA CORP /DE/ | 0.92% | 2,190,666 | +941% | 0% | $50,100,531 |
| ALKEON CAPITAL MANAGEMENT LLC | 0.92% | 2,185,278 | -19% | 0.19% | $49,977,308 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.87% | 2,074,910 | +101% | 0% | $47,455,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.86% | 2,043,728 | +97% | 0% | $46,745,999 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.85% | 2,022,843 | +237% | 0.07% | $46,262,419 |
| STATE STREET CORP | 0.74% | 1,762,623 | +128% | 0% | $40,311,188 |
| Walleye Capital LLC | 0.66% | 1,568,063 | +1319% | 0.17% | $35,861,601 |
| MORGAN STANLEY | 0.62% | 1,482,905 | +462% | 0% | $33,914,060 |
| Nuveen, LLC | 0.59% | 1,409,410 | +3196% | 0.01% | $32,233,207 |
| BNP PARIBAS FINANCIAL MARKETS | 0.56% | 1,345,461 | 0% | 0.02% | $30,770,693 |
Quarter history
Holder count, reported shares/value, and median price by quarter.
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 30,176,918 | $639,735,718 | +$73,506,646 | $20.99 | 82 |
| 2026 Q2 | 168,313,642 | $3,827,387,622 | +$423,309,501 | $22.87 | 206 |
| 2026 Q1 | 149,576,260 | $1,980,592,483 | -$73,719,514 | $13.24 | 147 |
| 2025 Q4 | 152,184,764 | $2,599,198,193 | +$2,472,145,687 | $17.08 | 112 |