13F reference period
Q2 2026
CUSIP: 64119N608
13F reference period
Q2 2026
Institutions Reporting
200
Shares (Excl. Options)
Price
$10.94
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 200 institutions filings for Q2 2026.
Security key
64119N608
13F reference period
Q2 2026
13F holders
200
13D/G owners
10
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 64119N608:
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 |
|---|---|---|---|---|---|---|---|---|
| ICONIQ STRATEGIC PARTNERS II, L.P. | 29% | -48% | $599,720,993 | 66,267,513 | 0% | Divesh Makan | 31 Mar 2026 | |
| Beri Sanjay | 28% | -22% | $559,325,940 | +$31,367,919 | 33,775,721 | +5.9% | Sanjay Beri | 31 Dec 2025 |
| Lightspeed Venture Partners IX, L.P. | 8.4% | -74% | $299,189,837 | 23,374,206 | 0% | LS SPV Management, LLC | 30 Jun 2026 | |
| SCGE Fund, L.P. | 4.7% | -52% | $99,105,835 | +$45,197,628 | 10,950,921 | +84% | SCGE Fund, L.P. | 31 Mar 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 3.7% | $81,090,380 | 8,960,263 | Canada Pension Plan Investment Board | 31 Mar 2026 | |||
| Base Partners Consultoria de Investimentos E Negocios Ltda. | 3.2% | $87,168,749 | 7,967,893 | Base Partners Consultoria de Investimentos E Negocios Ltda. | 30 Jun 2026 | |||
| Accel XII L.P. | 9.9% | $138,721,008 | 6,102,992 | Accel XII L.P. ("A12") | 30 Sep 2025 | |||
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.2% | -36% | $62,468,850 | +$6,551,699 | 3,561,508 | +12% | Massachusetts Financial Services Company | 31 Dec 2025 |
| T. Rowe Price Investment Management, Inc. | 4.2% | -33% | $58,897,014 | +$7,556,676 | 3,556,583 | +15% | T. Rowe Price Investment Management, Inc. | 31 Dec 2025 |
| FMR LLC | 1.3% | -76% | $20,010,807 | -$22,653,313 | 1,140,867 | -53% | FMR LLC | 31 Dec 2025 |
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ICONIQ Capital, LLC | 24% | 66,267,513 | 0% | 21% | $724,966,592 |
| BlackRock, Inc. | 3.3% | 9,301,737 | +173% | 0% | $101,761,003 |
| CANADA PENSION PLAN INVESTMENT BOARD | 3.2% | 8,960,263 | 0.05% | $98,025,277 | |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.7% | 7,644,168 | +205% | 0% | $83,627,198 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.6% | 7,319,472 | +156% | 0% | $80,075,024 |
| Penserra Capital Management LLC | 2.4% | 6,697,746 | 0.56% | $73,273,000 | |
| SAPPHIRE VENTURES, L.P. | 1.8% | 5,038,679 | -11% | 53% | $55,123,148 |
| BAMCO INC /NY/ | 1.6% | 4,567,336 | +19% | 0.07% | $49,966,656 |
| FIRST TRUST ADVISORS LP | 1.5% | 4,235,756 | +40857% | 0.03% | $46,339,170 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.5% | 4,122,436 | +254% | 0.05% | $45,069,341 |
| CITIGROUP INC | 1.4% | 3,930,520 | +10899% | 0.02% | $42,999,889 |
| VOYA INVESTMENT MANAGEMENT LLC | 1.3% | 3,642,763 | +27% | 0.03% | $39,851,827 |
| MILLENNIUM MANAGEMENT LLC | 1.3% | 3,517,244 | +28% | 0.03% | $38,478,649 |
| Public Sector Pension Investment Board | 1.2% | 3,448,079 | -0.66% | 0.1% | $37,721,984 |
| CROSSLINK CAPITAL INC | 1.2% | 3,345,759 | +4357% | 2.7% | $36,602,603 |
| TimesSquare Capital Management, LLC | 1.1% | 3,059,593 | -7.1% | 0.49% | $33,471,947 |
| BNP PARIBAS FINANCIAL MARKETS | 0.99% | 2,766,449 | 0% | 0.02% | $30,264,952 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.88% | 2,456,983 | +144% | 0.1% | $26,879,394 |
| PRINCIPAL FINANCIAL GROUP INC | 0.88% | 2,435,061 | -4.4% | 0.01% | $26,639,567 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.83% | 2,301,207 | +128% | 0% | $25,186,581 |
| WASATCH ADVISORS LP | 0.82% | 2,294,959 | 0.16% | $25,106,851 | |
| Clearbridge Investments, LLC | 0.81% | 2,249,303 | +0.29% | 0.02% | $24,607,375 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.65% | 1,795,000 | 0.03% | $19,637,300 | |
| STATE STREET CORP | 0.53% | 1,462,376 | +100% | 0% | $15,998,393 |
| MORGAN STANLEY | 0.51% | 1,432,894 | -22% | 0% | $15,675,860 |
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 | 3,794,245 | $66,286,157 | +$5,573,555 | $17.44 | 36 |
| 2026 Q2 | 191,857,868 | $2,098,779,464 | +$546,267,488 | $10.94 | 200 |
| 2026 Q1 | 145,903,659 | $1,237,634,103 | -$141,004,986 | $8.49 | 174 |
| 2025 Q4 | 135,304,595 | $2,365,320,751 | +$105,854,192 | $17.54 | 151 |
| 2025 Q3 | 127,583,372 | $2,900,105,397 | +$2,900,105,397 | $22.73 | 144 |