| Q2 2024 |
27 |
$166M |
+$69.5M |
-$88M |
-$18.5M |
KMPR, EZPW, HHH, KRC, FUTU
|
13F-HR |
8/14/2024, 04:00 PM |
| Q1 2024 |
27 |
$191M |
+$107M |
-$119M |
-$12.5M |
KRC, BILL, WT, KMPR, FLYW
|
13F-HR |
5/15/2024, 04:00 PM |
| Q4 2023 |
21 |
$189M |
+$106M |
-$151M |
-$45.3M |
KMPR, FLYW, ENV, ALL, C
|
13F-HR |
2/14/2024, 04:00 PM |
| Q3 2023 |
20 |
$226M |
+$105M |
-$95.5M |
+$9.11M |
ENV, KMPR, BILL, QTWO, BXP
|
13F-HR |
11/14/2023, 05:30 PM |
| Q2 2023 |
23 |
$220M |
+$99.2M |
-$123M |
-$24.3M |
FLYW, ENV, QTWO, LPLA, PCOR
|
13F-HR |
8/14/2023, 04:01 PM |
| Q1 2023 |
26 |
$232M |
+$149M |
-$146M |
+$2.99M |
CME, WAL, BKI, SLM, QTWO
|
13F-HR |
5/15/2023, 04:01 PM |
| Q4 2022 |
19 |
$221M |
+$95M |
-$92.2M |
+$2.76M |
FLYW, AVDX, MQ, LPLA, BILL
|
13F-HR |
2/14/2023, 04:00 PM |
| Q3 2022 |
26 |
$211M |
+$108M |
-$96.7M |
+$11M |
MQ, MFA, BTRS, AVDX, BKI
|
13F-HR |
11/14/2022, 04:00 PM |
| Q2 2022 |
24 |
$194M |
+$105M |
-$39.8M |
+$64.9M |
COWN, BILL, FLYW, KMPR, GCMG
|
13F-HR |
8/15/2022, 04:00 PM |
| Q1 2022 |
21 |
$153M |
+$67.1M |
-$51.1M |
+$16M |
FLYW, COWN, BILL, LPLA, GCMG
|
13F-HR |
5/16/2022, 04:01 PM |
| Q4 2021 |
19 |
$151M |
$0 |
$0 |
|
COWN, HCI, BILL, GCMG, MCB
|
13F-HR |
2/14/2022, 04:06 PM |