Book
Universe
Index
Census
Generalist
· London, X0
Greenvale Capital LLP
Software
$322M
Weight of 13F
35.0%
Names
3
Vs prior quarter
+$4.0M
Filed 14 August 2026.
11 positions in the whole 13F.
Software held
Zeta Global
ZETA
9,255,000 shares · 56.5% of their software
$182M
+$16.6M
Okta
OKTA
800,000 shares · 33.9% of their software
$109M
+$22.6M
Waystar
WAY
1,500,000 shares · 9.6% of their software
$30.8M
New