Specialist · Stamford, CT
Long Path Partners LP
- Software
- $145M
- Weight of 13F
- 62.0%
- Names
- 6
- Vs prior quarter
- +$12.5M
Filed 31 July 2026.
10 positions in the whole 13F.
Software held
- nCinoNCNO3,639,442 shares · 41.0% of their software$59.5M−$6.7M
- AlkamiALKT2,239,524 shares · 27.9% of their software$40.6M+$12.4M
- Tyler TechnologiesTYL62,642 shares · 12.6% of their software$18.3M−$2.3M
- SPS CommerceSPSC180,912 shares · 7.1% of their software$10.3MNew
- VeevaVEEV52,738 shares · 6.4% of their software$9.4M+$3.6M
- ProcorePCOR176,896 shares · 4.9% of their software$7.2M−$4.7M