Specialist · Mill Valley, CA
Cypress Point Investment Management
Q4 2025 · compared with Q3 2025
Filed as Cypress Point Investment Management LP
- Software
- $359M
- Weight of 13F
- 77.1%
- Names
- 23
- Net bought
- —
Filed 17 February 2026 · SEC filing.
Call exposure on these names is $3K across 1 line. Calls are not in the stock total.
30 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
Software held
- Blend Labs, Inc.BLND11,847,964 shares · 10.0% of their software$36.0M—
- Q2QTWO460,384 shares · 9.3% of their software$33.2M—
- Sportradar Group AGSRAD1,275,998 shares · 8.5% of their software$30.3M—
- JFrogFROG423,971 shares · 7.4% of their software$26.5M—
- FreshworksFRSH2,057,425 shares · 7.1% of their software$25.6M—
- SentinelOneS1,643,578 shares · 6.9% of their software$24.7M—
- Bandwidth Inc.BAND1,508,136 shares · 6.5% of their software$23.3M—
- ProcorePCOR314,981 shares · 6.4% of their software$22.9M—
- ElasticESTC289,584 shares · 6.1% of their software$21.9M—
- SprinklrCXM2,266,342 shares · 4.9% of their software$17.6M—
- DocuSignDOCU225,430 shares · 4.4% of their software$15.6M—
- ZoomInfoZI1,493,867 shares · 4.2% of their software$15.2M—
- DatadogDDOG67,609 shares · 2.6% of their software$9.2M—
- PaymentusPAY262,272 shares · 2.3% of their software$8.3M—
- nCinoNCNO322,137 shares · 2.3% of their software$8.3M—
- AkamaiAKAM82,753 shares · 2.0% of their software$7.2M—
- CloudflareNET31,079 shares · 1.7% of their software$6.1M—
- SnowflakeSNOW27,865 shares · 1.7% of their software$6.1M—
- SailPointSAIL276,205 shares · 1.6% of their software$5.6M—
- VertexVERX227,038 shares · 1.3% of their software$4.5M—
- DynatraceDT98,335 shares · 1.2% of their software$4.3M—
- ServiceTitanTTAN33,868 shares · 1.0% of their software$3.6M—
- Netskope, Inc.NTSK150,919 shares · 0.7% of their software$2.7M—