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NTSK in the 13F filings

Netskope Inc · CUSIP 64119N608

New listing in Q3 2025· first held by a tracked manager this quarter, so its new positions are allocations rather than a turn towards it

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025
Quarter end
30 Sep 2025
the date the book describes
Filed
14 Nov 2025
latest of these filings; the earliest 29 Oct 2025
Managers listing it
13
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 0 listed it in both
Shares listed
9,708,304
combined, among listed positions
Reported value
$221m
combined, at the quarter end

Among the 95 comparable managers: 13 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +9,708,304.

Managers listing NTSK in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

13 of 13 holders

ActionFiling
MFS Investment Management3,187,979$72munder 0.1%Newnew29 Oct 2025 (the filing on sec.gov)
Capital Research Global Investors2,100,000$48munder 0.1%Newnew13 Nov 2025 (the filing on sec.gov)
Holocene Advisors LP670,506$15munder 0.1%Newnew14 Nov 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC554,652$13m0.07%Newnew14 Nov 2025 (the filing on sec.gov)
Davidson Kempner Capital Management LP520,863$12m0.15%Newnew14 Nov 2025 (the filing on sec.gov)
Tiger Global Management LLC500,000$11munder 0.1%Newnew14 Nov 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP494,933$11m0.11%Newnew14 Nov 2025 (the filing on sec.gov)
Maverick Capital Ltd465,736$11m0.14%Newnew14 Nov 2025 (the filing on sec.gov)
Woodline Partners LP424,080$9.6munder 0.1%Newnew14 Nov 2025 (the filing on sec.gov)
Altimeter Capital Management LP325,000$7.4m0.10%Newnew14 Nov 2025 (the filing on sec.gov)
Soros Fund Management LLC215,222$4.9m0.07%Newnew14 Nov 2025 (the filing on sec.gov)
Freestone Grove Partners LP200,000$4.5munder 0.1%Newnew14 Nov 2025 (the filing on sec.gov)
Winton Group Ltd49,333$1.1munder 0.1%Newnew13 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (13)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
13 in Q3 2025 to 1 in Q2 2026

Tracked managers listing it, at least.

051015Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
NTSK by quarter
QuarterHoldersReported valueBuyersSellers
Q3 202513$221m130
Q4 20256$133m1121
Q1 20263$27m1315
Q2 20261$120k1612

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

NTSK and GOOGL →NTSK and AMZN →NTSK and MSFT →Choose a stock to compare with NTSK →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own NTSK, latest filings →Back to the 13F Explorer →