NTSK in the 13F filings

Netskope Inc · CUSIP 64119N608

Sector · Software and IT services Theme · Cloud and enterprise software· L3VLUP-defined Theme · Prepackaged software

Quarter

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Quarter end: 31 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 21; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 5 listed it in both
Shares listed: 9,507,279; combined, among listed positions
Reported value: $81m; combined, at the quarter end

Among the 91 comparable managers: 13 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -3,047,663.

Managers listing NTSK in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

21 of 21 holders

				Action		Filing
Millennium Management LLC	2,746,955	$23m	under 0.1%	Added	+2,415,823	15 May 2026 (the filing on sec.gov)
Capital Research Global Investors	2,261,418	$19m	under 0.1%	Held	0	13 May 2026 (the filing on sec.gov)
Tudor Investment Corp	843,142	$7.2m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	511,374	$4.3m	under 0.1%	Added	+227,282	15 May 2026 (the filing on sec.gov)
Tiger Global Management LLC	500,000	$4.2m	under 0.1%	Held	0	15 May 2026 (the filing on sec.gov)
Maverick Capital Ltd	465,736	$4.0m	under 0.1%	Held	0	15 May 2026 (the filing on sec.gov)
Two Sigma Investments LP	420,270	$3.6m	under 0.1%	Added	+339,748	15 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC	352,328	$3.0m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Point72 Asset Management LP	336,530	$2.9m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	315,466	$2.7m	under 0.1%	Added	+134,871	14 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	181,361	$1.5m	under 0.1%	Added	+70,189	15 May 2026 (the filing on sec.gov)
Walleye Capital LLC	161,729	$1.4m	under 0.1%	Trimmed	-3,117	13 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP	95,049	$807k	under 0.1%	New	new	14 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	87,938	$747k	under 0.1%	Trimmed	-1,052,929	15 May 2026 (the filing on sec.gov)
Marshall Wace LLP	59,930	$509k	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
MFS Investment Management	38,190	$324k	under 0.1%	Trimmed	-3,523,318	14 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	35,694	$303k	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	33,128	$281k	under 0.1%	New	new	18 May 2026 (the filing on sec.gov)
Verition Fund Management LLC	26,295	$223k	under 0.1%	Trimmed	-535,749	15 May 2026 (the filing on sec.gov)
PDT Partners LLC	20,125	$171k	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	14,621	$124k	under 0.1%	Trimmed	-635,379	15 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Millennium Management LLCexisting position · 2,746,955 shares now+2,415,823
Tudor Investment Corpnew position · 843,142 shares now+843,142
Voloridge Investment Management LLCnew position · 352,328 shares now+352,328
Two Sigma Investments LPexisting position · 420,270 shares now+339,748
Point72 Asset Management LPnew position · 336,530 shares now+336,530

Reductions

MFS Investment Managementexisting position · 38,190 shares now-3,523,318
Fidelity (FMR LLC)existing position · 87,938 shares now-1,052,929
Squarepoint Ops LLCexisting position · 14,621 shares now-635,379
Verition Fund Management LLCexisting position · 26,295 shares now-535,749
Walleye Capital LLCexisting position · 161,729 shares now-3,117

New positions and exits

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

New (8)

Tudor Investment Corp$7.2m
Voloridge Investment Management LLC$3.0m
Point72 Asset Management LP$2.9m
Arrowstreet Capital LP$807k
Marshall Wace LLP$509k
Brevan Howard Capital Management LP$303k
Janus Henderson Group Ltd$281k
PDT Partners LLC$171k

Exited (10)

AllianceBernstein LPwas $16m
Neuberger Berman Group LLCwas $7.6m
Freestone Grove Partners LPwas $4.4m
Woodline Partners LPwas $4.3m
Hudson Bay Capital Management LPwas $2.3m
Balyasny Asset Management LLCwas $1.7m
Renaissance Technologies LLCwas $1.5m
Quantbot Technologies LPwas $939k
Jane Street Group LLCwas $727k
Acadian Asset Management LLCwas $230k

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.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

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 →

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Quarter	Holders	Reported value	Buyers	Sellers
Q3 2025	13	$221m	13	0
Q4 2025	6	$133m	11	21
Q1 2026	3	$27m	13	15
Q2 2026	1	$120k	16	12