13FBOX
Greenstone Partners & Co., LLC · 13F Holdings
Options Calculator Rankings

Greenstone Partners & Co., LLC

No.4663 Data as of 2026Q2
Latest AUM (Q2 2026)
$432.6M
QoQ Change Q1 2026
+$37.5M+9.5%
Holdings
8
New Buys
0
Adds
5
Reduces
0
Exits
1
Unchanged
3
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AAPPLOVIN CORPAPP
23.25%19.67%$100.6M195,251$77.7M195,25100.00%Unchanged
VESTIS CORPORATIONVSTS
17.1%10.14%$74.0M5.1M$40.0M5.1M00.00%Unchanged
CADENCE DESIGN SYSTEM INC COMAYI
15.65%12.75%$67.7M179,710$50.4M179,71000.00%Unchanged
GGUIDEWIRE SOFTWARE INCGWRE
11.51%15.31%$49.8M404,584$60.5M404,319+265+0.07%Add
SSOMNIGROUP INTERNATIONAL INC COMSGI
10.31%10.63%$44.6M568,634$42.0M568,354+280+0.05%Add
AAPPFOLIO INCAPPF
10.14%10.93%$43.9M273,617$43.2M273,497+120+0.04%Add
PPROCORE TECHNOLOGIES INCPCOR
6.32%9.7%$27.3M672,813$38.3M672,423+390+0.06%Add
CHARTER COMMUNICATIONSCHTR
5.73%9.52%$24.8M174,167$37.6M174,158+9+0.01%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow