Bain Capital Venture Investors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Bain Capital Venture Investors, LLC reported 3 stock positions worth $132.8 million. Its top holding was ServiceNow (NOW) at 85.6% of the portfolio, followed by Waystar (WAY, 13.6%) and Bitgo Class A (BTGO, 0.8%). Compared with Q1 2026, it sold out of 1. The biggest sale was an exit from Rubrik Class A (RBRK).

Most Recent 13F
Q2 2026
Location
Boston, MA
CIK
0001309469
Portfolio Value
$132.8M (Q2 2026)
SEC Filing
0001193125-26-350468 ↗ filed Aug 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $130.6M Q1 2024 Q2 2024: $209.6M Q2 2024 Q3 2024: $120.8M Q3 2024 Q4 2024: $219.7M Q4 2024 Q1 2025: $199.5M Q1 2025 Q2 2025: $123.9M Q2 2025 Q3 2025: $113.8M Q3 2025 Q4 2025: $254.7M Q4 2025 Q1 2026: $175.0M Q1 2026 Q2 2026: $132.8M $132.8M Q2 2026

Holdings 3 stocks · $132.8M
NOW ServiceNow Inc. 85.56% 1,144,810 $113.7M No change
WAY Waystar Holding Corp. 13.65% 882,965 $18.1M No change
BTGO Bitgo Holdings Inc. Class A 0.79% 203,223 $1.1M No change

Portfolio Sells Q1 2026 → Q2 2026
RBRK Rubrik Inc. Class A Sold out 0.00% −18.46

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$132.8MNOW, WAY, BTGO
Q1 2026 4$175.0MNOW, RBRK, WAY, BTGO
Q4 2025 3$254.7MNOW, RBRK, WAY
Q3 2025 2$113.8MRBRK, RENT
Q2 2025 2$123.9MRBRK, RENT
Q1 2025 3$199.5MRBRK, AVDX, RENT
Q4 2024 3$219.7MRBRK, AVDX, RENT
Q3 2024 3$120.8MRBRK, AVDX, RENT
Q2 2024 4$209.6MAVDX, RBRK, COMP, RENT
Q1 2024 3$130.6MAVDX, COMP, RENT