Bain Capital Venture Investors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Bain Capital Venture Investors, LLC reported 4 stock positions worth $175.0 million. Its top holding was ServiceNow (NOW) at 68.4% of the portfolio, followed by Rubrik Class A (RBRK, 18.5%) and Waystar (WAY, 12.2%). Compared with Q4 2025, it opened 1 new position. The biggest buy was a new position in Bitgo Class A (BTGO).

Most Recent 13F
Q2 2026
Location
Boston, MA
CIK
0001309469
Portfolio Value
$175.0M (Q1 2026)
SEC Filing
0001193125-26-225238 ↗ filed May 15, 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 $175.0M Q1 2026 Q2 2026: $132.8M Q2 2026

Holdings 4 stocks · $175.0M
NOW ServiceNow Inc. 68.41% 1,144,810 $119.7M No change
RBRK Rubrik Inc. Class A 18.46% 659,640 $32.3M No change
WAY Waystar Holding Corp. 12.17% 882,965 $21.3M No change
BTGO Bitgo Holdings Inc. Class A 0.96% 203,223 $1.7M New

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
BTGO Bitgo Holdings Inc. Class A New 0.96% +0.96

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