SQN Investors LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), SQN Investors LP reported 19 stock positions worth $154.7 million. Its top holding was Wix.com (WIX) at 9.5% of the portfolio, followed by Nutanix Class A (NTNX, 8.8%) and HubSpot (HUBS, 8.2%). Compared with Q4 2023, it opened 7 new positions, sold out of 5, added to 4 and reduced 7. The biggest buy was a new position in Workday Class A (WDAY) and the biggest sale an exit from Alteryx Class A (AYX).
- Most Recent 13F
- Q3 2025
- Location
- Menlo Park, CA
- CIK
- 0001665887
- Portfolio Value
- $154.7M (Q1 2024)
- SEC Filing
- 0001172661-24-002410 ↗ filed May 15, 2024
Holdings Value
Holdings 19 stocks · $154.7M
| WIX Wix.com Ltd. | 9.50% | 106,900 | $14.7M | Reduce -23.8% |
| NTNX Nutanix Inc. Class A | 8.75% | 219,352 | $13.5M | No change |
| HUBS HubSpot Inc. | 8.23% | 20,335 | $12.7M | Reduce -20.7% |
| INFA Informatica Inc. Class A | 7.51% | 331,845 | $11.6M | Reduce -26.5% |
| OKTA Okta Inc. | 7.05% | 104,200 | $10.9M | Add +38.9% |
| CYBR Cyberark Software Ltd./Israel | 6.50% | 37,878 | $10.1M | Reduce -32.0% |
| FIVN FIVE9 Inc. | 5.97% | 148,634 | $9.2M | Add +16.2% |
| WDAY Workday Inc. Class A | 4.99% | 28,300 | $7.7M | New |
| DCBO Docebo Inc. | 4.98% | 157,270 | $7.7M | Reduce -25.0% |
| BILL Bill Holdings Inc. | 4.90% | 110,296 | $7.6M | Add +11.5% |
| KVYO Klaviyo Inc. Class A | 4.86% | 294,980 | $7.5M | New |
| GTLB Gitlab Inc. Class A | 4.85% | 128,661 | $7.5M | Reduce -21.4% |
| FSLY Fastly Inc. Class A | 4.38% | 522,700 | $6.8M | New |
| GDDY GoDaddy Inc. Class A | 4.29% | 55,900 | $6.6M | New |
| BL Blackline Inc. | 4.26% | 102,000 | $6.6M | New |
| MDB Mongodb Inc. | 3.23% | 13,940 | $5.0M | Reduce -28.3% |
| WK Workiva Inc. | 2.15% | 39,300 | $3.3M | New |
| DT Dynatrace Inc. | 2.02% | 67,350 | $3.1M | New |
| ZS Zscaler Inc. | 1.59% | 12,759 | $2.5M | Add +9.4% |
Portfolio Sells Q4 2023 → Q1 2024
| AYX Alteryx Inc. Class A | Sold out | 0.00% | −9.39 |
| GDRX Goodrx Holdings Inc. Class A | Sold out | 0.00% | −5.36 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −3.37 |
| FROG Jfrog Ltd. | Sold out | 0.00% | −3.33 |
| MDB Mongodb Inc. | Reduce -28.3% | 3.23% | −1.75 |
| GTLB Gitlab Inc. Class A | Reduce -21.4% | 4.85% | −1.61 |
| DCBO Docebo Inc. | Reduce -25.0% | 4.98% | −1.38 |
| WIX Wix.com Ltd. | Reduce -23.8% | 9.50% | −1.31 |
| OLO Olo Inc. Class A | Sold out | 0.00% | −1.17 |
| CYBR Cyberark Software Ltd./Israel | Reduce -32.0% | 6.50% | −1.14 |
| HUBS HubSpot Inc. | Reduce -20.7% | 8.23% | −1.09 |
| INFA Informatica Inc. Class A | Reduce -26.5% | 7.51% | −0.52 |
Portfolio Buys Q4 2023 → Q1 2024
| WDAY Workday Inc. Class A | New | 4.99% | +4.99 |
| KVYO Klaviyo Inc. Class A | New | 4.86% | +4.86 |
| FSLY Fastly Inc. Class A | New | 4.38% | +4.38 |
| GDDY GoDaddy Inc. Class A | New | 4.29% | +4.29 |
| BL Blackline Inc. | New | 4.26% | +4.26 |
| OKTA Okta Inc. | Add +38.9% | 7.05% | +2.79 |
| WK Workiva Inc. | New | 2.15% | +2.15 |
| DT Dynatrace Inc. | New | 2.02% | +2.02 |
| ZS Zscaler Inc. | Add +9.4% | 1.59% | −0.03 |
| BILL Bill Holdings Inc. | Add +11.5% | 4.90% | −0.16 |
| FIVN FIVE9 Inc. | Add +16.2% | 5.97% | −0.34 |