Vitruvian Partners LLP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Vitruvian Partners LLP reported 8 stock positions worth $315.4 million. Its top holding was Global-E Online (GLBE) at 41.5% of the portfolio, followed by Marqeta (MQ, 20.3%) and Walkme (WKME, 16.1%). Compared with Q4 2023, it sold out of 1, added to 2 and reduced 1. The biggest buy was Progyny (PGNY, shares +145%) and the biggest sale an exit from Alteryx Class A (AYX).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001692590
Portfolio Value
$315.4M (Q1 2024)
SEC Filing
0002022492-24-000001 ↗ filed May 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $315.4M $315.4M Q1 2024 Q2 2024: $340.7M Q2 2024 Q3 2024: $257.5M Q3 2024 Q4 2024: $116.2M Q4 2024 Q1 2025: $104.8M Q1 2025 Q2 2025: $164.2M Q2 2025 Q3 2025: $144.2M Q3 2025 Q4 2025: $139.2M Q4 2025 Q1 2026: $111.8M Q1 2026 Q2 2026: $201.0M Q2 2026

Holdings 8 stocks · $315.4M

GLBE Global-E Online Ltd. 41.49% 3,600,246 $130.9M No change
MQ Marqeta Inc. 20.34% 10,766,183 $64.2M No change
WKME Walkme Ltd. 16.14% 5,921,122 $50.9M No change
CARG Cargurus Inc. 10.37% 1,416,672 $32.7M Reduce -1.9%
MXCT Maxcyte Inc. 6.70% 5,043,356 $21.1M No change
PGNY Progyny Inc. 2.36% 195,134 $7.4M Add +145.4%
XMTR Xometry Inc. Class A 1.93% 359,485 $6.1M Add +116.3%
API Agora Inc.-ADR 0.67% 844,105 $2.1M No change

Portfolio Sells Q4 2023 → Q1 2024

AYX Alteryx Inc. Class A Sold out 0.00% −10.87
CARG Cargurus Inc. Reduce -1.9% 10.37% +1.50

Portfolio Buys Q4 2023 → Q1 2024

PGNY Progyny Inc. Add +145.4% 2.36% +1.61
XMTR Xometry Inc. Class A Add +116.3% 1.93% +0.41

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 8$201.0MMQ, HNGE, XMTR, CARG, GLBE
Q1 2026 7$111.8MHNGE, MQ, CARG, XMTR, GLBE
Q4 2025 7$139.2MHNGE, MQ, CARG, XMTR, GLBE
Q3 2025 7$144.2MHNGE, MQ, CARG, XMTR, MXCT
Q2 2025 7$164.2MHNGE, MQ, CARG, MXCT, XMTR
Q1 2025 6$104.8MMQ, CARG, MXCT, XMTR, RXST
Q4 2024 6$116.2MMQ, CARG, MXCT, XMTR, RXST
Q3 2024 6$257.5MGLBE, MQ, CARG, MXCT, XMTR
Q2 2024 8$340.7MGLBE, WKME, MQ, CARG, MXCT
Q1 2024 8$315.4MGLBE, MQ, WKME, CARG, MXCT