Glynn Capital Management Llc Buys Palantir Technologies Inc, Sumo Logic Inc, Okta Inc, Sells Unity Software Inc

Menlo Park, CA, based Investment company Glynn Capital Management Llc (Current Portfolio) buys Palantir Technologies Inc, Sumo Logic Inc, Okta Inc, AppFolio Inc, Shopify Inc, sells Unity Software Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Glynn Capital Management Llc. As of 2021Q1, Glynn Capital Management Llc owns 44 stocks with a total value of $1 billion. These are the details of the buys and sells.

For the details of GLYNN CAPITAL MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/glynn+capital+management+llc/current-portfolio/portfolio

These are the top 5 holdings of GLYNN CAPITAL MANAGEMENT LLC
  1. Farfetch Ltd (FTCH) - 2,069,062 shares, 10.58% of the total portfolio. Shares reduced by 18.86%
  2. Twilio Inc (TWLO) - 184,163 shares, 6.05% of the total portfolio. Shares reduced by 10.07%
  3. DocuSign Inc (DOCU) - 304,483 shares, 5.94% of the total portfolio. Shares added by 10.46%
  4. Okta Inc (OKTA) - 277,741 shares, 5.90% of the total portfolio. Shares added by 62.02%
  5. Shopify Inc (SHOP) - 53,043 shares, 5.66% of the total portfolio. Shares added by 26.31%
New Purchase: Palantir Technologies Inc (PLTR)

Glynn Capital Management Llc initiated holding in Palantir Technologies Inc. The purchase prices were between $21.73 and $39, with an estimated average price of $27.5. The stock is now traded at around $22.421400. The impact to a portfolio due to this purchase was 5.36%. The holding were 2,385,783 shares as of 2021-03-31.

Added: Sumo Logic Inc (SUMO)

Glynn Capital Management Llc added to a holding in Sumo Logic Inc by 1680.77%. The purchase prices were between $17.38 and $40.25, with an estimated average price of $29.37. The stock is now traded at around $18.720000. The impact to a portfolio due to this purchase was 5.04%. The holding were 2,938,274 shares as of 2021-03-31.

Added: Okta Inc (OKTA)

Glynn Capital Management Llc added to a holding in Okta Inc by 62.02%. The purchase prices were between $208.51 and $291.78, with an estimated average price of $251.97. The stock is now traded at around $256.595000. The impact to a portfolio due to this purchase was 2.26%. The holding were 277,741 shares as of 2021-03-31.

Added: AppFolio Inc (APPF)

Glynn Capital Management Llc added to a holding in AppFolio Inc by 134.59%. The purchase prices were between $132.05 and $181.5, with an estimated average price of $155.68. The stock is now traded at around $143.590000. The impact to a portfolio due to this purchase was 1.61%. The holding were 206,289 shares as of 2021-03-31.

Added: Shopify Inc (SHOP)

Glynn Capital Management Llc added to a holding in Shopify Inc by 26.31%. The purchase prices were between $1039.91 and $1474, with an estimated average price of $1212.21. The stock is now traded at around $1122.885000. The impact to a portfolio due to this purchase was 1.18%. The holding were 53,043 shares as of 2021-03-31.

Added: Snowflake Inc (SNOW)

Glynn Capital Management Llc added to a holding in Snowflake Inc by 25.34%. The purchase prices were between $208.6 and $314.29, with an estimated average price of $267.41. The stock is now traded at around $224.710000. The impact to a portfolio due to this purchase was 0.48%. The holding were 106,542 shares as of 2021-03-31.

Sold Out: Unity Software Inc (U)

Glynn Capital Management Llc sold out a holding in Unity Software Inc. The sale prices were between $90.88 and $155.86, with an estimated average price of $123.21.



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