Vault-13

SUMMIT PARTNERS L P

BOSTON, MA · CIK 830588 · 13F filing filed 2022-11-04

SEC-registered investment adviser since 2005 · limited partnership

$1.4bn reported value
11positions
100.0%in top 10
—no comparable previous quarter

Holdings, Q3 2022

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ENGAGESMART INC COMMON STOCK ESMT ESMT 26,926,752 $557.1m38.75% 38.75% —
2 LIFESTANCE HEALTH GROUP INC COM LFST LFST 45,734,703 $302.8m21.06% 21.06% —
3 SOLO BRANDS INC COM CL A COM CL A 44,034,960 $167.3m11.64% 11.64% —
4 CASA SYS INC COM COM 34,124,480 $106.8m7.43% 7.43% —
5 A K A BRANDS HLDG CORP COM COM 69,656,120 $101.0m7.03% 7.03% —
6 JAMF HLDG CORP COM JAMF JAMF 4,475,381 $99.2m6.90% 6.90% —
7 A10 NETWORKS INC COM ATEN ATEN 5,377,890 $71.4m4.96% 4.96% —
8 MARKFORGED HOLDING CORPORATI COM COM 14,527,328 $28.8m2.00% 2.00% —
9 MACOM TECH SOLUTIONS HLDGS I COM MTSI MTSI 40,500 $2.1m0.15% 0.15% —
10 QUALTRICS INTL INC COM CL A COM CL A 70,073 $713.0k0.05% 0.05% —
11 8X8 INC NEW COM EGHT EGHT 171,959 $593.0k0.04% 0.04% —

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
KLAVIYO INC KVYO · 13G · filed 2025-11-13 KVYO 12.0%≈ $284.7m -8.8 pts 13G 2025-11-13
LIFESTANCE HEALTH GROUP INC LFST · 13G · filed 2026-08-11 LFST 6.1%≈ $249.7m -1.4 pts 13G 2026-08-11