RPD Fund Management LLC
Net seller this quarter
$218M
3
-$158M
34.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 APPN | $42.5M | 19.54% | 2.59% | -52.6% | Q2 2025 |
 GTM | $18M | 8.26% | 2.10% | -64.4% | Q4 2024 |
 NICE | $15.2M | 7.00% | 0.28% | -75.1% | Q4 2025 |
| Q1 2026 | |||||
| GTM | $103M | 33.62% | 5.81% | +78.6% | Q4 2024 |
| APPN | $94.5M | 30.89% | 5.33% | Not reported | Q2 2025 |
| NICE | $74.2M | 24.26% | 1.11% | -24.0% | Q4 2025 |
 MNDY | $17.5M | 5.73% | 0.50% | New | Q1 2026 |
| DOMO | $14.1M | 4.61% | Not reported | +27.3% | Q4 2024 |
| Q4 2025 | |||||
| NICE | $100M | 43.42% | 1.47% | New | Q4 2025 |
| GTM | $97.9M | 42.45% | 3.13% | +19.4% | Q4 2024 |
| DOMO | $30.5M | 13.24% | Not reported | +11294.3% | Q4 2024 |
 ANF | $1.11M | 0.48% | 0.02% | Not reported | Q1 2025 |
 BBWI | $663K | 0.29% | 0.02% | New | Q4 2025 |
| Q3 2025 | |||||
| GTM | $88M | 55.25% | 2.57% | +9.9% | Q4 2024 |
| HOUS | $2.03M | 1.28% | 0.17% | -96.5% | Q4 2024 |
| ANF | $753K | 0.47% | 0.02% | -96.4% | Q1 2025 |
| DOMO | $504K | 0.32% | Not reported | -85.4% | Q4 2024 |