Long Path Partners

Latest statistics and disclosures from Long Path Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NCNO, ALKT, CPAY, IIIV, DCBO, and represent 92.45% of Long Path Partners's stock portfolio.
  • Added to shares of these 2 stocks: ALKT (+$37M), IWM.
  • Started 1 new stock position in IWM.
  • Reduced shares in these 4 stocks: NCNO (-$39M), DCBO, PCOR, CPAY.
  • Long Path Partners was a net seller of stock by $-6.7M.
  • Long Path Partners has $277M in assets under management (AUM), dropping by -6.10%.
  • Central Index Key (CIK): 0001905112

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Portfolio Holdings for Long Path Partners

Long Path Partners holds 7 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ncino (NCNO) 33.0 $91M -29% 3.4M 27.11
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Alkami Technology (ALKT) 23.1 $64M +138% 2.6M 24.84
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Corpay Com Shs (CPAY) 14.2 $39M 136k 288.06
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I3 Verticals Com Cl A (IIIV) 12.2 $34M 1.0M 32.46
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Docebo (DCBO) 10.0 $28M -13% 1.0M 27.33
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Procore Technologies (PCOR) 7.4 $20M -3% 279k 72.92
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $517k NEW 2.1k 241.96
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Past Filings by Long Path Partners

SEC 13F filings are viewable for Long Path Partners going back to 2022