Carson Wealth (CWM LLC)
NTSK

Carson Wealth (CWM LLC)’s Netskope Inc NTSK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NTSK Stock Details NTSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.69K Buy
434
+100
+30% +$1.24K ﹤0.01% 5130
2025
Q4 		$6K Buy
334
+284
+568% +$5.92K ﹤0.01% 4789
2025
Q3 		$1K Buy
+50
New +$1.19K ﹤0.01% 5230

Other funds holding NTSK

IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $104M AUM 22.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NTSK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Netskope Inc (NTSK) stake by 30% in Q1 2026, buying an estimated $1.24K and bringing the position to 434 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #5130.

Carson Wealth (CWM LLC) first reported a position in NTSK in Q3 2025 and has held it in 3 quarters since. The position peaked at $6K in Q4 2025. 175 funds tracked by Wall St. Rank hold NTSK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 434 shares of Netskope Inc worth $3.69K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 100 Netskope Inc shares in Q1 2026, an estimated $1.24K.
  • Netskope Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5130 holding.
  • Carson Wealth (CWM LLC) first reported a position in Netskope Inc in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Netskope Inc position peaked at $6K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Netskope Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.