Glynn Capital Management’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$27M	Sell	210,522 -6,501	-3%	-$835K	6.08%	3
2025 Q1	$15.7M	Buy	217,023 +98,469	+83%	+$7.11M	4.12%	15
2024 Q4	$13.5M	Buy	+118,554	New	+$13.5M	3.18%	15