The Analysis of Greenstone Partners & Co., LLC's Holdings


Currently, Greenstone Partners & Co., LLC holds 11 types of securities in its portfolio with a total value $426.8M. In the most recent quarter, they have increased their positions in VSTS (+1.9M shares, valued at $11.0M), AYI (+33.7K shares, valued at $10.1M), APPF (+22.5K shares, valued at $5.2M); decreased their positions in APP (-55.8K shares, valued at $19.5M), GWRE (-52.0K shares, valued at $12.3M), SCHW (-74.4K shares, valued at $6.8M); initiated new positions in VSTS (+1.9M shares, valued at $11.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
APP APPLOVIN CORP348.5K shares-13.80%2025-06-302025-08-14history
AYI ACUITY BRANDS INC195.3K shares20.88%2025-06-302025-08-14history
CHTR CHARTER COMMUNICATIONS INC115.1K shares-11.04%2025-06-302025-08-14history
PAR PAR TECHNOLOGY CORP531.3K shares-5.64%2025-06-302025-08-14history
SCHW SCHWAB CHARLES CORP361.8K shares-17.06%2025-06-302025-08-14history
APPF APPFOLIO INC134.2K shares20.13%2025-06-302025-08-14history
GWRE GUIDEWIRE SOFTWARE INC127.5K shares-28.98%2025-06-302025-08-14history
XPO XPO INC192.8K shares13.40%2025-06-302025-08-14history
Sponsored
PCOR PROCORE TECHNOLOGIES INC321.7K shares0.00%2025-06-302025-08-14history
MLNK MERIDIANLINK INC693.9K shares0.00%2025-06-302025-08-14history
VSTS VESTIS CORPORATION1.9M sharesnew addition2025-06-302025-08-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available