1y return+4.8%S&P 500 +20.9%
3y return+225.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2022: $402 against $209 in the S&P 500.2
Greenstone Partners & Co., LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| APPApplovin Corp | $100.6M | 23.3% | |
| VSTSVestis Corporation | $74.0M | 17.1% | |
| AYIAcuity Inc | $67.7M | 15.6% | |
| GWREGuidewire Software Inc | $49.8M | 11.5% | |
| SGISomnigroup International Inc | $44.6M | 10.3% | |
| APPFAppfolio Inc | $43.9M | 10.1% | |
| PCORProcore Technologies Inc | $27.3M | 6.3% | |
| CHTRCharter Communications Inc | $24.8M | 5.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| APPApplovin Corp | June 30, 2021 | +585.4% | $100.6M |
| AYIAcuity Inc | December 31, 2020 | +211.1% | $67.7M |
| VSTSVestis Corporation | June 30, 2025 | +153.4% | $74.0M |
| GWREGuidewire Software Inc | December 31, 2020 | −4.4% | $49.8M |
| SGISomnigroup International Inc | September 30, 2025 | −7.0% | $44.6M |
| APPFAppfolio Inc | December 31, 2020 | −10.9% | $43.9M |
| PCORProcore Technologies Inc | March 31, 2022 | −29.9% | $27.3M |
| CHTRCharter Communications Inc | December 31, 2020 | −78.5% | $24.8M |
Sold off last quarter
- XPOXpo Inc was $5.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −22.1% | −4.6% |
| December 31, 2025 | −4.5% | +2.4% |
| September 30, 2025 | +27.0% | +7.8% |
| June 30, 2025 | +17.9% | +10.5% |
| March 31, 2025 | −12.3% | −4.6% |
| December 31, 2024 | +60.5% | +2.1% |
| September 30, 2024 | +20.3% | +5.4% |
| June 30, 2024 | +5.0% | +4.0% |
| March 31, 2024 | +20.7% | +10.0% |
| December 31, 2023 | +10.8% | +11.2% |
| September 30, 2023 | +10.7% | −3.6% |
| June 30, 2023 | +10.3% | +8.3% |
| March 31, 2023 | +18.9% | +7.0% |
| December 31, 2022 | −5.9% | +7.1% |
| March 31, 2022 | −20.0% | −4.9% |
| December 31, 2021 | +8.0% | +10.7% |
| September 30, 2021 | −4.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Greenstone Partners & Co., LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1845565&type=13F-HR&dateb=&owner=include&count=40CIK 1845565
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1845565/000142050626001719/Filed August 14, 2026 · accession 0001420506-26-001719