Funds · 13F filer · New York, NY

RPD Fund Management LLC

$75.7M in 3 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return−22.8%S&P 500 +20.9%

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 December 31, 2024: $86 against $127 in the S&P 500.2

RPD Fund Management LLCS&P 500 (SPY)
$86$100$16220242026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
APPNAppian Corp$42.5M56.2%−52.6%
GTMZoominfo Technologies Inc$18.0M23.7%−64.4%
NICENice Ltd$15.2M20.1%−75.1%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
APPNAppian CorpMarch 31, 2026−5.0%$42.5M
NICENice LtdDecember 31, 2025−19.6%$15.2M
GTMZoominfo Technologies IncDecember 31, 2024−72.1%$18.0M

Sold off last quarter

  • Monday Com LtdCUSIP M7S64H106 was $17.5M
  • HUCKDomo Inc was $14.1M

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026−22.8%+14.8%
March 31, 2026−27.2%−4.6%
December 31, 2025−5.7%+2.4%
September 30, 2025+45.5%+7.8%
June 30, 2025+13.6%+10.5%
March 31, 2025−1.9%−4.6%
December 31, 2023−8.5%+11.2%
September 30, 2023−17.7%−3.6%
June 30, 2023−1.2%+8.3%
March 31, 2023+13.1%+7.0%
December 31, 2022+1.6%+7.1%
September 30, 2022−18.4%−5.3%
June 30, 2022−2.3%−16.5%
March 31, 2022−11.9%−4.9%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1832568
  2. 2
    Filed August 14, 2026 · accession 0000919574-26-005370