First seen by DFX
Sep 12, 2026
date not stated
Summit Partners named as in-care-of on Stamps Family Charitable Foundation Inc ($75,490,206 in assets)
First seen by DFX
Sep 12, 2026
date not stated
Summit Partners: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (on the Form ADV roster (CRD 135271, RIA) with no family office signal on its own filing: a fund manager by Item 5.D, not an office)
Summit Partners L P reported $670,154,351 across 7 13(f) positions for the quarter ended 2026-03-31
Summit Partners L P reduced Aveanna Healthcare Hldgs Inc 7,551,422 -> 5,451,422 shares ($61,695,118 -> $35,079,901)
Summit Partners L P exited Jamf Holdings Corp (was $58,224,707, 4,475,381 shares)
Summit Partners L P reported $1,050,994,313 across 8 13(f) positions for the quarter ended 2025-12-31
Summit Partners L P reported $1,417,831,249 across 7 13(f) positions for the quarter ended 2025-06-30
Summit Partners L P reported $924,309,997 across 8 13(f) positions for the quarter ended 2025-09-30
Summit Partners L P reduced Klaviyo, Inc. (2) 30,827,778 -> 18,852,778 shares ($1,035,196,785 -> $522,033,423)
Summit Partners L P opened a $16,645,154 position in Solo Brands Inc (3) (1,100,870 shares)
Summit Partners L P reported $1,417,831,250 across 7 13(f) positions for the quarter ended 2025-06-30
Summit Partners L P exited Markforged (was $6,894,361, 1,473,154 shares)
Summit Partners L P exited Solo Brands, Inc. (3) (was $7,397,873, 44,034,960 shares)
Summit Partners L P opened a $50,476,942 position in Aveanna Healthcare Hldgs Inc (9,651,423 shares)
Summit Partners L P reported $1,612,454,329 across 9 13(f) positions for the quarter ended 2025-03-31
Summit Partners L P reported $2,232,931,439 across 8 13(f) positions for the quarter ended 2024-12-31