Bain Capital Venture Investors, LLC holds a concentrated book of 3 stocks worth $132.8M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). Their largest long position is Servicenow Inc at 86% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No buys this quarter.
Other tracked managers holding the same core names as Bain Capital Venture Investors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 4 / 3 | $11.0B |
| VANGUARD CAPITAL MANAGEMENT LLC | 4 / 3 | $7.6B |
| STATE STREET CORP | 4 / 3 | $5.2B |
| JPMORGAN CHASE & CO | 4 / 3 | $3.4B |
| GEODE CAPITAL MANAGEMENT, LLC | 4 / 3 | $2.7B |
| MORGAN STANLEY | 4 / 3 | $2.5B |
| NORTHERN TRUST CORP | 4 / 3 | $1.2B |
| GOLDMAN SACHS GROUP INC | 4 / 3 | $923.2M |
Ranked by how many of Bain Capital Venture Investors, LLC's top 3 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Servicenow Inc COM | $113.7M | 1.14M | 85.6% | —Held | |
| 2 | Waystar Hldg Corp COM | $18.1M | 883.0K | 13.6% | —Held | |
| 3 | Bitgo Holdings Inc COM SHS CL A | $1.1M | 203.2K | 0.8% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1309469/holdings"
Use Arkolith to show BAIN CAPITAL VENTURE INVESTORS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 3 | $132.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 4 | $175.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 3 | $254.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 2 | $113.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 2 | $123.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 3 | $199.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 3 | $219.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 3 | $120.8M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 4 | $209.6M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 3 | $130.6M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 3 | $156.4M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 3 | $145.7M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 2 | $163.0M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 3 | $505.4M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 3 | $498.1M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 5 | $790.3M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 8 | $702.4M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 7 | $1.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 7 | $1.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 5 | $1.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 4 | $1.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 3 | $919.8M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 1 | $294.5M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 2 | $357.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.