What smart money is saying about Netskope, Inc.
7 funds in our archive have pitched Netskope, Inc., most recently TimesSquare U.S. Small Cap Growth in September 2026.
Netskope, Inc. operates as a leading cloud security provider, offering its clients a comprehensive, unified platform known as "Netskope One." This integrated solution is meticulously engineered to ensure robust data protection, facilitate secure access, and deliver extensive visibility across various applications, web activity, and cloud services. Additionally, it incorporates advanced threat prevention capabilities and networking enhancements, specifically designed to secure and optimize modern workloads, including SaaS applications, web platforms, hybrid IT environments, and artificial intelligence operations.
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Position history
Between Q3 2025 and Q3 2026, 3 fund letters reported a position in Netskope, Inc., with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 3 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2025 | 1 | 1 | 0 | 2 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 3 moves
- September 2026
“Netskope, Inc. Return: +60% · Average Weight: 1% · Active Contribution: +44 bps NTSK is a cloud security and networking platform that provides AI, SaaS, web and private application solutions. Shares gained in each month of the quarter. In early September, NTSK's net new annual recurring revenue exceeded expectations, showing year- over-year growth, and management raised full-year revenue guidance by more than the size of the beat. We added to the position early in the quarter, encouraged by strong new-customer demand and an upgraded sales team expected to reach full productivity soon.”
Netskope, Inc. - September 2026
“Netskope, Inc. Return: +60% · Avg. Weight: 1% · Total Effect: +51 bps NTSK is a cloud security and networking platform that provides AI, SaaS, web and private application solutions. Shares gained in each month of the quarter. In early September, NTSK's net new annual recurring revenue exceeded expectations, showing year- over-year growth, and management raised full-year revenue guidance by more than the size of the beat. We added to the position early in the quarter, encouraged by strong new-customer demand and an upgraded sales team expected to reach full productivity soon.”
Netskope, Inc. - New positionBrown Advisory US Small Cap Blend FundSeptember 2025
“ We participated in Netskope, Inc.’s (NTSK) IPO.”
Netskope, Inc.
Fund coverage · 7 theses
- TimesSquare U.S. Small Cap GrowthSeptember 2026
Netskope, Inc. is a cloud security platform with accelerating ARR growth, raised guidance, and improving sales execution.
Read the full thesis - Baron SMID Cap ETFSeptember 2026
Netskope is a cloud and AI application security provider with architectural differentiation and strong growth, well positioned for the AI security shift.
Read the full thesis - Granahan Investment Management Small Cap DiscoveriesSeptember 2026
Netskope's cloud-native security platform positions it for durable growth as enterprises consolidate security architectures.
Read the full thesis - Baron Discovery FundMarch 2026
Netskope is a SASE and ZTNA security platform with a proprietary global network, strong growth and FCF inflection, and valuation dislocation despite temporary technical pressures.
Read the full thesis - Baron Global Opportunity FundDecember 2025
Netskope, Inc. is a SASE security leader gaining share with accelerating ARR and improving margins after prior infrastructure and sales investments.
Read the full thesis - Brown Advisory Small Cap GrowthSeptember 2025
Netskope, Inc. is a technology leader in Cloud Network Cyber Security, offering innovative solutions for stronger security and performance in Enterprise networks, with significant growth potential in the coming years.
Read the full thesis - Baron Discovery FundSeptember 2025
Netskope, Inc. is a leading cybersecurity company specializing in Secure Access Service Edge (SASE), well-positioned for durable growth and significant margin expansion due to its unique architecture and strong customer retention.
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