The sale is small relative to market cap and likely a standard VC liquidity event. Monitor for any follow-on filings from Lightspeed or other pre-IPO investors that could signal broader distribution. No material impact on fundamentals expected.
Price Chart
Executive Summary
Lightspeed Opportunity Fund, L.P., an affiliate venture capital investor, filed a Form 144 notice of intent to sell 1,750,000 shares of Netskope Class A Common Stock, valued at approximately $16.1 million. This represents a routine partial exit by a pre-IPO investor and is not a management insider sale. At ~0.7% of shares outstanding, the proposed sale is modest relative to Netskope's $3.5B market cap and unlikely to materially impact the stock.
Key Facts
- Reporting owner: Lightspeed Opportunity Fund, L.P. (affiliate VC firm)
- Shares to be sold: 1,750,000 shares of Class A Common Stock
- Approximate value: $16,100,000
- Shares outstanding: 251,821,667 (sale represents ~0.69% of outstanding)
- Proposed sale date: June 12, 2026 (filing date)
- Sale intended to be executed through Merrill Lynch
Financial Impact
~$16.1M worth of shares, representing 0.69% of outstanding shares
Risk Factors
- Additional selling by other pre-IPO investors could create overhang
- If part of a larger unwinding, selling pressure could increase
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001628280-26-042965 |
| Document: 0001628280-26-042965-index.html | 0001628280-26-042965 |
| Document: 0001628280-26-042965.txt | 0001628280-26-042965 |
Filters
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|---|---|---|---|---|---|
Sep 14, 2026 6w ago | Insider Cluster | $17.47 $21.15 | ▲ +21.06% | ▲ +18.34% | $26.15 (+49.69%) |
Sep 14, 2026 6w ago | Insider Cluster | $17.47 $21.15 | ▲ +21.06% | ▲ +18.09% | $26.15 (+49.69%) |
Sep 2, 2026 7w ago | 8-K | $14.34 $17.75 | ▲ +23.78% | ▲ +24.97% | $26.15 (+82.36%) |
Sep 2, 2026 7w ago | Press Release | $14.34 $17.75 | ▲ +23.78% | ▲ +24.97% | $26.15 (+82.36%) |
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Jul 9, 2026 15w ago | Insider Cluster | $12.32 $14.87 | ▲ +20.70% | ▲ +18.27% | $26.15 (+112.26%) |
Jul 9, 2026 15w ago | Insider Cluster | $12.32 $14.87 | ▲ +20.70% | ▲ +18.27% | $26.15 (+112.26%) |
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