NTSK Netskope Inc
Price Chart
Executive Summary
Three Netskope insiders (Lightspeed Venture Partners entities and director Arif Janmohamed) sold a combined $36.2M in open-market shares over two days, representing ~1% of market cap. The sales follow the June 3 earnings report and appear to be a planned VC distribution rather than a bearish signal from management, though the magnitude is notable.
Key Financial Metrics
Actionable Insight
The $36M VC sell-off is likely a pre-arranged distribution or lockup expiration, not a bearish signal on fundamentals. Monitor for additional VC selling in coming weeks; the CFO retirement and negative cash flow from the recent earnings are more material concerns for the stock.
Key Facts
- Total open-market sales: $36.22M across 3 insiders (Lightspeed Venture Partners IX, Select, and director Janmohamed Arif)
- Sales occurred on June 12 and June 15, 2026, at ~$9.00-$9.19 per share
- Derivative conversions (non-cash) of 1.65M shares each were also executed on June 12
- Market cap: $3.6B; sales represent ~1.0% of market cap
- Earnings 8-K filed June 3 showed revenue beat ($201.6M vs $198.2M est.) but CFO retirement and negative operating cash flow
Financial Impact
VC entities sold $36.2M of NTSK shares, ~1% of market cap, in a concentrated two-day window
Risk Factors
- Further VC distribution selling could pressure the stock
- CFO transition creates leadership uncertainty
- Operating cash flow swung to -$53.9M from +$25.6M YoY
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-NTSK-1781650476649 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 17, 2026
3d ago
|
Press Release
| $8.72 $9.05 | ▲ +3.78% | ▲ +3.00% | $9.05 (+3.78%) |
|
Jun 16, 2026
4d ago
|
Insider Cluster
| $8.72 $9.05 | ▲ +3.78% | ▲ +3.00% | $9.05 (+3.78%) |
|
Jun 16, 2026
4d ago
|
Insider Cluster
| $8.72 $9.05 | ▲ +3.78% | ▲ +3.00% | $9.05 (+3.78%) |
|
Jun 12, 2026
8d ago
|
144
| $8.81 $8.95 | ▲ +1.59% | ▲ +2.19% | $9.05 (+2.72%) |
|
Jun 11, 2026
9d ago
|
Institutional Cluster
| $8.71 $9.04 | ▲ +3.79% | ▲ +3.25% | $9.05 (+3.90%) |
|
Jun 3, 2026
17d ago
|
8-K
| $10.03 $9.64 | ▼ −3.94% | ▼ −1.36% | $9.05 (−9.77%) |
|
May 27, 2026
24d ago
|
Press Release
| $11.13 $11.53 | ▲ +3.59% | ▲ +3.04% | $9.05 (−18.69%) |
|
May 7, 2026
6w ago
|
Press Release
| $11.40 $11.62 | ▲ +1.93% | ▲ +1.10% | $9.05 (−20.61%) |
|
Mar 11, 2026
14w ago
|
Press Release
| $9.55 $9.74 | ▲ +1.99% | ▲ +2.59% | $9.05 (−5.24%) |
US Market Status
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