AR
DCBO

Advisory Research’s Docebo DCBO Stock Holding History

Advisory Research’s Portfolio DCBO Stock Details DCBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-32,381
Closed -$1.57M – 204
2023
Q4 		$1.57M Buy
32,381
+19,062
+143% +$850K 0.24% 110
2023
Q3 		$540K Sell
13,319
-10,840
-45% -$429K 0.07% 268
2023
Q2 		$953K Sell
24,159
-8,625
-26% -$312K 0.12% 207
2023
Q1 		$1.34M Sell
32,784
-577
-2% -$21.2K 0.22% 113
2022
Q4 		$1.11M Buy
+33,361
New +$1,000K 0.1% 149
2022
Q2 		– Sell
-20,564
Closed -$1.07M – 391
2022
Q1 		$1.07M Sell
20,564
-2,812
-12% -$144K 0.09% 176
2021
Q4 		$1.57M Buy
23,376
+3,451
+17% +$248K 0.12% 146
2021
Q3 		$1.45M Buy
+19,925
New +$1.46M 0.09% 159

Other funds holding DCBO

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Advisory Research's DCBO Position: Q1 2024 in Review

Advisory Research sold out of Docebo (DCBO) in Q1 2024, closing a stake of 32,381 shares — an estimated $1.57M sold.

Advisory Research first reported a position in DCBO in Q3 2021 and held it in 8 quarters. The position peaked at $1.57M in Q4 2021. 106 funds tracked by Wall St. Rank hold DCBO as of Q1 2024.

  • Advisory Research reported no remaining Docebo position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 32,381 Docebo shares in Q1 2024, an estimated $1.57M.
  • Advisory Research first reported a position in Docebo in Q3 2021 and held it in 8 quarters.
  • Advisory Research's Docebo position peaked at $1.57M in Q4 2021.
  • 106 funds tracked by Wall St. Rank held Docebo as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.