Bellevue Asset Management’s Couchbase BASE Stock Holding History

Bellevue Asset Management’s Portfolio BASE Stock Details BASE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-197	Closed	-$4.8K	–	488
2025 Q2	$4.8K	Hold	197	–	–	﹤0.01%	343
2025 Q1	$3.1K	Hold	197	–	–	﹤0.01%	383
2024 Q4	$3.07K	Buy	197 +57	+41%	+$973	﹤0.01%	404
2024 Q3	$2.26K	Buy	140 +24	+21%	+$415	﹤0.01%	401
2024 Q2	$2.12K	Buy	+116	New	+$2.7K	﹤0.01%	402

Other funds holding BASE

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Bellevue Asset Management's BASE Position: Q3 2025 in Review

Bellevue Asset Management sold out of Couchbase (BASE) in Q3 2025, closing a stake of 197 shares — an estimated $4.8K sold.

Bellevue Asset Management first reported a position in BASE in Q2 2024 and held it in 5 quarters. The position peaked at $4.8K in Q2 2025. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

Bellevue Asset Management reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
Bellevue Asset Management sold 197 Couchbase shares in Q3 2025, an estimated $4.8K.
Bellevue Asset Management first reported a position in Couchbase in Q2 2024 and held it in 5 quarters.
Bellevue Asset Management's Couchbase position peaked at $4.8K in Q2 2025.
3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on Bellevue Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.