BOA
HCP

Birnam Oak Advisors’s HashiCorp, Inc. Class A Common Stock HCP Stock Holding History

Birnam Oak Advisors’s Portfolio HCP Stock Details HCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-359,000
Closed -$12.3M – 36
2024
Q4 		$12.3M Buy
+359,000
New +$12.2M 5.96% 7

Other funds holding HCP

GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Birnam Oak Advisors's HCP Position: Q1 2025 in Review

Birnam Oak Advisors sold out of HashiCorp, Inc. Class A Common Stock (HCP) in Q1 2025, closing a stake of 359,000 shares — an estimated $12.3M sold.

Birnam Oak Advisors first reported a position in HCP in Q4 2024 and held it in 1 quarter. The position peaked at $12.3M in Q4 2024. 4 funds tracked by Wall St. Rank hold HCP as of Q1 2025.

  • Birnam Oak Advisors reported no remaining HashiCorp, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Birnam Oak Advisors sold 359,000 HashiCorp, Inc. Class A Common Stock shares in Q1 2025, an estimated $12.3M.
  • Birnam Oak Advisors first reported a position in HashiCorp, Inc. Class A Common Stock in Q4 2024 and held it in 1 quarter.
  • Birnam Oak Advisors's HashiCorp, Inc. Class A Common Stock position peaked at $12.3M in Q4 2024.
  • 4 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q1 2025.

Based on Birnam Oak Advisors's 13F filing for Q1 2025, filed 14 May 2025.