CAL
BASE

Capital Advisors Ltd’s Couchbase BASE Stock Holding History

Capital Advisors Ltd’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
-14
Closed – – 1355
2025
Q2 		$0 Buy
14
+8
+133% +$145 ﹤0.01% 1343
2025
Q1 		$0 Hold
6
– – ﹤0.01% 1338
2024
Q4 		$0 Hold
6
– – ﹤0.01% 1370
2024
Q3 		$0 Hold
6
– – ﹤0.01% 1366
2024
Q2 		$0 Hold
6
– – ﹤0.01% 1375
2024
Q1 		$0 Hold
6
– – ﹤0.01% 1347
2023
Q4 		$0 Hold
6
– – ﹤0.01% 1286
2023
Q3 		$0 Hold
6
– – ﹤0.01% 1282
2023
Q2 		$0 Hold
6
– – ﹤0.01% 1288
2023
Q1 		$0 Hold
6
– – ﹤0.01% 1204
2022
Q4 		$0 Buy
+6
New +$78 ﹤0.01% 1220

Other funds holding BASE

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

Capital Advisors Ltd's BASE Position: Q3 2025 in Review

Capital Advisors Ltd sold out of Couchbase (BASE) in Q3 2025, closing a stake of 14 shares.

Capital Advisors Ltd first reported a position in BASE in Q4 2022 and held it in 11 quarters. The position peaked at $0 in Q2 2025. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

  • Capital Advisors Ltd reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 14 Couchbase shares in Q3 2025.
  • Capital Advisors Ltd first reported a position in Couchbase in Q4 2022 and held it in 11 quarters.
  • Capital Advisors Ltd's Couchbase position peaked at $0 in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on Capital Advisors Ltd's 13F filing for Q3 2025, filed 16 Oct 2025.