CM
BASE

Caption Management’s Couchbase BASE Stock Holding History

Caption 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
-38,000
Closed -$926K – 1707
2025
Q2 		$926K Buy
+38,000
New +$691K 0.08% 959
2024
Q1 		– Hold
0
– – – 1240
2023
Q4 		– Hold
0
– – – 1369

Other funds holding BASE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return