Congress Asset Management’s Couchbase BASE Stock Holding History

Congress 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	-356,564	Closed	-$8.69M	–	397
2025 Q2	$8.69M	Sell	356,564 -2,152	-0.6%	-$39.1K	0.06%	194
2025 Q1	$5.65M	Buy	+358,716	New	+$5.95M	0.04%	220

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

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

Congress Asset Management sold out of Couchbase (BASE) in Q3 2025, closing a stake of 356,564 shares — an estimated $8.69M sold.

Congress Asset Management first reported a position in BASE in Q1 2025 and held it in 2 quarters. The position peaked at $8.69M in Q2 2025. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

Congress Asset Management reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
Congress Asset Management sold 356,564 Couchbase shares in Q3 2025, an estimated $8.69M.
Congress Asset Management first reported a position in Couchbase in Q1 2025 and held it in 2 quarters.
Congress Asset Management's Couchbase position peaked at $8.69M in Q2 2025.
3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on Congress Asset Management's 13F filing for Q3 2025, filed 10 Oct 2025.