Creative Planning
BASE

Creative Planning’s Couchbase BASE Stock Holding History

Creative Planning’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
-45,946
Closed -$1.12M – 3919
2025
Q2 		$1.12M Buy
45,946
+26,260
+133% +$477K ﹤0.01% 1757
2025
Q1 		$310K Buy
19,686
+5,735
+41% +$95.1K ﹤0.01% 2726
2024
Q4 		$217K Sell
13,951
-3,384
-20% -$57.7K ﹤0.01% 2913
2024
Q3 		$279K Buy
17,335
+6,433
+59% +$111K ﹤0.01% 2576
2024
Q2 		$199K Buy
10,902
+395
+4% +$9.19K ﹤0.01% 2676
2024
Q1 		$276K Sell
10,507
-6,257
-37% -$163K ﹤0.01% 2320
2023
Q4 		$378K Sell
16,764
-7,876
-32% -$144K ﹤0.01% 1918
2023
Q3 		$423K Sell
24,640
-726
-3% -$11.9K ﹤0.01% 1673
2023
Q2 		$401K Sell
25,366
-21,060
-45% -$344K ﹤0.01% 1698
2023
Q1 		$653K Sell
46,426
-250
-0.5% -$3.69K ﹤0.01% 1316
2022
Q4 		$619K Sell
46,676
-1,681
-3% -$21.8K ﹤0.01% 1314
2022
Q3 		$690K Buy
48,357
+250
+0.5% +$4.04K ﹤0.01% 1142
2022
Q2 		$790K Sell
48,107
-2,944
-6% -$46.5K ﹤0.01% 1076
2022
Q1 		$889K Buy
+51,051
New +$1.03M ﹤0.01% 1041

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

Creative Planning's BASE Position: Q3 2025 in Review

Creative Planning sold out of Couchbase (BASE) in Q3 2025, closing a stake of 45,946 shares — an estimated $1.12M sold.

Creative Planning first reported a position in BASE in Q1 2022 and held it in 14 quarters. The position peaked at $1.12M in Q2 2025. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

  • Creative Planning reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 45,946 Couchbase shares in Q3 2025, an estimated $1.12M.
  • Creative Planning first reported a position in Couchbase in Q1 2022 and held it in 14 quarters.
  • Creative Planning's Couchbase position peaked at $1.12M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.