Envestnet Asset Management
BASE

Envestnet Asset Management’s Couchbase BASE Stock Holding History

Envestnet 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
-8,468
Closed -$206K – 4520
2025
Q2 		$206K Sell
8,468
-52,414
-86% -$953K ﹤0.01% 4220
2025
Q1 		$959K Buy
+60,882
New +$1.01M ﹤0.01% 3238
2024
Q3 		– Sell
-51,421
Closed -$939K – 4226
2024
Q2 		$939K Buy
51,421
+11,551
+29% +$269K ﹤0.01% 3085
2024
Q1 		$1.05M Buy
+39,870
New +$1.04M ﹤0.01% 2993

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

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

Envestnet Asset Management sold out of Couchbase (BASE) in Q3 2025, closing a stake of 8,468 shares — an estimated $206K sold.

Envestnet Asset Management first reported a position in BASE in Q1 2024 and held it in 4 quarters. The position peaked at $1.05M in Q1 2024. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

  • Envestnet Asset Management reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 8,468 Couchbase shares in Q3 2025, an estimated $206K.
  • Envestnet Asset Management first reported a position in Couchbase in Q1 2024 and held it in 4 quarters.
  • Envestnet Asset Management's Couchbase position peaked at $1.05M in Q1 2024.
  • 3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.