Essential Partners’s Couchbase BASE Stock Holding History

Essential Partners’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	-1,073	Closed	-$26.2K	–	2680
2025 Q2	$26.2K	Buy	+1,073	New	+$19.5K	0.01%	600

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

Essential Partners's BASE Position: Q3 2025 in Review

Essential Partners sold out of Couchbase (BASE) in Q3 2025, closing a stake of 1,073 shares — an estimated $26.2K sold.

Essential Partners first reported a position in BASE in Q2 2025 and held it in 1 quarter. The position peaked at $26.2K in Q2 2025. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

Essential Partners reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
Essential Partners sold 1,073 Couchbase shares in Q3 2025, an estimated $26.2K.
Essential Partners first reported a position in Couchbase in Q2 2025 and held it in 1 quarter.
Essential Partners's Couchbase position peaked at $26.2K in Q2 2025.
3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on Essential Partners's 13F filing for Q3 2025, filed 21 May 2026.