ER
BASE

EVR Research’s Couchbase BASE Stock Holding History

EVR Research’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
Q2 		– Sell
-2,550,000
Closed -$40.2M – 31
2025
Q1 		$40.2M Sell
2,550,000
-40,000
-2% -$663K 18.14% 3
2024
Q4 		$40.4M Buy
2,590,000
+50,000
+2% +$853K 13.66% 1
2024
Q3 		$40.9M Buy
2,540,000
+458,415
+22% +$7.93M 10.36% 2
2024
Q2 		$38M Buy
2,081,585
+179,585
+9% +$4.18M 11.35% 1
2024
Q1 		$50M Sell
1,902,000
-178,000
-9% -$4.63M 11.21% 1
2023
Q4 		$46.8M Sell
2,080,000
-70,000
-3% -$1.28M 10.53% 1
2023
Q3 		$36.9M Buy
2,150,000
+80,000
+4% +$1.31M 9.77% 1
2023
Q2 		$32.7M Sell
2,070,000
-562,000
-21% -$9.19M 8.75% 1
2023
Q1 		$37M Buy
2,632,000
+259,845
+11% +$3.83M 9.25% 1
2022
Q4 		$31.5M Buy
2,372,155
+252,155
+12% +$3.27M 9.8% 3
2022
Q3 		$30.3M Buy
2,120,000
+411,099
+24% +$6.65M 8.98% 3
2022
Q2 		$28.1M Buy
1,708,901
+1,469,301
+613% +$23.2M 8.29% 5
2022
Q1 		$4.17M Buy
+239,600
New +$4.86M 1.54% 24

Other funds holding BASE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return