Gavilan Investment Partners’s Procore PCOR Stock Holding History

Gavilan Investment Partners’s Portfolio PCOR Stock Details PCOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.4M	Sell	305,000 -80,000	-21%	-$3.96M	3.02%	14
2026 Q1	$21.9M	Sell	385,000 -35,000	-8%	-$2.07M	5.89%	11
2025 Q4	$30.6M	Hold	420,000	–	–	7.34%	8
2025 Q3	$30.6M	Hold	420,000	–	–	6.84%	7
2025 Q2	$28.7M	Buy	420,000 +97,500	+30%	+$6.37M	6.91%	8
2025 Q1	$21.3M	Buy	322,500 +27,500	+9%	+$2.08M	5.99%	11
2024 Q4	$22.1M	Buy	295,000 +55,000	+23%	+$3.9M	6.13%	9
2024 Q3	$14.8M	Buy	+240,000	New	+$14.7M	4.26%	12

Other funds holding PCOR

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Gavilan Investment Partners's PCOR Position: Q2 2026 in Review

Gavilan Investment Partners reduced its Procore (PCOR) stake by 21% in Q2 2026, selling an estimated $3.96M and leaving 305,000 shares worth $12.4M. The position accounts for 3.02% of the portfolio, ranked #14.

Gavilan Investment Partners first reported a position in PCOR in Q3 2024 and has held it in 8 quarters since. The position peaked at $30.6M in Q3 2025. 399 funds tracked by Wall St. Rank hold PCOR as of Q2 2026.

Gavilan Investment Partners held 305,000 shares of Procore worth $12.4M as of Q2 2026.
Gavilan Investment Partners sold 80,000 Procore shares in Q2 2026, an estimated $3.96M.
Procore made up 3.02% of Gavilan Investment Partners's portfolio in Q2 2026, its #14 holding.
Gavilan Investment Partners first reported a position in Procore in Q3 2024 and has held it in 8 quarters since.
Gavilan Investment Partners's Procore position peaked at $30.6M in Q3 2025.
399 funds tracked by Wall St. Rank held Procore as of Q2 2026.

Based on Gavilan Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.