Herald Investment Management’s Couchbase BASE Stock Holding History

Herald Investment 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	-200,000	Closed	-$4.88M	–	95
2025 Q2	$4.88M	Hold	200,000	–	–	0.72%	33
2025 Q1	$3.15M	Buy	200,000 +20,000	+11%	+$332K	0.59%	45
2024 Q4	$2.81M	Hold	180,000	–	–	0.46%	56
2024 Q3	$2.9M	Hold	180,000	–	–	0.5%	50
2024 Q2	$3.28M	Buy	180,000 +15,000	+9%	+$349K	0.54%	46
2024 Q1	$4.33M	Buy	165,000 +15,000	+10%	+$390K	0.7%	37
2023 Q4	$3.38M	Hold	150,000	–	–	0.65%	41
2023 Q3	$2.57M	Hold	150,000	–	–	0.55%	50
2023 Q2	$2.37M	Hold	150,000	–	–	0.46%	56
2023 Q1	$2.1M	Hold	150,000	–	–	0.47%	58
2022 Q4	$1.99M	Hold	150,000	–	–	0.49%	60
2022 Q3	$2.14M	Buy	150,000 +50,000	+50%	+$808K	0.53%	57
2022 Q2	$1.64M	Buy	100,000 +35,000	+54%	+$552K	0.38%	73
2022 Q1	$1.13M	Hold	65,000	–	–	0.21%	90
2021 Q4	$1.62M	Buy	+65,000	New	+$2.15M	0.26%	85

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

Herald Investment Management's BASE Position: Q3 2025 in Review

Herald Investment Management sold out of Couchbase (BASE) in Q3 2025, closing a stake of 200,000 shares — an estimated $4.88M sold.

Herald Investment Management first reported a position in BASE in Q4 2021 and held it in 15 quarters. The position peaked at $4.88M in Q2 2025. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

Herald Investment Management reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
Herald Investment Management sold 200,000 Couchbase shares in Q3 2025, an estimated $4.88M.
Herald Investment Management first reported a position in Couchbase in Q4 2021 and held it in 15 quarters.
Herald Investment Management's Couchbase position peaked at $4.88M in Q2 2025.
3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on Herald Investment Management's 13F filing for Q3 2025, filed 7 Nov 2025.