IEQ Capital’s KnowBe4, Inc. Class A Common Stock KNBE Stock Holding History

IEQ Capital’s Portfolio KNBE Stock Details KNBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-39,432	Closed	-$821K	–	908
2022 Q3	$821K	Hold	39,432	–	–	0.02%	411
2022 Q2	$616K	Hold	39,432	–	–	0.02%	427
2022 Q1	$908K	Hold	39,432	–	–	0.02%	355
2021 Q4	$905K	Buy	+39,432	New	+$925K	0.02%	326

Other funds holding KNBE

VEPM

Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

IEQ Capital's KNBE Position: Q4 2022 in Review

IEQ Capital sold out of KnowBe4, Inc. Class A Common Stock (KNBE) in Q4 2022, closing a stake of 39,432 shares — an estimated $821K sold.

IEQ Capital first reported a position in KNBE in Q4 2021 and held it in 4 quarters. The position peaked at $908K in Q1 2022. 178 funds tracked by Wall St. Rank hold KNBE as of Q4 2022.

IEQ Capital reported no remaining KnowBe4, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
IEQ Capital sold 39,432 KnowBe4, Inc. Class A Common Stock shares in Q4 2022, an estimated $821K.
IEQ Capital first reported a position in KnowBe4, Inc. Class A Common Stock in Q4 2021 and held it in 4 quarters.
IEQ Capital's KnowBe4, Inc. Class A Common Stock position peaked at $908K in Q1 2022.
178 funds tracked by Wall St. Rank held KnowBe4, Inc. Class A Common Stock as of Q4 2022.

Based on IEQ Capital's 13F filing for Q4 2022, filed 6 Feb 2023.