Pathway Financial Advisors’s Docebo DCBO Stock Holding History

Pathway Financial Advisors’s Portfolio DCBO Stock Details DCBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,000	Closed	-$224K	–	173
2024 Q4	$224K	Hold	5,000	–	–	0.05%	148
2024 Q3	$221K	Buy	+5,000	New	+$205K	0.06%	150
2024 Q2	–	Sell	-5,000	Closed	-$245K	–	173
2024 Q1	$245K	Hold	5,000	–	–	0.07%	141
2023 Q4	$242K	Hold	5,000	–	–	0.07%	132
2023 Q3	$203K	Buy	+5,000	New	+$198K	0.07%	131
2023 Q2	–	Sell	-5,000	Closed	-$204K	–	137
2023 Q1	$204K	Buy	+5,000	New	+$184K	0.07%	123
2022 Q2	–	Sell	-5,000	Closed	-$259K	–	133
2022 Q1	$259K	Hold	5,000	–	–	0.1%	115
2021 Q4	$283K	Buy	+5,000	New	+$360K	0.1%	104
2021 Q1	$396K	Buy	+7,500	New	+$371K	0.16%	73

Other funds holding DCBO

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

LPP

Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Pathway Financial Advisors's DCBO Position: Q1 2025 in Review

Pathway Financial Advisors sold out of Docebo (DCBO) in Q1 2025, closing a stake of 5,000 shares — an estimated $224K sold.

Pathway Financial Advisors first reported a position in DCBO in Q1 2021 and held it in 9 quarters. The position peaked at $396K in Q1 2021. 104 funds tracked by Wall St. Rank hold DCBO as of Q1 2025.

Pathway Financial Advisors reported no remaining Docebo position as of Q1 2025 after selling out during the quarter.
Pathway Financial Advisors sold 5,000 Docebo shares in Q1 2025, an estimated $224K.
Pathway Financial Advisors first reported a position in Docebo in Q1 2021 and held it in 9 quarters.
Pathway Financial Advisors's Docebo position peaked at $396K in Q1 2021.
104 funds tracked by Wall St. Rank held Docebo as of Q1 2025.

Based on Pathway Financial Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.