Prelude Capital Management’s Enterprise Bancorp EBTC Stock Holding History

Prelude Capital Management’s Portfolio EBTC Stock Details EBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-18,943	Closed	-$751K	–	1210
2025 Q2	$751K	Buy	18,943 +4,738	+33%	+$181K	0.07%	332
2025 Q1	$553K	Buy	14,205 +6,363	+81%	+$261K	0.04%	473
2024 Q4	$310K	Buy	+7,842	New	+$282K	0.02%	787
2023 Q1	–	Sell	-10,338	Closed	-$365K	–	1258
2022 Q4	$365K	Sell	10,338 -1,808	-15%	-$59.6K	0.02%	705
2022 Q3	$363K	Buy	12,146 +200	+2%	+$6.43K	0.01%	786
2022 Q2	$385K	Buy	11,946 +400	+3%	+$13.7K	0.01%	940
2022 Q1	$463K	Buy	11,546 +1,825	+19%	+$74.4K	0.01%	898
2021 Q4	$437K	Buy	9,721 +1,756	+22%	+$69.6K	0.01%	1097
2021 Q3	$286K	Buy	+7,965	New	+$267K	0.01%	1160
2019 Q1	–	Sell	-157	Closed	-$5K	–	1852
2018 Q4	$5K	Buy	+157	New	+$4.96K	﹤0.01%	1609

Other funds holding EBTC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prelude Capital Management's EBTC Position: Q3 2025 in Review

Prelude Capital Management sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 18,943 shares — an estimated $751K sold.

Prelude Capital Management first reported a position in EBTC in Q4 2018 and held it in 10 quarters. The position peaked at $751K in Q2 2025. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.

Prelude Capital Management reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
Prelude Capital Management sold 18,943 Enterprise Bancorp shares in Q3 2025, an estimated $751K.
Prelude Capital Management first reported a position in Enterprise Bancorp in Q4 2018 and held it in 10 quarters.
Prelude Capital Management's Enterprise Bancorp position peaked at $751K in Q2 2025.
1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.

Based on Prelude Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.