Stifel Financial’s Couchbase BASE Stock Holding History

Stifel Financial’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	-20,222	Closed	-$493K	–	3545
2025 Q2	$493K	Buy	20,222 +8,722	+76%	+$159K	﹤0.01%	2790
2025 Q1	$181K	Buy	+11,500	New	+$191K	﹤0.01%	3209
2022 Q3	–	Sell	-50,200	Closed	-$824K	–	3284
2022 Q2	$824K	Hold	50,200	–	–	﹤0.01%	2141
2022 Q1	$874K	Hold	50,200	–	–	﹤0.01%	2220
2021 Q4	$1.25M	Sell	50,200 -3,835	-7%	-$127K	﹤0.01%	1948
2021 Q3	$1.68M	Buy	+54,035	New	+$1.99M	﹤0.01%	1697

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

Stifel Financial's BASE Position: Q3 2025 in Review

Stifel Financial sold out of Couchbase (BASE) in Q3 2025, closing a stake of 20,222 shares — an estimated $493K sold.

Stifel Financial first reported a position in BASE in Q3 2021 and held it in 6 quarters. The position peaked at $1.68M in Q3 2021. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

Stifel Financial reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
Stifel Financial sold 20,222 Couchbase shares in Q3 2025, an estimated $493K.
Stifel Financial first reported a position in Couchbase in Q3 2021 and held it in 6 quarters.
Stifel Financial's Couchbase position peaked at $1.68M in Q3 2021.
3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.