Telemark Asset Management’s KnowBe4, Inc. Class A Common Stock KNBE Stock Holding History

Telemark Asset Management’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 Q3	–	Sell	-170,000	Closed	-$2.65M	–	43
2022 Q2	$2.65M	Sell	170,000 -280,000	-62%	-$5.48M	0.45%	38
2022 Q1	$10.4M	Sell	450,000 -50,000	-10%	-$1.07M	0.92%	41
2021 Q4	$11.5M	Sell	500,000 -50,000	-9%	-$1.17M	0.82%	42
2021 Q3	$12.1M	Buy	+550,000	New	+$13.7M	0.87%	43

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

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

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

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

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Telemark Asset Management's KNBE Position: Q3 2022 in Review

Telemark Asset Management sold out of KnowBe4, Inc. Class A Common Stock (KNBE) in Q3 2022, closing a stake of 170,000 shares — an estimated $2.65M sold.

Telemark Asset Management first reported a position in KNBE in Q3 2021 and held it in 4 quarters. The position peaked at $12.1M in Q3 2021. 183 funds tracked by Wall St. Rank hold KNBE as of Q3 2022.

Telemark Asset Management reported no remaining KnowBe4, Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
Telemark Asset Management sold 170,000 KnowBe4, Inc. Class A Common Stock shares in Q3 2022, an estimated $2.65M.
Telemark Asset Management first reported a position in KnowBe4, Inc. Class A Common Stock in Q3 2021 and held it in 4 quarters.
Telemark Asset Management's KnowBe4, Inc. Class A Common Stock position peaked at $12.1M in Q3 2021.
183 funds tracked by Wall St. Rank held KnowBe4, Inc. Class A Common Stock as of Q3 2022.

Based on Telemark Asset Management's 13F filing for Q3 2022, filed 10 Nov 2022.