We are live on ! Find out more
DCBO

Docebo

86 hedge funds and large institutions have $497M invested in Docebo in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $555K | Put options by funds: $186K

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 8386 (+3)

0.04% more ownership

Funds ownership: 38.01%38.05% (+0.04%)

0% less capital invested

Capital invested by funds: $499M → $497M (-$1.83M)

13% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 30

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.36%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
15
Increased
26
Reduced
30
Closed
12
Calls
$555K
Puts
$186K
Net Calls
+$369K
Net Calls Change
-$297K
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
76
Adirondack Trust Company
New York
$5.47K
TFA
77
Toth Financial Advisory
Virginia
$4.05K
OAJ
78
Ogorek Anthony Joseph
New York
$4K
NS
79
NBC Securities
Alabama
$4K +$3.96K +100 New
RA
80
Rise Advisors
New York
$1.22K
AWA
81
Authentikos Wealth Advisory
California
$1.22K +$1.19K +30 New
Citigroup
82
Citigroup
New York
$1.18K +$1.15K +29 New
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$1.01K
DAC
84
Dividend Assets Capital
South Carolina
$1K
MTIC
85
Missouri Trust & Investment Company
Missouri
$851
CTA
86
Colonial Trust Advisors
South Carolina
$284
Goldman Sachs
87
Goldman Sachs
New York
-$4.14M -104,888 Closed
Marshall Wace
88
Marshall Wace
United Kingdom
-$1.05M -26,583 Closed
TI
89
Trexquant Investment
Connecticut
-$329K -8,352 Closed
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
-$220K -5,554 Closed
JP Morgan Chase
91
JP Morgan Chase
New York
-$203K -5,160 Closed
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
-$31.5K -800 Closed
LSA
93
Leonteq Securities AG
Switzerland
-$15.4K -294 Closed
Amundi
94
Amundi
France
-$3.86K -100 Closed
BlackRock
95
BlackRock
New York
-$2.13K -54 Closed
CWP
96
Concord Wealth Partners
Virginia
-$907 -23 Closed
Optiver Holding
97
Optiver Holding
Netherlands
-$276 -7 Closed
BWM
98
Baystate Wealth Management
Massachusetts
-$79 -2 Closed

DCBO Hedge Fund Activity: Q3 2023 in Review

86 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Docebo (DCBO) for Q3 2023, worth a combined $497M — down 0.37% from $499M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DCBO positions and 12 closed out — a net gain of 3 holders — while 26 added to existing stakes and 30 trimmed.

The largest buyer was Hillsdale Investment Management, adding an estimated $7.08M. The largest seller was Cat Rock Capital Management, cutting an estimated $19.8M.

  • 86 institutional investors held Docebo (DCBO) as of Q3 2023, up from 83 in Q2 2023.
  • Funds reported $497M of Docebo stock for Q3 2023, down 0.37% quarter-over-quarter.
  • 15 funds opened new Docebo positions in Q3 2023 and 12 closed out, a net change of +3 holders.
  • The largest Docebo buyer in Q3 2023 was Hillsdale Investment Management, an estimated $7.08M added.
  • The largest Docebo seller in Q3 2023 was Cat Rock Capital Management, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2023.