Docebo
DCBO
83 hedge funds and large institutions have $431M invested in Docebo in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 30 reducing their positions, and 11 closing their positions.
33% more capital invested
Capital invested by funds: $325M → $431M (+$106M)
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
4% more funds holding
Funds holding: 80 → 83 (+3)
0.81% more ownership
Funds ownership: 38.66% → 39.46% (+0.81%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
37% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 30
71% less call options, than puts
Call options by funds: $172K | Put options by funds: $586K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRCM
Cat Rock Capital Management
Greenwich,
Connecticut
|
+$15.2M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$9.7M |
| 3 |
LPP
Long Path Partners
Stamford,
Connecticut
|
+$8.5M |
| 4 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
+$3.95M |
| 5 |
CSNH
Crow's Nest Holdings
Richmond,
Virginia
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$8.03M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$6.59M |
| 3 |
SI
SQN Investors
Menlo Park,
California
|
-$5.29M |
| 4 |
PIC
PCJ Investment Counsel
Toronto,
Ontario, Canada
|
-$3.28M |
| 5 |
Renaissance Technologies
New York
|
-$1.89M |
DCBO Hedge Fund Activity: Q4 2022 in Review
83 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Docebo (DCBO) for Q4 2022, worth a combined $431M — up 33% from $325M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DCBO positions and 11 closed out — a net gain of 3 holders — while 19 added to existing stakes and 30 trimmed.
The largest buyer was Cat Rock Capital Management, adding an estimated $15.2M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $8.03M sold.
- 83 institutional investors held Docebo (DCBO) as of Q4 2022, up from 80 in Q3 2022.
- Funds reported $431M of Docebo stock for Q4 2022, up 33% quarter-over-quarter.
- 14 funds opened new Docebo positions in Q4 2022 and 11 closed out, a net change of +3 holders.
- The largest Docebo buyer in Q4 2022 was Cat Rock Capital Management, an estimated $15.2M added.
- The largest Docebo seller in Q4 2022 was Driehaus Capital Management, an estimated $8.03M sold.
Based on aggregated 13F filings for Q4 2022.