Couchbase, Inc. - Common Stock, $0.00001 par value per share (BASE) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2021 to Q3 2025

Type / Class
Equity / Common Stock, $0.00001 par value per share
Symbol
BASE
Shares outstanding
1,000
Price per share
$24.51
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
2,677
Total reported value
$65,310
% of total 13F portfolios
0%
Share change
-36,189,317
Value change
-$882,296,077
Number of holders
3
Price from insider filings
$24.51
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Couchbase, Inc. - Common Stock, $0.00001 par value per share (BASE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 8.1% $107,824,256 4,422,652 The Vanguard Group 30 Jun 2025
Haveli Investments, L.P. 100% +904% $24,270 -$126,072,966 1,000 -100% Haveli Investments, L.P. 24 Sep 2025

As of 30 Sep 2025, 3 institutional investors reported holding 2,677 shares of Couchbase, Inc. - Common Stock, $0.00001 par value per share (BASE). This represents 268% of the company’s total 1,000 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Couchbase, Inc. - Common Stock, $0.00001 par value per share (BASE) together control 268% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
OSAIC HOLDINGS, INC. 253% 2,528 -9.5% 0% $61,657
IFP Advisors, Inc 15% 148 0% 0% $3,628
HUNTINGTON NATIONAL BANK 0.1% 1 0% 0% $25
CONGRESS ASSET MANAGEMENT CO 0% 0 -100% $0
HARBOR CAPITAL ADVISORS, INC. 0% 0 -100% $0
CWM, LLC 0% 0 -100% $0
Farther Finance Advisors, LLC 0% 0 -100% $0
True Wealth Design, LLC 0% 0 -100% $0
SIGNATUREFD, LLC 0% 0 -100% $0
North Star Investment Management Corp. 0% 0 -100% $0
MassMutual Private Wealth & Trust, FSB 0% 0 -100% $0
KLP KAPITALFORVALTNING AS 0% 0 -100% $0
SG Americas Securities, LLC 0% 0 -100% $0
NISA INVESTMENT ADVISORS, LLC 0% 0 -100% $0
AMALGAMATED BANK 0% 0 -100% $0
Versant Capital Management, Inc 0% 0 -100% $0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0% 0 -100% $0
Parkside Financial Bank & Trust 0% 0 -100% $0
Y-Intercept (Hong Kong) Ltd 0% 0 -100% $0
CITIGROUP INC 0% 0 -100% $0
NEW YORK STATE COMMON RETIREMENT FUND 0% 0 -100% $0
Bank of New York Mellon Corp 0% 0 -100% $0
ARIZONA STATE RETIREMENT SYSTEM 0% 0 -100% $0
Knights of Columbus Asset Advisors LLC 0% 0 -100% $0
Fortitude Family Office, LLC 0% 0 -100% $0

Institutional Holders of Couchbase, Inc. - Common Stock, $0.00001 par value per share (BASE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 2,677 $65,310 -$882,296,077 $24.51 3
2025 Q2 36,241,862 $883,577,123 +$88,408,887 $24.38 162
2025 Q1 35,007,740 $551,379,107 -$41,779,359 $15.75 148
2024 Q4 37,662,520 $587,134,880 +$1,690,679 $15.59 145
2024 Q3 37,589,241 $606,753,250 -$10,518,853 $16.12 150
2024 Q2 37,535,047 $685,392,170 -$10,999,991 $18.26 160
2024 Q1 37,196,644 $978,634,667 +$111,422,806 $26.31 175
2023 Q4 32,995,970 $743,066,640 +$70,944,528 $22.52 129
2023 Q3 32,459,946 $557,007,229 +$7,272,401 $17.16 98
2023 Q2 32,046,384 $498,865,263 +$61,553,347 $15.82 100
2023 Q1 28,213,146 $396,665,510 +$16,637,112 $14.06 95
2022 Q4 27,050,607 $358,685,713 +$8,405,995 $13.26 85
2022 Q3 26,294,653 $375,221,076 -$14,986,181 $14.27 90
2022 Q2 26,682,455 $438,122,321 +$11,154,786 $16.42 74
2022 Q1 28,210,715 $491,394,288 +$5,689,935 $17.42 72
2021 Q4 27,070,149 $675,600,000 +$70,900,563 $24.96 66
2021 Q3 16,747,261 $515,447,365 +$515,447,365 $31.11 69