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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $34.3B AUM 4,879 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 212 New 1057 Added 819 Reduced 97 Exited
Page 41 of 41  ·  819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 NXDR NEXTDOOR HOLDINGS INC Communication Services 63,133.0 $143K -1K -1.6% $2.27 +9.9%
802 WB WEIBO CORP Communication Services 19,370.0 $141K -916.0 -4.5% $7.26 +4.1%
803 TAL TAL ED GROUP Consumer Defensive 14,112.0 $135K -2K -13.7% $9.57 +24.3%
804 BBD BANCO BRADESCO S A Financial Services 36,136.0 $125K -2K -4.1% $3.47 -11.8%
805 ARI APOLLO COML REAL ESTATE FIN Real Estate 11,723.0 $125K -746.0 -6.0% $10.68 -36.4%
806 OIS OIL STS INTL INC Energy 12,976.0 $104K -7K -34.4% $8.01 +12.2%
807 SOUN SOUNDHOUND AI INC Technology 15,971.0 $103K -222.0 -1.4% $6.47 +9.4%
808 WEAV WEAVE COMMUNICATIONS INC Technology 15,643.0 $94K -8K -33.9% $5.99 +21.6%
809 SMHI SEACOR MARINE HLDGS INC Industrials 10,275.0 $79K -550.0 -5.1% $7.65 +29.0%
810 AMPY AMPLIFY ENERGY CORP NEW Energy 17,219.0 $69K -1K -7.3% $3.98 +21.0%
811 FPH FIVE POINT HOLDINGS LLC Real Estate 12,600.0 $66K -10K -44.2% $5.27 -3.3%
812 THRY THRYV HLDGS INC Communication Services 14,502.0 $57K -2K -11.4% $3.94 -51.4%
813 BSBR BANCO SANTANDER BRASIL S A Financial Services 10,688.0 $56K -4K -25.2% $5.25 +7.1%
814 DNN DENISON MINES CORP Energy 14,470.0 $44K -5K -25.0% $3.06 +1.5%
815 SEER SEER INC Healthcare 26,510.0 $44K -2K -6.0% $1.66 +22.0%
816 BLND BLEND LABS INC Technology 20,030.0 $34K -767.0 -3.7% $1.71 -14.0%
817 MIST MILESTONE PHARMACEUTICALS IN Healthcare 15,500.0 $21K -2K -9.0% $1.34 -20.1%
818 STIM NEURONETICS INC Healthcare 14,247.0 $19K -18K -55.8% $1.30 +139.6%
819 ICE CALL INTERCONTINENTAL EXCHANGE IN Financial Services 300.0 $75.0 -200.0 -40.0% $0.25 +62904.0%
Page 41 of 41  ·  819 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.2%
Financial Services 28.1%
Consumer Cyclical 7.9%
Communication Services 7.7%
Healthcare 7.6%
Industrials 7.4%
Consumer Defensive 5.3%
Energy 3.1%
Utilities 1.7%
Basic Materials 1.5%