DF DENT & CO INC PCOR — PROCORE TECHNOLOGIES INC

Ownership history in DF DENT & CO INC  ·  19 quarters on record

AI Ownership Summary

DF DENT & CO INC reported PROCORE TECHNOLOGIES INC (PCOR) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.2% in 2025 Q4. The latest visible filing shows PCOR at 1.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PCOR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DF DENT & CO INC's position in PROCORE TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PCOR was reported at 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.2% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PCOR stock page DF DENT & CO INC fund profile DF DENT & CO INC full holdings
How DF DENT & CO INC held PCOR — position size vs. price
% of Fund (quarterly)    PCOR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,145,828 +128,793 +12.7% 1.20% $83.3M 2026-02-14 (Est.) $52.34
2025 Q3 ADDED — — — 1,017,035 +687,424 +208.6% 0.96% $74.2M 2025-11-14 $75.49
2025 Q2 ADDED — — — 329,611 +12,260 +3.9% 0.29% $22.6M 2025-08-14 $64.66
2025 Q1 REDUCED — — — 317,351 -7,403 -2.3% 0.28% $21.0M 2025-05-15 $71.43
2024 Q4 REDUCED 11.7% -11.9% ✅ 324,754 -43,010 -11.7% 0.31% $24.3M 2025-02-12 $74.29
2024 Q3 ADDED — — — 367,764 +65,090 +21.5% 0.28% $22.7M 2024-11-15 $69.15
2024 Q2 ADDED — — — 302,674 +83,019 +37.8% 0.26% $20.1M 2024-08-14 $55.73
2024 Q1 REDUCED — — — 219,655 -3,829 -1.7% 0.22% $18.0M 2024-05-15 $70.70
2023 Q4 ADDED — — — 223,484 +666 +0.3% 0.21% $15.5M 2024-02-14 $73.52
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PCOR

As of 2026 Q1 — sorted by position size

LOUNTZIS ASSET MANAGEMENT, LLC 3Y 2.2% Roubaix Capital, LLC 3Y 7Y 1.94% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 1.7% Robeco Schweiz AG 3Y 7Y 1.41% Taylor Frigon Capital Management LLC 3Y 7Y 1.29% WASATCH ADVISORS LP 3Y 7Y 1.12% Marble Harbor Investment Counsel, LLC 3Y 7Y 0.72% Robinhood Asset Management, LLC 0.65% ANTIPODES PARTNERS Ltd 3Y 7Y 0.53% Conestoga Capital Advisors, LLC 3Y 7Y 0.46%

FAQ About DF DENT & CO INC and PCOR

These are the practical questions this page is built to answer before you even open the full history table.

How long has DF DENT & CO INC reported owning PCOR?

DF DENT & CO INC reported PCOR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PCOR position in DF DENT & CO INC's portfolio?

The largest reported portfolio weight for PCOR was 1.20% in 2025 Q4.

What is the latest reported PCOR position on this page?

The most recent filing on this page is 2025 Q4, when DF DENT & CO INC reported 1,145,828 shares, equal to 1.20% of portfolio, with an estimated market value of $83.3M.

What does the chart on this PCOR ownership page compare?

The chart compares DF DENT & CO INC's quarterly PCOR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DF DENT & CO INC time their PCOR position?

Based on 13F filing dates vs. subsequent PCOR price moves, DF DENT & CO INC correctly timed 11 out of 18 reported position changes (61%).

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