Potrero Capital Research LLC BIGC — BIGCOMMERCE HLDGS INC

Ownership history in Potrero Capital Research LLC  ·  11 quarters on record

AI Ownership Summary

Potrero Capital Research LLC reported BIGCOMMERCE HLDGS INC (BIGC) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 5.91% in 2024 Q2. The latest visible filing shows BIGC at 1.23% 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 BIGC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Potrero Capital Research LLC's position in BIGCOMMERCE HLDGS 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
2026 Q1

BIGC was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.91% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

BIGC stock page Potrero Capital Research LLC fund profile Potrero Capital Research LLC full holdings
How Potrero Capital Research LLC held BIGC — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 748,662 -666,677 -47.1% 1.23% $2.0M 2026-05-15 $2.74
2025 Q4 UNCHANGED — — — 1,415,339 — 0% 1.96% $5.8M 2026-02-17 $2.91
2025 Q3 REDUCED — — — 1,415,339 -291,184 -17.1% 0.81% $7.1M 2025-11-14 $4.91
2025 Q2 REDUCED — — — 1,706,523 -12,906 -0.8% 2.07% $8.5M 2025-08-14 $4.54
2025 Q1 UNCHANGED — — — 1,719,429 — 0% 4.87% $9.9M 2025-05-15 $5.18
2024 Q4 UNCHANGED — — — 1,719,429 — 0% 3.52% $10.5M 2025-02-14 $6.96
2024 Q3 REDUCED — — — 1,719,429 -50 -0.0% 3.18% $10.1M 2024-11-14 $6.18
2024 Q2 ADDED — — — 1,719,479 +1,190,630 +225.1% 5.91% $13.9M 2024-08-14 $5.50
2024 Q1 ADDED — — — 528,849 +317,564 +150.3% 2.08% $3.6M 2024-05-15 $7.80
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BIGC

As of 2026 Q1 — sorted by position size

P.A.W. CAPITAL CORP 3Y 7Y 5.09% Divisar Capital Management LLC 3Y 7Y 2.67% Lynrock Lake LP 3Y 7Y 1.69% S SQUARED TECHNOLOGY, LLC 3Y 7Y 1.62% NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.88% MONIMUS CAPITAL MANAGEMENT, LP 0.86% Notable Capital Management, L.L.C. 0.75% Pale Fire Capital SE 3Y 0.69% HERALD INVESTMENT MANAGEMENT Ltd 3Y 7Y 0.26% Sapience Investments, LLC 3Y 7Y 0.25%

FAQ About Potrero Capital Research LLC and BIGC

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

How long has Potrero Capital Research LLC reported owning BIGC?

Potrero Capital Research LLC reported BIGC across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BIGC position in Potrero Capital Research LLC's portfolio?

The largest reported portfolio weight for BIGC was 5.91% in 2024 Q2.

What is the latest reported BIGC position on this page?

The most recent filing on this page is 2026 Q1, when Potrero Capital Research LLC reported 748,662 shares, equal to 1.23% of portfolio, with an estimated market value of $2.0M.

What does the chart on this BIGC ownership page compare?

The chart compares Potrero Capital Research LLC's quarterly BIGC 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 Potrero Capital Research LLC time their BIGC position?

Based on 13F filing dates vs. subsequent BIGC price moves, Potrero Capital Research LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on BIGC relative to SPY over the holding period was -55.9%.

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