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PCOR position history

The shares of Procore Technologies (PCOR) that Meritage Group LP reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q1: 1,298,985 shares, $107M, 2.5% of portfolio, New
  2. 2024 Q2: 1,647,485 shares, $109M, 2.8% of portfolio, Add +26.8%
  3. 2024 Q3: 2,745,504 shares, $169M, 4.0% of portfolio, Add +66.6%
  4. 2024 Q4: 2,745,504 shares, $206M, 4.9% of portfolio
  5. 2025 Q1: 2,745,504 shares, $181M, 5.0% of portfolio
  6. 2025 Q2: 2,727,718 shares, $187M, 5.1% of portfolio, Reduce −0.6%
  7. 2025 Q3: 2,727,718 shares, $199M, 5.7% of portfolio
  8. 2025 Q4: 2,669,593 shares, $194M, 6.0% of portfolio, Reduce −2.1%
  9. 2026 Q1: 2,678,410 shares, $153M, 5.8% of portfolio, Add +0.3%
  10. 2026 Q2: not held, Exit
Holdings date Value % of holdings Shares Filing date All 13F holders