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Procore Technologies shares owned by Source Financial Advisors

Quarter-by-quarter ownership of Procore Technologies (PCOR) shares owned by Source Financial Advisors from 13F filings

Historical chart of Source Financial Advisors investment in Procore Technologies

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All positions including Procore Technologies held by Source Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Procore Technologies by Source Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $235k 2.9k 82.17
2023-12-31 $255k 3.7k 69.22
2023-09-30 $240k 3.7k 65.32
2023-06-30 $281k 4.3k 65.07

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Confluent Class A Com (CFLT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Elastic N V Ord Shs (ESTC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Source Financial Advisors

Top funds holding Procore Technologies

Vanguard Group
T. Rowe Price Associates
Jpmorgan Chase & Co
Cadian Capital Management
Deer Management
Tiger Global Management
HPM Partners
Gilder, Gagnon, Howe & Co
Goldman Sachs Group
SAM Sustainable Asset Management
Norges Bank Investment Management
Franklin Resources
Westfield Capital Management Company
Allspring Global Investments Holdings
Jennifer Ranahan

View all funds holding Procore Technologies