Procore Technologies, Inc. (PCOR): A Bull Case Theory
We came across a bullish thesis on Procore Technologies, Inc. on Zenoble’s Substack by Zenoble Research. In this article, we will summarize the bulls’ thesis on PCOR.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Tiger Global Management LLC Chase Coleman And Feroz Dewan | 2,339,500 | $170,175,230 | 0.57% | |
| 2. | XN Exponent Advisors Gaurav Kapadia | 2,323,031 | $168,977,275 | +1% | 4.74% |
| 3. | Holocene Advisors Brandon Haley | 2,149,846 | $156,379,798 | +9% | 0.33% |
| 4. | RGM Capital Robert G. Moses | 1,963,169 | $142,800,913 | -6% | 6.93% |
| 5. | BAMCO Inc. Ron Baron | 1,515,982 | $110,272,531 | +3% | 0.3% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $42.95 | 54,289 | $2,331,945.99 | 1,069,534 | 2022-06-14 | Filing | |
| $42.95 | 43,176 | $1,854,594.86 | 857,031 | 2022-06-14 | Filing | |
| $42.62 | 40,913 | $1,743,527.95 | 1,015,245 | 2022-06-14 | Filing | |
| $42.62 | 33,111 | $1,411,041.82 | 813,855 | 2022-06-14 | Filing | |
| $42.95 | 54,289 | $2,331,945.99 | 1,069,534 | 2022-06-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $58.41 | 1,293 | $75,524.13 | 927,580 | 2026-03-10 | Filing | |
| $57.58 | 19,859 | $1,143,481.22 | 928,873 | 2026-03-10 | Filing | |
| $56.99 | 34,969 | $1,992,883.31 | 948,732 | 2026-03-10 | Filing | |
| $57.48 | 7,692 | $442,136.16 | 996,752 | 2026-03-11 | Filing | |
| $58.03 | 164 | $9,516.92 | 1,004,444 | 2026-03-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 14,620,931 | $1,063,526,521 | 16.06% | |
| 2. | 13,158,506 | $957,149,726 | 0.01% | |
| 3. | 9,820,381 | $714,334,644 | 0.04% | |
| 4. | 7,310,276 | $531,749,476 | 0.17% | |
| 5. | 6,826,731 | $496,576,417 | 0.01% |