SEC 13F Intelligence

P2 Capital Partners, LLC / BCORUSD

P2 Capital Partners, LLC’s Avantax Inc Position

Does P2 Capital Partners, LLC own Avantax Inc (BCORUSD)? Not currently — the last reported position was 2.30M shares worth $51M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$51M
Q2 2023
Shares
2.30M
% of Portfolio
+5.99%
Quarters Held
10
position exited

Position History BCORUSD

Reported value by quarter
Q1 ’21: $38MQ1 ’21Q2 ’21: $40MQ3 ’21: $36MQ3 ’21Q4 ’21: $40MQ1 ’22: $35MQ1 ’22Q2 ’22: $42MQ3 ’22: $44MQ3 ’22Q4 ’22: $59MQ1 ’23: $61MQ1 ’23Q2 ’23: $51Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20232.30M$51M+5.99%
Q1 20232.30M$61M+7.76%
Q4 20222.30M$59M+7.76%
Q3 20222.30M$44M+5.49%
Q2 20222.30M$42M+4.81%
Q1 20221.80M$35M+3.33%
Q4 20212.30M$40M+3.11%
Q3 20212.30M$36M+3.02%
Q2 20212.30M$40M+2.99%
Q1 20212.30M$38M+2.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See P2 Capital Partners, LLC’s full portfolio or all institutional holders of BCORUSD.