SEC 13F Intelligence

Montrusco Bolton Investments Inc. / PFPT

Montrusco Bolton Investments Inc.’s Proofpoi Position

Does Montrusco Bolton Investments Inc. own Proofpoi (PFPT)? Not currently — the last reported position was 685.9K shares worth $85M in Q1 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$85M
Q1 2021
Shares
685.9K
% of Portfolio
+2.76%
Quarters Held
10
position exited

Position History PFPT

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $16MQ2 ’19: $18MQ2 ’19Q3 ’19: $18MQ4 ’19: $22MQ4 ’19Q1 ’20: $33MQ2 ’20: $42MQ2 ’20Q3 ’20: $53MQ4 ’20: $60MQ4 ’20Q1 ’21: $85Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2021685.9K$85M+2.76%
Q4 2020452.6K$60M+2.65%
Q3 2020516.4K$53M+2.66%
Q2 2020378.7K$42M+2.42%
Q1 2020342.6K$33M+2.63%
Q4 2019195.2K$22M+1.27%
Q3 2019153.0K$18M+1.04%
Q2 2019153.3K$18M+1.20%
Q1 2019130.2K$16M+1.05%
Q4 201888.7K$7M+0.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Montrusco Bolton Investments Inc.’s full portfolio or all institutional holders of PFPT.