SEC 13F Intelligence

Nzs Capital, LLC / PCOR

Nzs Capital, LLC’s Procore Technologies Inc Position

Does Nzs Capital, LLC own Procore Technologies Inc (PCOR)? Not currently — the last reported position was 773.1K shares worth $56M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$56M
Q4 2025
Shares
773.1K
% of Portfolio
+1.72%
Quarters Held
15
position exited

Position History PCOR

Reported value by quarter
Q2 ’22: $6MQ2 ’22Q3 ’22: $9MQ4 ’22: $9MQ4 ’22Q1 ’23: $17MQ2 ’23: $17MQ2 ’23Q3 ’23: $17MQ4 ’23: $24MQ4 ’23Q1 ’24: $29MQ2 ’24: $26MQ2 ’24Q3 ’24: $28MQ4 ’24: $29MQ4 ’24Q1 ’25: $35MQ2 ’25: $51MQ2 ’25Q3 ’25: $55MQ4 ’25: $56MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025773.1K$56M+1.72%
Q3 2025750.7K$55M+1.68%
Q2 2025748.2K$51M+1.74%
Q1 2025536.4K$35M+1.60%
Q4 2024393.6K$29M+1.26%
Q3 2024454.6K$28M+1.09%
Q2 2024393.5K$26M+1.07%
Q1 2024357.5K$29M+1.22%
Q4 2023347.0K$24M+1.27%
Q3 2023255.7K$17M+0.90%
Q2 2023257.9K$17M+0.84%
Q1 2023266.1K$17M+0.88%
Q4 2022191.4K$9M+0.77%
Q3 2022180.2K$9M+0.82%
Q2 2022132.3K$6M+0.64%

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