13F

Position

Pathstone Holdings, LLC in Progress Software Corp

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$141K$42.96$25.65

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20258.14K$349.8K0.0%
Q1 202614.4K$369.3K$25.65−$141K$160.4K0.0%