PB INVESTMENT PARTNERS, L.P.

Position in WLTH — Wealthfront Corp

CIK 1910391 BURLINGAME, CA

Position in WLTH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,521,309

+$2,398,575 QoQ

Shares Held

729,453

+63.7% QoQ

Ownership

0.488%

of shares outstanding

% of Portfolio

4.34%

of 13F equity value

Holder Rank

#21

of 139 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

PB INVESTMENT PARTNERS, L.P. holds $26,426,574 across 3 Software - Application names. WLTH ranks #3 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NICE	NICE Ltd.	124,232	$11,286,477
2	NAVN	Navan, Inc.	376,860	$8,618,788
3	WLTH	Wealthfront Corp This page	729,453	$6,521,309

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,521,309	729,453	+63.7%	Shares	Sole	2026-08-14
2026-03-31	$4,122,734	445,701	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.