NYSE · Technology

PROCORE TECHNOLOGIES INC PCOR

Procore Technologies, Inc., together with its subsidiaries, provides a cloud-based construction management platform and related products and services in the United States and internationally. Its platform enables owners, general and specialty contractors, architects, and engineers to collaborate on construction projects.

Computer Software: Prepackaged Software

Company profile

Business mix

  • Its platform enables owners, general and specialty contractors, architects, and engineers to collaborate on construction projects.
  • The company offers Preconstruction that facilitates collaboration between internal and external stakeholders during the takeoff, planning, budgeting, estimating, bidding, design.
  • It also provides Resource Management, that helps customers to schedule, track, and forecast workforce and equipment productivity, improve time management, communicate with workforces, optimize procurement and movement of materials.
  • The company serves owners, general contractors, and specialty contractors operating in the residential and non-residential segments of the construction industry.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 3.4% Buyback -1.29%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Tiger Global Management Chase Coleman 0.6% $133.4M 2026-03-31
Baron Capital Ron Baron 0.3% $85.4M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $12.8M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +6.2% +225,220 / 3,613,371
Tiger Global Management Chase Coleman 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,339,500 Last 3 periods +0 (0.0%) Total shares 2,339,500 Value $133.4M
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 16.2% 13F value change +$20.8M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 2.4% 13F value change +$2.3M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -1.1% 13F value change -$24.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,273,871 Last 3 periods +225,220 (+17.7%) Total shares 1,499,091 Value $85.4M
Durable Capital Partners Henry Ellenbogen 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$54.5M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$54.5M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.