Couchbase, Inc. has 3 Schedule 13D or 13G filings on record since 2025-07-29. 2 holders' latest filing reports 5% or more of common stock, $0.00001 par value per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Haveli Investments, L.P. | 100% | 1,000 | SCHEDULE 13D/A, 2025-09-25 | 2025-09-24 |
| The Vanguard Group | 8.06% | 4,422,652 | SCHEDULE 13G/A, 2025-07-29 | 2025-06-30 |
| EVR Research LP | 0% | 0 | SCHEDULE 13G/A, 2025-08-14 | 2025-06-30 |
Purpose of Transaction (Item 4)
Haveli Investments, L.P.
Consummation of the Merger The Reporting Person acquired the shares of the Issuer as part of a transaction to acquire and take the Issuer private. On September 24, 2025 (the "Closing Date"), pursuant to the previously disclosed Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer continuing as the surviving corporation of the Merger and a wholly owned subsidiary of Parent. At the Effective Time, each issued and outstanding share of Common Stock (subject to certain exceptions in the Merger Agreement, including the shares of Common Stock previously held by Cascade Aggregator, which were contributed to Parent prior to the Closing Date and cancelled at the Effective Time) automatically converted into the right to receive cash in an amount equal to $24.50, without interest and subject to applicable withholding taxes. As a result of the consummation of the Merger, the Reporting Persons collectively are the beneficial owners of all of the outstanding shares of Common Stock of the Issuer following the Merger. Following the consummation of the Merger, trading of the Common Stock on the Nasdaq Global Select Market ("Nasdaq") was suspended prior to the opening of trading on the Closing Date. On the Closing Date, the Issuer requested that Nasdaq file with the SEC a notification of removal from listing and registration on Form 25 to effect the delisting of the Common Stock from Nasdaq and the deregistration of the Common Stock pursuant to Section 12(b) of the …The first part of Item 4 of the SCHEDULE 13D/A filed 2025-09-25; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-29 | The Vanguard Group | 8.06% | SCHEDULE 13G/A |
| 2025-08-14 | EVR Research LP | 0% | SCHEDULE 13G/A |
| 2025-09-25 | Haveli Investments, L.P. | 100% | SCHEDULE 13D/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.