Pelion, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Pelion, Inc. reported 3 stock positions worth $36.3 million. Its top holding was Weave Communications (WEAV) at 64.5% of the portfolio, followed by Bill (BILL, 27.9%) and Owlet (OWLT, 7.6%). Compared with Q2 2025, it sold out of 1 and reduced 1. The biggest sale was an exit from Red Cat (RCAT).

Most Recent 13F
Q3 2025
Location
SALT LAKE CITY, UT
CIK
0001787862
Portfolio Value
$36.3M (Q3 2025)
SEC Filing
0001787862-25-000004 ↗ filed Nov 10, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $156.1M Q1 2024 Q2 2024: $121.6M Q2 2024 Q3 2024: $144.1M Q3 2024 Q4 2024: $130.4M Q4 2024 Q1 2025: $52.9M Q1 2025 Q2 2025: $45.0M Q2 2025 Q3 2025: $36.3M $36.3M Q3 2025

Holdings 3 stocks · $36.3M

WEAV Weave Communications Inc. 64.46% 3,498,709 $23.4M No change
BILL Bill Holdings Inc. 27.94% 191,219 $10.1M Reduce -28.2%
OWLT Owlet Inc. 7.60% 325,471 $2.8M No change

Portfolio Sells Q2 2025 → Q3 2025

RCAT Red Cat Holdings Inc. Sold out 0.00% −1.86
BILL Bill Holdings Inc. Reduce -28.2% 27.94% +0.57

Portfolio Buys Q2 2025 → Q3 2025

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 3$36.3MWEAV, BILL, OWLT
Q2 2025 4$45.0MWEAV, BILL, OWLT, RCAT
Q1 2025 4$52.9MWEAV, BILL, OWLT, RCAT
Q4 2024 4$130.4MWEAV, BILL, RCAT, OWLT
Q3 2024 4$144.1MWEAV, BILL, RCAT, OWLT
Q2 2024 4$121.6MBILL, WEAV, OWLT, RCAT
Q1 2024 4$156.1MBILL, WEAV, OWLT, RCAT