Pelion, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Pelion, Inc. reported 4 stock positions worth $52.9 million. Its top holding was Weave Communications (WEAV) at 73.4% of the portfolio, followed by Bill (BILL, 23.1%) and Owlet (OWLT, 2.3%). Compared with Q4 2024, it reduced 3. The biggest sale was Bill (BILL, shares −60%).

Most Recent 13F
Q3 2025
Location
SALT LAKE CITY, UT
CIK
0001787862
Portfolio Value
$52.9M (Q1 2025)
SEC Filing
0001415889-25-012382 ↗ filed May 8, 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 $52.9M Q1 2025 Q2 2025: $45.0M Q2 2025 Q3 2025: $36.3M Q3 2025

Holdings 4 stocks · $52.9M
WEAV Weave Communications Inc. 73.36% 3,498,709 $38.8M Reduce -9.3%
BILL Bill Holdings Inc. 23.10% 266,219 $12.2M Reduce -59.7%
OWLT Owlet Inc. 2.26% 325,471 $1.2M No change
RCAT Red Cat Holdings Inc. 1.28% 115,045 $676K Reduce -87.2%

Portfolio Sells Q4 2024 → Q1 2025
BILL Bill Holdings Inc. Reduce -59.7% 23.10% −19.85
RCAT Red Cat Holdings Inc. Reduce -87.2% 1.28% −7.58
WEAV Weave Communications Inc. Reduce -9.3% 73.36% +26.27

Portfolio Buys Q4 2024 → Q1 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