CM
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Caption Management’s Green Dot GDOT Stock Holding History

Caption Management’s Portfolio GDOT Stock Details GDOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.92M Buy
+260,000
New +$3.08M 0.02% 705

Other funds holding GDOT

NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caption Management's GDOT Position: Q1 2026 in Review

Caption Management opened a new position in Green Dot (GDOT) in Q1 2026: 55,556 shares worth $623K. The stake represents ﹤0.01% of the portfolio and ranks #1155 among its holdings. This is a return to the name: Caption Management previously reported a position in GDOT as recently as Q2 2020.

Caption Management first reported a position in GDOT in Q2 2020 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold GDOT as of Q1 2026.

  • Caption Management held 55,556 shares of Green Dot worth $623K as of Q1 2026.
  • Green Dot was a new Caption Management position in Q1 2026.
  • Green Dot made up ﹤0.01% of Caption Management's portfolio in Q1 2026, its #1155 holding.
  • Caption Management first reported a position in Green Dot in Q2 2020 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held Green Dot as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.