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Caption Management’s Hims & Hers Health HIMS Stock Holding History

Caption Management’s Portfolio HIMS Stock Details HIMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-30,000
Closed -$974K – 1752
2025
Q4 		$974K Buy
+30,000
New +$1.28M 0.01% 1061
2025
Q1 		– Sell
-95,200
Closed -$2.3M – 1737
2024
Q4 		$2.3M Buy
+95,200
New +$2.36M 0.02% 646
2024
Q3 		– Sell
-441,000
Closed -$8.9M – 1415
2024
Q2 		$8.9M Buy
+441,000
New +$7.34M 0.14% 158
2024
Q1 		– Sell
-35,200
Closed -$313K – 1399
2023
Q4 		$313K Sell
35,200
-64,800
-65% -$479K ﹤0.01% 1050
2023
Q3 		$629K Buy
+100,000
New +$744K 0.01% 883

Other funds holding HIMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caption Management's HIMS Position: Q1 2026 in Review

Caption Management reduced its Hims & Hers Health (HIMS) stake by 93% in Q1 2026, selling an estimated $985K and leaving 3,300 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Caption Management first reported a position in HIMS in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.46M in Q4 2025. 434 funds tracked by Wall St. Rank hold HIMS as of Q1 2026.

  • Caption Management held 3,300 shares of Hims & Hers Health worth $68.5K as of Q1 2026.
  • Caption Management sold 41,700 Hims & Hers Health shares in Q1 2026, an estimated $985K.
  • Hims & Hers Health made up ﹤0.01% of Caption Management's portfolio in Q1 2026, its #1416 holding.
  • Caption Management first reported a position in Hims & Hers Health in Q3 2023 and has held it in 5 quarters since.
  • Caption Management's Hims & Hers Health position peaked at $1.46M in Q4 2025.
  • 434 funds tracked by Wall St. Rank held Hims & Hers Health as of Q1 2026.

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