Caption Management’s OrthoPediatrics KIDS Stock Holding History

Caption Management’s Portfolio KIDS Stock Details KIDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,892	Closed	-$53.6K	–	1847
2025 Q3	$53.6K	Buy	+2,892	New	+$59.6K	﹤0.01%	1561

Other funds holding KIDS

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Caption Management's KIDS Position: Q4 2025 in Review

Caption Management sold out of OrthoPediatrics (KIDS) in Q4 2025, closing a stake of 2,892 shares — an estimated $53.6K sold.

Caption Management first reported a position in KIDS in Q3 2025 and held it in 1 quarter. The position peaked at $53.6K in Q3 2025. 120 funds tracked by Wall St. Rank hold KIDS as of Q4 2025.

Caption Management reported no remaining OrthoPediatrics position as of Q4 2025 after selling out during the quarter.
Caption Management sold 2,892 OrthoPediatrics shares in Q4 2025, an estimated $53.6K.
Caption Management first reported a position in OrthoPediatrics in Q3 2025 and held it in 1 quarter.
Caption Management's OrthoPediatrics position peaked at $53.6K in Q3 2025.
120 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2025.

Based on Caption Management's 13F filing for Q4 2025, filed 17 Feb 2026.