CM
NARI

Caption Management’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Caption Management’s Portfolio NARI Stock Details NARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-70,000
Closed -$3.57M – 2162
2024
Q4 		$3.57M Buy
+70,000
New +$3.44M 0.03% 485
2024
Q1 		– Sell
-48,100
Closed -$3.12M – 1748
2023
Q4 		$3.12M Buy
+48,100
New +$2.9M 0.04% 489
2023
Q2 		– Sell
-14,300
Closed -$883K – 1466
2023
Q1 		$883K Buy
+14,300
New +$858K 0.02% 667
2022
Q4 		– Sell
-17,500
Closed -$1.27M – 1808
2022
Q3 		$1.27M Buy
+17,500
New +$1.3M 0.02% 786
2022
Q2 		– Sell
-44,000
Closed -$3.99M – 1918
2022
Q1 		$3.99M Buy
+44,000
New +$3.6M 0.05% 511

Other funds holding NARI

SA
SoundView Advisors Olympia, Washington $281M AUM 17.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Caption Management's NARI Position: Q1 2025 in Review

Caption Management sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 25,000 shares — an estimated $1.28M sold.

Caption Management first reported a position in NARI in Q1 2023 and held it in 2 quarters. The position peaked at $1.28M in Q4 2024. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Caption Management reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Caption Management sold 25,000 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $1.28M.
  • Caption Management first reported a position in Inari Medical, Inc. Common Stock in Q1 2023 and held it in 2 quarters.
  • Caption Management's Inari Medical, Inc. Common Stock position peaked at $1.28M in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Caption Management's 13F filing for Q1 2025, filed 15 May 2025.