CM
PRCH icon

Caption Management’s Porch Group PRCH Stock Holding History

Caption Management’s Portfolio PRCH Stock Details PRCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$93.2K Buy
+13,000
New +$104K ﹤0.01% 1397
2022
Q1 		– Sell
-57,500
Closed -$897K – 2067
2021
Q4 		$897K Buy
57,500
+20,241
+54% +$390K 0.06% 1085
2021
Q3 		$659K Buy
37,259
+23,454
+170% +$440K 0.04% 1151
2021
Q2 		$267K Sell
13,805
-82,095
-86% -$1.35M 0.02% 1146
2021
Q1 		$1.7M Buy
+95,900
New +$1.7M 0.22% 558

Other funds holding PRCH

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.13B AUM 47.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $2.42B AUM 11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return