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	$574K	Buy	+80,000	New	+$639K	﹤0.01%	1175
2024 Q2	–	Sell	-257,000	Closed	-$1.11M	–	1438
2024 Q1	$1.11M	Sell	257,000 -10,000	-4%	-$29.8K	0.02%	702
2023 Q4	$822K	Buy	+267,000	New	+$375K	0.01%	847
2022 Q1	–	Sell	-100,000	Closed	-$1.56M	–	1834
2021 Q4	$1.56M	Sell	100,000 -87,500	-47%	-$1.68M	0.02%	869
2021 Q3	$3.31M	Buy	187,500 +100,000	+114%	+$1.88M	0.04%	594
2021 Q2	$1.69M	Sell	87,500 -135,900	-61%	-$2.24M	0.02%	738
2021 Q1	$3.95M	Buy	+223,400	New	+$3.97M	0.09%	311

Other funds holding PRCH

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

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

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $2.42B AUM 11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return