Dmitry Balyasny’s Porch Group PRCH Stock Holding History

Dmitry Balyasny’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 Q2	$463K	Sell	30,809 -136,439	-82%	-$1.34M	﹤0.01%	2550
2026 Q1	$1.2M	Buy	167,248 +40,709	+32%	+$325K	﹤0.01%	2005
2025 Q4	$1.16M	Buy	+126,539	New	+$1.52M	﹤0.01%	2122
2025 Q2	–	Sell	-49,942	Closed	-$364K	–	3242
2025 Q1	$364K	Buy	+49,942	New	+$271K	﹤0.01%	2380
2024 Q2	–	Sell	-70,788	Closed	-$305K	–	2991
2024 Q1	$305K	Buy	+70,788	New	+$211K	﹤0.01%	2257
2023 Q3	–	Sell	-62,387	Closed	-$86.1K	–	2628
2023 Q2	$86.1K	Sell	62,387 -80,048	-56%	-$97K	﹤0.01%	2120
2023 Q1	$204K	Buy	+142,435	New	+$337K	﹤0.01%	2218
2021 Q1	–	Sell	-166,566	Closed	-$2.38M	–	2013
2020 Q4	$2.38M	Buy	+166,566	New	+$1.86M	0.01%	838

Other funds holding PRCH

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

Dmitry Balyasny's PRCH Position: Q2 2026 in Review

Dmitry Balyasny reduced its Porch Group (PRCH) stake by 82% in Q2 2026, selling an estimated $1.34M and leaving 30,809 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

Dmitry Balyasny first reported a position in PRCH in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.38M in Q4 2020. 199 funds tracked by Wall St. Rank hold PRCH as of Q2 2026.

Dmitry Balyasny held 30,809 shares of Porch Group worth $463K as of Q2 2026.
Dmitry Balyasny sold 136,439 Porch Group shares in Q2 2026, an estimated $1.34M.
Porch Group made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2550 holding.
Dmitry Balyasny first reported a position in Porch Group in Q4 2020 and has held it in 8 quarters since.
Dmitry Balyasny's Porch Group position peaked at $2.38M in Q4 2020.
199 funds tracked by Wall St. Rank held Porch Group as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.