JGC
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J. Goldman & Co’s Green Dot GDOT Stock Holding History

J. Goldman & Co’s Portfolio GDOT Stock Details GDOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-360,000
Closed -$5.7M – 405
2022
Q4 		$5.7M Buy
360,000
+342,800
+1,993% +$6.32M 0.28% 98
2022
Q3 		$326K Buy
+17,200
New +$397K 0.02% 315
2022
Q2 		– Sell
-3,000
Closed -$82K – 391
2022
Q1 		$82K Buy
+3,000
New +$91.2K ﹤0.01% 327

Other funds holding GDOT

NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

J. Goldman & Co's GDOT Position: Q2 2026 in Review

J. Goldman & Co reduced its Green Dot (GDOT) stake by 39% in Q2 2026, selling an estimated $679K and leaving 83,344 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #432.

J. Goldman & Co first reported a position in GDOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.27M in Q4 2025. 162 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

  • J. Goldman & Co held 83,344 shares of Green Dot worth $1.13M as of Q2 2026.
  • J. Goldman & Co sold 54,253 Green Dot shares in Q2 2026, an estimated $679K.
  • Green Dot made up 0.03% of J. Goldman & Co's portfolio in Q2 2026, its #432 holding.
  • J. Goldman & Co first reported a position in Green Dot in Q4 2025 and has held it in 3 quarters since.
  • J. Goldman & Co's Green Dot position peaked at $5.27M in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.